CMF ISHARES TR
CALIF MUN BD ETF
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 355 | 53,958,101 | $31.10亿 | 29 | 165 | 87 | 24 | $2.25亿 |
| 2026Q1 | 352 | 50,463,785 | $28.70亿 | 30 | 158 | 90 | 18 | $1.64亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $7,485.82万 |
| Wealthfront Advisers LLC | 加仓 | $6,205.54万 |
| EP Wealth Advisors, LLC | 加仓 | $2,942.53万 |
| Facet Wealth, Inc. | 加仓 | $976.05万 |
| LPL Financial LLC | 加仓 | $941.04万 |
| OSAIC HOLDINGS, INC. | 加仓 | $864.04万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $799.27万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $560.28万 |
| RENAISSANCE TECHNOLOGIES LLC | 加仓 | $532.44万 |
| GUGGENHEIM CAPITAL LLC | 加仓 | $470.69万 |
| Plancorp, LLC | 新建仓 | $461.10万 |
| MORGAN STANLEY | 加仓 | $367.14万 |
| Cerity Partners LLC | 加仓 | $343.04万 |
| Cresset Asset Management, LLC | 加仓 | $318.01万 |
| West Wealth Group, LLC | 加仓 | $305.63万 |
| FLOW TRADERS U.S. LLC | 新建仓 | $296.80万 |
| Focus Partners Wealth | 加仓 | $292.92万 |
| Ashton Thomas Private Wealth, LLC | 加仓 | $292.25万 |
| Seek First Inc. | 新建仓 | $289.76万 |
| ASSETMARK, INC | 加仓 | $255.64万 |
2026Q2 卖出最多
| Beacon Pointe Advisors, LLC | 减仓 | -$1,261.79万 |
| JANE STREET GROUP, LLC | 清仓 | -$981.30万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$949.58万 |
| Manhattan West Asset Management, LLC | 减仓 | -$417.77万 |
| FMR LLC | 减仓 | -$373.60万 |
| Integrated Advisors Network LLC | 减仓 | -$354.65万 |
| ALLIANCEBERNSTEIN L.P. | 减仓 | -$289.21万 |
| FIRST FOUNDATION ADVISORS | 减仓 | -$217.83万 |
| Allspring Global Investments Holdings, LLC | 清仓 | -$212.00万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$187.94万 |
| Ballast Rock Private Wealth LLC | 减仓 | -$174.95万 |
| UBS Group AG | 减仓 | -$163.88万 |
| Slow Capital, Inc. | 减仓 | -$148.66万 |
| FF Advisors,LLC | 重新持有 | -$132.61万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 重新持有 | -$122.58万 |
| BAILARD, INC. | 减仓 | -$122.14万 |
| MYECFO, LLC | 减仓 | -$120.66万 |
| Destination Wealth Management | 减仓 | -$105.26万 |
| BlackRock, Inc. | 减仓 | -$97.60万 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 减仓 | -$96.09万 |
2026Q2 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9,795,528 | $5.65亿 | 0.08% | 1,298,720 | 加仓 |
| Wealthfront Advisers LLC | 7,276,324 | $4.19亿 | 0.81% | 1,076,603 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,975,540 | $1.14亿 | 0.01% | 138,666 | 加仓 |
| MORGAN STANLEY | 1,936,419 | $1.12亿 | 0.01% | 63,696 | 加仓 |
| Facet Wealth, Inc. | 1,750,409 | $1.01亿 | 1.45% | 169,335 | 加仓 |
| FMR LLC | 1,742,213 | $1.00亿 | 0.00% | -64,816 | 减仓 |
| EP Wealth Advisors, LLC | 1,691,400 | $9,749.23万 | 0.37% | 510,501 | 加仓 |
| SYON CAPITAL LLC | 1,395,697 | $8,044.80万 | 3.50% | 43,569 | 加仓 |
| LPL Financial LLC | 1,310,854 | $7,555.76万 | 0.02% | 163,261 | 加仓 |
| BAILARD, INC. | 1,213,415 | $6,994.12万 | 1.42% | -21,191 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,118,263 | $6,445.67万 | 0.02% | 97,204 | 加仓 |
| Mariner, LLC | 931,425 | $5,368.74万 | 0.06% | 12,841 | 加仓 |
| BlackRock, Inc. | 865,882 | $4,990.94万 | 0.00% | -16,932 | 减仓 |
| JPMORGAN CHASE & CO | 690,685 | $3,981.80万 | 0.00% | 8,891 | 加仓 |
| WELLS FARGO & COMPANY/MN | 667,037 | $3,844.80万 | 0.01% | 9,573 | 加仓 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 666,348 | $3,840.83万 | 0.13% | 2,727 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 624,565 | $3,600.00万 | 0.04% | -32,606 | 减仓 |
| ROYAL BANK OF CANADA | 510,220 | $2,940.90万 | 0.00% | 38,582 | 加仓 |
| UBS Group AG | 503,444 | $2,901.85万 | 0.00% | -28,431 | 减仓 |
| GUGGENHEIM CAPITAL LLC | 477,670 | $2,753.29万 | 0.17% | 81,660 | 加仓 |
| Focus Partners Wealth | 455,178 | $2,623.65万 | 0.03% | 50,819 | 加仓 |
| ASSETMARK, INC | 436,085 | $2,513.59万 | 0.04% | 44,352 | 加仓 |
| Cerity Partners LLC | 390,584 | $2,251.33万 | 0.03% | 59,514 | 加仓 |
| West Wealth Group, LLC | 384,830 | $2,218.16万 | 3.63% | 53,024 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 378,084 | $2,179.28万 | 0.03% | 21,653 | 加仓 |
| Cetera Investment Advisers | 360,260 | $2,076.54万 | 0.02% | -8,248 | 减仓 |
| SEI INVESTMENTS CO | 327,187 | $1,885.91万 | 0.02% | 18,275 | 加仓 |
| Manhattan West Asset Management, LLC | 325,296 | $1,875.01万 | 3.13% | -72,479 | 减仓 |
| FIRST FOUNDATION ADVISORS | 318,941 | $1,838.38万 | 0.66% | -37,791 | 减仓 |
| RWA WEALTH PARTNERS, LLC | 314,017 | $1,809.99万 | 0.17% | 1,471 | 加仓 |
| ALLIANCEBERNSTEIN L.P. | 315,476 | $1,793.80万 | 0.01% | -50,863 | 减仓 |
| Affinity Capital Advisors, LLC | 293,212 | $1,688.11万 | 2.09% | -24 | 减仓 |
| Orin Green Financial, LLC | 284,860 | $1,641.93万 | 6.06% | -2,304 | 减仓 |
| Creative Planning | 273,154 | $1,574.46万 | 0.01% | -4,264 | 减仓 |
| Rinkey Investments | 266,511 | $1,536.17万 | 3.62% | 7,548 | 加仓 |
| Betterment LLC | 253,502 | $1,461.20万 | 0.02% | 11,445 | 加仓 |
| Slow Capital, Inc. | 252,501 | $1,455.41万 | 1.70% | -25,791 | 减仓 |
| MYECFO, LLC | 241,609 | $1,392.69万 | 5.26% | -20,933 | 减仓 |
| RiverFront Investment Group, LLC | 241,434 | $1,391.63万 | 0.18% | -3,120 | 减仓 |
| AMERIPRISE FINANCIAL INC | 236,001 | $1,369.68万 | 0.00% | -7,493 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 212,056 | $1,222.29万 | 0.01% | 5,941 | 加仓 |
| Pure Financial Advisors, LLC | 209,603 | $1,208.15万 | 0.15% | 13,968 | 加仓 |
| Apella Capital, LLC | 204,693 | $1,176.57万 | 0.17% | -7,817 | 减仓 |
| OSAIC HOLDINGS, INC. | 203,745 | $1,174.56万 | 0.01% | 149,881 | 加仓 |
| Navalign, LLC | 202,036 | $1,164.54万 | 2.71% | 1,142 | 加仓 |
| Brio Consultants, LLC | 200,419 | $1,155.21万 | 1.35% | 3,292 | 加仓 |
| Atlas Legacy Advisors, LLC | 198,228 | $1,142.59万 | 1.69% | -34 | 减仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 195,345 | $1,125.97万 | 0.15% | 3,316 | 加仓 |
| Steward Partners Investment Advisory, LLC | 194,046 | $1,118.48万 | 0.06% | -164,744 | 减仓 |
| Beacon Pointe Advisors, LLC | 192,748 | $1,111.00万 | 0.05% | -218,910 | 减仓 |
内部人交易(Form 4)
CMF 董事、高管和大股东的最新买卖申报。专业版可看 🔒