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 🔒 | ||||||||
2026Q1 买入最多
| Wealthfront Advisers LLC | 加仓 | $6,197.68万 |
| BlackRock, Inc. | 加仓 | $3,668.76万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2,720.58万 |
| Beacon Pointe Advisors, LLC | 加仓 | $1,682.28万 |
| SYON CAPITAL LLC | 加仓 | $1,162.02万 |
| LPL Financial LLC | 加仓 | $899.02万 |
| Apella Capital, LLC | 加仓 | $860.79万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $613.11万 |
| GUGGENHEIM CAPITAL LLC | 加仓 | $587.65万 |
| RiverFront Investment Group, LLC | 加仓 | $486.51万 |
| Facet Wealth, Inc. | 加仓 | $473.17万 |
| MORGAN STANLEY | 加仓 | $467.01万 |
| Cerity Partners LLC | 加仓 | $453.70万 |
| Integrated Advisors Network LLC | 新建仓 | $423.37万 |
| FIFTH THIRD BANCORP | 新建仓 | $398.04万 |
| Rinkey Investments | 加仓 | $371.19万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $368.46万 |
| Focus Partners Wealth | 加仓 | $343.54万 |
| West Wealth Group, LLC | 加仓 | $329.83万 |
| Creative Planning | 加仓 | $327.58万 |
2026Q1 卖出最多
| TIAA TRUST, NATIONAL ASSOCIATION | 减仓 | -$3,716.79万 |
| Envestnet Portfolio Solutions, Inc. | 清仓 | -$2,065.21万 |
| BAILARD, INC. | 减仓 | -$1,162.90万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$581.72万 |
| FMR LLC | 减仓 | -$565.17万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$550.26万 |
| RENAISSANCE TECHNOLOGIES LLC | 减仓 | -$533.92万 |
| US BANCORP \DE\ | 减仓 | -$531.62万 |
| BNP PARIBAS FINANCIAL MARKETS | 减仓 | -$368.60万 |
| Corient Private Wealth LP | 减仓 | -$208.91万 |
| Leisure Capital Management | 清仓 | -$187.97万 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 减仓 | -$147.39万 |
| HSBC HOLDINGS PLC | 减仓 | -$136.45万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$122.62万 |
| Orin Green Financial, LLC | 减仓 | -$112.94万 |
| Values Added Financial LLC | 减仓 | -$107.34万 |
| Strategic Financial Services, Inc. | 清仓 | -$103.58万 |
| CWM, LLC | 减仓 | -$91.47万 |
| CONQUIS FINANCIAL LLC | 减仓 | -$91.27万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$88.70万 |
2026Q1 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 | 8,496,808 | $4.83亿 | 0.07% | 56,779 | 加仓 |
| Wealthfront Advisers LLC | 6,199,721 | $3.53亿 | 0.77% | 1,089,990 | 加仓 |
| MORGAN STANLEY | 1,872,723 | $1.06亿 | 0.01% | 82,134 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,836,874 | $1.04亿 | 0.01% | -96,775 | 减仓 |
| FMR LLC | 1,807,029 | $1.03亿 | 0.01% | -99,397 | 减仓 |
| Facet Wealth, Inc. | 1,581,074 | $8,989.98万 | 1.56% | 83,217 | 加仓 |
| SYON CAPITAL LLC | 1,352,128 | $7,688.20万 | 3.87% | 204,365 | 加仓 |
| BAILARD, INC. | 1,234,606 | $7,019.97万 | 1.61% | -204,519 | 减仓 |
| EP Wealth Advisors, LLC | 1,180,899 | $6,714.59万 | 0.33% | 9,918 | 加仓 |
| LPL Financial LLC | 1,147,593 | $6,525.21万 | 0.02% | 158,111 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,021,059 | $5,805.74万 | 0.02% | 478,469 | 加仓 |
| Mariner, LLC | 918,584 | $5,222.45万 | 0.06% | 12,660 | 加仓 |
| BlackRock, Inc. | 882,814 | $5,019.68万 | 0.00% | 645,227 | 加仓 |
| JPMORGAN CHASE & CO | 681,794 | $3,867.14万 | 0.00% | 29,330 | 加仓 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 663,621 | $3,773.35万 | 0.15% | — | — |
| WELLS FARGO & COMPANY/MN | 657,464 | $3,738.34万 | 0.01% | 48,820 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 657,171 | $3,736.68万 | 0.06% | 107,828 | 加仓 |
| UBS Group AG | 531,875 | $3,024.24万 | 0.00% | -5,004 | 减仓 |
| ROYAL BANK OF CANADA | 471,638 | $2,681.70万 | 0.00% | 21,217 | 加仓 |
| Opes Wealth Management LLC | 467,978 | $2,660.92万 | 4.37% | 29,000 | 加仓 |
| Beacon Pointe Advisors, LLC | 411,658 | $2,340.69万 | 0.12% | 295,864 | 加仓 |
| Focus Partners Wealth | 404,359 | $2,299.68万 | 0.03% | 60,405 | 加仓 |
| Manhattan West Asset Management, LLC | 397,775 | $2,261.75万 | 4.42% | 34,481 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 396,010 | $2,251.71万 | 0.17% | 103,351 | 加仓 |
| ASSETMARK, INC | 391,733 | $2,227.39万 | 0.05% | 18,851 | 加仓 |
| ALLIANCEBERNSTEIN L.P. | 366,339 | $2,104.98万 | 0.01% | 28,162 | 加仓 |
| Cetera Investment Advisers | 368,508 | $2,095.34万 | 0.02% | -9,549 | 减仓 |
| Steward Partners Investment Advisory, LLC | 358,790 | $2,040.08万 | 0.10% | -2,543 | 减仓 |
| FIRST FOUNDATION ADVISORS | 356,732 | $2,028.38万 | 0.82% | -10,551 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 356,431 | $2,026.66万 | 0.04% | 5,045 | 加仓 |
| West Wealth Group, LLC | 331,806 | $1,886.65万 | 3.73% | 58,007 | 加仓 |
| Cerity Partners LLC | 331,070 | $1,882.47万 | 0.03% | 79,792 | 加仓 |
| RWA WEALTH PARTNERS, LLC | 312,546 | $1,777.14万 | 0.19% | 49 | 加仓 |
| SEI INVESTMENTS CO | 308,912 | $1,756.47万 | 0.02% | 2,189 | 加仓 |
| Affinity Capital Advisors, LLC | 293,236 | $1,667.34万 | 2.34% | 23,642 | 加仓 |
| Orin Green Financial, LLC | 287,164 | $1,632.81万 | 6.70% | -19,863 | 减仓 |
| Slow Capital, Inc. | 278,292 | $1,582.37万 | 2.06% | -3,155 | 减仓 |
| Creative Planning | 277,418 | $1,577.40万 | 0.01% | 57,611 | 加仓 |
| MYECFO, LLC | 262,542 | $1,492.82万 | 6.25% | 11,340 | 加仓 |
| Rinkey Investments | 258,963 | $1,472.46万 | 3.77% | 65,282 | 加仓 |
| RiverFront Investment Group, LLC | 244,554 | $1,390.53万 | 0.22% | 85,562 | 加仓 |
| AMERIPRISE FINANCIAL INC | 243,494 | $1,384.51万 | 0.00% | -15,599 | 减仓 |
| Betterment LLC | 242,057 | $1,376.30万 | 0.03% | 10,751 | 加仓 |
| Apella Capital, LLC | 212,510 | $1,221.08万 | 0.18% | 149,807 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 206,115 | $1,171.97万 | 0.01% | 64,802 | 加仓 |
| Navalign, LLC | 200,894 | $1,142.28万 | 2.88% | 13,782 | 加仓 |
| Atlas Legacy Advisors, LLC | 198,262 | $1,127.34万 | 2.05% | -14,785 | 减仓 |
| Brio Consultants, LLC | 197,127 | $1,125.99万 | 1.30% | -1,050 | 减仓 |
| Pure Financial Advisors, LLC | 195,635 | $1,112.38万 | 0.16% | 6,366 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 192,029 | $1,091.88万 | 0.16% | 26,512 | 加仓 |
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 🔒