13F 机构持仓

CMF ISHARES TR

CALIF MUN BD ETF

持有机构数3552026Q2
26Q126Q2
机构合计持股(股)53,958,1012026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q235553,958,101$31.10亿 291658724$2.25亿
2026Q135250,463,785$28.70亿 301589018$1.64亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 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 INC9,795,528$5.65亿0.08%1,298,720加仓
Wealthfront Advisers LLC7,276,324$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 STANLEY1,936,419$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 LLC1,742,213$1.00亿0.00%-64,816减仓
EP Wealth Advisors, LLC1,691,400$9,749.23万0.37%510,501加仓
SYON CAPITAL LLC1,395,697$8,044.80万3.50%43,569加仓
LPL Financial LLC1,310,854$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 INC1,118,263$6,445.67万0.02%97,204加仓
Mariner, LLC931,425$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 & CO690,685$3,981.80万0.00%8,891加仓
WELLS FARGO & COMPANY/MN667,037$3,844.80万0.01%9,573加仓
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC666,348$3,840.83万0.13%2,727加仓
MERCER GLOBAL ADVISORS INC /ADV624,565$3,600.00万0.04%-32,606减仓
ROYAL BANK OF CANADA510,220$2,940.90万0.00%38,582加仓
UBS Group AG503,444$2,901.85万0.00%-28,431减仓
GUGGENHEIM CAPITAL LLC477,670$2,753.29万0.17%81,660加仓
Focus Partners Wealth455,178$2,623.65万0.03%50,819加仓
ASSETMARK, INC436,085$2,513.59万0.04%44,352加仓
Cerity Partners LLC390,584$2,251.33万0.03%59,514加仓
West Wealth Group, LLC384,830$2,218.16万3.63%53,024加仓
CAPTRUST FINANCIAL ADVISORS378,084$2,179.28万0.03%21,653加仓
Cetera Investment Advisers360,260$2,076.54万0.02%-8,248减仓
SEI INVESTMENTS CO327,187$1,885.91万0.02%18,275加仓
Manhattan West Asset Management, LLC325,296$1,875.01万3.13%-72,479减仓
FIRST FOUNDATION ADVISORS318,941$1,838.38万0.66%-37,791减仓
RWA WEALTH PARTNERS, LLC314,017$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, LLC293,212$1,688.11万2.09%-24减仓
Orin Green Financial, LLC284,860$1,641.93万6.06%-2,304减仓
Creative Planning273,154$1,574.46万0.01%-4,264减仓
Rinkey Investments266,511$1,536.17万3.62%7,548加仓
Betterment LLC253,502$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, LLC241,609$1,392.69万5.26%-20,933减仓
RiverFront Investment Group, LLC241,434$1,391.63万0.18%-3,120减仓
AMERIPRISE FINANCIAL INC236,001$1,369.68万0.00%-7,493减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO212,056$1,222.29万0.01%5,941加仓
Pure Financial Advisors, LLC209,603$1,208.15万0.15%13,968加仓
Apella Capital, LLC204,693$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, LLC202,036$1,164.54万2.71%1,142加仓
Brio Consultants, LLC200,419$1,155.21万1.35%3,292加仓
Atlas Legacy Advisors, LLC198,228$1,142.59万1.69%-34减仓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC195,345$1,125.97万0.15%3,316加仓
Steward Partners Investment Advisory, LLC194,046$1,118.48万0.06%-164,744减仓
Beacon Pointe Advisors, LLC192,748$1,111.00万0.05%-218,910减仓

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