CPAI NORTHERN LTS FD TR III
COUNTERPOINT QUA
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 | 54 | 5,891,384 | $3.06亿 | 22 | 22 | 3 | 3 | $1.17亿 |
| 2026Q1 | 33 | 4,013,630 | $1.69亿 | 8 | 22 | 3 | 0 | $5,589.95万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| RAYMOND JAMES FINANCIAL INC | 加仓 | $1,101.23万 |
| Nilsine Partners, LLC | 加仓 | $770.35万 |
| LPL Financial LLC | 加仓 | $640.75万 |
| INSIGNEO ADVISORY SERVICES, LLC | 加仓 | $635.53万 |
| U.S. Capital Wealth Advisors, LLC | 加仓 | $635.48万 |
| Counterpoint Mutual Funds LLC | 加仓 | $328.05万 |
| Inscription Capital, LLC | 加仓 | $259.52万 |
| Cetera Investment Advisers | 加仓 | $177.85万 |
| STIFEL FINANCIAL CORP | 新建仓 | $129.43万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 新建仓 | $108.72万 |
| ROYAL BANK OF CANADA | 加仓 | $101.71万 |
| Outlook Wealth Advisors, LLC | 加仓 | $98.16万 |
| JANE STREET GROUP, LLC | 新建仓 | $67.69万 |
| INDEPENDENT FINANCIAL GROUP, LLC | 加仓 | $61.86万 |
| Mariner, LLC | 加仓 | $61.45万 |
| Accurate Wealth Management, LLC | 加仓 | $58.56万 |
| Concurrent Investment Advisors, LLC | 加仓 | $58.28万 |
| Sunbelt Securities, Inc. | 加仓 | $50.24万 |
| Hilltop Holdings Inc. | 新建仓 | $45.86万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $44.32万 |
2026Q1 卖出最多
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$13.79万 |
| Equitable Holdings, Inc. | 减仓 | -$8.76万 |
| Stirlingshire Investments, Inc. | 减仓 | -$7.31万 |
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 |
|---|---|---|---|---|---|
| Counterpoint Mutual Funds LLC | 1,549,616 | $6,475.85万 | 9.72% | 78,500 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 377,612 | $1,578.04万 | 0.00% | 263,515 | 加仓 |
| U.S. Capital Wealth Advisors, LLC | 361,772 | $1,511.85万 | 0.38% | 152,065 | 加仓 |
| LPL Financial LLC | 252,158 | $1,053.77万 | 0.00% | 153,327 | 加仓 |
| Nilsine Partners, LLC | 221,622 | $1,026.55万 | 0.79% | 166,311 | 加仓 |
| INSIGNEO ADVISORY SERVICES, LLC | 209,367 | $874.94万 | 0.62% | 152,077 | 加仓 |
| OSAIC HOLDINGS, INC. | 123,168 | $514.72万 | 0.01% | 7,329 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 120,431 | $503.28万 | 0.11% | 14,802 | 加仓 |
| Cetera Investment Advisers | 107,891 | $450.88万 | 0.00% | 42,559 | 加仓 |
| Inscription Capital, LLC | 99,642 | $416.40万 | 0.44% | 62,100 | 加仓 |
| Concurrent Investment Advisors, LLC | 93,213 | $389.54万 | 0.04% | 13,945 | 加仓 |
| Steward Partners Investment Advisory, LLC | 92,267 | $385.58万 | 0.02% | 10,605 | 加仓 |
| Equitable Holdings, Inc. | 45,524 | $190.24万 | 0.01% | -2,096 | 减仓 |
| ROYAL BANK OF CANADA | 44,196 | $184.70万 | 0.00% | 24,338 | 加仓 |
| Outlook Wealth Advisors, LLC | 43,534 | $181.93万 | 0.44% | 23,489 | 加仓 |
| Mariner, LLC | 34,818 | $145.50万 | 0.00% | 14,705 | 加仓 |
| NewEdge Advisors, LLC | 33,659 | $140.66万 | 0.01% | 8,541 | 加仓 |
| STIFEL FINANCIAL CORP | 30,971 | $129.43万 | 0.00% | 30,971 | 新建仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25,550 | $108.72万 | 0.00% | 25,550 | 新建仓 |
| Sunbelt Securities, Inc. | 25,682 | $107.33万 | 0.07% | 12,022 | 加仓 |
| Accurate Wealth Management, LLC | 21,774 | $93.37万 | 0.11% | 13,657 | 加仓 |
| JANE STREET GROUP, LLC | 16,198 | $67.69万 | 0.00% | 16,198 | 新建仓 |
| Kovack Advisors, Inc. | 14,689 | $61.82万 | 0.03% | 5,754 | 加仓 |
| Stirlingshire Investments, Inc. | 11,673 | $48.78万 | 0.43% | -1,750 | 减仓 |
| Hilltop Holdings Inc. | 10,975 | $45.86万 | 0.04% | 10,975 | 新建仓 |
| ENVESTNET ASSET MANAGEMENT INC | 9,162 | $38.29万 | 0.00% | -3,299 | 减仓 |
| Jacobi Capital Management LLC | 8,499 | $35.52万 | 0.02% | 2,599 | 加仓 |
| JPMORGAN CHASE & CO | 7,415 | $29.96万 | 0.00% | 313 | 加仓 |
| AMERIPRISE FINANCIAL INC | 6,666 | $27.86万 | 0.00% | 6,666 | 新建仓 |
| E&G Advisors, LLC | 5,100 | $21.31万 | 0.05% | 5,100 | 新建仓 |
| PUREfi Wealth, LLC | 5,000 | $20.89万 | 0.14% | 5,000 | 新建仓 |
| IFP Advisors, Inc | 2,055 | $8.59万 | 0.00% | 1,149 | 加仓 |
| FIFTH THIRD BANCORP | 1,731 | $7.23万 | 0.00% | 1,731 | 新建仓 |
内部人交易（Form 4）
CPAI 董事、高管和大股东的最新买卖申报。专业版可看 🔒