CSMD PROFESIONALLY MANAGED PORTFO
CONGRESS SMID GR
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 | 41 | 13,382,437 | $4.88亿 | 6 | 16 | 14 | 3 | $1,390.70万 |
| 2026Q1 | 37 | 13,150,807 | $4.04亿 | 8 | 20 | 8 | 3 | $830.75万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| MORGAN STANLEY | 加仓 | $967.58万 |
| Glenview Trust Co | 加仓 | $663.39万 |
| Rockefeller Capital Management L.P. | 加仓 | $651.55万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $582.07万 |
| HighTower Advisors, LLC | 新建仓 | $574.96万 |
| STIFEL FINANCIAL CORP | 加仓 | $306.26万 |
| Beacon Bank & Trust | 加仓 | $237.86万 |
| Clarendon Private LLC | 加仓 | $174.69万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $142.58万 |
| OSAIC HOLDINGS, INC. | 加仓 | $98.88万 |
| Portside Wealth Group, LLC | 加仓 | $83.46万 |
| CONGRESS ASSET MANAGEMENT CO | 加仓 | $83.44万 |
| JANE STREET GROUP, LLC | 加仓 | $65.08万 |
| Integrated Wealth Concepts LLC | 加仓 | $58.87万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 加仓 | $52.46万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $40.06万 |
| LPL Financial LLC | 新建仓 | $34.73万 |
| Orion Porfolio Solutions, LLC | 加仓 | $25.44万 |
| RAYMOND JAMES FINANCIAL INC | 新建仓 | $21.02万 |
| FIFTH THIRD BANCORP | 新建仓 | $17.11万 |
2026Q1 卖出最多
| HANTZ FINANCIAL SERVICES, INC. | 减仓 | -$3,904.39万 |
| Brooklyn Investment Group | 减仓 | -$81.62万 |
| CITADEL ADVISORS LLC | 清仓 | -$32.02万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$30.51万 |
| NORDEN GROUP LLC | 减仓 | -$18.38万 |
| Revisor Wealth Management LLC | 减仓 | -$13.90万 |
| HUNTINGTON NATIONAL BANK | 清仓 | -$4.60万 |
| Gibbs Wealth Management | 减仓 | -$3.80万 |
| Financial Network Wealth Advisors LLC | 减仓 | -$1.38万 |
| AE Wealth Management LLC | 清仓 | -$8,506 |
| UBS Group AG | 减仓 | -$7,861 |
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 |
|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | 6,217,860 | $1.91亿 | 2.91% | -1,271,377 | 减仓 |
| MORGAN STANLEY | 1,578,980 | $4,849.05万 | 0.00% | 315,071 | 加仓 |
| Glenview Trust Co | 1,212,165 | $3,722.56万 | 0.58% | 216,017 | 加仓 |
| Rockefeller Capital Management L.P. | 898,477 | $2,759.22万 | 0.05% | 212,163 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 822,259 | $2,525.16万 | 0.01% | 189,538 | 加仓 |
| MGO ONE SEVEN LLC | 465,709 | $1,430.19万 | 0.29% | 4,812 | 加仓 |
| OSAIC HOLDINGS, INC. | 381,639 | $1,172.01万 | 0.02% | 32,198 | 加仓 |
| STIFEL FINANCIAL CORP | 206,501 | $634.16万 | 0.01% | 99,726 | 加仓 |
| HighTower Advisors, LLC | 187,221 | $574.96万 | 0.01% | 187,221 | 新建仓 |
| Beacon Bank & Trust | 181,903 | $558.62万 | 1.15% | 77,455 | 加仓 |
| Integrated Wealth Concepts LLC | 141,706 | $435.18万 | 0.03% | 19,171 | 加仓 |
| Brooklyn Investment Group | 141,620 | $434.92万 | 0.14% | -26,578 | 减仓 |
| Clarendon Private LLC | 138,990 | $426.84万 | 3.28% | 56,883 | 加仓 |
| CONGRESS ASSET MANAGEMENT CO | 109,277 | $335.59万 | 0.02% | 27,170 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 86,787 | $264.27万 | 0.00% | 46,823 | 加仓 |
| Portside Wealth Group, LLC | 84,856 | $260.59万 | 0.35% | 27,177 | 加仓 |
| Gibbs Wealth Management | 61,885 | $190.05万 | 0.25% | -1,236 | 减仓 |
| JANE STREET GROUP, LLC | 38,411 | $117.96万 | 0.00% | 21,191 | 加仓 |
| Apollon Wealth Management, LLC | 34,828 | $106.96万 | 0.02% | 3,132 | 加仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 33,122 | $104.77万 | 0.02% | 16,586 | 加仓 |
| Revisor Wealth Management LLC | 16,447 | $50.51万 | 0.14% | -4,526 | 减仓 |
| NORDEN GROUP LLC | 16,183 | $49.70万 | 0.05% | -5,984 | 减仓 |
| Orion Porfolio Solutions, LLC | 14,863 | $45.64万 | 0.00% | 8,285 | 加仓 |
| NATIXIS ADVISORS, LLC | 13,660 | $41.90万 | 0.00% | 2,199 | 加仓 |
| GOLDMAN SACHS GROUP INC | 13,044 | $40.06万 | 0.00% | 13,044 | 新建仓 |
| LPL Financial LLC | 11,310 | $34.73万 | 0.00% | 11,310 | 新建仓 |
| Aptus Capital Advisors, LLC | 9,796 | $30.08万 | 0.00% | 1,851 | 加仓 |
| Financial Network Wealth Advisors LLC | 7,079 | $21.74万 | 0.22% | -448 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,893 | $21.17万 | 0.00% | -9,934 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 6,845 | $21.02万 | 0.00% | 6,845 | 新建仓 |
| FIFTH THIRD BANCORP | 5,573 | $17.11万 | 0.00% | 5,573 | 新建仓 |
| HARBOR INVESTMENT ADVISORY, LLC | 2,665 | $8.18万 | 0.01% | 425 | 加仓 |
| JPMORGAN CHASE & CO | 919 | $2.73万 | 0.00% | 0 | 不变 |
| ST GERMAIN D J CO INC | 460 | $1.41万 | 0.00% | 460 | 新建仓 |
| ROYAL BANK OF CANADA | 400 | $1.20万 | 0.00% | 400 | 新建仓 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 237 | $7,278 | 0.00% | 237 | 新建仓 |
| UBS Group AG | 237 | $7,278 | 0.00% | -256 | 减仓 |
内部人交易（Form 4）
CSMD 董事、高管和大股东的最新买卖申报。专业版可看 🔒