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 🔒 | ||||||||
2026Q2 买入最多
| HighTower Advisors, LLC | 加仓 | $870.54万 |
| Nuveen, LLC | 新建仓 | $572.30万 |
| Rockefeller Capital Management L.P. | 加仓 | $493.21万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $477.06万 |
| MORGAN STANLEY | 加仓 | $458.38万 |
| STIFEL FINANCIAL CORP | 加仓 | $198.41万 |
| Integrated Wealth Concepts LLC | 加仓 | $191.89万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $159.60万 |
| Glenview Trust Co | 加仓 | $152.49万 |
| Beacon Bank & Trust | 加仓 | $114.97万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $34.17万 |
| Apollon Wealth Management, LLC | 加仓 | $27.54万 |
| Farther Finance Advisors, LLC | 新建仓 | $26.64万 |
| Copley Financial Group, Inc. | 新建仓 | $21.22万 |
| Waverly Advisors, LLC | 新建仓 | $20.82万 |
| ROYAL BANK OF CANADA | 加仓 | $17.34万 |
| JPMORGAN CHASE & CO | 加仓 | $9.36万 |
| Aptus Capital Advisors, LLC | 加仓 | $9.17万 |
| NATIXIS ADVISORS, LLC | 加仓 | $4.62万 |
| Steward Partners Investment Advisory, LLC | 新建仓 | $6,094 |
2026Q2 卖出最多
| MGO ONE SEVEN LLC | 减仓 | -$1,428.26万 |
| HANTZ FINANCIAL SERVICES, INC. | 减仓 | -$430.02万 |
| Portside Wealth Group, LLC | 减仓 | -$219.47万 |
| JANE STREET GROUP, LLC | 清仓 | -$117.96万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$83.23万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$40.06万 |
| Revisor Wealth Management LLC | 减仓 | -$35.54万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 减仓 | -$31.77万 |
| Clarendon Private LLC | 减仓 | -$25.62万 |
| GK Wealth Management LLC | 重新持有 | -$24.80万 |
| Quantinno Capital Management LP | 重新持有 | -$12.56万 |
| Diversify Advisory Services, LLC | 重新持有 | -$6.80万 |
| Financial Network Wealth Advisors LLC | 减仓 | -$3.79万 |
| CONGRESS ASSET MANAGEMENT CO | 减仓 | -$3.73万 |
| LPL Financial LLC | 减仓 | -$2.60万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$2.16万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$1.04万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 清仓 | -$7,278 |
| UBS Group AG | 减仓 | -$839 |
| FIFTH THIRD BANCORP | 减仓 | -$109 |
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 |
|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | 6,100,013 | $2.23亿 | 3.01% | -117,847 | 减仓 |
| MORGAN STANLEY | 1,704,599 | $6,220.08万 | 0.00% | 125,619 | 加仓 |
| Glenview Trust Co | 1,253,954 | $4,575.68万 | 0.63% | 41,789 | 加仓 |
| Rockefeller Capital Management L.P. | 1,033,641 | $3,771.76万 | 0.06% | 135,164 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 952,997 | $3,477.49万 | 0.01% | 130,738 | 加仓 |
| HighTower Advisors, LLC | 425,791 | $1,553.71万 | 0.01% | 238,570 | 加仓 |
| OSAIC HOLDINGS, INC. | 358,829 | $1,309.37万 | 0.02% | -22,810 | 减仓 |
| STIFEL FINANCIAL CORP | 260,875 | $951.93万 | 0.01% | 54,374 | 加仓 |
| Beacon Bank & Trust | 213,409 | $778.73万 | 1.48% | 31,506 | 加仓 |
| Integrated Wealth Concepts LLC | 194,293 | $708.97万 | 0.03% | 52,587 | 加仓 |
| Nuveen, LLC | 156,838 | $572.30万 | 0.00% | 156,838 | 新建仓 |
| Clarendon Private LLC | 131,970 | $481.56万 | 3.09% | -7,020 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 131,581 | $468.83万 | 0.00% | 44,794 | 加仓 |
| CONGRESS ASSET MANAGEMENT CO | 108,255 | $395.02万 | 0.02% | -1,022 | 减仓 |
| MGO ONE SEVEN LLC | 74,298 | $271.11万 | 0.04% | -391,411 | 减仓 |
| Apollon Wealth Management, LLC | 42,376 | $154.63万 | 0.02% | 7,548 | 加仓 |
| Portside Wealth Group, LLC | 24,711 | $90.17万 | 0.11% | -60,145 | 减仓 |
| Diversify Advisory Services, LLC | 23,787 | $80.95万 | 0.01% | -1,997 | 重新持有 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 23,787 | $80.95万 | 0.01% | -9,335 | 减仓 |
| GK Wealth Management LLC | 19,965 | $72.85万 | 0.38% | -6,797 | 重新持有 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,257 | $59.32万 | 0.00% | 9,364 | 加仓 |
| NORDEN GROUP LLC | 16,238 | $59.25万 | 0.05% | 55 | 加仓 |
| NATIXIS ADVISORS, LLC | 14,927 | $54.40万 | 0.00% | 1,267 | 加仓 |
| Orion Porfolio Solutions, LLC | 14,579 | $53.20万 | 0.00% | -284 | 减仓 |
| Aptus Capital Advisors, LLC | 12,309 | $44.92万 | 0.00% | 2,513 | 加仓 |
| LPL Financial LLC | 10,598 | $38.67万 | 0.00% | -712 | 减仓 |
| Farther Finance Advisors, LLC | 7,300 | $26.64万 | 0.00% | 7,300 | 新建仓 |
| Revisor Wealth Management LLC | 6,706 | $24.47万 | 0.06% | -9,741 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 6,254 | $22.82万 | 0.00% | -591 | 减仓 |
| Financial Network Wealth Advisors LLC | 6,039 | $22.04万 | 0.22% | -1,040 | 减仓 |
| Quantinno Capital Management LP | 5,868 | $21.41万 | 0.00% | -3,441 | 重新持有 |
| Copley Financial Group, Inc. | 5,815 | $21.22万 | 0.13% | 5,815 | 新建仓 |
| Waverly Advisors, LLC | 5,705 | $20.82万 | 0.00% | 5,705 | 新建仓 |
| FIFTH THIRD BANCORP | 5,570 | $20.32万 | 0.00% | -3 | 减仓 |
| ROYAL BANK OF CANADA | 5,160 | $18.80万 | 0.00% | 4,760 | 加仓 |
| JPMORGAN CHASE & CO | 3,535 | $12.65万 | 0.00% | 2,616 | 加仓 |
| HARBOR INVESTMENT ADVISORY, LLC | 2,665 | $9.72万 | 0.01% | 0 | 不变 |
| ST GERMAIN D J CO INC | 460 | $1.68万 | 0.00% | 0 | 不变 |
| UBS Group AG | 214 | $7,809 | 0.00% | -23 | 减仓 |
| Steward Partners Investment Advisory, LLC | 167 | $6,094 | 0.00% | 167 | 新建仓 |
| Blue Trust, Inc. | 102 | $3,722 | 0.00% | 102 | 新建仓 |
内部人交易（Form 4）
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