13F 机构持仓

CVLC MORGAN STANLEY ETF TRUST

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持有机构数902026Q2
26Q126Q2
机构合计持股(股)6,656,6132026Q2
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
2026Q2906,656,613$6.29亿 2032234$2,506.56万
2026Q1756,567,343$5.23亿 936184$3,055.15万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

EP Wealth Advisors, LLC新建仓$1,000.36万
Focus Partners Wealth加仓$543.28万
North Berkeley Wealth Management, LLC加仓$489.11万
Rossby Financial, LCC加仓$364.83万
Atria Investments, Inc新建仓$361.02万
Modern Wealth Management, LLC加仓$273.15万
Beacon Pointe Advisors, LLC新建仓$247.42万
Global Endowment Management, LP加仓$156.84万
JOURNEY STRATEGIC WEALTH LLC加仓$134.36万
Strategic Financial Planning, Inc.新建仓$130.71万
Joel Adams & Associates, Inc.加仓$125.90万
HighTower Advisors, LLC加仓$111.10万
RAYMOND JAMES FINANCIAL INC加仓$104.61万
BRIGHTON JONES LLC新建仓$88.44万
Creative Planning加仓$84.96万
Wealthspire Advisors, LLC加仓$76.21万
ENTRUST FINANCIAL LLC加仓$73.48万
Fiduciary Trust Co加仓$70.48万
Riverwater Partners LLC加仓$64.32万
Conrad Siegel Investment Advisors, Inc.新建仓$55.44万

2026Q1 卖出最多

Legacy Advisors, LLC清仓-$973.58万
MERCER GLOBAL ADVISORS INC /ADV减仓-$503.28万
AMERIPRISE FINANCIAL INC减仓-$129.51万
Skyline Advisors, Inc.减仓-$114.04万
JPMORGAN CHASE & CO减仓-$26.81万
Kondo Wealth Advisors, Inc.减仓-$11.78万
Cambridge Investment Research Advisors, Inc.减仓-$9.56万
Mariner, LLC减仓-$7.70万
Sandbox Financial Partners, LLC减仓-$6.48万
NATURAL INVESTMENTS, LLC减仓-$5.84万
Farther Finance Advisors, LLC减仓-$5.04万
Orion Porfolio Solutions, LLC减仓-$3.97万
BANK OF AMERICA CORP /DE/减仓-$3.91万
LINCOLN CAPITAL CORP减仓-$3.43万
Heritage Wealth Advisors减仓-$3.31万
FLAGSHIP HARBOR ADVISORS, LLC清仓-$1.68万
First Pacific Financial减仓-$1.43万
Smartleaf Asset Management LLC清仓-$5,548
Focus Partners Advisor Solutions, LLC减仓-$4,243
Allworth Financial LP清仓-$3,370

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
State Insurance Fund2,697,658$2.16亿100.00%0不变
Wealthspire Advisors, LLC769,423$6,160.00万0.48%9,519加仓
COMMONWEALTH EQUITY SERVICES, LLC551,224$4,413.10万0.06%1,386加仓
AMERIPRISE FINANCIAL INC299,244$2,395.74万0.01%-16,177减仓
Rossby Financial, LCC219,195$1,770.22万3.62%45,174加仓
MERCER GLOBAL ADVISORS INC /ADV215,133$1,722.35万0.03%-62,863减仓
OGOREK ANTHONY JOSEPH /NY/ /ADV194,111$1,554.00万4.26%351加仓
EP Wealth Advisors, LLC124,951$1,000.36万0.05%124,951新建仓
Focus Partners Wealth111,754$894.70万0.01%67,860加仓
RAYMOND JAMES FINANCIAL INC109,068$873.20万0.00%13,066加仓
Joel Adams & Associates, Inc.97,652$781.80万5.81%15,726加仓
North Berkeley Wealth Management, LLC84,823$679.09万3.59%61,093加仓
CWM, LLC75,860$607.34万0.02%6,675加仓
Sound Portfolio Advisors, LLC68,670$549.77万4.47%114加仓
Modern Wealth Management, LLC61,965$500.43万0.09%33,823加仓
Global Endowment Management, LP61,692$493.90万0.55%19,591加仓
Riverwater Partners LLC58,304$466.78万1.56%8,034加仓
Fiduciary Trust Co51,060$408.79万0.05%8,803加仓
Creative Planning49,887$399.40万0.00%10,612加仓
Atria Investments, Inc45,094$361.02万0.04%45,094新建仓
Sandbox Financial Partners, LLC44,150$353.46万0.99%-809减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO37,439$299.73万0.00%2,053加仓
TRILLIUM ASSET MANAGEMENT, LLC33,439$267.70万0.08%493加仓
Beacon Pointe Advisors, LLC30,904$247.42万0.01%30,904新建仓
HighTower Advisors, LLC30,847$246.96万0.00%13,877加仓
Fulcrum Capital LLC27,366$219.09万0.48%2,173加仓
First Pacific Financial21,539$172.45万0.22%-178减仓
JOURNEY STRATEGIC WEALTH LLC21,203$169.75万0.04%16,783加仓
GOLDMAN SACHS GROUP INC20,701$165.73万0.00%6,508加仓
RW Investment Management LLC20,540$164.44万0.16%——
Kestra Advisory Services, LLC20,441$163.65万0.01%733加仓
Pathway Financial Advisors LLC20,079$162.42万0.20%0不变
EVOLVE PRIVATE WEALTH, LLC19,437$155.61万0.08%94加仓
Strategic Financial Planning, Inc.55,578$130.71万0.79%55,578新建仓
ENTRUST FINANCIAL LLC15,041$120.42万0.84%9,178加仓
Orion Porfolio Solutions, LLC13,829$110.72万0.01%-496减仓
Laird Norton Wetherby Trust Company, LLC13,390$107.20万0.02%4,890加仓
HARBOUR INVESTMENTS, INC.11,861$94.96万0.01%2,010加仓
BRIGHTON JONES LLC11,047$88.44万0.02%11,047新建仓
OSAIC HOLDINGS, INC.10,057$80.53万0.00%550加仓
LINCOLN CAPITAL CORP9,921$79.43万0.29%-429减仓
Per Stirling Capital Management, LLC.9,745$78.02万0.09%314加仓
Mariner, LLC9,637$77.15万0.00%-962减仓
Kondo Wealth Advisors, Inc.8,050$64.45万0.24%-1,471减仓
Westfuller Advisors, LLC7,450$59.65万0.26%15加仓
Cetera Investment Advisers7,260$58.12万0.00%3,545加仓
Cambridge Investment Research Advisors, Inc.7,049$56.40万0.00%-1,195减仓
Conrad Siegel Investment Advisors, Inc.6,925$55.44万0.10%6,925新建仓
Relyea Zuckerberg Hanson LLC6,724$53.83万0.05%14加仓
ENVESTNET ASSET MANAGEMENT INC6,633$53.10万0.00%104加仓

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