CVLC MORGAN STANLEY ETF TRUST
CALVERT US LARCP
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 | 90 | 6,656,613 | $6.29亿 | 20 | 32 | 23 | 4 | $2,506.56万 |
| 2026Q1 | 75 | 6,567,343 | $5.23亿 | 9 | 36 | 18 | 4 | $3,055.15万 |
| 付费方案可看全部 11 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 🔒内部人交易(Form 4)
CVLC 董事、高管和大股东的最新买卖申报。专业版可看 🔒