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 🔒

2026Q2 买入最多

Focus Partners Wealth加仓$520.89万
Westfuller Advisors, LLC加仓$404.05万
Modern Wealth Management, LLC加仓$276.29万
Joel Adams & Associates, Inc.加仓$273.15万
Rossby Financial, LCC加仓$224.48万
Private Advisor Group, LLC新建仓$214.40万
Mountain Capital Investment Advisors Inc.新建仓$191.67万
GOLDMAN SACHS GROUP INC加仓$187.80万
North Berkeley Wealth Management, LLC加仓$166.15万
Global Endowment Management, LP加仓$138.88万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$129.68万
Wealthspire Advisors, LLC加仓$127.54万
RAYMOND JAMES FINANCIAL INC加仓$101.73万
PFG Investments, LLC新建仓$100.17万
Regal Investment Advisors LLC新建仓$83.07万
COMMONWEALTH EQUITY SERVICES, LLC加仓$76.05万
HighTower Advisors, LLC加仓$48.02万
Montecito Bank & Trust新建仓$46.86万
Bond & Devick Financial Network, Inc.新建仓$41.84万
Betterment LLC新建仓$41.60万

2026Q2 卖出最多

OGOREK ANTHONY JOSEPH /NY/ /ADV减仓-$421.25万
Sound Portfolio Advisors, LLC减仓-$401.71万
Strategic Financial Planning, Inc.清仓-$130.71万
ENTRUST FINANCIAL LLC减仓-$81.37万
AMERIPRISE FINANCIAL INC减仓-$78.88万
Focus Partners Advisor Solutions, LLC清仓-$33.79万
JANE STREET GROUP, LLC清仓-$27.93万
Skyline Advisors, Inc.减仓-$26.27万
Kondo Wealth Advisors, Inc.减仓-$24.08万
CITADEL ADVISORS LLC重新持有-$12.11万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO减仓-$10.55万
Orion Porfolio Solutions, LLC减仓-$8.28万
NATURAL INVESTMENTS, LLC减仓-$7.36万
First Pacific Financial减仓-$6.62万
OSAIC HOLDINGS, INC.减仓-$4.43万
Conrad Siegel Investment Advisors, Inc.减仓-$4.19万
CDKV HOLDINGS LLC减仓-$3.88万
Heritage Wealth Advisors减仓-$3.59万
Per Stirling Capital Management, LLC.减仓-$3.31万
ROYAL BANK OF CANADA清仓-$3.30万

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
State Insurance Fund2,697,658$2.55亿100.00%0不变
Wealthspire Advisors, LLC782,924$7,396.28万0.41%13,501加仓
COMMONWEALTH EQUITY SERVICES, LLC559,274$5,283.46万0.07%8,050加仓
AMERIPRISE FINANCIAL INC290,896$2,748.51万0.01%-8,348减仓
Rossby Financial, LCC242,957$2,295.21万4.20%23,762加仓
MERCER GLOBAL ADVISORS INC /ADV216,862$2,048.70万0.03%1,729加仓
Focus Partners Wealth166,892$1,576.64万0.02%55,138加仓
OGOREK ANTHONY JOSEPH /NY/ /ADV149,517$1,412.40万3.51%-44,594减仓
EP Wealth Advisors, LLC128,417$1,213.15万0.05%3,466加仓
Joel Adams & Associates, Inc.126,566$1,195.67万7.68%28,914加仓
RAYMOND JAMES FINANCIAL INC119,837$1,132.10万0.00%10,769加仓
North Berkeley Wealth Management, LLC102,411$967.48万3.91%17,588加仓
Modern Wealth Management, LLC91,211$861.67万0.10%29,246加仓
Global Endowment Management, LP76,392$721.70万0.73%14,700加仓
Riverwater Partners LLC62,483$590.28万1.75%4,179加仓
Fiduciary Trust Co50,735$479.29万0.05%-325减仓
Westfuller Advisors, LLC50,220$474.43万1.73%42,770加仓
Creative Planning49,887$471.28万0.00%0不变
Atria Investments, Inc45,020$425.30万0.04%-74减仓
GOLDMAN SACHS GROUP INC40,580$383.36万0.00%19,879加仓
TRILLIUM ASSET MANAGEMENT, LLC36,595$345.71万0.11%3,156加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO36,322$343.14万0.00%-1,117减仓
HighTower Advisors, LLC35,930$339.43万0.00%5,083加仓
Beacon Pointe Advisors, LLC31,911$301.46万0.01%1,007加仓
Fulcrum Capital LLC27,019$255.25万0.52%-347减仓
Sound Portfolio Advisors, LLC26,147$247.01万1.75%-42,523减仓
Private Advisor Group, LLC22,695$214.40万0.01%22,695新建仓
RW Investment Management LLC22,317$210.83万0.19%1,777加仓
Pathway Financial Advisors LLC22,103$207.57万0.24%2,024加仓
First Pacific Financial20,838$196.85万0.23%-701减仓
Kestra Advisory Services, LLC20,391$192.63万0.01%-50减仓
Mountain Capital Investment Advisors Inc.20,289$191.67万0.27%20,289新建仓
EVOLVE PRIVATE WEALTH, LLC19,114$180.57万0.11%-323减仓
HARBOUR INVESTMENTS, INC.14,784$139.67万0.02%2,923加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP13,727$129.68万0.00%13,727新建仓
Laird Norton Wetherby Trust Company, LLC13,160$124.32万0.02%-230减仓
Orion Porfolio Solutions, LLC12,953$122.37万0.01%-876减仓
BRIGHTON JONES LLC11,068$104.56万0.02%21加仓
PFG Investments, LLC10,603$100.17万0.04%10,603新建仓
LINCOLN CAPITAL CORP9,921$93.72万0.30%0不变
Cambridge Investment Research Advisors, Inc.9,684$91.40万0.00%2,635加仓
Mariner, LLC9,638$91.05万0.00%1加仓
OSAIC HOLDINGS, INC.9,588$90.58万0.00%-469减仓
Per Stirling Capital Management, LLC.9,395$88.75万0.08%-350减仓
Regal Investment Advisors LLC8,794$83.07万0.04%8,794新建仓
Cetera Investment Advisers8,516$80.45万0.00%1,256加仓
ENVESTNET ASSET MANAGEMENT INC8,470$80.01万0.00%1,837加仓
Relyea Zuckerberg Hanson LLC6,739$63.66万0.05%15加仓
Conrad Siegel Investment Advisors, Inc.6,481$61.23万0.10%-444减仓
ENTRUST FINANCIAL LLC6,427$60.71万0.39%-8,614减仓

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