13F 机构持仓

CVSB MORGAN STANLEY ETF TRUST

CALVERT ULT SHR

持有机构数492026Q2
26Q126Q2
机构合计持股(股)3,391,3892026Q2
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
2026Q2493,391,389$1.72亿 1019123-$99.59万
2026Q1413,423,282$1.72亿 82155$1,881.72万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Moran Wealth Management, LLC新建仓$540.75万
MORGAN STANLEY加仓$278.04万
Perigon Wealth Management, LLC新建仓$177.90万
PFG Investments, LLC加仓$78.34万
LPL Financial LLC加仓$55.91万
Rossby Financial, LCC加仓$41.03万
CITADEL ADVISORS LLC新建仓$27.47万
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV新建仓$22.43万
Ethos Financial Group, LLC新建仓$22.34万
TECTONIC ADVISORS LLC新建仓$20.65万
Kestra Advisory Services, LLC重新持有$14.60万
OSAIC HOLDINGS, INC.加仓$14.35万
NewEdge Advisors, LLC新建仓$10.39万
FIDUCIARY FINANCIAL ADVISORS新建仓$9.94万
Cetera Investment Advisers加仓$8.90万
COMMONWEALTH EQUITY SERVICES, LLC加仓$8.08万
Dynamic Advisor Solutions LLC加仓$7.07万
NATURAL INVESTMENTS, LLC加仓$5.90万
Betterment LLC加仓$4.35万
Ameritas Investment Partners, Inc.加仓$3.36万

2026Q2 卖出最多

GOLDMAN SACHS GROUP INC减仓-$676.62万
Private Advisor Group, LLC减仓-$432.96万
Strategic Financial Planning, Inc.清仓-$134.92万
JANE STREET GROUP, LLC清仓-$84.55万
Regal Investment Advisors LLC清仓-$62.03万
RW Investment Management LLC减仓-$27.08万
Mason & Associates Inc减仓-$25.71万
Valley Financial Group, Inc.减仓-$11.35万
Sunrise Financial Services, LLC减仓-$2.34万
Kingsview Wealth Management, LLC减仓-$1.83万
Riverwater Partners LLC减仓-$1.29万
ROBINSON SMITH WEALTH ADVISORS LLC减仓-$1.05万
Focus Partners Wealth减仓-$1.00万
TFC Financial Management, Inc.减仓-$6,583
Secure Asset Management, LLC减仓-$5,824

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
MORGAN STANLEY2,265,063$1.15亿0.01%54,905加仓
LPL Financial LLC274,024$1,387.66万0.00%11,041加仓
Pathstone Holdings, LLC126,194$639.05万0.02%0不变
Moran Wealth Management, LLC106,784$540.75万0.15%106,784新建仓
Private Advisor Group, LLC75,202$380.82万0.02%-85,498减仓
COMMONWEALTH EQUITY SERVICES, LLC65,514$331.76万0.00%1,596加仓
Valley Financial Group, Inc.55,066$278.85万1.38%-2,242减仓
Perigon Wealth Management, LLC35,131$177.90万0.03%35,131新建仓
Betterment LLC33,537$169.80万0.00%859加仓
Rossby Financial, LCC31,179$157.89万0.29%8,103加仓
PFG Investments, LLC27,986$141.72万0.05%15,470加仓
OSAIC HOLDINGS, INC.25,403$128.64万0.00%2,833加仓
Dynamic Advisor Solutions LLC25,370$128.47万0.04%1,397加仓
Mason & Associates Inc19,445$98.47万0.16%-5,077减仓
Cambridge Investment Research Advisors, Inc.17,974$91.00万0.00%488加仓
Prism Advisors, Inc.17,652$89.39万0.22%322加仓
DeDora Capital, Inc.12,912$65.39万0.14%390加仓
Cetera Investment Advisers12,268$62.13万0.00%1,758加仓
NATURAL INVESTMENTS, LLC11,242$56.90万0.12%1,165加仓
Kingsview Wealth Management, LLC10,928$55.34万0.01%-362减仓
ROBINSON SMITH WEALTH ADVISORS LLC10,116$51.23万0.31%-207减仓
Sunrise Financial Services, LLC10,108$51.19万0.30%-462减仓
Ameritas Investment Partners, Inc.9,531$48.27万0.01%663加仓
Arkadios Wealth Advisors8,374$42.41万0.01%53加仓
RW Investment Management LLC8,131$41.18万0.04%-5,348减仓
Kestra Advisory Services, LLC7,968$40.35万0.00%2,883重新持有
Secure Asset Management, LLC7,292$36.93万0.05%-115减仓
Global Retirement Partners, LLC7,179$36.35万0.01%——
Gemmer Asset Management LLC7,023$35.56万0.02%72加仓
GOLDMAN SACHS GROUP INC7,003$35.46万0.00%-133,614减仓
ENVESTNET ASSET MANAGEMENT INC6,927$35.08万0.00%577加仓
Apollon Wealth Management, LLC6,502$32.93万0.00%40加仓
Focus Partners Wealth5,633$28.53万0.00%-198减仓
CITADEL ADVISORS LLC5,424$27.47万0.00%5,424新建仓
Brookwood Investment Group LLC4,644$23.52万0.03%0不变
Riverwater Partners LLC4,602$23.30万0.07%-255减仓
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV4,430$22.43万0.17%4,430新建仓
Ethos Financial Group, LLC4,398$22.34万0.01%4,398新建仓
Gladstone Institutional Advisory LLC4,332$21.94万0.01%0不变
TECTONIC ADVISORS LLC4,078$20.65万0.01%4,078新建仓
HARBOUR INVESTMENTS, INC.2,975$15.07万0.00%149加仓
NewEdge Advisors, LLC2,052$10.39万0.00%2,052新建仓
FIDUCIARY FINANCIAL ADVISORS1,962$9.94万0.01%1,962新建仓
TFC Financial Management, Inc.781$3.96万0.00%-130减仓
Smartleaf Asset Management LLC305$1.55万0.00%0不变
Ameritas Advisory Services, LLC276$1.40万0.00%276新建仓
Aptus Capital Advisors, LLC200$1.01万0.00%0不变
Godfrey Financial Associates, Inc.151$7,6470.01%0不变
UBS Group AG118$5,9760.00%118新建仓

内部人交易(Form 4)

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