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 🔒

2026Q1 买入最多

GOLDMAN SACHS GROUP INC加仓$643.50万
Private Advisor Group, LLC加仓$443.84万
Pathstone Holdings, LLC加仓$273.34万
LPL Financial LLC加仓$259.88万
Strategic Financial Planning, Inc.新建仓$134.92万
DeDora Capital, Inc.新建仓$63.37万
Regal Investment Advisors LLC新建仓$62.03万
Kingsview Wealth Management, LLC新建仓$57.13万
Rossby Financial, LCC加仓$50.67万
JANE STREET GROUP, LLC重新持有$35.72万
ENVESTNET ASSET MANAGEMENT INC新建仓$32.13万
Focus Partners Wealth新建仓$29.51万
Sunrise Financial Services, LLC加仓$10.92万
ROBINSON SMITH WEALTH ADVISORS LLC加仓$9.22万
Betterment LLC加仓$9.08万
COMMONWEALTH EQUITY SERVICES, LLC加仓$8.76万
Cetera Investment Advisers加仓$7.59万
Dynamic Advisor Solutions LLC加仓$4.87万
Ameritas Investment Partners, Inc.加仓$4.66万
Prism Advisors, Inc.加仓$3.41万

2026Q1 卖出最多

SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$106.47万
MORGAN STANLEY减仓-$90.39万
HRT FINANCIAL LP清仓-$33.10万
GREAT VALLEY ADVISOR GROUP, INC.清仓-$24.61万
Valley Financial Group, Inc.减仓-$7.74万
ROYAL BANK OF CANADA清仓-$4.00万
OSAIC HOLDINGS, INC.减仓-$3.11万
Mason & Associates Inc减仓-$1.03万
NATURAL INVESTMENTS, LLC减仓-$4,495
Rockefeller Capital Management L.P.清仓-$3,451

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
MORGAN STANLEY2,210,158$1.12亿0.01%-17,862减仓
LPL Financial LLC262,983$1,330.83万0.00%51,354加仓
Private Advisor Group, LLC160,700$813.22万0.04%87,706加仓
GOLDMAN SACHS GROUP INC140,617$711.59万0.00%127,161加仓
Pathstone Holdings, LLC126,194$638.60万0.03%54,015加仓
COMMONWEALTH EQUITY SERVICES, LLC63,918$323.46万0.00%1,731加仓
Valley Financial Group, Inc.57,308$290.01万1.57%-1,529减仓
Betterment LLC32,678$165.40万0.00%1,793加仓
Strategic Financial Planning, Inc.50,704$134.92万0.82%50,704新建仓
Mason & Associates Inc24,522$124.46万0.24%-202减仓
Dynamic Advisor Solutions LLC23,973$121.32万0.04%963加仓
Rossby Financial, LCC23,076$116.68万0.24%10,020加仓
OSAIC HOLDINGS, INC.22,570$114.23万0.00%-615减仓
Cambridge Investment Research Advisors, Inc.17,486$88.50万0.00%316加仓
Prism Advisors, Inc.17,330$87.70万0.23%673加仓
JANE STREET GROUP, LLC16,707$84.55万0.00%7,058重新持有
RW Investment Management LLC13,479$68.21万0.07%——
DeDora Capital, Inc.12,522$63.37万0.16%12,522新建仓
PFG Investments, LLC12,516$63.34万0.03%164加仓
Regal Investment Advisors LLC12,258$62.03万0.04%12,258新建仓
Kingsview Wealth Management, LLC11,290$57.13万0.01%11,290新建仓
Sunrise Financial Services, LLC10,570$53.49万0.38%2,158加仓
Cetera Investment Advisers10,510$53.19万0.00%1,500加仓
ROBINSON SMITH WEALTH ADVISORS LLC10,323$52.24万0.35%1,822加仓
NATURAL INVESTMENTS, LLC10,077$50.90万0.13%-89减仓
Ameritas Investment Partners, Inc.8,868$44.88万0.01%920加仓
Arkadios Wealth Advisors8,321$42.11万0.01%34加仓
Secure Asset Management, LLC7,407$37.48万0.06%0不变
Gemmer Asset Management LLC6,951$35.17万0.03%47加仓
Apollon Wealth Management, LLC6,462$32.70万0.01%0不变
ENVESTNET ASSET MANAGEMENT INC6,350$32.13万0.00%6,350新建仓
Focus Partners Wealth5,831$29.51万0.00%5,831新建仓
Riverwater Partners LLC4,857$24.58万0.08%2加仓
Brookwood Investment Group LLC4,644$23.50万0.03%79加仓
Gladstone Institutional Advisory LLC4,332$21.92万0.01%0不变
HARBOUR INVESTMENTS, INC.2,826$14.30万0.00%504加仓
TFC Financial Management, Inc.911$4.61万0.01%13加仓
CWM, LLC397$2.01万0.00%0不变
Smartleaf Asset Management LLC305$1.55万0.00%305新建仓
Aptus Capital Advisors, LLC200$1.01万0.00%200新建仓
Godfrey Financial Associates, Inc.151$7,6410.01%0不变

内部人交易(Form 4)

CVSB 董事、高管和大股东的最新买卖申报。专业版可看 🔒