CWB SPDR SER TR
BBG CONV SEC ETF
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 | 563 | 35,469,843 | $36.88亿 | 59 | 172 | 197 | 40 | $6.48亿 |
| 2026Q1 | 531 | 28,690,799 | $25.33亿 | 41 | 153 | 199 | 28 | -$6.11亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Kingsview Wealth Management, LLC | 新建仓 | $1,194.16万 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 新建仓 | $958.39万 |
| Estate Counselors, LLC | 加仓 | $886.32万 |
| Advyzon Investment Management, LLC | 加仓 | $829.18万 |
| WIN ADVISORS, INC | 重新持有 | $790.60万 |
| BESSEMER GROUP INC | 加仓 | $766.56万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $747.90万 |
| Discipline Wealth Solutions, LLC | 加仓 | $696.15万 |
| Advisors Preferred, LLC | 加仓 | $476.83万 |
| NewSquare Capital LLC | 新建仓 | $468.65万 |
| Nilsine Partners, LLC | 新建仓 | $380.91万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $359.77万 |
| Galvin, Gaustad & Stein, LLC | 加仓 | $291.61万 |
| Guardian Capital, LLC | 加仓 | $282.92万 |
| US BANCORP \DE\ | 加仓 | $278.70万 |
| TD Asset Management Inc | 新建仓 | $254.43万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $244.51万 |
| Dorsey Wright & Associates | 加仓 | $229.99万 |
| DV Trading LLC | 新建仓 | $203.77万 |
| Mariner, LLC | 加仓 | $199.20万 |
2026Q1 卖出最多
| Howard Capital Management, LLC | 减仓 | -$2.11亿 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$1.63亿 |
| Cetera Investment Advisers | 减仓 | -$1.20亿 |
| Orion Porfolio Solutions, LLC | 减仓 | -$3,905.67万 |
| LPL Financial LLC | 减仓 | -$3,007.59万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$1,948.94万 |
| Aegis Wealth Management, Inc. | 减仓 | -$1,179.76万 |
| DEUTSCHE BANK AG\ | 减仓 | -$1,045.39万 |
| New York Life Investment Management LLC | 减仓 | -$900.55万 |
| JANE STREET GROUP, LLC | 减仓 | -$884.26万 |
| PFG Advisors | 清仓 | -$830.69万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$770.13万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$700.16万 |
| NewEdge Advisors, LLC | 减仓 | -$695.68万 |
| ASSETMARK, INC | 减仓 | -$629.40万 |
| Paulson Wealth Management Inc. | 减仓 | -$600.29万 |
| William Mack & Associates, Inc. | 减仓 | -$571.70万 |
| FSC Wealth Advisors, LLC | 减仓 | -$511.49万 |
| World Investment Advisors | 减仓 | -$415.57万 |
| CWM, LLC | 减仓 | -$414.90万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2,654,014 | $2.43亿 | 0.02% | 26,717 | 加仓 |
| MORGAN STANLEY | 1,611,345 | $1.47亿 | 0.01% | 19,707 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,493,580 | $1.37亿 | 0.03% | 10,556 | 加仓 |
| LPL Financial LLC | 1,250,180 | $1.14亿 | 0.03% | -328,626 | 减仓 |
| BESSEMER GROUP INC | 1,215,879 | $1.11亿 | 0.17% | 83,758 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,123,841 | $1.03亿 | 0.06% | 81,720 | 加仓 |
| ASSETMARK, INC | 842,982 | $7,714.97万 | 0.16% | -68,772 | 减仓 |
| AMERIPRISE FINANCIAL INC | 841,207 | $7,698.45万 | 0.02% | 39,312 | 加仓 |
| PNC Financial Services Group, Inc. | 753,977 | $6,900.39万 | 0.04% | -28,196 | 减仓 |
| DEUTSCHE BANK AG\ | 684,479 | $6,264.35万 | 0.02% | -114,225 | 减仓 |
| Goodman Advisory Group, LLC | 522,882 | $4,785.42万 | 12.42% | -13,432 | 减仓 |
| UBS Group AG | 486,749 | $4,454.73万 | 0.01% | 5,091 | 加仓 |
| JANE STREET GROUP, LLC | 451,825 | $4,135.10万 | 0.01% | -96,619 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 449,359 | $4,112.53万 | 0.01% | -1,779,086 | 减仓 |
| GOLDMAN SACHS GROUP INC | 446,402 | $4,085.47万 | 0.00% | -76,503 | 减仓 |
| BANK OF MONTREAL /CAN/ | 437,880 | $4,007.48万 | 0.02% | -14,149 | 减仓 |
| One Wealth Map LLC | 371,488 | $3,784.35万 | 16.36% | -24,096 | 减仓 |
| ROYAL BANK OF CANADA | 384,062 | $3,514.90万 | 0.01% | -10,747 | 减仓 |
| New York Life Investment Management LLC | 374,494 | $3,427.37万 | 0.29% | -98,399 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 310,778 | $2,844.23万 | 0.01% | -212,953 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 264,377 | $2,419.60万 | 0.06% | -36,012 | 减仓 |
| River Wealth Advisors LLC | 237,136 | $2,170.27万 | 2.49% | 1,858 | 加仓 |
| Estate Counselors, LLC | 230,144 | $2,106.28万 | 1.88% | 96,844 | 加仓 |
| ALLIANCEBERNSTEIN L.P. | 233,908 | $2,086.46万 | 0.01% | -15,156 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 214,145 | $1,959.85万 | 0.03% | -38,007 | 减仓 |
| TRUIST FINANCIAL CORP | 209,450 | $1,916.89万 | 0.03% | -4,054 | 减仓 |
| STIFEL FINANCIAL CORP | 195,944 | $1,793.42万 | 0.02% | 412 | 加仓 |
| XML Financial, LLC | 186,523 | $1,707.06万 | 1.38% | -1,571 | 减仓 |
| Waldron Private Wealth LLC | 180,557 | $1,652.46万 | 0.64% | -6,257 | 减仓 |
| GUGGENHEIM CAPITAL LLC | 169,507 | $1,551.33万 | 0.12% | 2,772 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 156,375 | $1,458.98万 | 0.03% | -82,544 | 减仓 |
| Janney Montgomery Scott LLC | 154,164 | $1,410.90万 | 0.03% | -2,982 | 减仓 |
| OSAIC HOLDINGS, INC. | 148,772 | $1,361.88万 | 0.02% | -19,055 | 减仓 |
| AMG National Trust Bank | 133,926 | $1,225.69万 | 0.27% | 7,359 | 加仓 |
| OPPENHEIMER & CO INC | 132,117 | $1,209.13万 | 0.15% | -2,247 | 减仓 |
| Modera Wealth Management, LLC | 131,389 | $1,202.47万 | 0.14% | -8,942 | 减仓 |
| Kingsview Wealth Management, LLC | 130,481 | $1,194.16万 | 0.16% | 130,481 | 新建仓 |
| HUNTINGTON NATIONAL BANK | 129,761 | $1,187.57万 | 0.07% | 12,001 | 加仓 |
| McAdam, LLC | 129,377 | $1,184.05万 | 0.53% | 6,318 | 加仓 |
| Advisors Preferred, LLC | 125,232 | $1,146.12万 | 1.70% | 52,101 | 加仓 |
| Cetera Investment Advisers | 121,412 | $1,111.16万 | 0.01% | -1,313,437 | 减仓 |
| William Mack & Associates, Inc. | 118,869 | $1,087.89万 | 6.22% | -62,467 | 减仓 |
| Advyzon Investment Management, LLC | 112,369 | $1,028.40万 | 0.92% | 90,601 | 加仓 |
| Anderson Financial Strategies, LLC | 96,476 | $1,002.39万 | 5.51% | -3,466 | 减仓 |
| Strategic Investment Advisors / MI | 105,804 | $966.37万 | 0.67% | 8,283 | 加仓 |
| Financial & Tax Architects, LLC | 105,088 | $961.77万 | 2.14% | -7,899 | 重新持有 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 104,719 | $958.39万 | 6.15% | 104,719 | 新建仓 |
| Paulson Wealth Management Inc. | 100,332 | $918.24万 | 2.15% | -65,591 | 减仓 |
| NTV Asset Management LLC | 97,403 | $891.43万 | 0.98% | -3,470 | 减仓 |
| WIN ADVISORS, INC | 96,539 | $883.52万 | 4.04% | 86,386 | 重新持有 |
内部人交易（Form 4）
CWB 董事、高管和大股东的最新买卖申报。专业版可看 🔒