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 🔒 | ||||||||
2026Q2 买入最多
| Howard Capital Management, LLC | 加仓 | $2.14亿 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1.68亿 |
| Cetera Investment Advisers | 加仓 | $1.24亿 |
| LPL Financial LLC | 加仓 | $4,076.38万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $3,303.11万 |
| FIL Ltd | 加仓 | $2,292.67万 |
| Horizon Investments, LLC | 重新持有 | $2,120.73万 |
| Orion Porfolio Solutions, LLC | 加仓 | $1,780.83万 |
| DV Trading LLC | 加仓 | $1,757.99万 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 新建仓 | $1,408.14万 |
| Aegis Wealth Management, Inc. | 加仓 | $1,218.85万 |
| OPPENHEIMER ASSET MANAGEMENT INC. | 新建仓 | $1,215.83万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,164.12万 |
| Ameritas Advisory Services, LLC | 加仓 | $689.61万 |
| Cooper Capital Advisors LLC | 新建仓 | $673.78万 |
| TD Asset Management Inc | 加仓 | $646.92万 |
| Advyzon Investment Management, LLC | 加仓 | $622.34万 |
| Bank of New York Mellon Corp | 新建仓 | $599.20万 |
| NewEdge Advisors, LLC | 加仓 | $561.56万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $468.22万 |
2026Q2 卖出最多
| JANE STREET GROUP, LLC | 清仓 | -$4,135.10万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$2,157.50万 |
| MORGAN STANLEY | 减仓 | -$1,233.44万 |
| ASSETMARK, INC | 减仓 | -$1,077.68万 |
| McAdam, LLC | 减仓 | -$1,043.32万 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 减仓 | -$893.55万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$710.93万 |
| Spectrum Wealth Advisory Group, LLC | 减仓 | -$615.12万 |
| Advisors Preferred, LLC | 减仓 | -$439.74万 |
| EXCHANGE TRADED CONCEPTS, LLC | 清仓 | -$388.73万 |
| Ocean Park Asset Management, LLC | 清仓 | -$388.73万 |
| Wealth Watch Advisors, INC | 重新持有 | -$343.95万 |
| ALLIANCEBERNSTEIN L.P. | 减仓 | -$333.10万 |
| AXS Investments LLC | 减仓 | -$329.52万 |
| Prospera Financial Services Inc | 减仓 | -$304.60万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$299.52万 |
| TRUIST FINANCIAL CORP | 减仓 | -$277.03万 |
| Dorsey Wright & Associates | 减仓 | -$272.17万 |
| GUGGENHEIM CAPITAL LLC | 减仓 | -$262.47万 |
| Estate Counselors, LLC | 减仓 | -$260.37万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2,588,077 | $2.79亿 | 0.02% | -65,937 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,004,950 | $2.16亿 | 0.05% | 1,555,591 | 加仓 |
| Howard Capital Management, LLC | 1,993,096 | $2.15亿 | 2.53% | 1,987,136 | 加仓 |
| LPL Financial LLC | 1,628,253 | $1.76亿 | 0.04% | 378,073 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,524,239 | $1.64亿 | 0.03% | 30,659 | 加仓 |
| MORGAN STANLEY | 1,496,947 | $1.61亿 | 0.01% | -114,398 | 减仓 |
| Cetera Investment Advisers | 1,274,155 | $1.37亿 | 0.13% | 1,152,743 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,231,810 | $1.33亿 | 0.07% | 107,969 | 加仓 |
| BESSEMER GROUP INC | 1,215,879 | $1.31亿 | 0.18% | 0 | 不变 |
| AMERIPRISE FINANCIAL INC | 813,427 | $8,770.20万 | 0.02% | -27,780 | 减仓 |
| ASSETMARK, INC | 743,030 | $8,011.35万 | 0.14% | -99,952 | 减仓 |
| PNC Financial Services Group, Inc. | 736,701 | $7,943.11万 | 0.04% | -17,276 | 减仓 |
| DEUTSCHE BANK AG\ | 684,479 | $7,380.05万 | 0.02% | 0 | 不变 |
| Cambridge Investment Research Advisors, Inc. | 570,734 | $6,153.60万 | 0.07% | 306,357 | 加仓 |
| Goodman Advisory Group, LLC | 526,030 | $5,671.66万 | 13.04% | 3,148 | 加仓 |
| UBS Group AG | 489,822 | $5,281.26万 | 0.01% | 3,073 | 加仓 |
| BANK OF MONTREAL /CAN/ | 422,729 | $4,557.86万 | 0.02% | -15,151 | 减仓 |
| ROYAL BANK OF CANADA | 389,739 | $4,202.20万 | 0.01% | 5,677 | 加仓 |
| New York Life Investment Management LLC | 365,834 | $3,944.42万 | 0.28% | -8,660 | 减仓 |
| One Wealth Map LLC | 388,508 | $3,822.53万 | 17.37% | 17,020 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 354,204 | $3,819.03万 | 0.01% | 43,426 | 加仓 |
| Horizon Investments, LLC | 272,048 | $2,924.79万 | 0.32% | 197,259 | 重新持有 |
| POTOMAC FUND MANAGEMENT INC /ADV | 257,100 | $2,772.05万 | 0.70% | 1,302 | 重新持有 |
| GOLDMAN SACHS GROUP INC | 246,300 | $2,655.61万 | 0.00% | -200,102 | 减仓 |
| River Wealth Advisors LLC | 238,819 | $2,574.95万 | 2.69% | 1,683 | 加仓 |
| FIL Ltd | 221,301 | $2,386.07万 | 0.02% | 212,639 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 210,502 | $2,269.64万 | 0.03% | -3,643 | 减仓 |
| Wealth Watch Advisors, INC | 206,138 | $2,222.58万 | 7.21% | -31,900 | 重新持有 |
| Estate Counselors, LLC | 205,995 | $2,221.04万 | 1.91% | -24,149 | 减仓 |
| STIFEL FINANCIAL CORP | 195,723 | $2,110.46万 | 0.02% | -221 | 减仓 |
| DV Trading LLC | 185,314 | $1,998.06万 | 0.65% | 163,049 | 加仓 |
| TRUIST FINANCIAL CORP | 183,756 | $1,981.26万 | 0.02% | -25,694 | 减仓 |
| XML Financial, LLC | 181,451 | $1,956.40万 | 1.42% | -5,072 | 减仓 |
| Advyzon Investment Management, LLC | 170,089 | $1,833.90万 | 1.33% | 57,720 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 173,886 | $1,829.98万 | 0.03% | 17,511 | 加仓 |
| Orion Porfolio Solutions, LLC | 167,842 | $1,809.67万 | 0.14% | 165,167 | 加仓 |
| ALLIANCEBERNSTEIN L.P. | 197,512 | $1,807.63万 | 0.01% | -36,396 | 减仓 |
| Waldron Private Wealth LLC | 167,023 | $1,800.84万 | 0.62% | -13,534 | 减仓 |
| OSAIC HOLDINGS, INC. | 160,012 | $1,725.87万 | 0.02% | 11,240 | 加仓 |
| Janney Montgomery Scott LLC | 158,314 | $1,706.90万 | 0.03% | 4,150 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 145,164 | $1,565.16万 | 0.10% | -24,343 | 减仓 |
| Lifestyle Asset Management, Inc. | 137,965 | $1,487.54万 | 4.00% | -3,170 | 重新持有 |
| AMG National Trust Bank | 133,948 | $1,444.23万 | 0.30% | 22 | 加仓 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 130,601 | $1,408.14万 | 0.03% | 130,601 | 新建仓 |
| Modera Wealth Management, LLC | 130,573 | $1,407.84万 | 0.15% | -816 | 减仓 |
| OPPENHEIMER & CO INC | 129,764 | $1,399.12万 | 0.15% | -2,353 | 减仓 |
| Aegis Wealth Management, Inc. | 121,883 | $1,314.14万 | 8.48% | 113,045 | 加仓 |
| HUNTINGTON NATIONAL BANK | 121,472 | $1,309.71万 | 0.06% | -8,289 | 减仓 |
| William Mack & Associates, Inc. | 119,630 | $1,289.85万 | 4.55% | 761 | 加仓 |
| Kingsview Wealth Management, LLC | 117,874 | $1,270.91万 | 0.15% | -12,607 | 减仓 |
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 🔒