13F 机构持仓

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CWP INTL ENHANCE

持有机构数1272026Q2
26Q126Q2
机构合计持股(股)12,708,9992026Q2
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
2026Q212712,708,999$5.34亿 29622013$1.38亿
2026Q11119,444,176$3.82亿 4843145$1.19亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

RAYMOND JAMES FINANCIAL INC加仓$2,627.99万
LPL Financial LLC加仓$1,314.20万
Principle Wealth Partners LLC加仓$1,206.65万
COMMONWEALTH EQUITY SERVICES, LLC加仓$611.68万
OSAIC HOLDINGS, INC.加仓$609.44万
STIFEL FINANCIAL CORP加仓$543.47万
EverSource Wealth Advisors, LLC加仓$463.70万
Atlas Wealth LLC新建仓$447.84万
IAM Advisory, LLC新建仓$402.73万
CITADEL ADVISORS LLC新建仓$303.22万
Janney Montgomery Scott LLC加仓$270.39万
URS Advisory LLC新建仓$251.24万
SAGESPRING WEALTH PARTNERS, LLC新建仓$237.15万
TBH Global Asset Management, LLC新建仓$236.84万
Retirement Planning Group, LLC新建仓$228.26万
OLD MISSION CAPITAL LLC新建仓$218.48万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$197.31万
UBS Group AG加仓$195.35万
Baird Financial Group, Inc.新建仓$189.23万
FIG FINANCIAL ADVISORY SERVICES INC /ADV新建仓$160.46万

2026Q1 卖出最多

GREAT VALLEY ADVISOR GROUP, INC.减仓-$396.13万
Reyes Financial Architecture, Inc.减仓-$138.07万
Sequoia Financial Advisors, LLC减仓-$96.19万
Thompson David Blair清仓-$56.96万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$55.94万
Sage Capital Management, LLC清仓-$22.63万
AlphaCore Capital LLC清仓-$21.67万
JANE STREET GROUP, LLC减仓-$13.53万
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.减仓-$11.29万
Capital Investment Advisory Services, LLC减仓-$5.24万
Goldstone Financial Group, LLC减仓-$4.82万
OPTIMA CAPITAL LLC清仓-$2.96万
CWM, LLC减仓-$2.23万
Aptus Capital Advisors, LLC减仓-$1.01万
JPMORGAN CHASE & CO减仓-$8,615
Clear Trail Advisors, LLC减仓-$3,561
SHP Wealth Management减仓-$2,472
Quattro Advisors LLC清仓-$159
WELLS FARGO & COMPANY/MN减仓-$53

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
RAYMOND JAMES FINANCIAL INC2,006,127$8,118.80万0.03%649,368加仓
Janney Montgomery Scott LLC838,996$3,395.40万0.08%66,814加仓
LPL Financial LLC781,841$3,164.11万0.01%324,735加仓
GREAT VALLEY ADVISOR GROUP, INC.626,514$2,535.48万0.46%-97,884减仓
Sequoia Financial Advisors, LLC495,409$2,004.92万0.11%-23,768减仓
OSAIC HOLDINGS, INC.493,910$1,998.96万0.03%150,583加仓
Principle Wealth Partners LLC421,307$1,705.03万0.97%298,158加仓
STIFEL FINANCIAL CORP408,633$1,653.74万0.02%134,289加仓
UBS Group AG337,925$1,367.58万0.00%48,270加仓
COMMONWEALTH EQUITY SERVICES, LLC214,780$869.22万0.01%151,143加仓
Elmwood Wealth Management, Inc.201,518$815.54万2.26%32,135加仓
EverSource Wealth Advisors, LLC155,789$630.48万0.19%114,580加仓
Steward Partners Investment Advisory, LLC137,776$557.58万0.03%25,652加仓
ENVESTNET ASSET MANAGEMENT INC136,190$551.16万0.00%15,289加仓
TRUIST FINANCIAL CORP130,787$529.29万0.01%12,336加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO114,558$463.62万0.00%4,011加仓
Atlas Wealth LLC110,659$447.84万1.34%110,659新建仓
IAM Advisory, LLC99,512$402.73万0.90%99,512新建仓
ROYAL BANK OF CANADA98,459$398.50万0.00%30,045加仓
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.90,015$364.29万2.03%-2,789减仓
Visionary Wealth Advisors80,716$326.66万0.14%7,679加仓
CITADEL ADVISORS LLC74,924$303.22万0.00%74,924新建仓
Proficio Capital Partners LLC63,210$255.81万0.14%35,050加仓
URS Advisory LLC62,080$251.24万1.84%62,080新建仓
SAGESPRING WEALTH PARTNERS, LLC58,598$237.15万0.04%58,598新建仓
TBH Global Asset Management, LLC58,522$236.84万0.48%58,522新建仓
Retirement Planning Group, LLC56,403$228.26万0.07%56,403新建仓
OLD MISSION CAPITAL LLC53,986$218.48万0.03%53,986新建仓
Financial Insights, Inc.50,659$205.02万0.66%10,834加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP48,754$197.31万0.00%48,754新建仓
Baird Financial Group, Inc.46,759$189.23万0.00%46,759新建仓
CAP Partners, LLC45,366$183.59万1.04%806加仓
JANE STREET GROUP, LLC43,500$176.04万0.00%-3,343减仓
Pasadena Private Wealth, LLC42,183$170.71万0.24%9,967加仓
Capital Investment Advisory Services, LLC42,169$170.66万0.12%-1,294减仓
FIG FINANCIAL ADVISORY SERVICES INC /ADV39,648$160.46万1.00%39,648新建仓
NewEdge Advisors, LLC38,324$155.10万0.01%8,914加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC37,784$154.46万0.00%-13,685减仓
Northwest Financial Advisors36,802$148.94万2.87%4,981加仓
Snowden Capital Advisors LLC32,743$132.51万0.04%14,126加仓
WEST MICHIGAN ADVISORS, LLC30,902$125.06万0.27%7,469加仓
Carr Financial Group Corp27,728$112.21万0.30%18,220加仓
Bright Futures Wealth Management, LLC.27,427$111.00万0.76%27,427新建仓
Farther Finance Advisors, LLC24,924$102.04万0.01%2,046加仓
Savvy Advisors, Inc.25,131$101.70万0.03%8,503加仓
JONES FINANCIAL COMPANIES LLLP25,250$99.48万0.00%23,103加仓
JOHNSON INVESTMENT COUNSEL INC23,015$93.14万0.01%23,015新建仓
Private Advisor Group, LLC20,997$84.98万0.00%20,997新建仓
Hilltop Holdings Inc.20,636$83.51万0.08%2,639重新持有
Goldstone Financial Group, LLC20,525$83.06万0.09%-1,190减仓

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