13FBOX
CALAMOS ETF TR · 13F 机构持仓分析
期权收益计算器 机构排行
C

CALAMOS ETF TR

CVRT
持有机构数
19
机构合计市值 (Q2 2026)
$1,387.9万
机构合计股数 (Q2 2026)
27.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+11.6万股
14 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2.1万股
4 · 1 清仓 · ≈
⚖️ 净额
+9.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,387.9万
持有机构数
19
新买入
8
加仓
6
减仓
3
清仓
1
持股不变
2
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Client First Investment Management LLC
1.34%#1$318.9万6.2万股$00股+6.2万股新买入
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#8$279.2万5.4万股$199.0万4.8万股+6,391股+13.35%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#12$142.4万2.8万股$92.8万2.2万股+5,364股+24.04%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#17$84.3万1.6万股$143.3万3.4万股-1.8万股-52.47%减仓
Realta Investment Advisors
0.26%0.07%#3$84.1万1.6万股$20.0万4,800股+1.2万股+240.63%加仓
IFP顾问IFP Advisors, Inc
0.01%0.01%#7$79.6万1.5万股$64.4万1.5万股-24股-0.15%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#10$63.2万1.2万股$54.9万1.3万股-932股-7.05%减仓
LIBERTY SQUARE WEALTH PARTNERS LLC
0.15%0.14%#5$61.7万1.2万股$49.9万1.2万股00.00%持仓不变
Grantvest Financial Group LLC
0.33%0.22%#2$57.6万1.1万股$34.3万8,251股+2,955股+35.81%加仓
CENTAURUS FINANCIAL, INC.
0.02%#6$55.2万1.1万股$00股+1.1万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#16$44.8万8,719股$35.9万8,635股+84股+0.97%加仓
Brookstone资本管理Brookstone Capital Management
<0.01%#9$29.7万5,782股$00股+5,782股新买入
Aurora Private Wealth, Inc.
0.17%0.14%#4$27.2万5,281股$20.0万5,254股+27股+0.51%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#13$24.5万4,772股$00股+4,772股新买入
LPL金融LPL Financial LLC
<0.01%#18$20.7万4,023股$00股+4,023股新买入
亨廷顿国民银行HUNTINGTON NATIONAL BANK
<0.01%#15$10.7万2,080股$00股+2,080股新买入
Capital Investment Advisory Services, LLC
<0.01%#11$3.0万580股$00股+580股新买入
LANARK FINANCIAL, INC.
<0.01%<0.01%#14$1.0万200股$8,312200股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%#19$3607股$00股+7股新买入

🧭 机构资金流板块热力图

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