13FBOX
CALAMOS STRATEGIC TOTAL · 13F 机构持仓分析
期权收益计算器 机构排行

CALAMOS STRATEGIC TOTAL

CSQ
持有机构数
222
机构合计市值 (Q2 2026)
$8.02亿
机构合计股数 (Q2 2026)
3,907.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+172.0万股
102 · 18 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-131.0万股
65 · 15 清仓 · ≈
⚖️ 净额
+41.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.02亿
持有机构数
222
新买入
18
加仓
84
减仓
50
清仓
15
持股不变
70
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
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#132$1.00亿486.5万股$8,316.1万485.8万股+7,949股+0.16%加仓
摩根士丹利MORGAN STANLEY
<0.01%0.01%#144$8,838.2万429.9万股$8,295.5万430.0万股-1,699股-0.04%减仓
瑞银集团UBS Group AG
0.01%0.01%#100$8,095.5万393.7万股$6,691.3万390.8万股+2.9万股+0.74%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#104$6,260.8万304.5万股$5,243.4万306.3万股-1.8万股-0.58%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#91$4,844.9万235.6万股$3,640.0万212.6万股+23.0万股+10.83%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#130$4,447.1万216.3万股$3,626.4万211.8万股+4.5万股+2.11%加仓
Karpus Management, Inc.
1.21%1.06%#6$4,219.3万205.2万股$3,329.2万194.5万股+10.8万股+5.53%加仓
LPL金融LPL Financial LLC
0.01%0.01%#136$2,567.0万124.9万股$2,095.6万122.4万股+2.4万股+2.00%加仓
Bensler, LLC
2.1%1.97%#3$2,370.3万115.3万股$1,908.4万111.5万股+3.8万股+3.42%加仓
McGowan Group Asset Management, Inc.
1.97%1.73%#4$1,618.6万78.7万股$1,360.5万79.5万股-7,438股-0.94%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#86$1,587.3万77.2万股$1,339.9万78.3万股-1.1万股-1.36%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#73$1,538.7万74.8万股$1,215.8万71.0万股+3.8万股+5.38%加仓
顾问资产管理Advisors Asset Management, Inc.
0.22%0.18%#19$1,438.2万70.0万股$1,111.2万64.9万股+5.0万股+7.77%加仓
1607 Capital Partners, LLC
1.14%0.53%#7$1,306.5万63.5万股$740.7万43.3万股+20.3万股+46.88%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.11%0.1%#32$1,084.8万52.8万股$900.2万52.6万股+1,829股+0.35%加仓
&Partners&PARTNERS
0.04%0.05%#51$1,023.2万50.2万股$950.7万55.5万股-5.4万股-9.66%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#127$848.5万41.3万股$665.2万38.9万股+2.4万股+6.22%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#111$759.2万36.9万股$565.6万33.0万股+3.9万股+11.77%加仓
RIVERNORTH CAPITAL MANAGEMENT, LLC
0.34%0.15%#13$722.8万35.2万股$295.3万17.2万股+17.9万股+103.83%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.04%0.04%#48$694.9万33.8万股$555.6万32.5万股+1.3万股+4.15%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#124$648.9万31.6万股$527.9万30.8万股+7,262股+2.36%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#180$619.8万30.1万股$490.9万28.7万股+1.5万股+5.13%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.07%0.08%#38$565.2万27.5万股$481.2万28.1万股-6,183股-2.20%减仓
Janney Montgomery Scott LLC
0.01%0.01%#108$487.7万23.7万股$378.4万22.1万股+1.6万股+7.31%加仓
Smith Asset Management Co., LLC
3.67%3.38%#1$465.9万22.7万股$393.5万23.0万股-3,250股-1.41%减仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
0.04%0.03%#54$463.3万22.5万股$360.9万21.1万股+1.5万股+6.91%加仓
READYSTATE 资产管理READYSTATE ASSET MANAGEMENT LP
0.21%0.18%#21$405.1万23.7万股$405.1万23.7万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#188$402.0万19.6万股$251.7万14.7万股+4.8万股+32.96%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.02%0.02%#84$342.0万16.6万股$285.2万16.7万股-254股-0.15%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#121$337.5万16.4万股$284.4万16.6万股-1,939股-1.17%减仓
Shaker Financial Services, LLC
1.05%3.66%#9$336.6万16.4万股$1,048.7万61.3万股-44.9万股-73.28%减仓
PMG Family Office LLC
3.08%3.08%#2$333.8万16.2万股$276.1万16.1万股+1,061股+0.66%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#146$328.8万16.0万股$272.8万15.9万股+582股+0.37%加仓
Davenport公司DAVENPORT & Co LLC
0.01%0.02%#85$303.3万14.7万股$286.3万16.7万股-2.0万股-11.80%减仓
世界投资顾问World Investment Advisors
0.05%0.05%#46$291.5万17.0万股$294.4万17.2万股-1,700股-0.99%减仓
Savant资本Savant Capital, LLC
0.01%0.01%#117$281.2万13.7万股$231.7万13.5万股+1,448股+1.07%加仓
Clearstead顾问Clearstead Advisors, LLC
0.03%0.02%#71$274.6万13.4万股$233.3万13.6万股-2,682股-1.97%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.04%#47$258.3万12.6万股$00股+12.6万股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#166$250.0万12.2万股$205.6万12.0万股+1,486股+1.24%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#92$248.9万12.1万股$211.4万12.3万股-2,393股-1.94%减仓
FOUNDERS FINANCIAL SECURITIES LLC
0.13%0.12%#30$247.9万12.1万股$218.8万11.9万股+1,820股+1.53%加仓
MarinerMariner, LLC
<0.01%<0.01%#165$240.7万11.7万股$183.3万10.7万股+9,999股+9.34%加仓
Pointe Capital Management LLC
1.06%1.05%#8$237.7万11.6万股$212.5万12.4万股-8,499股-6.85%减仓
Aviance Capital Partners, LLC
0.21%0.2%#20$202.5万9.9万股$169.2万9.9万股-340股-0.34%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#133$193.3万9.4万股$150.1万8.8万股+6,339股+7.23%加仓
Meridian Wealth Advisors, LLC
0.2%0.19%#22$176.2万8.6万股$146.8万8.6万股00.00%持仓不变
Calamos 财富管理Calamos Wealth Management LLC
0.05%0.05%#43$175.1万8.5万股$145.8万8.5万股00.00%持仓不变
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#119$174.3万8.5万股$140.3万8.2万股+2,855股+3.48%加仓
LAKE STREET PRIVATE WEALTH, LLC
0.2%0.16%#23$173.4万8.4万股$127.1万7.4万股+1.0万股+13.60%加仓
Arax顾问Arax Advisory Partners
0.01%<0.01%#97$165.6万8.1万股$3,151184股+8.0万股+43,665.22%加仓

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