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

COLUMBIA ETF TR I

NJNK
持有机构数
87
机构合计市值 (Q2 2026)
$3.54亿
机构合计股数 (Q2 2026)
1,707.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+439.1万股
55 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-128.8万股
33 · 10 清仓 · ≈
⚖️ 净额
+310.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.54亿
持有机构数
87
新买入
10
加仓
45
减仓
23
清仓
10
持股不变
9
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
摩根士丹利MORGAN STANLEY
0.01%<0.01%#46$1.21亿584.0万股$7,368.5万358.9万股+225.1万股+62.72%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#60$3,103.6万149.2万股$2,918.9万142.3万股+6.9万股+4.85%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#48$2,620.9万130.0万股$2,601.7万130.3万股-2,779股-0.21%减仓
Haven Private, LLC
9.4%9.47%#1$2,472.8万118.9万股$2,174.6万106.0万股+12.9万股+12.13%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#54$2,157.9万103.7万股$2,099.9万102.4万股+1.4万股+1.33%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#58$927.6万46.0万股$1,521.0万76.2万股-30.2万股-39.59%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.07%<0.01%#22$852.9万41.0万股$29.9万1.5万股+39.5万股+2,712.09%加仓
Waverly顾问Waverly Advisors, LLC
0.04%<0.01%#26$696.3万33.5万股$22.4万1.1万股+32.4万股+2,962.74%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#61$604.6万29.1万股$579.3万28.2万股+8,211股+2.91%加仓
ARQ WEALTH ADVISORS, LLC
0.74%#5$596.2万29.3万股$00股+29.3万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#44$592.9万28.5万股$584.3万28.5万股+163股+0.06%加仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
0.13%0.05%#16$515.6万24.8万股$156.5万7.6万股+17.2万股+224.97%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#69$512.6万24.6万股$498.7万24.3万股+3,284股+1.35%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#71$503.5万24.2万股$5,032252股+24.2万股+95,963.89%加仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.02%#35$495.6万23.8万股$464.2万22.6万股+1.2万股+5.28%加仓
Spartan Wealth Advisory Services LLC
0.39%0.41%#9$477.7万23.0万股$466.1万22.7万股+2,400股+1.06%加仓
Global Wealth Strategies & Associates
0.7%0.83%#6$367.0万17.6万股$337.4万16.5万股+1.2万股+7.24%加仓
贝克大道资管Baker Avenue Asset Management, LP
0.07%0.07%#24$345.4万16.6万股$323.6万15.8万股+8,278股+5.25%加仓
Frederick Financial Consultants, LLC
1.4%1.47%#3$330.7万15.9万股$295.5万14.4万股+1.5万股+10.35%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%0.01%#49$318.1万15.3万股$293.2万14.3万股+9,976股+6.98%加仓
GENESIS PRIVATE WEALTH, LLC
0.83%0.84%#4$293.7万14.1万股$265.3万12.9万股+1.2万股+9.17%加仓
中央信托CENTRAL TRUST Co
0.05%0.05%#25$281.6万13.5万股$275.9万13.5万股+875股+0.65%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#56$261.8万12.6万股$261.1万12.7万股-1,440股-1.13%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.02%0.03%#34$223.6万10.8万股$203.8万9.9万股+8,121股+8.17%加仓
Amplius Wealth Advisors, LLC
0.16%0.17%#13$222.8万10.7万股$201.5万9.8万股+8,889股+9.05%加仓
北岩合伙人NorthRock Partners, LLC
0.03%0.04%#32$202.5万9.7万股$231.6万11.3万股-1.6万股-13.78%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#55$181.0万8.8万股$195.2万9.5万股-7,699股-8.07%减仓
ARBOR CAPITAL MANAGEMENT INC /ADV
1.65%1.39%#2$167.3万8.2万股$170.4万8.3万股-1,169股-1.41%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#79$155.6万7.5万股$00股+7.5万股新买入
MarinerMariner, LLC
<0.01%#62$148.9万7.2万股$00股+7.2万股新买入
LAKE STREET PRIVATE WEALTH, LLC
0.16%0.18%#14$140.5万6.8万股$138.4万6.7万股+68股+0.10%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#81$137.5万6.6万股$407.4万19.9万股-13.3万股-66.77%减仓
CONDOR CAPITAL MANAGEMENT
0.1%0.11%#19$132.7万6.4万股$128.6万6.3万股+1,071股+1.71%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#76$121.7万5.8万股$122.7万6.0万股-1,310股-2.19%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.01%0.01%#41$106.7万5.1万股$110.8万5.4万股-2,726股-5.04%减仓
LM Advisors LLC
0.1%0.01%#20$103.7万5.0万股$4.9万1,002股+4.9万股+4,877.84%加仓
Westside Investment Management, Inc.
0.13%0.15%#15$97.8万4.7万股$95.9万4.7万股+200股+0.43%加仓
顶峰金融Summit Financial, LLC
0.01%<0.01%#39$97.3万4.7万股$32.7万1.6万股+3.1万股+193.37%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#51$85.4万4.1万股$28.2万1.4万股+2.7万股+199.08%加仓
MONEYWISE, INC.
0.29%0.37%#12$78.7万3.8万股$83.9万4.1万股-3,039股-7.43%减仓
Cornerstone Wealth Management, LLC
0.03%0.04%#28$77.5万3.7万股$76.4万3.7万股+23股+0.06%加仓
Lakeside Advisors, INC.
0.48%0.5%#7$75.6万3.6万股$74.5万3.6万股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
0.01%<0.01%#47$71.5万3.4万股$12.5万6,115股+2.8万股+462.29%加仓
Rare Wolf Capital LLC
0.45%0.32%#8$70.4万3.4万股$49.0万2.4万股+9,995股+41.87%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#70$70.0万3.4万股$91.7万4.5万股-1.1万股-24.70%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#64$66.0万3.2万股$66.2万3.2万股-550股-1.70%减仓
Geo 财富管理GeoWealth Management, LLC
0.02%0.06%#36$53.9万2.6万股$168.7万8.2万股-5.6万股-68.50%减仓
Vested Financial Planning, LLC
0.36%#10$53.9万2.6万股$00股+2.6万股新买入
Gateway Wealth Partners, LLC
0.03%#30$51.5万2.5万股$00股+2.5万股新买入
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#68$48.4万2.3万股$46.7万2.3万股+514股+2.26%加仓

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