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

CAIE
持有机构数
171
机构合计市值 (Q2 2026)
$5.77亿
机构合计股数 (Q2 2026)
2,121.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+623.6万股
133 · 42 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-283.5万股
41 · 17 清仓 · ≈
⚖️ 净额
+340.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.77亿
持有机构数
171
新买入
42
加仓
91
减仓
24
清仓
17
持股不变
14
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
Calamos 财富管理Calamos Wealth Management LLC
1.57%1.41%#11$5,183.2万190.5万股$4,096.6万163.0万股+27.5万股+16.90%加仓
Wealth Watch Advisors, INC
11.33%8.74%#1$3,523.9万129.5万股$2,086.8万83.0万股+46.5万股+56.02%加仓
VestGen 顾问VestGen Advisors, LLC
0.87%0.8%#19$2,999.2万110.2万股$3,019.7万110.3万股-1,047股-0.09%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#142$2,577.7万94.7万股$1,648.2万65.6万股+29.2万股+44.49%加仓
Cornerstone Wealth, LLC/TN
9.79%10.51%#3$1,936.2万71.3万股$1,868.4万69.4万股+2.0万股+2.86%加仓
Menard Financial Group LLC
10.3%4.99%#2$1,892.9万69.6万股$714.0万28.4万股+41.2万股+144.95%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.16%0.14%#51$1,659.5万61.0万股$1,185.9万47.2万股+13.8万股+29.30%加仓
Strategic Blueprint, LLC
0.77%0.54%#22$1,532.0万56.3万股$923.2万36.7万股+19.6万股+53.32%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.08%0.08%#78$1,461.1万53.8万股$1,271.1万50.6万股+3.2万股+6.23%加仓
Waverly顾问Waverly Advisors, LLC
0.08%0.08%#75$1,437.9万52.8万股$1,123.7万44.7万股+8.1万股+18.22%加仓
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#107$1,432.7万52.7万股$1,169.6万46.5万股+6.1万股+13.17%加仓
Brookstone资本管理Brookstone Capital Management
0.14%0.08%#59$1,391.9万51.2万股$680.9万27.1万股+24.1万股+88.88%加仓
Pinion Investment Advisors, LLC
2.36%1.92%#7$1,243.4万45.7万股$822.6万32.7万股+13.0万股+39.66%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#124$1,124.0万41.3万股$1,549.1万61.6万股-20.3万股-32.96%减仓
Intrepid Financial Planning Group LLC
3.74%3.09%#6$1,101.6万40.5万股$766.5万30.5万股+10.0万股+32.78%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.08%0.07%#77$1,036.5万38.1万股$792.0万31.8万股+6.3万股+19.90%加仓
Innovative Asset Advisors Group, LLC
4.38%#5$1,001.1万36.8万股$00股+36.8万股新买入
Redhawk Wealth Advisors, Inc.
0.94%1.04%#17$954.3万35.1万股$943.8万37.5万股-2.5万股-6.58%减仓
梯度投资Gradient Investments LLC
0.12%0.12%#63$853.3万31.4万股$777.9万30.9万股+4,179股+1.35%加仓
Simplicity Wealth,LLC
0.28%0.04%#40$826.2万30.4万股$67.9万2.7万股+27.7万股+1,023.75%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.15%0.14%#52$802.5万29.5万股$705.3万28.1万股+1.4万股+5.13%加仓
MGO资本MGO ONE SEVEN LLC
0.13%#61$778.5万28.6万股$00股+28.6万股新买入
Institute for Wealth Management, LLC.
0.68%0.65%#24$771.9万28.4万股$606.8万24.1万股+4.2万股+17.53%加仓
MATTERS CAPITAL LLC
5.25%#4$749.6万27.6万股$00股+27.6万股新买入
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.15%0.12%#53$742.6万27.9万股$537.9万20.0万股+7.9万股+39.54%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.01%#115$670.7万24.6万股$350.2万13.9万股+10.7万股+76.92%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.03%0.02%#109$627.7万23.1万股$470.6万18.7万股+4.3万股+23.22%加仓
Cornerstone Wealth Group, LLC
0.35%0.37%#35$595.3万21.9万股$571.8万21.5万股+3,749股+1.74%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.06%0.08%#92$540.3万19.9万股$623.0万24.8万股-4.9万股-19.87%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#149$483.7万17.8万股$304.8万12.1万股+5.7万股+46.62%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.09%#71$481.4万17.7万股$00股+17.7万股新买入
Millington Financial Advisors, LLC
1.6%1.59%#10$413.2万15.4万股$378.0万13.9万股+1.5万股+10.69%加仓
Kestra投资管理Kestra Investment Management, LLC
0.08%0.07%#80$411.4万15.1万股$422.7万16.8万股-1.7万股-10.08%减仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.16%0.02%#50$407.6万15.0万股$49.5万2.0万股+13.0万股+660.61%加仓
WEDBUSH SECURITIES INC
0.1%0.08%#66$404.6万14.9万股$286.0万11.4万股+3.5万股+30.71%加仓
奥本海默公司OPPENHEIMER & CO INC
0.04%0.04%#101$367.7万13.5万股$328.3万13.1万股+4,526股+3.47%加仓
GoalVest Advisory LLC
0.65%0.54%#25$351.0万12.9万股$278.1万11.1万股+1.8万股+16.61%加仓
Twelve Points Wealth Management LLC
0.68%0.57%#23$340.5万12.5万股$260.9万10.4万股+2.1万股+20.56%加仓
Sound Income Strategies, LLC
0.15%0.12%#54$327.4万12.0万股$256.1万10.3万股+1.8万股+17.14%加仓
顶峰金融Summit Financial, LLC
0.03%0.03%#105$318.5万11.7万股$258.3万10.3万股+1.4万股+13.94%加仓
INSIGNEO 咨询服务INSIGNEO ADVISORY SERVICES, LLC
0.12%0.16%#62$317.4万11.7万股$224.4万8.9万股+2.7万股+30.71%加仓
Noble Wealth Management PBC
1.42%1.8%#14$316.5万11.6万股$357.2万14.2万股-2.6万股-18.14%减仓
Capital Analysts, LLC
0.07%0.08%#83$301.5万11.1万股$275.5万10.3万股+7,772股+7.54%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#143$294.4万10.8万股$47.4万1.9万股+8.9万股+474.15%加仓
CORRADO ADVISORS, LLC
1.49%1.53%#12$292.5万11.6万股$292.5万11.6万股00.00%持仓不变
Savvy Advisors, Inc.
0.06%0.04%#90$286.5万10.5万股$147.0万5.8万股+4.7万股+80.05%加仓
NEW WAVE WEALTH ADVISORS LLC
0.78%0.64%#21$285.6万10.5万股$184.7万7.3万股+3.1万股+42.88%加仓
Aurora Private Wealth, Inc.
1.74%0.88%#9$273.9万10.1万股$123.3万4.8万股+5.3万股+111.80%加仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.06%0.03%#87$268.6万10.1万股$109.5万4.4万股+5.8万股+132.10%加仓
CENTAURUS FINANCIAL, INC.
0.1%0.04%#69$253.3万9.3万股$92.9万3.7万股+5.6万股+151.88%加仓

🧭 机构资金流板块热力图

净流出 净流入