13FBOX
MORGAN STANLEY ETF TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
M

MORGAN STANLEY ETF TRUST

CVLC
持有机构数
89
机构合计市值 (Q2 2026)
$6.28亿
机构合计股数 (Q2 2026)
665.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+41.8万股
52 · 22 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-32.4万股
32 · 7 清仓 · ≈
⚖️ 净额
+9.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.28亿
持有机构数
89
新买入
22
加仓
30
减仓
25
清仓
7
持股不变
12
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
State Insurance Fund
100%100%#1$2.55亿269.8万股$2.16亿269.8万股00.00%持仓不变
Wealthspire顾问Wealthspire Advisors, LLC
0.41%0.48%#11$7,396.3万78.3万股$6,160.0万76.9万股+1.4万股+1.75%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.07%0.06%#31$5,283.5万55.9万股$4,413.1万55.1万股+8,050股+1.46%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#62$2,748.5万29.1万股$2,395.7万29.9万股-8,348股-2.79%减仓
Rossby Financial, LCC
4.2%3.62%#3$2,295.2万24.3万股$1,770.2万21.9万股+2.4万股+10.84%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.03%0.03%#44$2,048.7万21.7万股$1,722.4万21.5万股+1,729股+0.80%加仓
Focus Partners财富Focus Partners Wealth
0.02%0.01%#53$1,576.6万16.7万股$894.7万11.2万股+5.5万股+49.34%加仓
OGOREK ANTHONY JOSEPH /NY/ /ADV
3.51%4.26%#5$1,412.5万15.0万股$1,554.0万19.4万股-4.5万股-22.97%减仓
EP财富顾问EP Wealth Advisors, LLC
0.05%0.05%#37$1,213.2万12.8万股$1,000.4万12.5万股+3,466股+2.77%加仓
Joel Adams & Associates, Inc.
7.68%5.81%#2$1,195.7万12.7万股$781.8万9.8万股+2.9万股+29.61%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#68$1,132.1万12.0万股$873.2万10.9万股+1.1万股+9.87%加仓
North Berkeley Wealth Management, LLC
3.91%3.59%#4$967.5万10.2万股$679.1万8.5万股+1.8万股+20.73%加仓
现代财富管理Modern Wealth Management, LLC
0.1%0.09%#24$861.7万9.1万股$500.4万6.2万股+2.9万股+47.20%加仓
Global Endowment Management, LP
0.73%0.55%#9$721.7万7.6万股$493.9万6.2万股+1.5万股+23.83%加仓
Riverwater Partners LLC
1.75%1.56%#7$590.3万6.2万股$466.8万5.8万股+4,179股+7.17%加仓
Fiduciary信托FIDUCIARY TRUST CO
0.05%0.05%#36$479.3万5.1万股$408.8万5.1万股-325股-0.64%减仓
Westfuller Advisors, LLC
1.73%0.26%#8$474.4万5.0万股$59.6万7,450股+4.3万股+574.09%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#69$471.3万5.0万股$399.4万5.0万股00.00%持仓不变
Atria投资Atria Investments, Inc
0.04%0.04%#40$425.3万4.5万股$361.0万4.5万股-74股-0.16%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#77$383.4万4.1万股$165.7万2.1万股+2.0万股+96.03%加仓
TRILLIUM 资产管理TRILLIUM ASSET MANAGEMENT, LLC
0.11%0.09%#22$345.7万3.7万股$267.7万3.3万股+3,156股+9.44%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#71$343.1万3.6万股$299.7万3.7万股-1,117股-2.98%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#67$339.4万3.6万股$247.0万3.1万股+5,083股+16.48%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%0.01%#54$301.5万3.2万股$247.4万3.1万股+1,007股+3.26%加仓
Fulcrum Capital LLC
0.52%0.48%#10$255.2万2.7万股$219.1万2.7万股-347股-1.27%减仓
Sound Portfolio Advisors, LLC
1.75%4.47%#6$247.0万2.6万股$549.8万6.9万股-4.3万股-61.92%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%#56$214.4万2.3万股$00股+2.3万股新买入
RW Investment Management LLC
0.19%0.16%#17$210.8万2.2万股$164.4万2.1万股+1,777股+8.65%加仓
Pathway Financial Advisors LLC
0.24%0.2%#15$207.6万2.2万股$162.4万2.0万股+2,024股+10.08%加仓
First Pacific Financial
0.23%0.22%#16$196.9万2.1万股$172.4万2.2万股-701股-3.25%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#59$192.6万2.0万股$163.7万2.0万股-50股-0.24%减仓
Mountain Capital Investment Advisors Inc.
0.27%#14$191.7万2.0万股$00股+2.0万股新买入
EVOLVE PRIVATE WEALTH, LLC
0.11%0.08%#21$180.6万1.9万股$155.6万1.9万股-323股-1.66%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.01%#50$139.7万1.5万股$95.0万1.2万股+2,923股+24.64%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#82$129.7万1.4万股$00股+1.4万股新买入
莱尔德·诺顿信托Laird Norton Wetherby Trust Company, LLC
0.02%0.02%#45$124.3万1.3万股$107.2万1.3万股-230股-1.72%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.01%0.01%#57$122.4万1.3万股$110.7万1.4万股-876股-6.33%减仓
布莱顿·琼斯BRIGHTON JONES LLC
0.02%#49$104.6万1.1万股$00股+1.1万股新买入
PFG 投资PFG Investments, LLC
0.04%#41$100.2万1.1万股$00股+1.1万股新买入
LINCOLN CAPITAL CORP
0.3%0.29%#13$93.7万9,921股$79.4万9,921股00.00%持仓不变
MarinerMariner, LLC
<0.01%<0.01%#74$91.1万9,638股$77.2万9,637股+1股+0.01%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#72$90.6万9,588股$80.5万1.0万股-469股-4.66%减仓
Per Stirling Capital Management, LLC.
0.08%0.09%#26$88.8万9,395股$78.0万9,745股-350股-3.59%减仓
Regal Investment Advisors LLC
0.04%#38$83.1万8,794股$00股+8,794股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#75$80.5万8,516股$58.1万7,260股+1,256股+17.30%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#78$80.0万8,470股$53.1万6,633股+1,837股+27.69%加仓
Relyea Zuckerberg Hanson LLC
0.05%0.05%#35$63.7万6,739股$53.8万6,724股+15股+0.22%加仓
Conrad Siegel Investment Advisors, Inc.
0.1%0.1%#25$61.2万6,481股$55.4万6,925股-444股-6.41%减仓
ENTRUST FINANCIAL LLC
0.39%0.84%#12$60.7万6,427股$120.4万1.5万股-8,614股-57.27%减仓
Kondo Wealth Advisors, Inc.
0.17%0.24%#18$52.0万5,501股$64.4万8,050股-2,549股-31.66%减仓

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