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

CVIE
持有机构数
91
机构合计市值 (Q2 2026)
$3.40亿
机构合计股数 (Q2 2026)
403.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+57.6万股
55 · 24 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-48.0万股
29 · 9 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)
$3.40亿
持有机构数
91
新买入
24
加仓
31
减仓
20
清仓
9
持股不变
16
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
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.09%0.08%#25$6,778.8万79.7万股$5,742.9万79.0万股+7,344股+0.93%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.22%0.26%#14$3,952.4万46.5万股$3,279.4万45.1万股+1.4万股+3.05%加仓
Rossby Financial, LCC
6.14%5.45%#1$3,359.9万39.5万股$2,666.1万36.1万股+3.5万股+9.57%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#54$3,142.9万37.0万股$2,679.1万36.9万股+978股+0.27%加仓
世界投资顾问World Investment Advisors
0.29%0.28%#11$1,752.4万24.1万股$1,752.4万24.1万股00.00%持仓不变
EP财富顾问EP Wealth Advisors, LLC
0.06%0.06%#28$1,456.0万17.1万股$1,243.4万17.1万股+204股+0.12%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#77$1,246.4万14.7万股$147.0万2.2万股+12.5万股+580.30%加仓
North Berkeley Wealth Management, LLC
3.99%3.52%#2$986.9万11.6万股$665.4万9.2万股+2.5万股+26.81%加仓
ST GERMAIN D J CO INC
0.32%0.3%#10$900.9万10.6万股$768.6万10.6万股+230股+0.22%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#66$806.1万9.5万股$617.5万8.5万股+9,860股+11.61%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#50$748.5万8.8万股$646.0万8.9万股-833股-0.94%减仓
现代财富管理Modern Wealth Management, LLC
0.08%0.08%#26$685.4万8.1万股$448.7万6.1万股+2.0万股+32.80%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#79$664.5万7.8万股$00股+7.8万股新买入
TOMPKINS FINANCIAL CORP
0.41%#7$591.6万7.0万股$00股+7.0万股新买入
Gateway Wealth Partners, LLC
0.35%0.36%#9$580.1万6.8万股$922.4万12.7万股-5.9万股-46.23%减仓
MGO资本MGO ONE SEVEN LLC
0.09%0.09%#24$516.3万6.1万股$453.2万6.2万股-1,618股-2.59%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#63$472.1万5.6万股$374.1万5.1万股+4,062股+7.89%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#58$430.4万5.1万股$197.6万2.7万股+2.3万股+86.22%加仓
SEEDS INVESTOR LLC
0.4%0.35%#8$385.2万4.5万股$255.7万3.3万股+1.3万股+39.27%加仓
Financial Insights, Inc.
0.74%0.76%#4$272.0万3.2万股$234.2万3.2万股-233股-0.72%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%0.01%#47$259.9万3.1万股$217.8万3.0万股+609股+2.03%加仓
PFG 投资PFG Investments, LLC
0.09%0.02%#23$226.3万2.7万股$40.2万5,534股+2.1万股+381.06%加仓
EVOLVE PRIVATE WEALTH, LLC
0.13%0.1%#18$215.1万2.5万股$186.9万2.6万股-412股-1.60%减仓
Mountain Capital Investment Advisors Inc.
0.27%#12$189.8万2.2万股$00股+2.2万股新买入
WEALTHGARDEN F.S. LLC
1.07%1.08%#3$189.4万2.2万股$157.9万2.2万股+547股+2.52%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#51$172.2万2.0万股$107.2万1.5万股+5,508股+37.36%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#82$165.0万1.9万股$26.9万3,699股+1.6万股+424.82%加仓
A&I FINANCIAL SERVICES, LLC
0.71%0.69%#5$164.0万1.9万股$145.0万2.0万股-660股-3.31%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.01%0.01%#45$161.4万1.9万股$140.6万1.9万股-356股-1.84%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#59$148.0万1.7万股$149.8万2.1万股-3,200股-15.53%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#57$144.3万1.7万股$116.0万1.6万股+1,020股+6.39%加仓
Plum Street Advisors, LLC
0.44%0.4%#6$139.1万1.6万股$114.2万1.6万股+653股+4.16%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#73$135.6万1.6万股$35.3万4,853股+1.1万股+228.62%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#76$134.6万1.6万股$129.8万1.8万股-2,032股-11.38%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#44$109.3万1.3万股$90.6万1.2万股+394股+3.16%加仓
Sigma Planning Corp
0.03%#39$101.9万1.2万股$00股+1.2万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#74$99.1万1.2万股$90.4万1.2万股-779股-6.26%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#87$89.3万1.1万股$1,453.8万20.0万股-18.9万股-94.75%减仓
Financial Engines顾问Financial Engines Advisors L.L.C.
<0.01%<0.01%#70$81.4万9,579股$68.1万9,369股+210股+2.24%加仓
BASSO CAPITAL MANAGEMENT, L.P.
0.15%#16$69.4万8,168股$00股+8,168股新买入
Kondo Wealth Advisors, Inc.
0.23%0.26%#13$68.3万8,039股$68.6万9,432股-1,393股-14.77%减仓
共同顾问Mutual Advisors, LLC
0.01%0.01%#46$65.0万7,649股$45.1万6,209股+1,440股+23.19%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
<0.01%#61$64.4万7,581股$00股+7,581股新买入
Per Stirling Capital Management, LLC.
0.06%0.06%#27$62.8万7,384股$57.1万7,860股-476股-6.06%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#80$61.5万7,239股$51.9万7,143股+96股+1.34%加仓
MarinerMariner, LLC
<0.01%<0.01%#78$60.3万7,097股$53.6万7,377股-280股-3.80%减仓
Archer Investment Management, LLC
0.2%0.25%#15$59.8万7,035股$60.1万8,267股-1,232股-14.90%减仓
Bensler, LLC
0.05%#29$54.3万6,389股$00股+6,389股新买入
Betterment智能投顾Betterment LLC
<0.01%#75$49.6万5,835股$00股+5,835股新买入
WNY Asset Management, LLC
0.04%0.04%#33$48.4万5,697股$39.3万5,409股+288股+5.32%加仓

🧭 机构资金流板块热力图

净流出 净流入