13FBOX
PROFESIONALLY MANAGED PORTFO · 13F 机构持仓分析
期权收益计算器 机构排行
P

PROFESIONALLY MANAGED PORTFO

CSMD
持有机构数
40
机构合计市值 (Q2 2026)
$4.79亿
机构合计股数 (Q2 2026)
1,331.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+211.8万股
23 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-87.7万股
19 · 5 清仓 · ≈
⚖️ 净额
+124.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.79亿
持有机构数
40
新买入
8
加仓
15
减仓
14
清仓
5
持股不变
3
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
HANTZ FINANCIAL SERVICES, INC.
3.01%3.01%#2$2.23亿610.0万股$1.91亿621.8万股-11.8万股-1.90%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#23$6,220.1万170.5万股$1,680.0万50.4万股+120.0万股+237.99%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.06%0.05%#10$3,771.8万103.4万股$2,759.2万89.8万股+13.5万股+15.04%加仓
格伦维尤信托Glenview Trust Co
0.57%0.58%#4$3,722.6万121.2万股$3,722.6万121.2万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#19$3,477.5万95.3万股$2,525.2万82.2万股+13.1万股+15.90%加仓
HighTower顾问HighTower Advisors, LLC
0.02%0.01%#17$1,553.7万42.6万股$575.0万18.7万股+23.9万股+127.43%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#16$1,309.4万35.9万股$1,172.0万38.2万股-2.3万股-5.98%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#20$951.9万26.1万股$634.2万20.7万股+5.4万股+26.33%加仓
Beacon Bank & Trust
1.5%1.15%#3$778.7万21.3万股$558.6万18.2万股+3.2万股+17.32%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.03%#13$709.0万19.4万股$435.2万14.2万股+5.3万股+37.11%加仓
纽文Nuveen, LLC
<0.01%#27$572.3万15.7万股$00股+15.7万股新买入
Clarendon Private LLC
3.09%3.28%#1$481.6万13.2万股$426.8万13.9万股-7,020股-5.05%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#26$468.8万13.2万股$264.3万8.7万股+4.5万股+51.61%加仓
国会资产管理CONGRESS ASSET MANAGEMENT CO
0.02%0.02%#14$395.0万10.8万股$335.6万10.9万股-1,022股-0.94%减仓
MGO资本MGO ONE SEVEN LLC
0.04%0.29%#12$271.1万7.4万股$1,430.2万46.6万股-39.1万股-84.05%减仓
阿波罗财富管理Apollon Wealth Management, LLC
0.02%0.02%#15$154.6万4.2万股$107.0万3.5万股+7,548股+21.67%加仓
Portside Wealth Group, LLC
0.11%0.35%#8$90.2万2.5万股$260.6万8.5万股-6.0万股-70.88%减仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%0.02%#18$81.0万2.4万股$104.8万3.3万股-9,335股-28.18%减仓
GK Wealth Management LLC
0.38%#5$72.9万2.0万股$00股+2.0万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#35$59.3万1.6万股$21.2万6,893股+9,364股+135.85%加仓
NORDEN GROUP LLC
0.05%0.05%#11$59.3万1.6万股$49.7万1.6万股+55股+0.34%加仓
NATIXIS ADVISORS, LLC
<0.01%<0.01%#29$54.5万1.5万股$41.9万1.4万股+1,267股+9.28%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
<0.01%<0.01%#22$53.2万1.5万股$45.6万1.5万股-284股-1.91%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#24$44.9万1.2万股$30.1万9,796股+2,513股+25.65%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#33$38.7万1.1万股$34.7万1.1万股-712股-6.30%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#25$26.6万7,300股$00股+7,300股新买入
Revisor Wealth Management LLC
0.06%0.14%#9$24.5万6,706股$50.5万1.6万股-9,741股-59.23%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$22.8万6,254股$21.0万6,845股-591股-8.63%减仓
Financial Network Wealth Advisors LLC
0.22%0.22%#6$22.0万6,039股$21.7万7,079股-1,040股-14.69%减仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%#32$21.4万5,868股$00股+5,868股新买入
Copley Financial Group, Inc.
0.13%#7$21.2万5,815股$00股+5,815股新买入
Waverly顾问Waverly Advisors, LLC
<0.01%#28$20.8万5,705股$00股+5,705股新买入
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#31$20.3万5,570股$17.1万5,573股-3股-0.05%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#38$18.8万5,160股$1.2万400股+4,760股+1,190.00%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#39$12.7万3,535股$2.7万919股+2,616股+284.66%加仓
HARBOR INVESTMENT ADVISORY, LLC
0.01%0.01%#21$9.7万2,665股$8.2万2,665股00.00%持仓不变
ST GERMAIN D J CO INC
<0.01%<0.01%#30$1.7万460股$1.4万460股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#40$7,809214股$7,278237股-23股-9.70%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#37$6,094167股$00股+167股新买入
Blue TrustBlue Trust, Inc.
<0.01%#36$3,722102股$00股+102股新买入

🧭 机构资金流板块热力图

净流出 净流入