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

CAFX
持有机构数
25
机构合计市值 (Q2 2026)
$1.45亿
机构合计股数 (Q2 2026)
588.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+42.1万股
16 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-48.7万股
12 · 4 清仓 · ≈
⚖️ 净额
-6.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.45亿
持有机构数
25
新买入
7
加仓
9
减仓
8
清仓
4
持股不变
1
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
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#10$6,403.9万260.0万股$6,404.0万258.2万股+1.8万股+0.71%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.03%#6$2,553.5万103.7万股$2,373.9万95.7万股+8.0万股+8.33%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.1%0.11%#4$2,042.0万82.9万股$2,069.0万83.4万股-5,031股-0.60%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#8$902.8万36.7万股$874.5万35.3万股+1.4万股+3.97%加仓
LPL金融LPL Financial LLC
<0.01%#19$347.0万14.1万股$00股+14.1万股新买入
B. Riley Wealth Advisors, Inc.
0.17%0.2%#2$315.4万12.8万股$318.0万12.9万股-851股-0.66%减仓
信安证券PRINCIPAL SECURITIES, INC.
0.03%0.11%#5$256.7万10.4万股$780.7万31.5万股-21.1万股-66.89%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#14$256.2万10.4万股$238.2万9.6万股+8,018股+8.35%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#21$227.1万9.2万股$248.0万10.0万股-7,796股-7.80%减仓
Janney Montgomery Scott LLC
<0.01%#13$212.1万8.6万股$00股+8.6万股新买入
Transamerica Financial Advisors, LLC
0.1%0.1%#3$120.5万4.9万股$118.2万4.8万股+1,309股+2.75%加仓
Kestra投资管理Kestra Investment Management, LLC
0.02%0.02%#7$119.4万4.8万股$115.7万4.7万股+1,834股+3.93%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%0.01%#18$116.1万4.7万股$385.5万15.5万股-10.8万股-69.68%减仓
Essex Bank
0.24%0.25%#1$113.1万4.6万股$113.9万4.6万股00.00%持仓不变
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#22$90.8万3.7万股$250.9万10.1万股-6.4万股-63.57%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#23$78.5万3.2万股$48.7万2.0万股+1.2万股+62.45%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#17$60.3万2.4万股$62.8万2.5万股-822股-3.25%减仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.01%0.02%#11$59.4万2.4万股$61.4万2.5万股-606股-2.45%减仓
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#16$39.7万1.6万股$39.6万1.6万股+166股+1.04%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#15$35.0万1.4万股$00股+1.4万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#24$31.0万1.3万股$00股+1.3万股新买入
MONECO ADVISORS, LLC
0.02%#9$29.5万1.2万股$00股+1.2万股新买入
J.W.科尔顾问J.W. COLE ADVISORS, INC.
<0.01%#12$26.2万1.1万股$00股+1.1万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#20$25.6万1.0万股$24.6万9,917股+488股+4.92%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%#25$20.9万8,479股$00股+8,479股新买入

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