13FBOX
ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF

CALI
持有机构数
109
机构合计市值 (Q2 2026)
$1.63亿
机构合计股数 (Q2 2026)
321.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+133.8万股
75 · 28 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-32.5万股
29 · 11 清仓 · ≈
⚖️ 净额
+101.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.63亿
持有机构数
109
新买入
28
加仓
47
减仓
18
清仓
11
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
LPL金融LPL Financial LLC
<0.01%<0.01%#87$1,745.7万34.5万股$1,232.4万24.4万股+10.1万股+41.35%加仓
公民金融集团CITIZENS FINANCIAL GROUP INC/RI
0.17%0.04%#30$1,447.2万28.6万股$257.0万5.1万股+23.5万股+461.93%加仓
全球退休合伙人Global Retirement Partners, LLC
0.21%#24$1,395.8万27.6万股$00股+27.6万股新买入
Elmwood Wealth Management, Inc.
2.9%2.96%#1$1,160.3万23.0万股$1,068.8万21.2万股+1.8万股+8.34%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.02%#77$754.5万15.0万股$713.3万14.2万股+7,997股+5.65%加仓
FIRST AMERICAN TRUST, FSB
0.32%0.2%#15$524.8万10.4万股$300.4万6.0万股+4.4万股+74.33%加仓
DeLarme Wealth Management, Inc.
2.82%2.9%#2$487.2万9.6万股$449.7万8.9万股+7,239股+8.12%加仓
NDWM LLC
2.64%2.74%#3$448.6万8.9万股$422.8万8.4万股+4,942股+5.90%加仓
SWEENEY & MICHEL, LLC
1.12%0.99%#4$424.6万8.4万股$337.3万6.7万股+1.7万股+26.02%加仓
组成财富Composition Wealth, LLC
0.04%0.06%#60$335.6万6.6万股$407.2万8.1万股-1.4万股-17.74%减仓
Cambridge Investment Research Advisors, Inc.
0.01%<0.01%#82$328.0万6.5万股$167.6万3.3万股+3.2万股+95.27%加仓
Elequin 资本Elequin Capital, LP
0.1%#41$327.7万6.5万股$00股+6.5万股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.02%#74$294.9万5.8万股$266.8万5.3万股+5,452股+10.30%加仓
贝拉德公司BAILARD, INC.
0.06%0.01%#53$291.9万5.8万股$49.3万9,775股+4.8万股+490.95%加仓
HUB投资合伙人HUB Investment Partners, LLC
0.04%0.01%#58$247.2万4.9万股$36.1万7,165股+4.2万股+582.79%加仓
Precision Wealth Strategies, LLC
0.74%#5$246.4万4.9万股$00股+4.9万股新买入
FINANCIAL MANAGEMENT NETWORK INC
0.31%0.24%#16$216.9万4.3万股$155.1万3.1万股+1.2万股+39.81%加仓
Pasadena Private Wealth, LLC
0.27%0.23%#19$215.6万4.3万股$163.1万3.2万股+1.0万股+31.90%加仓
Atlas Private Wealth Advisors
0.37%0.26%#13$167.2万3.3万股$110.9万2.2万股+1.1万股+50.51%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#94$162.4万3.2万股$161.2万3.2万股+169股+0.53%加仓
TriaGen Wealth Management LLC
0.39%0.32%#11$156.8万3.1万股$115.7万2.3万股+8,071股+35.17%加仓
Valmark顾问Valmark Advisers, Inc.
0.02%0.01%#71$154.0万3.0万股$97.8万1.9万股+1.1万股+57.18%加仓
M. Kulyk & Associates, LLC
0.25%0.14%#22$152.3万3.0万股$75.3万1.5万股+1.5万股+101.92%加仓
WRAPMANAGER INC
0.47%#9$149.3万3.0万股$00股+3.0万股新买入
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.01%#73$144.8万2.9万股$00股+2.9万股新买入
Sierra Capital LLC
0.14%0.12%#33$142.6万1.6万股$107.2万1.2万股+3,994股+32.05%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#92$138.9万2.7万股$95.3万1.9万股+8,571股+45.33%加仓
CARY STREET PARTNERS FINANCIAL LLC
0.03%0.03%#62$132.6万2.6万股$132.3万2.6万股00.00%持仓不变
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#93$132.4万2.6万股$77.2万1.5万股+1.1万股+71.18%加仓
KANAWHA CAPITAL MANAGEMENT LLC
0.09%0.09%#44$131.4万2.6万股$121.0万2.4万股+2,000股+8.33%加仓
KWB Wealth
0.11%0.11%#37$130.0万2.6万股$107.7万2.1万股+4,393股+20.59%加仓
FLC Capital Advisors
0.2%0.16%#26$121.2万2.4万股$90.3万1.8万股+6,079股+33.94%加仓
MEMBERS WEALTH LLC
0.66%0.6%#6$120.3万2.4万股$100.3万2.0万股+3,938股+19.82%加仓
Kera Capital Partners, Inc.
0.11%#35$119.2万2.4万股$00股+2.4万股新买入
Perigon财富管理Perigon Wealth Management, LLC
0.02%0.02%#66$116.5万2.3万股$122.5万2.4万股-1,250股-5.14%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%#84$110.4万2.2万股$00股+2.2万股新买入
Perennial Investment Advisors, LLC
0.07%0.08%#49$105.8万2.1万股$98.7万2.0万股+1,354股+6.92%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.02%0.06%#70$104.6万2.1万股$177.5万3.5万股-1.4万股-41.18%减仓
Shared Vision Wealth Group LLC
0.36%0.43%#14$104.5万2.1万股$104.3万2.1万股00.00%持仓不变
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
0.05%0.04%#57$85.9万1.7万股$80.7万1.6万股+1,000股+6.25%加仓
共同顾问Mutual Advisors, LLC
0.02%0.02%#72$84.8万1.7万股$76.1万1.5万股+1,703股+11.29%加仓
Diversified Portfolios, Inc.
0.06%0.05%#54$79.7万1.6万股$55.6万1.1万股+4,737股+42.93%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%#88$78.7万1.6万股$00股+1.6万股新买入
Tortuga Wealth Management, Inc
0.58%0.38%#7$76.6万1.5万股$41.1万8,142股+7,007股+86.06%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#98$72.1万1.4万股$40.2万7,973股+6,289股+78.88%加仓
Meridian 财富管理Meridian Wealth Management, LLC
0.02%0.02%#65$70.7万1.4万股$70.6万1.4万股00.00%持仓不变
MarinerMariner, LLC
<0.01%<0.01%#97$67.5万1.3万股$171.5万3.4万股-2.1万股-60.72%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#106$65.7万1.3万股$90818股+1.3万股+72,100.00%加仓
Ariadne Wealth Management, LP
0.29%0.36%#18$65.3万1.3万股$80.3万1.6万股-2,997股-18.82%减仓
Savvy Advisors, Inc.
0.01%0.04%#76$60.1万1.2万股$160.0万3.2万股-2.0万股-62.53%减仓

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