13FBOX
CALAMOS GLOBAL TOTAL RETURN · 13F 机构持仓分析
期权收益计算器 机构排行

CALAMOS GLOBAL TOTAL RETURN

CGO
持有机构数
45
机构合计市值 (Q2 2026)
$3,348.3万
机构合计股数 (Q2 2026)
245.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+30.6万股
22 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-26.4万股
19 · 4 清仓 · ≈
⚖️ 净额
+4.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,348.3万
持有机构数
45
新买入
8
加仓
14
减仓
15
清仓
4
持股不变
8
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#31$634.8万46.5万股$511.6万42.5万股+4.0万股+9.37%加仓
顾问资产管理Advisors Asset Management, Inc.
0.05%0.02%#5$329.1万24.1万股$119.7万10.7万股+13.4万股+124.39%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#25$289.9万21.2万股$232.8万20.9万股+3,439股+1.65%加仓
Shaker Financial Services, LLC
0.76%0.84%#1$241.9万17.7万股$241.8万21.7万股-4.0万股-18.34%减仓
信安证券PRINCIPAL SECURITIES, INC.
0.03%0.03%#8$241.3万17.7万股$195.8万17.6万股+1,051股+0.60%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#27$226.8万16.6万股$183.5万16.5万股+1,459股+0.89%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#9$216.6万15.9万股$176.9万15.9万股-26股-0.02%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.01%0.01%#11$126.8万9.3万股$154.8万13.9万股-4.6万股-33.15%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#36$99.2万7.3万股$81.5万7.3万股-469股-0.64%减仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
0.01%0.01%#12$83.4万6.1万股$116.4万10.4万股-4.3万股-41.51%减仓
COHEN & STEERS, INC.
<0.01%<0.01%#21$77.8万5.7万股$71.9万6.4万股-7,482股-11.61%减仓
Brookstone资本管理Brookstone Capital Management
0.01%0.01%#13$71.7万5.2万股$54.4万4.9万股+3,725股+7.64%加仓
Advisory Solutions Group, LLC
0.24%#3$71.6万5.2万股$00股+5.2万股新买入
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#10$65.6万4.8万股$53.5万4.8万股00.00%持仓不变
PMG Family Office LLC
0.59%0.57%#2$63.9万4.7万股$51.0万4.6万股+1,062股+2.32%加仓
景顺Invesco Ltd.
<0.01%<0.01%#40$59.8万4.4万股$49.1万4.4万股-193股-0.44%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#41$59.8万4.4万股$42.4万3.8万股+5,728股+15.05%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#39$32.1万2.4万股$27.9万2.5万股-1,500股-6.00%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#30$32.0万2.3万股$26.4万2.4万股-313股-1.32%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#33$31.3万2.3万股$25.1万2.3万股+411股+1.82%加仓
Gilliland Jeter Wealth Management LLC
0.07%0.07%#4$28.1万2.1万股$22.9万2.1万股00.00%持仓不变
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.03%0.01%#7$27.9万2.0万股$7.9万7,066股+1.3万股+188.98%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#24$23.0万1.7万股$25.3万2.3万股-5,801股-25.61%减仓
Logan Stone Capital, LLC
0.05%0.06%#6$21.6万1.6万股$21.3万1.9万股-3,262股-17.08%减仓
Retirement Planning 集团Retirement Planning Group, LLC
0.01%0.01%#14$21.4万1.6万股$20.2万1.8万股-2,403股-13.29%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#43$19.0万1.4万股$00股+1.4万股新买入
HRT金融HRT FINANCIAL LP
<0.01%#32$18.2万1.3万股$00股+1.3万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#29$16.8万1.2万股$13.8万1.2万股-79股-0.64%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#23$15.6万1.1万股$11.9万1.1万股+710股+6.63%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#42$15.5万1.1万股$12.6万1.1万股+1股+0.01%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#28$14.9万1.1万股$14.7万1.3万股-2,300股-17.42%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#34$14.8万1.1万股$12.0万1.1万股+44股+0.41%加仓
XTX资本XTX Topco Ltd
<0.01%#18$13.9万1.0万股$00股+1.0万股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#26$7.9万5,787股$00股+5,787股新买入
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#37$7.7万5,643股$6.3万5,643股00.00%持仓不变
LANARK FINANCIAL, INC.
<0.01%<0.01%#16$6.2万4,524股$5.0万4,524股00.00%持仓不变
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#20$5.8万4,275股$4.8万4,275股00.00%持仓不变
Continuum Advisory, LLC
<0.01%#15$5.7万4,140股$00股+4,140股新买入
Allworth金融Allworth Financial LP
<0.01%<0.01%#35$3.4万2,500股$5.6万5,000股-2,500股-50.00%减仓
Colonial Trust Co / SC
<0.01%<0.01%#17$2.7万2,046股$2.2万2,046股00.00%持仓不变
Institute for Wealth Management, LLC.
<0.01%#19$2.0万1,447股$00股+1,447股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%#44$3,825280股$00股+280股新买入
AMERIFLEX GROUP, INC.
<0.01%<0.01%#22$2,732200股$2,230200股00.00%持仓不变
Golden State Wealth Management, LLC
<0.01%<0.01%#38$77356股$62055股+1股+1.82%加仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
<0.01%<0.01%#45$141股$111股00.00%持仓不变

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