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COLUMBIA ETF TR I · 13F 机构持仓分析
期权收益计算器 机构排行
C

COLUMBIA ETF TR I

EQIN
持有机构数
50
机构合计市值 (Q2 2026)
$1.71亿
机构合计股数 (Q2 2026)
333.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+18.2万股
35 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6.1万股
13 · 3 清仓 · ≈
⚖️ 净额
+12.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.71亿
持有机构数
50
新买入
5
加仓
30
减仓
10
清仓
3
持股不变
5
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
0.02%0.02%#20$6,891.2万134.3万股$6,558.4万133.4万股+8,874股+0.67%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#25$3,116.7万60.8万股$2,998.9万61.0万股-2,633股-0.43%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#24$1,086.8万21.2万股$977.1万19.9万股+1.3万股+6.56%加仓
Sowell Financial Services LLC
0.32%0.34%#6$988.9万19.3万股$931.8万19.0万股+3,178股+1.68%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$658.4万12.8万股$493.5万10.0万股+2.8万股+27.80%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#27$532.9万10.4万股$462.7万9.4万股+9,737股+10.34%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.02%#22$480.8万9.4万股$485.3万9.9万股-5,029股-5.09%减仓
Gladstone Institutional Advisory LLC
0.13%0.14%#10$406.8万7.9万股$366.0万7.4万股+4,825股+6.48%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#30$265.7万5.2万股$225.2万4.6万股+5,986股+13.07%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.02%<0.01%#18$203.2万4.0万股$40.4万8,226股+3.1万股+381.52%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#37$181.9万3.5万股$82.6万1.7万股+1.8万股+106.36%加仓
Prism Advisors, Inc.
0.43%0.45%#4$177.8万3.5万股$169.5万3.4万股+163股+0.47%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#40$164.7万3.2万股$74.8万1.5万股+1.7万股+111.05%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#33$158.0万3.1万股$119.3万2.4万股+6,530股+26.91%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#32$150.9万2.9万股$130.7万2.7万股+2,137股+8.02%加仓
AMARA FINANCIAL, LLC.
0.88%0.94%#2$147.3万2.9万股$136.9万2.8万股+846股+3.04%加仓
Cornerstone Financial Management LLC
1.13%1.17%#1$140.9万2.7万股$127.1万2.6万股+1,603股+6.20%加仓
MCDONALD PARTNERS LLC
0.33%0.27%#5$137.4万2.7万股$114.9万2.3万股+3,406股+14.57%加仓
Axis Wealth Partners, LLC
0.64%0.68%#3$133.3万2.6万股$128.2万2.6万股-105股-0.40%减仓
Geo 财富管理GeoWealth Management, LLC
0.04%0.04%#15$112.6万2.2万股$106.0万2.2万股+385股+1.79%加仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#28$107.7万2.1万股$103.2万2.1万股+7股+0.03%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#29$97.4万1.9万股$91.2万1.9万股+434股+2.34%加仓
Parcion Private Wealth LLC
0.04%0.06%#14$95.7万1.9万股$91.6万1.9万股+19股+0.10%加仓
Westside Investment Management, Inc.
0.12%0.13%#11$89.3万1.7万股$85.6万1.7万股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#44$87.6万1.7万股$82.5万1.7万股00.00%持仓不变
IHT 财富管理IHT Wealth Management, LLC
0.02%0.01%#21$72.1万1.4万股$54.5万1.1万股+2,964股+26.72%加仓
Stablepoint Partners, LLC
0.08%0.07%#12$60.1万1.2万股$46.9万9,548股+2,164股+22.66%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#42$40.8万7,954股$38.4万7,822股+132股+1.69%加仓
Intrua Financial, LLC
0.03%0.04%#16$38.0万7,400股$34.2万6,950股+450股+6.47%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#45$36.5万7,120股$00股+7,120股新买入
Ameritas咨询服务Ameritas Advisory Services, LLC
0.01%#26$29.4万5,732股$00股+5,732股新买入
Redwood Financial Network Corp
0.14%0.29%#8$24.8万4,829股$43.8万8,915股-4,086股-45.83%减仓
Collier Financial
0.16%0.18%#7$24.0万4,681股$23.0万4,673股+8股+0.17%加仓
Ascentis Independent Advisors
0.03%0.06%#17$23.9万4,858股$76.8万1.6万股-1.1万股-68.91%减仓
Northwest Wealth Advisors, LLC
0.13%0.16%#9$23.2万4,516股$22.6万4,600股-84股-1.83%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#39$22.0万4,282股$22.5万4,584股-302股-6.59%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#47$21.8万4,252股$26.4万5,371股-1,119股-20.83%减仓
Keudell/Morrison Wealth Management
0.04%0.04%#13$21.7万4,225股$20.9万4,250股-25股-0.59%减仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#31$18.0万3,512股$00股+3,512股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#46$16.3万3,182股$1.0万200股+2,982股+1,491.00%加仓
美国合众银行US BANCORP \DE\
<0.01%<0.01%#41$10.5万2,046股$10.1万2,046股00.00%持仓不变
Archer Investment Corp
0.02%0.02%#19$8.6万1,684股$8.3万1,679股+5股+0.30%加仓
Larson Financial 集团Larson Financial Group LLC
<0.01%<0.01%#36$4.5万869股$4.2万864股+5股+0.58%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#48$4.4万853股$9,659197股+656股+332.99%加仓
Medallion Wealth Advisors, LLC
0.01%0.01%#23$3.7万724股$3.6万724股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#38$3.4万666股$3.3万666股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#49$2.6万500股$491股+499股+49,900.00%加仓
FIDUCIARY FINANCIAL ADVISORS
<0.01%#35$1.5万300股$00股+300股新买入
Arax顾问Arax Advisory Partners
<0.01%<0.01%#43$1.1万210股$2.5万503股-293股-58.25%减仓
摩根士丹利MORGAN STANLEY
<0.01%#50$3,13461股$00股+61股新买入

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