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

CALAMOS ETF TR

CAIQ
持有机构数
58
机构合计市值 (Q2 2026)
$1.21亿
机构合计股数 (Q2 2026)
453.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+196.1万股
53 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-72.0万股
10 · 6 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)
$1.21亿
持有机构数
58
新买入
25
加仓
28
减仓
4
清仓
6
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
Calamos 财富管理Calamos Wealth Management LLC
1.02%0.39%#4$3,372.4万125.6万股$1,133.4万47.5万股+78.1万股+164.19%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.08%0.08%#23$1,466.4万54.9万股$1,232.9万51.8万股+3.1万股+6.07%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#38$1,267.8万47.2万股$1,094.4万45.9万股+1.3万股+2.84%加仓
Strategic Blueprint, LLC
0.52%0.31%#6$1,048.8万39.1万股$539.6万22.6万股+16.4万股+72.56%加仓
Cornerstone Wealth, LLC/TN
3.71%2.99%#1$734.5万28.1万股$531.0万20.1万股+7.9万股+39.32%加仓
Intrepid Financial Planning Group LLC
1.6%0.94%#2$469.8万17.5万股$234.0万9.8万股+7.7万股+78.27%加仓
Redhawk Wealth Advisors, Inc.
0.39%0.31%#8$396.3万14.8万股$276.9万11.6万股+3.1万股+27.07%加仓
Brookwood Investment Group LLC
0.37%#9$328.4万12.2万股$00股+12.2万股新买入
PFG 投资PFG Investments, LLC
0.12%0.04%#21$321.0万12.0万股$93.1万3.9万股+8.0万股+206.06%加仓
Millington Financial Advisors, LLC
1.08%0.97%#3$277.8万10.8万股$230.5万8.7万股+2.1万股+23.85%加仓
Onyx Bridge Wealth Group LLC
0.22%#12$248.2万9.2万股$00股+9.2万股新买入
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.05%0.03%#29$227.6万8.9万股$116.9万4.4万股+4.5万股+101.14%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.03%#31$158.3万5.9万股$00股+5.9万股新买入
INSIGNEO 咨询服务INSIGNEO ADVISORY SERVICES, LLC
0.05%0.05%#30$120.6万4.5万股$70.8万3.0万股+1.5万股+51.22%加仓
Welch Financial Planning, LLC
0.7%#5$120.4万4.5万股$00股+4.5万股新买入
LexAurum Advisors, LLC
0.13%0.13%#19$111.9万4.2万股$99.3万4.2万股00.00%持仓不变
Waverly顾问Waverly Advisors, LLC
0.01%0.01%#41$101.0万3.8万股$119.7万5.0万股-1.3万股-25.10%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%<0.01%#42$99.9万3.7万股$79.4万3.3万股+3,876股+11.63%加仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.02%0.01%#33$99.8万3.8万股$29.2万1.2万股+2.6万股+212.24%加仓
WINNACLE WEALTH LLC
0.51%0.32%#7$74.3万2.8万股$41.9万1.8万股+1.0万股+57.49%加仓
Beacon Financial Advisory LLC
0.14%0.14%#17$72.0万2.7万股$62.2万2.6万股+747股+2.86%加仓
Brookstone资本管理Brookstone Capital Management
0.01%<0.01%#40$65.2万2.4万股$34.4万1.4万股+9,866股+68.38%加仓
Haven Private, LLC
0.24%#11$63.9万2.4万股$00股+2.4万股新买入
Claro Advisors Inc.
0.07%0.03%#25$63.1万2.4万股$27.6万1.2万股+1.2万股+102.95%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#47$57.0万2.1万股$28.9万1.2万股+9,124股+75.32%加仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.02%0.01%#34$54.3万2.0万股$27.6万1.2万股+8,646股+74.68%加仓
Garden State Investment Advisory Services LLC
0.09%#22$47.4万1.8万股$00股+1.8万股新买入
Grantvest Financial Group LLC
0.27%0.17%#10$46.6万1.7万股$27.0万1.1万股+6,033股+53.22%加仓
Family Office Research LLC
0.17%0.09%#15$45.6万1.7万股$20.1万8,414股+8,564股+101.78%加仓
Secure Asset Management, LLC
0.06%#27$43.0万1.6万股$00股+1.6万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#56$40.3万1.5万股$24.0万1.0万股+4,928股+48.93%加仓
Estate Planners Group, LLC
0.17%#14$38.0万1.4万股$00股+1.4万股新买入
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%#50$31.8万1.2万股$00股+1.2万股新买入
SILVER OAK SECURITIES, INCORPORATED
0.02%#36$31.1万1.2万股$00股+1.2万股新买入
RPS ADVISORY SOLUTIONS LLC
0.2%#13$30.9万1.2万股$00股+1.2万股新买入
WEDBUSH SECURITIES INC
0.01%#39$29.6万1.1万股$00股+1.1万股新买入
Innovative Asset Advisors Group, LLC
0.13%#20$29.4万1.1万股$00股+1.1万股新买入
WealthTrust Asset Management, LLC
0.15%0.15%#16$27.8万1.0万股$25.3万1.1万股-286股-2.69%减仓
CHANNEL WEALTH LLC
0.06%0.06%#26$27.4万1.0万股$24.0万1.0万股+129股+1.28%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#55$26.7万9,934股$00股+9,934股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#51$23.9万8,913股$5,959250股+8,663股+3,465.20%加仓
Palacios Wealth Management, LLC
0.14%#18$23.9万8,908股$00股+8,908股新买入
财富关怀顾问Wealthcare Advisory Partners LLC
<0.01%#43$23.1万8,616股$00股+8,616股新买入
Able Wealth Management LLC
0.05%#28$21.3万7,944股$00股+7,944股新买入
顶峰金融Summit Financial, LLC
<0.01%#46$21.0万7,805股$00股+7,805股新买入
MRA Advisory Group
0.07%#24$20.1万7,502股$00股+7,502股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#45$20.0万7,448股$12.0万5,050股+2,398股+47.49%加仓
Institute for Wealth Management, LLC.
0.02%#37$18.4万6,838股$00股+6,838股新买入
Allworth金融Allworth Financial LP
<0.01%<0.01%#49$15.0万5,573股$9.7万4,073股+1,500股+36.83%加仓
Capital Analysts, LLC
<0.01%<0.01%#48$5.3万1,980股$2.8万1,099股+881股+80.16%加仓

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