13FBOX
CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF · 13F 机构持仓分析
期权收益计算器 机构排行
C

CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF

CVMC
持有机构数
53
机构合计市值 (Q2 2026)
$7,289.0万
机构合计股数 (Q2 2026)
95.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+20.8万股
30 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-38.2万股
19 · 5 清仓 · ≈
⚖️ 净额
-17.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,289.0万
持有机构数
53
新买入
14
加仓
16
减仓
14
清仓
5
持股不变
9
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
First Pacific Financial
2.32%2.06%#1$1,948.5万25.6万股$1,601.4万25.0万股+5,810股+2.32%加仓
EP财富顾问EP Wealth Advisors, LLC
0.03%0.03%#15$883.5万11.6万股$703.5万11.0万股+6,171股+5.62%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.01%0.01%#23$838.9万11.0万股$730.8万11.4万股-3,964股-3.47%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#41$569.2万7.5万股$00股+7.5万股新买入
TFC Financial Management, Inc.
0.52%#5$465.5万6.1万股$00股+6.1万股新买入
North Berkeley Wealth Management, LLC
1.63%1.29%#2$402.1万5.3万股$244.9万3.8万股+1.5万股+38.05%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#34$287.8万3.8万股$214.2万3.3万股+4,339股+12.97%加仓
NATURAL INVESTMENTS, LLC
0.56%0.5%#4$255.1万3.4万股$200.8万3.1万股+2,124股+6.77%加仓
Joel Adams & Associates, Inc.
1.46%1.22%#3$227.8万3.0万股$164.7万2.6万股+4,198股+16.32%加仓
Ameritas Investment Partners, Inc.
0.05%0.04%#12$170.6万2.2万股$141.5万2.2万股+314股+1.42%加仓
Dynamic Advisor Solutions LLC
0.04%0.03%#14$125.4万1.6万股$99.8万1.6万股+878股+5.63%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#35$113.8万1.5万股$79.7万1.2万股+2,497股+20.06%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#40$90.0万1.2万股$75.7万1.2万股00.00%持仓不变
Mason & Associates Inc
0.15%0.14%#7$89.8万1.2万股$71.4万1.1万股+331股+2.89%加仓
Archer Investment Management, LLC
0.24%0.27%#6$71.4万9,376股$64.9万1.0万股-764股-7.53%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#32$69.2万9,087股$38.5万6,010股+3,077股+51.20%加仓
RMG Wealth Management LLC
0.06%0.05%#11$57.4万7,324股$40.5万5,703股+1,621股+28.42%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#51$51.4万6,754股$2,103.2万33.1万股-32.5万股-97.96%减仓
LINCOLN CAPITAL CORP
0.13%#8$40.8万5,355股$00股+5,355股新买入
BSW Wealth Partners
0.04%0.04%#13$36.2万4,754股$31.0万4,840股-86股-1.78%减仓
Horizon投资Horizon Investments, LLC
<0.01%0.01%#31$35.8万4,697股$70.9万1.1万股-6,379股-57.59%减仓
FOUNDERS FINANCIAL SECURITIES LLC
0.02%0.02%#19$35.8万4,697股$37.4万5,552股-855股-15.40%减仓
MarinerMariner, LLC
<0.01%<0.01%#43$35.6万4,672股$29.4万4,598股+74股+1.61%加仓
Retirement Planning 集团Retirement Planning Group, LLC
0.01%#27$33.8万4,436股$00股+4,436股新买入
MONEY CONCEPTS CAPITAL CORP
0.02%0.02%#22$33.4万4,383股$29.7万4,633股-250股-5.40%减仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
<0.01%0.01%#30$32.5万4,263股$24.6万3,843股+420股+10.93%加仓
Per Stirling Capital Management, LLC.
0.03%0.03%#17$29.7万3,904股$24.9万3,896股+8股+0.21%加仓
Colorado Capital Management, Inc.
0.1%0.12%#10$28.4万3,736股$32.3万5,039股-1,303股-25.86%减仓
Summit Global Investments
0.02%#21$27.5万3,610股$00股+3,610股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%#44$27.2万3,568股$00股+3,568股新买入
Collaborative Wealth Managment Inc.
0.11%0.1%#9$27.0万3,544股$22.7万3,544股00.00%持仓不变
Gemmer Asset Management LLC
0.02%0.02%#20$24.5万3,213股$20.6万3,220股-7股-0.22%减仓
LPL金融LPL Financial LLC
<0.01%#48$22.1万2,905股$00股+2,905股新买入
信安证券PRINCIPAL SECURITIES, INC.
<0.01%#33$20.4万2,682股$00股+2,682股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#45$19.0万2,500股$14.4万2,247股+253股+11.26%加仓
VALLEY NATIONAL ADVISERS INC
0.01%0.01%#24$11.8万1,555股$11.1万1,738股-183股-10.53%减仓
AE财富管理AE Wealth Management LLC
<0.01%#42$8.8万1,150股$00股+1,150股新买入
FIDUCIARY FINANCIAL ADVISORS
0.01%#28$7.6万1,000股$00股+1,000股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#38$6.3万833股$6.8万1,066股-233股-21.86%减仓
Triumph Capital Management
0.01%0.01%#25$6.3万825股$5.3万825股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#52$4.7万621股$11.3万1,761股-1,140股-64.74%减仓
Millstone Evans Group, LLC
0.02%0.02%#18$3.9万516股$3.3万516股00.00%持仓不变
CDKV HOLDINGS LLC
0.03%0.03%#16$3.6万476股$3.0万476股00.00%持仓不变
Milestone Investment Advisors LLC
0.01%#29$2.5万328股$00股+328股新买入
Heritage Wealth 顾问Heritage Wealth Advisors
<0.01%<0.01%#39$1.7万220股$1.6万248股-28股-11.29%减仓
Godfrey Financial Associates, Inc.
0.01%#26$1.3万166股$00股+166股新买入
Founders Financial Alliance, LLC
<0.01%<0.01%#36$9,059119股$7,618119股00.00%持仓不变
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#47$7,613100股$6,402100股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#50$6,03279股$00股+79股新买入
Rossby Financial, LCC
<0.01%<0.01%#37$5,92078股$5,01278股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入