13FBOX
MORGAN STANLEY ETF TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
M

MORGAN STANLEY ETF TRUST

CVSB
持有机构数
49
机构合计市值 (Q2 2026)
$1.71亿
机构合计股数 (Q2 2026)
338.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+32.7万股
30 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-32.2万股
16 · 4 清仓 · ≈
⚖️ 净额
+5,619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
49
新买入
12
加仓
18
减仓
12
清仓
4
持股不变
7
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%#28$1.15亿226.5万股$1.10亿216.4万股+10.1万股+4.67%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#34$1,387.7万27.4万股$1,330.8万26.3万股+1.1万股+4.20%加仓
Pathstone控股Pathstone Holdings, LLC
0.02%0.03%#19$639.0万12.6万股$638.6万12.6万股00.00%持仓不变
Moran 财富管理Moran Wealth Management, LLC
0.15%#8$540.8万10.7万股$00股+10.7万股新买入
Private Advisor集团Private Advisor Group, LLC
0.02%0.04%#20$380.8万7.5万股$813.2万16.1万股-8.5万股-53.20%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#32$331.8万6.6万股$323.5万6.4万股+1,596股+2.50%加仓
Valley Financial Group, Inc.
1.38%1.57%#1$278.9万5.5万股$290.0万5.7万股-2,242股-3.91%减仓
Perigon财富管理Perigon Wealth Management, LLC
0.03%#16$177.9万3.5万股$00股+3.5万股新买入
Betterment智能投顾Betterment LLC
<0.01%<0.01%#35$169.8万3.4万股$165.4万3.3万股+859股+2.63%加仓
Rossby Financial, LCC
0.29%0.24%#4$157.9万3.1万股$116.7万2.3万股+8,103股+35.11%加仓
PFG 投资PFG Investments, LLC
0.05%0.03%#12$141.7万2.8万股$63.3万1.3万股+1.5万股+123.60%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#37$128.6万2.5万股$114.2万2.3万股+2,833股+12.55%加仓
Dynamic Advisor Solutions LLC
0.04%0.04%#14$128.5万2.5万股$121.3万2.4万股+1,397股+5.83%加仓
Mason & Associates Inc
0.16%0.24%#7$98.5万1.9万股$124.5万2.5万股-5,077股-20.70%减仓
Prism Advisors, Inc.
0.22%0.23%#5$89.4万1.8万股$87.7万1.7万股+322股+1.86%加仓
DeDora Capital, Inc.
0.14%0.16%#9$65.4万1.3万股$63.4万1.3万股+390股+3.11%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#40$62.1万1.2万股$53.2万1.1万股+1,758股+16.73%加仓
Kingsview Wealth Management, LLC
0.01%0.01%#24$57.1万1.1万股$57.1万1.1万股00.00%持仓不变
NATURAL INVESTMENTS, LLC
0.12%0.13%#10$56.9万1.1万股$50.9万1.0万股+1,165股+11.56%加仓
ROBINSON SMITH WEALTH ADVISORS LLC
0.31%0.35%#2$51.2万1.0万股$52.2万1.0万股-207股-2.01%减仓
Sunrise Financial Services, LLC
0.3%0.38%#3$51.2万1.0万股$53.5万1.1万股-462股-4.37%减仓
Ameritas Investment Partners, Inc.
0.01%0.01%#22$48.3万9,531股$44.9万8,868股+663股+7.48%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#39$45.5万8,987股$88.5万1.7万股-8,499股-48.60%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.01%0.01%#27$42.4万8,374股$42.1万8,321股+53股+0.64%加仓
RW Investment Management LLC
0.04%0.07%#15$41.2万8,131股$68.2万1.3万股-5,348股-39.68%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%#38$40.3万7,968股$00股+7,968股新买入
Secure Asset Management, LLC
0.05%0.06%#13$36.9万7,292股$37.5万7,407股-115股-1.55%减仓
全球退休合伙人Global Retirement Partners, LLC
0.01%#30$36.4万7,179股$00股+7,179股新买入
Gemmer Asset Management LLC
0.02%0.03%#18$35.6万7,023股$35.2万6,951股+72股+1.04%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#48$35.5万7,003股$711.6万14.1万股-13.4万股-95.02%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#45$35.1万6,927股$32.1万6,350股+577股+9.09%加仓
阿波罗财富管理Apollon Wealth Management, LLC
<0.01%0.01%#33$32.9万6,502股$32.7万6,462股+40股+0.62%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#43$28.5万5,633股$29.5万5,831股-198股-3.40%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#47$27.5万5,424股$00股+5,424股新买入
Brookwood Investment Group LLC
0.03%0.03%#17$23.5万4,644股$23.5万4,644股00.00%持仓不变
Riverwater Partners LLC
0.07%0.08%#11$23.3万4,602股$24.6万4,857股-255股-5.25%减仓
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV
0.17%#6$22.4万4,430股$00股+4,430股新买入
Ethos Financial Group, LLC
0.01%#21$22.3万4,398股$00股+4,398股新买入
Gladstone Institutional Advisory LLC
0.01%0.01%#26$21.9万4,332股$21.9万4,332股00.00%持仓不变
TECTONIC ADVISORS LLC
0.01%#25$20.7万4,078股$00股+4,078股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#36$15.1万2,975股$14.3万2,826股+149股+5.27%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%#42$10.4万2,052股$00股+2,052股新买入
FIDUCIARY FINANCIAL ADVISORS
0.01%#23$9.9万1,962股$00股+1,962股新买入
TFC Financial Management, Inc.
<0.01%0.01%#31$4.0万781股$4.6万911股-130股-14.27%减仓
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#41$1.6万305股$1.5万305股00.00%持仓不变
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#44$1.4万276股$00股+276股新买入
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#46$1.0万200股$1.0万200股00.00%持仓不变
Godfrey Financial Associates, Inc.
0.01%0.01%#29$7,647151股$7,641151股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%#49$5,976118股$00股+118股新买入

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