CLSE TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 116 | 12,598,494 | $4.29亿 | 42 | 48 | 12 | 3 | $1.56亿 |
| 2026Q1 | 74 | 7,825,869 | $2.21亿 | 17 | 37 | 11 | 4 | $6,520.15万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $2,141.13万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,640.38万 |
| Rockefeller Capital Management L.P. | 加仓 | $1,195.76万 |
| Redhawk Wealth Advisors, Inc. | 加仓 | $1,148.61万 |
| ROYAL BANK OF CANADA | 加仓 | $1,031.59万 |
| Wealthcare Advisory Partners LLC | 新建仓 | $873.58万 |
| PARK AVENUE SECURITIES LLC | 加仓 | $855.49万 |
| IFG Advisory, LLC | 新建仓 | $755.40万 |
| Stratos Wealth Advisors, LLC | 新建仓 | $476.60万 |
| Janney Montgomery Scott LLC | 加仓 | $475.65万 |
| Equitable Holdings, Inc. | 加仓 | $465.11万 |
| McAdam, LLC | 新建仓 | $419.94万 |
| Tactive Advisors, LLC | 加仓 | $368.54万 |
| Integrated Wealth Concepts LLC | 加仓 | $354.34万 |
| NewEdge Advisors, LLC | 新建仓 | $269.06万 |
| Sanctuary Advisors, LLC | 加仓 | $266.63万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 加仓 | $213.63万 |
| Richmond Investment Services, LLC | 加仓 | $210.02万 |
| Cerity Partners LLC | 新建仓 | $194.97万 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 新建仓 | $166.31万 |
2026Q2 卖出最多
| COMMONWEALTH EQUITY SERVICES, LLC | 清仓 | -$787.78万 |
| Sowell Financial Services LLC | 减仓 | -$261.25万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$156.72万 |
| Riverwater Partners LLC | 减仓 | -$51.88万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$34.60万 |
| SeaCrest Wealth Management, LLC | 清仓 | -$23.38万 |
| Accurate Wealth Management, LLC | 减仓 | -$19.68万 |
| Bank of New York Mellon Corp | 减仓 | -$16.00万 |
| Allworth Financial LP | 减仓 | -$7.85万 |
| Foundations Investment Advisors, LLC | 减仓 | -$5.89万 |
| Creative Planning | 减仓 | -$4.95万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$4.39万 |
| Elyxium Wealth, LLC | 减仓 | -$3.73万 |
| Geneos Wealth Management Inc. | 减仓 | -$3,209 |
| Apollon Wealth Management, LLC | 减仓 | -$990 |
2026Q2 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| LPL Financial LLC | 1,333,802 | $4,552.93万 | 0.01% | 627,254 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 903,081 | $3,082.67万 | 0.01% | 480,557 | 加仓 |
| Rockefeller Capital Management L.P. | 889,014 | $3,034.65万 | 0.05% | 350,303 | 加仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 825,375 | $2,817.42万 | 1.08% | 62,585 | 加仓 |
| Janney Montgomery Scott LLC | 577,593 | $1,971.60万 | 0.04% | 139,344 | 加仓 |
| Riverwater Partners LLC | 509,397 | $1,738.83万 | 5.16% | -15,199 | 减仓 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 428,793 | $1,463.69万 | 3.49% | 41,662 | 加仓 |
| PARK AVENUE SECURITIES LLC | 416,634 | $1,422.20万 | 0.09% | 250,615 | 加仓 |
| Redhawk Wealth Advisors, Inc. | 382,186 | $1,304.59万 | 1.29% | 336,489 | 加仓 |
| Tactive Advisors, LLC | 365,074 | $1,246.18万 | 3.07% | 107,965 | 加仓 |
| COTTONWOOD CAPITAL ADVISORS, LLC | 361,235 | $1,233.08万 | 7.43% | 14,466 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 337,647 | $1,153.74万 | 0.02% | -45,866 | 减仓 |
| HighTower Advisors, LLC | 324,501 | $1,107.68万 | 0.01% | 13,411 | 加仓 |
| ROYAL BANK OF CANADA | 303,774 | $1,036.90万 | 0.00% | 302,219 | 加仓 |
| Wealthcare Advisory Partners LLC | 255,919 | $873.58万 | 0.17% | 255,919 | 新建仓 |
| Sanctuary Advisors, LLC | 248,343 | $847.72万 | 0.04% | 78,111 | 加仓 |
| IFG Advisory, LLC | 221,298 | $755.40万 | 0.26% | 221,298 | 新建仓 |
| Brookwood Investment Group LLC | 197,486 | $674.12万 | 0.76% | 38,997 | 加仓 |
| Equitable Holdings, Inc. | 192,536 | $657.22万 | 0.04% | 136,257 | 加仓 |
| FOUNDERS FINANCIAL SECURITIES LLC | 191,809 | $654.74万 | 0.34% | 172 | 加仓 |
| Global Retirement Partners, LLC | 185,348 | $632.68万 | 0.10% | — | — |
| Integrated Wealth Concepts LLC | 159,216 | $543.50万 | 0.03% | 103,803 | 加仓 |
| Sowell Financial Services LLC | 154,189 | $526.32万 | 0.17% | -76,533 | 减仓 |
| Stratos Wealth Advisors, LLC | 139,621 | $476.60万 | 0.26% | 139,621 | 新建仓 |
| Accurate Wealth Management, LLC | 127,376 | $435.24万 | 0.42% | -5,758 | 减仓 |
| Creative Planning | 126,169 | $430.68万 | 0.00% | -1,450 | 减仓 |
| McAdam, LLC | 123,024 | $419.94万 | 0.16% | 123,024 | 新建仓 |
| Mariner, LLC | 92,800 | $316.77万 | 0.00% | 0 | 不变 |
| Fifth Third Securities, Inc. | 88,759 | $302.98万 | 0.17% | 6,714 | 加仓 |
| Elyxium Wealth, LLC | 88,590 | $302.40万 | 0.32% | -1,092 | 减仓 |
| WCG Wealth Advisors LLC | 86,788 | $296.25万 | 0.07% | 41,934 | 加仓 |
| Richmond Investment Services, LLC | 80,356 | $274.30万 | 0.87% | 61,526 | 加仓 |
| NewEdge Advisors, LLC | 78,822 | $269.06万 | 0.01% | 78,822 | 新建仓 |
| STIFEL FINANCIAL CORP | 77,712 | $265.27万 | 0.00% | 24,427 | 加仓 |
| GENESIS PRIVATE WEALTH, LLC | 68,665 | $234.39万 | 0.66% | 16,831 | 加仓 |
| OSAIC HOLDINGS, INC. | 58,925 | $201.16万 | 0.00% | 21,640 | 加仓 |
| Cerity Partners LLC | 57,117 | $194.97万 | 0.00% | 57,117 | 新建仓 |
| Guilbault Capital LLC | 52,756 | $180.08万 | 1.81% | 35,492 | 加仓 |
| Cannon Wealth Management Services, LLC | 51,478 | $175.72万 | 0.96% | 13,156 | 加仓 |
| Per Stirling Capital Management, LLC. | 50,002 | $170.68万 | 0.16% | 0 | 不变 |
| RPS ADVISORY SOLUTIONS LLC | 49,142 | $167.75万 | 1.11% | 41,602 | 加仓 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 48,722 | $166.31万 | 0.97% | 48,722 | 新建仓 |
| Denver PWM, LLC | 48,283 | $163.34万 | 0.53% | 5,344 | 加仓 |
| Empirical Asset Management, LLC | 47,217 | $161.18万 | 0.36% | 2,701 | 加仓 |
| Ausdal Financial Partners, Inc. | 46,164 | $157.58万 | 0.06% | 7,029 | 加仓 |
| Fiscal Wisdom Wealth Management, LLC | 43,441 | $148.29万 | 1.26% | 5,392 | 加仓 |
| MML INVESTORS SERVICES, LLC | 42,898 | $146.43万 | 0.00% | 24,722 | 重新持有 |
| Foundations Investment Advisors, LLC | 42,473 | $144.98万 | 0.01% | -1,725 | 减仓 |
| Sigma Planning Corp | 42,453 | $144.91万 | 0.04% | 34,033 | 加仓 |
| Worth Asset Management, LLC | 36,926 | $126.05万 | 0.40% | 36,926 | 新建仓 |
内部人交易（Form 4）
CLSE 董事、高管和大股东的最新买卖申报。专业版可看 🔒