13F 机构持仓

CLSE TRUST FOR PROFESSIONAL MANAG

CONVERGENCE LNG

持有机构数1162026Q2
26Q126Q2
机构合计持股（股）12,598,4942026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q211612,598,494$4.29亿 4248123$1.56亿
2026Q1747,825,869$2.21亿 1737114$6,520.15万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Rockefeller Capital Management L.P.加仓$1,038.43万
HighTower Advisors, LLC加仓$814.68万
COMMONWEALTH EQUITY SERVICES, LLC新建仓$787.78万
FOUNDERS FINANCIAL SECURITIES LLC新建仓$575.87万
ENVESTNET ASSET MANAGEMENT INC加仓$492.77万
Brookwood Investment Group LLC新建仓$445.99万
Sanctuary Advisors, LLC加仓$330.95万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$261.72万
Janney Montgomery Scott LLC加仓$243.30万
LIBERTY SQUARE WEALTH PARTNERS LLC加仓$204.30万
FLAGSHIP HARBOR ADVISORS, LLC加仓$161.33万
STIFEL FINANCIAL CORP新建仓$149.94万
Denver PWM, LLC新建仓$141.74万
PARK AVENUE SECURITIES LLC加仓$133.84万
Redhawk Wealth Advisors, Inc.新建仓$128.59万
OSAIC HOLDINGS, INC.新建仓$104.92万
Tactive Advisors, LLC加仓$96.03万
Cornerstone Planning Group LLC新建仓$93.31万
Ausdal Financial Partners, Inc.加仓$79.20万
Per Stirling Capital Management, LLC.加仓$70.33万

2026Q1 卖出最多

HARBOUR INVESTMENTS, INC.减仓-$103.86万
RPS ADVISORY SOLUTIONS LLC减仓-$84.05万
Accurate Wealth Management, LLC减仓-$68.89万
Elyxium Wealth, LLC减仓-$57.03万
Belpointe Asset Management LLC清仓-$30.08万
Heck Capital Advisors, LLC清仓-$29.22万
Atria Investments, Inc减仓-$13.17万
Coastal Bridge Advisors, LLC减仓-$9.61万
Fifth Third Securities, Inc. 减仓-$8.23万
Sigma Planning Corp减仓-$7.91万
Mariner, LLC减仓-$1.99万
SageView Advisory Group, LLC清仓-$1.37万
Arax Advisory Partners减仓-$1.32万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO清仓-$9,702
Able Wealth Management LLC减仓-$563

2026Q1 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
FLAGSHIP HARBOR ADVISORS, LLC762,790$2,146.49万0.94%57,331加仓
LPL Financial LLC706,548$1,988.23万0.01%10,490加仓
Rockefeller Capital Management L.P.538,711$1,515.93万0.03%369,023加仓
Riverwater Partners LLC524,596$1,476.21万4.92%8,851加仓
Janney Montgomery Scott LLC438,249$1,233.20万0.03%86,464加仓
ENVESTNET ASSET MANAGEMENT INC422,524$1,188.98万0.00%175,112加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC383,513$1,100.68万0.02%91,191加仓
LIBERTY SQUARE WEALTH PARTNERS LLC387,131$1,089.39万3.04%72,602加仓
COTTONWOOD CAPITAL ADVISORS, LLC346,769$975.81万6.88%7,291加仓
HighTower Advisors, LLC311,090$875.41万0.01%289,511加仓
COMMONWEALTH EQUITY SERVICES, LLC279,950$787.78万0.01%279,950新建仓
Tactive Advisors, LLC257,109$723.50万2.04%34,127加仓
Sowell Financial Services LLC230,722$649.25万0.24%4,558加仓
FOUNDERS FINANCIAL SECURITIES LLC191,637$575.87万0.32%191,637新建仓
Sanctuary Advisors, LLC170,232$479.03万0.03%117,610加仓
PARK AVENUE SECURITIES LLC166,019$467.20万0.04%47,559加仓
Brookwood Investment Group LLC158,489$445.99万0.55%158,489新建仓
Accurate Wealth Management, LLC133,134$400.07万0.48%-22,925减仓
Creative Planning127,619$359.12万0.00%0不变
Mariner, LLC92,800$261.14万0.00%-706减仓
Elyxium Wealth, LLC89,682$252.37万0.81%-20,265减仓
Fifth Third Securities, Inc. 82,045$230.88万0.15%-2,924减仓
Integrated Wealth Concepts LLC55,413$155.93万0.01%4,639重新持有
Equitable Holdings, Inc.56,279$153.81万0.01%24,709加仓
STIFEL FINANCIAL CORP53,285$149.94万0.00%53,285新建仓
GENESIS PRIVATE WEALTH, LLC51,834$145.86万0.46%11,422加仓
Denver PWM, LLC42,939$141.74万0.48%42,939新建仓
Per Stirling Capital Management, LLC.50,002$140.71万0.16%24,991加仓
Redhawk Wealth Advisors, Inc.45,697$128.59万0.14%45,697新建仓
WCG Wealth Advisors LLC44,854$126.22万0.04%10,832加仓
Empirical Asset Management, LLC44,516$125.27万0.32%2,071加仓
Foundations Investment Advisors, LLC44,198$124.37万0.02%5,059加仓
Ausdal Financial Partners, Inc.39,135$110.13万0.05%28,145加仓
Cannon Wealth Management Services, LLC38,322$107.84万0.73%5,167加仓
Fiscal Wisdom Wealth Management, LLC38,049$107.07万1.03%20,441加仓
OSAIC HOLDINGS, INC.37,285$104.92万0.00%37,285新建仓
Operose Advisors LLC36,725$103.35万0.24%0不变
Archford Capital Strategies, LLC33,276$93.64万0.11%897加仓
Cornerstone Planning Group LLC29,197$93.31万0.12%29,197新建仓
LODESTAR PRIVATE ASSET MANAGEMENT LLC25,880$72.83万0.07%3,190加仓
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC20,401$57.41万0.01%11,400加仓
Atria Investments, Inc19,999$56.28万0.01%-4,680减仓
LaSalle St. Investment Advisors, LLC19,620$55.21万0.08%1,361加仓
Richmond Investment Services, LLC18,830$52.99万0.09%18,830新建仓
Guilbault Capital LLC17,264$48.58万0.53%17,264新建仓
Apollon Wealth Management, LLC17,135$48.22万0.01%10加仓
ACT WEALTH MANAGEMENT, LLC14,863$41.82万0.14%478加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP12,297$34.60万0.00%12,297新建仓
Regal Investment Advisors LLC12,235$34.43万0.02%545加仓
Bank of New York Mellon Corp11,520$32.42万0.00%2,804加仓

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