HTD HANCOCK JOHN TAX-ADVANTAGED
COM
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 | 94 | 6,116,503 | $1.56亿 | 9 | 36 | 16 | 7 | $469.59万 |
| 2026Q1 | 93 | 5,937,354 | $1.47亿 | 8 | 29 | 30 | 9 | -$71.67万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $76.02万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $75.92万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $62.82万 |
| WOLVERINE ASSET MANAGEMENT LLC | 新建仓 | $58.46万 |
| Cetera Investment Advisers | 加仓 | $57.47万 |
| Advisors Asset Management, Inc. | 新建仓 | $50.71万 |
| Indivisible Partners | 加仓 | $31.23万 |
| Sunbelt Securities, Inc. | 新建仓 | $28.75万 |
| UBS Group AG | 加仓 | $22.99万 |
| &PARTNERS | 加仓 | $22.22万 |
| FIRST TRUST ADVISORS LP | 加仓 | $22.13万 |
| WealthTrust Asset Management, LLC | 新建仓 | $21.27万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $18.33万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $13.03万 |
| Spire Wealth Management | 加仓 | $9.71万 |
| BENJAMIN EDWARDS INC | 加仓 | $9.16万 |
| FIFTH THIRD BANCORP | 新建仓 | $7.93万 |
| LPL Financial LLC | 加仓 | $7.82万 |
| Janney Montgomery Scott LLC | 加仓 | $7.59万 |
| STIFEL FINANCIAL CORP | 加仓 | $5.88万 |
2026Q1 卖出最多
| Shaker Financial Services, LLC | 清仓 | -$243.74万 |
| Presper Financial Architects, LLC | 清仓 | -$100.75万 |
| Invesco Ltd. | 减仓 | -$62.30万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$42.55万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$31.68万 |
| JANE STREET GROUP, LLC | 清仓 | -$27.80万 |
| Milestones Private Investment Advisors LLC | 清仓 | -$26.76万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$26.17万 |
| GUGGENHEIM CAPITAL LLC | 减仓 | -$23.46万 |
| Logan Stone Capital, LLC | 清仓 | -$23.38万 |
| ROYAL BANK OF CANADA | 减仓 | -$20.24万 |
| Savvy Advisors, Inc. | 减仓 | -$12.76万 |
| Mutual Advisors, LLC | 减仓 | -$8.80万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$8.64万 |
| Garton & Associates Financial Advisors LLC | 清仓 | -$5.54万 |
| PNC Financial Services Group, Inc. | 减仓 | -$4.95万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 重新持有 | -$3.50万 |
| Diesslin Group, Inc. | 减仓 | -$3.48万 |
| Global Wealth Strategies & Associates | 清仓 | -$3.42万 |
| Hennion & Walsh Asset Management, Inc. | 减仓 | -$3.13万 |
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 |
|---|---|---|---|---|---|
| UBS Group AG | 776,442 | $1,923.25万 | 0.00% | 9,281 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 493,002 | $1,221.17万 | 0.02% | 30,689 | 加仓 |
| MORGAN STANLEY | 482,300 | $1,194.66万 | 0.00% | 944 | 加仓 |
| Invesco Ltd. | 470,487 | $1,165.40万 | 0.00% | -25,151 | 减仓 |
| LPL Financial LLC | 372,414 | $922.47万 | 0.00% | 3,158 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 341,089 | $844.88万 | 0.00% | 25,360 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 325,879 | $807.20万 | 0.06% | -9,471 | 减仓 |
| WELLS FARGO & COMPANY/MN | 314,864 | $779.92万 | 0.00% | 30,649 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 262,793 | $650.94万 | 0.00% | -12,788 | 减仓 |
| Cetera Investment Advisers | 224,195 | $555.33万 | 0.01% | 23,201 | 加仓 |
| ROYAL BANK OF CANADA | 181,694 | $450.00万 | 0.00% | -8,171 | 减仓 |
| FIRST TRUST ADVISORS LP | 151,813 | $376.04万 | 0.00% | 8,935 | 加仓 |
| STIFEL FINANCIAL CORP | 127,458 | $315.71万 | 0.00% | 2,374 | 加仓 |
| OSAIC HOLDINGS, INC. | 116,568 | $288.76万 | 0.00% | -17,178 | 减仓 |
| Live Oak Private Wealth LLC | 102,602 | $254.15万 | 0.35% | 0 | 不变 |
| Janney Montgomery Scott LLC | 91,117 | $225.70万 | 0.01% | 3,064 | 加仓 |
| CENTRAL TRUST Co | 85,526 | $211.85万 | 0.04% | 0 | 不变 |
| Indivisible Partners | 62,402 | $154.57万 | 0.14% | 12,608 | 加仓 |
| Sanctuary Advisors, LLC | 51,378 | $127.26万 | 0.01% | -502 | 减仓 |
| Welch & Forbes LLC | 50,000 | $123.85万 | 0.02% | 0 | 不变 |
| Samalin Investment Counsel, LLC | 48,030 | $118.97万 | 0.42% | -177 | 减仓 |
| &PARTNERS | 38,723 | $95.52万 | 0.00% | 9,007 | 加仓 |
| Spire Wealth Management | 35,765 | $88.59万 | 0.03% | 3,919 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31,775 | $79.15万 | 0.00% | -10,507 | 减仓 |
| World Investment Advisors | 30,895 | $76.53万 | 0.01% | 1,026 | 加仓 |
| Diesslin Group, Inc. | 30,487 | $75.52万 | 0.34% | -1,406 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 29,444 | $72.93万 | 0.00% | -3,487 | 减仓 |
| PMG Family Office LLC | 28,938 | $71.68万 | 0.80% | 390 | 加仓 |
| First National Bank of Mount Dora, Trust Investment Services | 27,800 | $68.86万 | 0.15% | 0 | 不变 |
| MRA Advisory Group | 27,622 | $68.42万 | 0.28% | -262 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 25,098 | $62.17万 | 0.00% | 5,260 | 加仓 |
| AMERIPRISE FINANCIAL INC | 24,519 | $60.73万 | 0.00% | 1,194 | 加仓 |
| WOLVERINE ASSET MANAGEMENT LLC | 23,602 | $58.46万 | 0.01% | 23,602 | 新建仓 |
| Savvy Advisors, Inc. | 21,743 | $53.86万 | 0.01% | -5,152 | 减仓 |
| Investment Management Trust, LLC | 21,511 | $53.28万 | 0.52% | — | — |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 21,365 | $52.92万 | 0.03% | -725 | 减仓 |
| Mutual Advisors, LLC | 21,283 | $52.72万 | 0.01% | -3,551 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 21,153 | $52.40万 | 0.00% | 134 | 加仓 |
| Advisors Asset Management, Inc. | 20,474 | $50.71万 | 0.01% | 20,474 | 新建仓 |
| FOUNDERS FINANCIAL SECURITIES LLC | 18,665 | $48.01万 | 0.03% | -250 | 减仓 |
| Abbot Financial Management, Inc. | 15,470 | $38.32万 | 0.16% | -130 | 减仓 |
| BENJAMIN EDWARDS INC | 14,255 | $35.31万 | 0.00% | 3,700 | 加仓 |
| Hennion & Walsh Asset Management, Inc. | 14,129 | $35.00万 | 0.01% | -1,263 | 减仓 |
| Private Advisor Group, LLC | 13,915 | $34.47万 | 0.00% | 94 | 加仓 |
| Steward Partners Investment Advisory, LLC | 13,900 | $34.43万 | 0.00% | 7,400 | 加仓 |
| MML INVESTORS SERVICES, LLC | 13,689 | $33.91万 | 0.00% | 1,950 | 加仓 |
| Kingsview Wealth Management, LLC | 13,400 | $33.19万 | 0.00% | 198 | 加仓 |
| PFG Investments, LLC | 13,195 | $32.68万 | 0.02% | -713 | 减仓 |
| Mezzasalma Advisors, LLC | 12,750 | $31.58万 | 0.08% | 238 | 加仓 |
| Lido Advisors, LLC | 12,667 | $31.38万 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
HTD 董事、高管和大股东的最新买卖申报。专业版可看 🔒