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 🔒 | ||||||||
2026Q2 买入最多
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $134.87万 |
| UBS Group AG | 加仓 | $110.79万 |
| OSAIC HOLDINGS, INC. | 加仓 | $92.33万 |
| Hennion & Walsh Asset Management, Inc. | 加仓 | $76.13万 |
| Cerity Partners LLC | 新建仓 | $63.54万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $54.29万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $42.68万 |
| Advisors Asset Management, Inc. | 加仓 | $40.94万 |
| Beacon Pointe Advisors, LLC | 新建仓 | $39.55万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $26.37万 |
| B. Riley Wealth Advisors, Inc. | 新建仓 | $26.35万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $26.21万 |
| MAI Capital Management | 新建仓 | $25.49万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $25.22万 |
| HighTower Advisors, LLC | 新建仓 | $24.76万 |
| XTX Topco Ltd | 新建仓 | $22.99万 |
| Cetera Investment Advisers | 加仓 | $22.62万 |
| Creative Planning | 新建仓 | $22.27万 |
| Private Advisor Group, LLC | 加仓 | $21.29万 |
| FIRST TRUST ADVISORS LP | 加仓 | $12.20万 |
2026Q2 卖出最多
| Invesco Ltd. | 减仓 | -$256.98万 |
| ROYAL BANK OF CANADA | 减仓 | -$58.57万 |
| WOLVERINE ASSET MANAGEMENT LLC | 清仓 | -$58.46万 |
| Kingsview Wealth Management, LLC | 清仓 | -$33.19万 |
| Argentarii, LLC | 清仓 | -$26.81万 |
| MORGAN STANLEY | 减仓 | -$13.38万 |
| GUGGENHEIM CAPITAL LLC | 减仓 | -$8.29万 |
| Indivisible Partners | 减仓 | -$7.71万 |
| CENTRAL TRUST Co | 减仓 | -$7.69万 |
| Janney Montgomery Scott LLC | 减仓 | -$6.23万 |
| JONES FINANCIAL COMPANIES LLLP | 清仓 | -$5.31万 |
| Arax Advisory Partners | 减仓 | -$4.82万 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 减仓 | -$4.59万 |
| Samalin Investment Counsel, LLC | 减仓 | -$3.85万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$1.84万 |
| ASSETMARK, INC | 减仓 | -$1.38万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$5,837 |
| Savvy Advisors, Inc. | 减仓 | -$5,149 |
| Hamrick Investment Counsel, llc | 清仓 | -$4,954 |
| Spire Wealth Management | 减仓 | -$2,014 |
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 |
|---|---|---|---|---|---|
| UBS Group AG | 819,905 | $2,089.94万 | 0.00% | 43,463 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 545,914 | $1,391.53万 | 0.02% | 52,912 | 加仓 |
| MORGAN STANLEY | 477,050 | $1,216.00万 | 0.00% | -5,250 | 减仓 |
| LPL Financial LLC | 374,648 | $954.98万 | 0.00% | 2,234 | 加仓 |
| Invesco Ltd. | 369,672 | $942.29万 | 0.00% | -100,815 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 357,831 | $912.11万 | 0.00% | 16,742 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 322,627 | $822.38万 | 0.05% | -3,252 | 减仓 |
| WELLS FARGO & COMPANY/MN | 314,635 | $802.00万 | 0.00% | -229 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 273,076 | $696.07万 | 0.00% | 10,283 | 加仓 |
| Cetera Investment Advisers | 233,071 | $594.10万 | 0.01% | 8,876 | 加仓 |
| ROYAL BANK OF CANADA | 158,719 | $404.60万 | 0.00% | -22,975 | 减仓 |
| FIRST TRUST ADVISORS LP | 156,601 | $399.18万 | 0.00% | 4,788 | 加仓 |
| OSAIC HOLDINGS, INC. | 152,788 | $389.48万 | 0.00% | 36,220 | 加仓 |
| STIFEL FINANCIAL CORP | 128,736 | $328.15万 | 0.00% | 1,278 | 加仓 |
| Live Oak Private Wealth LLC | 102,602 | $261.53万 | 0.33% | 0 | 不变 |
| Janney Montgomery Scott LLC | 88,672 | $226.00万 | 0.00% | -2,445 | 减仓 |
| CENTRAL TRUST Co | 82,510 | $210.32万 | 0.04% | -3,016 | 减仓 |
| Indivisible Partners | 59,377 | $151.35万 | 0.09% | -3,025 | 减仓 |
| Sanctuary Advisors, LLC | 54,147 | $138.02万 | 0.01% | 2,769 | 加仓 |
| Welch & Forbes LLC | 50,000 | $127.45万 | 0.02% | 0 | 不变 |
| Samalin Investment Counsel, LLC | 46,519 | $118.58万 | 0.37% | -1,511 | 减仓 |
| Hennion & Walsh Asset Management, Inc. | 43,996 | $112.15万 | 0.03% | 29,867 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 42,454 | $108.20万 | 0.00% | 21,301 | 加仓 |
| &PARTNERS | 40,789 | $103.97万 | 0.00% | 2,066 | 加仓 |
| Advisors Asset Management, Inc. | 36,536 | $93.13万 | 0.01% | 16,062 | 加仓 |
| Spire Wealth Management | 35,686 | $90.96万 | 0.03% | -79 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 35,443 | $90.34万 | 0.00% | 10,345 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32,431 | $83.90万 | 0.00% | 656 | 加仓 |
| Diesslin Group, Inc. | 30,554 | $77.88万 | 0.30% | 67 | 加仓 |
| World Investment Advisors | 30,895 | $76.53万 | 0.01% | 0 | 不变 |
| PMG Family Office LLC | 29,205 | $74.44万 | 0.69% | 267 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 28,723 | $73.22万 | 0.00% | -721 | 减仓 |
| First National Bank of Mount Dora, Trust Investment Services | 27,800 | $70.86万 | 0.14% | 0 | 不变 |
| MRA Advisory Group | 27,579 | $70.30万 | 0.25% | -43 | 减仓 |
| AMERIPRISE FINANCIAL INC | 26,310 | $67.07万 | 0.00% | 1,791 | 加仓 |
| Cerity Partners LLC | 24,927 | $63.54万 | 0.00% | 24,927 | 新建仓 |
| Private Advisor Group, LLC | 22,266 | $56.76万 | 0.00% | 8,351 | 加仓 |
| Investment Management Trust, LLC | 21,911 | $55.85万 | 0.50% | 400 | 加仓 |
| Savvy Advisors, Inc. | 21,541 | $54.91万 | 0.01% | -202 | 减仓 |
| Mutual Advisors, LLC | 21,533 | $54.89万 | 0.01% | 250 | 加仓 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 19,565 | $49.87万 | 0.02% | -1,800 | 减仓 |
| FOUNDERS FINANCIAL SECURITIES LLC | 18,665 | $47.58万 | 0.02% | 0 | 不变 |
| Beacon Pointe Advisors, LLC | 15,516 | $39.55万 | 0.00% | 15,516 | 新建仓 |
| Abbot Financial Management, Inc. | 15,470 | $39.43万 | 0.13% | 0 | 不变 |
| MML INVESTORS SERVICES, LLC | 15,195 | $38.73万 | 0.00% | 1,506 | 加仓 |
| Steward Partners Investment Advisory, LLC | 14,400 | $36.71万 | 0.00% | 500 | 加仓 |
| BENJAMIN EDWARDS INC | 14,333 | $36.53万 | 0.00% | 78 | 加仓 |
| Sowell Financial Services LLC | 13,224 | $33.71万 | 0.01% | 3,543 | 加仓 |
| PFG Investments, LLC | 13,195 | $33.63万 | 0.01% | 0 | 不变 |
| Mezzasalma Advisors, LLC | 12,987 | $33.10万 | 0.07% | 237 | 加仓 |
内部人交易（Form 4）
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