PTA COHEN & STEERS TAX ADVAN PFD
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 | 61 | 12,933,392 | $2.48亿 | 5 | 25 | 18 | 7 | -$320.74万 |
| 2026Q1 | 59 | 13,016,640 | $2.44亿 | 11 | 22 | 16 | 9 | -$350.95万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| MORGAN STANLEY | 加仓 | $753.39万 |
| Independent Advisor Alliance | 新建仓 | $151.95万 |
| FIFTH THIRD BANCORP | 新建仓 | $132.28万 |
| FIRST TRUST ADVISORS LP | 新建仓 | $117.75万 |
| UBS Group AG | 加仓 | $99.57万 |
| STIFEL FINANCIAL CORP | 加仓 | $82.57万 |
| GUGGENHEIM CAPITAL LLC | 新建仓 | $53.45万 |
| JPMORGAN CHASE & CO | 新建仓 | $45.35万 |
| ROYAL BANK OF CANADA | 加仓 | $44.78万 |
| CITADEL ADVISORS LLC | 加仓 | $33.49万 |
| PW Nova Financial Services LLC | 新建仓 | $31.28万 |
| Rockefeller Capital Management L.P. | 加仓 | $28.80万 |
| CHOREO, LLC | 新建仓 | $22.52万 |
| Rareview Capital LLC | 加仓 | $22.30万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 新建仓 | $19.86万 |
| WEDBUSH SECURITIES INC | 加仓 | $17.23万 |
| OPPENHEIMER & CO INC | 加仓 | $10.81万 |
| NewEdge Advisors, LLC | 加仓 | $10.71万 |
| Noble Wealth Management PBC | 加仓 | $9.34万 |
| RFG Advisory, LLC | 加仓 | $8.66万 |
2026Q1 卖出最多
| BANK OF AMERICA CORP /DE/ | 减仓 | -$802.17万 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 清仓 | -$455.55万 |
| Cerity Partners LLC | 清仓 | -$205.03万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$128.15万 |
| READYSTATE ASSET MANAGEMENT LP | 减仓 | -$95.88万 |
| Corient Private Wealth LP | 减仓 | -$85.60万 |
| Marex Group Ltd | 清仓 | -$68.49万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 清仓 | -$42.98万 |
| WOLVERINE ASSET MANAGEMENT LLC | 减仓 | -$37.07万 |
| LPL Financial LLC | 减仓 | -$22.53万 |
| Bank of New York Mellon Corp | 清仓 | -$22.42万 |
| RAINIER FAMILY WEALTH INC | 清仓 | -$21.82万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$20.56万 |
| Pettinga Financial Advisors LLC | 减仓 | -$17.52万 |
| Equitable Holdings, Inc. | 减仓 | -$12.29万 |
| Logan Stone Capital, LLC | 减仓 | -$8.45万 |
| HARBOUR INVESTMENTS, INC. | 清仓 | -$5.79万 |
| Focus Partners Wealth | 减仓 | -$4.81万 |
| Shaker Financial Services, LLC | 减仓 | -$2.43万 |
| Janney Montgomery Scott LLC | 减仓 | -$1.96万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 3,872,400 | $7,256.88万 | 0.00% | 402,023 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 3,693,699 | $6,921.99万 | 0.01% | -428,050 | 减仓 |
| UBS Group AG | 2,387,875 | $4,474.88万 | 0.01% | 53,131 | 加仓 |
| ROYAL BANK OF CANADA | 719,118 | $1,347.60万 | 0.00% | 23,897 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 433,712 | $812.78万 | 0.00% | -68,383 | 减仓 |
| Logan Stone Capital, LLC | 264,073 | $494.87万 | 1.37% | -4,510 | 减仓 |
| Rockefeller Capital Management L.P. | 201,349 | $377.33万 | 0.01% | 15,368 | 加仓 |
| Shaker Financial Services, LLC | 146,189 | $273.96万 | 0.95% | -1,295 | 减仓 |
| STIFEL FINANCIAL CORP | 145,751 | $273.14万 | 0.00% | 44,062 | 加仓 |
| Independent Advisor Alliance | 81,085 | $151.95万 | 0.02% | 81,085 | 新建仓 |
| FIFTH THIRD BANCORP | 70,587 | $132.28万 | 0.00% | 70,587 | 新建仓 |
| Rareview Capital LLC | 65,472 | $129.63万 | 0.76% | 11,264 | 加仓 |
| WEDBUSH SECURITIES INC | 65,591 | $122.90万 | 0.04% | 9,196 | 加仓 |
| FIRST TRUST ADVISORS LP | 62,832 | $117.75万 | 0.00% | 62,832 | 新建仓 |
| LPL Financial LLC | 59,868 | $112.19万 | 0.00% | -12,020 | 减仓 |
| CITADEL ADVISORS LLC | 58,576 | $109.77万 | 0.00% | 17,871 | 加仓 |
| OPPENHEIMER & CO INC | 55,029 | $103.12万 | 0.01% | 5,767 | 加仓 |
| Pettinga Financial Advisors LLC | 53,164 | $99.63万 | 0.19% | -9,350 | 减仓 |
| Lido Advisors, LLC | 45,785 | $85.80万 | 0.00% | 0 | 不变 |
| NewEdge Advisors, LLC | 42,346 | $79.36万 | 0.00% | 5,717 | 加仓 |
| Corient Private Wealth LP | 50,887 | $64.68万 | 0.00% | -67,351 | 减仓 |
| Focus Partners Wealth | 34,493 | $64.64万 | 0.00% | -2,569 | 减仓 |
| RFG Advisory, LLC | 31,556 | $59.14万 | 0.01% | 4,621 | 加仓 |
| READYSTATE ASSET MANAGEMENT LP | 29,178 | $54.68万 | 0.02% | -51,161 | 减仓 |
| WELLS FARGO & COMPANY/MN | 28,563 | $53.53万 | 0.00% | -142 | 减仓 |
| GUGGENHEIM CAPITAL LLC | 28,521 | $53.45万 | 0.00% | 28,521 | 新建仓 |
| JPMORGAN CHASE & CO | 25,000 | $45.35万 | 0.00% | 25,000 | 新建仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 21,634 | $40.54万 | 0.00% | -945 | 减仓 |
| LexAurum Advisors, LLC | 19,303 | $36.17万 | 0.05% | — | — |
| ENVESTNET ASSET MANAGEMENT INC | 19,057 | $35.71万 | 0.00% | 1,187 | 加仓 |
| Cetera Investment Advisers | 18,841 | $35.31万 | 0.00% | 3,456 | 加仓 |
| PW Nova Financial Services LLC | 16,694 | $31.28万 | 0.08% | 16,694 | 新建仓 |
| Equitable Holdings, Inc. | 15,258 | $29.46万 | 0.00% | -6,364 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 12,487 | $23.40万 | 0.00% | 761 | 加仓 |
| COFG Advisors, LLC | 12,485 | $23.40万 | 0.06% | 258 | 加仓 |
| Sanctuary Advisors, LLC | 12,325 | $23.10万 | 0.00% | -736 | 减仓 |
| Janney Montgomery Scott LLC | 12,210 | $22.90万 | 0.00% | -1,043 | 减仓 |
| CHOREO, LLC | 12,019 | $22.52万 | 0.00% | 12,019 | 新建仓 |
| Integrated Wealth Concepts LLC | 11,789 | $22.09万 | 0.00% | 256 | 加仓 |
| Closed-End Fund Advisors, Inc. | 11,723 | $21.97万 | 0.22% | 49 | 加仓 |
| CreativeOne Wealth, LLC | 10,900 | $20.43万 | 0.00% | 0 | 不变 |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,597 | $19.86万 | 0.00% | 10,597 | 新建仓 |
| WOLVERINE ASSET MANAGEMENT LLC | 9,308 | $17.44万 | 0.00% | -19,779 | 减仓 |
| Parvin Asset Management, LLC | 9,000 | $16.87万 | 0.12% | 0 | 不变 |
| OSAIC HOLDINGS, INC. | 7,633 | $14.31万 | 0.00% | 600 | 加仓 |
| Noble Wealth Management PBC | 7,085 | $13.28万 | 0.07% | 4,985 | 加仓 |
| HUNTINGTON NATIONAL BANK | 4,800 | $9.00万 | 0.00% | 0 | 不变 |
| MassMutual Private Wealth & Trust, FSB | 2,280 | $4.27万 | 0.00% | 0 | 不变 |
| CWM, LLC | 1,855 | $3.48万 | 0.00% | 1,855 | 新建仓 |
| IFP Advisors, Inc | 1,433 | $2.69万 | 0.00% | 0 | 不变 |
内部人交易（Form 4）
PTA 董事、高管和大股东的最新买卖申报。专业版可看 🔒