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 🔒 | ||||||||
2026Q2 买入最多
| MORGAN STANLEY | 加仓 | $537.60万 |
| UBS Group AG | 加仓 | $314.78万 |
| Lido Advisors, LLC | 加仓 | $187.32万 |
| Pettinga Financial Advisors LLC | 加仓 | $62.21万 |
| GUGGENHEIM CAPITAL LLC | 加仓 | $41.03万 |
| HighTower Advisors, LLC | 新建仓 | $33.47万 |
| Equitable Holdings, Inc. | 加仓 | $22.54万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $20.88万 |
| STIFEL FINANCIAL CORP | 加仓 | $19.03万 |
| RFG Advisory, LLC | 加仓 | $17.49万 |
| Integrated Wealth Concepts LLC | 加仓 | $16.76万 |
| FIRST TRUST ADVISORS LP | 加仓 | $10.83万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $10.34万 |
| Clear Street Group Inc. | 新建仓 | $7.85万 |
| Cetera Investment Advisers | 加仓 | $6.55万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 重新持有 | $5.45万 |
| LPL Financial LLC | 加仓 | $5.27万 |
| Janney Montgomery Scott LLC | 加仓 | $3.14万 |
| Rockefeller Capital Management L.P. | 加仓 | $3.11万 |
| ELEVATION WEALTH PARTNERS, LLC | 新建仓 | $2.88万 |
2026Q2 卖出最多
| Logan Stone Capital, LLC | 减仓 | -$458.60万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$322.23万 |
| Independent Advisor Alliance | 清仓 | -$151.95万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$142.05万 |
| Shaker Financial Services, LLC | 减仓 | -$92.58万 |
| ROYAL BANK OF CANADA | 减仓 | -$83.06万 |
| JANE STREET GROUP, LLC | 重新持有 | -$81.04万 |
| Rareview Capital LLC | 减仓 | -$75.40万 |
| READYSTATE ASSET MANAGEMENT LP | 清仓 | -$54.68万 |
| JPMORGAN CHASE & CO | 清仓 | -$45.35万 |
| Focus Partners Wealth | 减仓 | -$34.91万 |
| PW Nova Financial Services LLC | 清仓 | -$31.28万 |
| Corient Private Wealth LP | 减仓 | -$29.38万 |
| WOLVERINE ASSET MANAGEMENT LLC | 清仓 | -$17.44万 |
| CITADEL ADVISORS LLC | 减仓 | -$12.53万 |
| WEDBUSH SECURITIES INC | 减仓 | -$11.02万 |
| OPPENHEIMER & CO INC | 减仓 | -$3.54万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$2.71万 |
| IFP Advisors, Inc | 清仓 | -$2.69万 |
| Noble Wealth Management PBC | 减仓 | -$1.53万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 4,152,693 | $7,964.87万 | 0.00% | 280,293 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 3,525,696 | $6,762.28万 | 0.00% | -168,003 | 减仓 |
| UBS Group AG | 2,551,995 | $4,894.73万 | 0.01% | 164,120 | 加仓 |
| ROYAL BANK OF CANADA | 675,814 | $1,296.20万 | 0.00% | -43,304 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 359,653 | $689.82万 | 0.00% | -74,059 | 减仓 |
| Rockefeller Capital Management L.P. | 202,971 | $389.30万 | 0.01% | 1,622 | 加仓 |
| STIFEL FINANCIAL CORP | 155,674 | $298.58万 | 0.00% | 9,923 | 加仓 |
| Lido Advisors, LLC | 143,451 | $275.14万 | 0.01% | 97,666 | 加仓 |
| Shaker Financial Services, LLC | 97,919 | $187.81万 | 0.59% | -48,270 | 减仓 |
| Pettinga Financial Advisors LLC | 85,599 | $164.18万 | 0.26% | 32,435 | 加仓 |
| FIFTH THIRD BANCORP | 70,015 | $134.29万 | 0.00% | -572 | 减仓 |
| FIRST TRUST ADVISORS LP | 68,480 | $131.34万 | 0.00% | 5,648 | 加仓 |
| LPL Financial LLC | 62,617 | $120.10万 | 0.00% | 2,749 | 加仓 |
| WEDBUSH SECURITIES INC | 59,844 | $114.80万 | 0.03% | -5,747 | 减仓 |
| OPPENHEIMER & CO INC | 53,181 | $102.00万 | 0.01% | -1,848 | 减仓 |
| CITADEL ADVISORS LLC | 52,043 | $99.82万 | 0.00% | -6,533 | 减仓 |
| GUGGENHEIM CAPITAL LLC | 49,915 | $95.74万 | 0.01% | 21,394 | 加仓 |
| NewEdge Advisors, LLC | 41,930 | $80.42万 | 0.00% | -416 | 减仓 |
| RFG Advisory, LLC | 40,673 | $78.01万 | 0.01% | 9,117 | 加仓 |
| Corient Private Wealth LP | 35,569 | $68.22万 | 0.00% | -15,318 | 减仓 |
| WELLS FARGO & COMPANY/MN | 33,955 | $65.13万 | 0.00% | 5,392 | 加仓 |
| Rareview Capital LLC | 27,393 | $54.24万 | 0.30% | -38,079 | 减仓 |
| Equitable Holdings, Inc. | 27,008 | $51.80万 | 0.00% | 11,750 | 加仓 |
| Logan Stone Capital, LLC | 24,969 | $47.89万 | 0.10% | -239,104 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 23,384 | $44.80万 | 0.00% | 10,897 | 加仓 |
| Cetera Investment Advisers | 22,255 | $42.68万 | 0.00% | 3,414 | 加仓 |
| JANE STREET GROUP, LLC | 22,236 | $42.65万 | 0.00% | -42,250 | 重新持有 |
| Integrated Wealth Concepts LLC | 20,529 | $39.37万 | 0.00% | 8,740 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 20,222 | $38.79万 | 0.00% | -1,412 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 20,111 | $38.57万 | 0.00% | 1,054 | 加仓 |
| LexAurum Advisors, LLC | 19,403 | $37.21万 | 0.04% | 100 | 加仓 |
| HighTower Advisors, LLC | 17,450 | $33.47万 | 0.00% | 17,450 | 新建仓 |
| XTX Topco Ltd | 17,429 | $33.43万 | 0.00% | -524 | 重新持有 |
| Focus Partners Wealth | 16,294 | $31.25万 | 0.00% | -18,199 | 减仓 |
| Janney Montgomery Scott LLC | 13,847 | $26.60万 | 0.00% | 1,637 | 加仓 |
| CHOREO, LLC | 13,101 | $25.13万 | 0.00% | 1,082 | 加仓 |
| COFG Advisors, LLC | 12,747 | $24.45万 | 0.04% | 262 | 加仓 |
| Sanctuary Advisors, LLC | 12,595 | $24.16万 | 0.00% | 270 | 加仓 |
| Closed-End Fund Advisors, Inc. | 11,723 | $22.48万 | 0.22% | 0 | 不变 |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,722 | $20.57万 | 0.00% | 125 | 加仓 |
| CreativeOne Wealth, LLC | 10,400 | $19.95万 | 0.00% | -500 | 减仓 |
| Parvin Asset Management, LLC | 9,000 | $17.26万 | 0.14% | 0 | 不变 |
| OSAIC HOLDINGS, INC. | 7,391 | $14.18万 | 0.00% | -242 | 减仓 |
| Noble Wealth Management PBC | 6,285 | $12.05万 | 0.05% | -800 | 减仓 |
| Global Retirement Partners, LLC | 5,158 | $9.89万 | 0.00% | — | — |
| HUNTINGTON NATIONAL BANK | 4,800 | $9.21万 | 0.00% | 0 | 不变 |
| Clear Street Group Inc. | 4,094 | $7.85万 | 0.00% | 4,094 | 新建仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,542 | $6.79万 | 0.00% | 2,842 | 重新持有 |
| MassMutual Private Wealth & Trust, FSB | 2,280 | $4.37万 | 0.00% | 0 | 不变 |
| Pinnacle Wealth Planning Services, Inc. | 1,777 | $3.41万 | 0.00% | 457 | 加仓 |
内部人交易（Form 4）
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