13F 机构持仓

PTIN PACER FDS TR

TRENDPILOT INTL

持有机构数532026Q2
26Q126Q2
机构合计持股(股)4,007,4562026Q2
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
2026Q2534,007,456$1.47亿 214223-$1,066.48万
2026Q1514,060,182$1.32亿 516184$695.82万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Cambridge Investment Research Advisors, Inc.加仓$242.40万
UNIQUE WEALTH, LLC加仓$147.62万
JANE STREET GROUP, LLC重新持有$82.29万
LPL Financial LLC加仓$63.77万
AlphaCore Capital LLC加仓$39.78万
Summit Financial, LLC加仓$31.88万
SYKON CAPITAL LLC新建仓$22.45万
AMERIPRISE FINANCIAL INC加仓$18.52万
Pacer Advisors, Inc.加仓$12.72万
One Degree Advisors Inc加仓$8.24万
Kestra Advisory Services, LLC加仓$6.97万
MML INVESTORS SERVICES, LLC加仓$6.02万
AMERIFLEX GROUP, INC.加仓$5.54万
IFG Advisory, LLC新建仓$3.24万
GeoWealth Management, LLC加仓$2.47万
Capital Investment Advisory Services, LLC加仓$1.43万
Wealthspire Retirement, LLC加仓$6,747

2026Q2 卖出最多

RAYMOND JAMES FINANCIAL INC减仓-$896.04万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$262.87万
Empirical Finance, LLC减仓-$147.62万
Henderson Brothers Financial Partners, LLC减仓-$126.46万
Cetera Investment Advisers减仓-$97.45万
MATHER GROUP, LLC.减仓-$60.39万
WELLS FARGO & COMPANY/MN减仓-$38.64万
OSAIC HOLDINGS, INC.减仓-$25.07万
Orion Porfolio Solutions, LLC清仓-$24.65万
CITADEL ADVISORS LLC清仓-$21.34万
Whitaker-Myers Wealth Managers, LTD.减仓-$13.54万
ADE, LLC减仓-$9.11万
MBL Wealth, LLC减仓-$8.41万
ENVESTNET ASSET MANAGEMENT INC减仓-$6.19万
Concurrent Investment Advisors, LLC减仓-$4.94万
Private Advisor Group, LLC减仓-$4.74万
STIFEL FINANCIAL CORP减仓-$4.70万
Kathmere Capital Management, LLC减仓-$3.44万
MONECO ADVISORS, LLC减仓-$2.77万
ROYAL BANK OF CANADA减仓-$2.05万

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
LPL Financial LLC550,209$2,017.62万0.00%17,391加仓
RAYMOND JAMES FINANCIAL INC453,278$1,662.17万0.00%-244,352减仓
Cetera Investment Advisers398,969$1,463.02万0.01%-26,574减仓
Pacer Advisors, Inc.340,596$1,249.00万0.03%3,468加仓
WELLS FARGO & COMPANY/MN283,070$1,038.02万0.00%-10,536减仓
MBL Wealth, LLC250,351$918.04万0.63%-2,294减仓
Bullock Wealth Management Group214,632$776.41万3.37%——
AlphaCore Capital LLC210,041$770.22万0.14%10,848加仓
Empirical Finance, LLC152,824$560.41万0.23%-40,255减仓
Cambridge Investment Research Advisors, Inc.139,856$512.80万0.01%66,110加仓
ENVESTNET ASSET MANAGEMENT INC129,318$474.21万0.00%-1,687减仓
MML INVESTORS SERVICES, LLC98,012$359.41万0.01%1,643加仓
MATHER GROUP, LLC.78,619$288.30万0.03%-16,468减仓
UNIQUE WEALTH, LLC52,631$193.00万0.22%40,255加仓
STIFEL FINANCIAL CORP49,849$182.80万0.00%-1,282减仓
COMMONWEALTH EQUITY SERVICES, LLC47,438$173.96万0.00%-71,685减仓
JANE STREET GROUP, LLC46,626$170.98万0.00%22,442重新持有
One Degree Advisors Inc41,132$148.70万0.33%2,279加仓
OSAIC HOLDINGS, INC.39,762$145.81万0.00%-6,836减仓
Henderson Brothers Financial Partners, LLC38,047$139.52万0.66%-34,487减仓
Whitaker-Myers Wealth Managers, LTD.37,266$136.65万0.23%-3,693减仓
Summit Financial, LLC36,932$135.43万0.01%8,693加仓
ROYAL BANK OF CANADA35,981$131.90万0.00%-560减仓
Kathmere Capital Management, LLC28,385$104.09万0.06%-938减仓
AMERIPRISE FINANCIAL INC23,372$85.71万0.00%5,051加仓
MONECO ADVISORS, LLC20,680$75.83万0.05%-756减仓
Kestra Advisory Services, LLC20,436$74.94万0.00%1,900加仓
NewEdge Advisors, LLC18,729$68.68万0.00%-260减仓
ADE, LLC18,426$67.57万0.29%-2,485减仓
Wealthspire Retirement, LLC15,725$57.66万0.03%184加仓
Steward Partners Investment Advisory, LLC15,539$56.98万0.00%-2减仓
Private Advisor Group, LLC14,863$54.50万0.00%-1,293减仓
Legacy Trust14,550$53.35万0.09%0不变
Jacobi Capital Management LLC12,377$45.39万0.02%0不变
GeoWealth Management, LLC11,934$43.76万0.01%673加仓
J2 Capital Management Inc9,892$36.27万0.24%-78减仓
PRIVATE TRUST CO NA9,273$34.00万0.03%0不变
Clark Asset Management, LLC9,054$33.20万0.03%0不变
Concurrent Investment Advisors, LLC8,570$31.43万0.00%-1,347减仓
MGO ONE SEVEN LLC6,239$22.88万0.00%-51减仓
SYKON CAPITAL LLC6,122$22.45万0.07%6,122新建仓
Capital Investment Advisory Services, LLC5,148$18.88万0.01%391加仓
AMERIFLEX GROUP, INC.2,797$10.26万0.04%1,510加仓
HARBOUR INVESTMENTS, INC.2,375$8.71万0.00%0不变
MORGAN STANLEY1,345$4.93万0.00%0不变
IFP Advisors, Inc1,248$4.58万0.00%0不变
EverSource Wealth Advisors, LLC1,063$3.90万0.00%0不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC942$3.41万0.00%0不变
IFG Advisory, LLC884$3.24万0.00%884新建仓
Regatta Research & Money Management876$3.21万0.03%——

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