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 🔒

2026Q1 买入最多

RAYMOND JAMES FINANCIAL INC加仓$1,255.95万
MATHER GROUP, LLC.新建仓$309.22万
COMMONWEALTH EQUITY SERVICES, LLC加仓$73.53万
GeoWealth Management, LLC新建仓$36.62万
Clark Asset Management, LLC新建仓$29.44万
MBL Wealth, LLC加仓$19.09万
AlphaCore Capital LLC加仓$17.62万
MML INVESTORS SERVICES, LLC加仓$14.38万
ENVESTNET ASSET MANAGEMENT INC加仓$13.97万
Summit Financial, LLC加仓$12.19万
Legacy Trust加仓$5.69万
Capital Investment Advisory Services, LLC加仓$4.45万
AMERIFLEX GROUP, INC.新建仓$4.19万
Cambridge Investment Research Advisors, Inc.加仓$4.05万
Aptus Capital Advisors, LLC新建仓$2.35万
Private Advisor Group, LLC加仓$2.29万
HARBOUR INVESTMENTS, INC.加仓$1.30万
MONECO ADVISORS, LLC加仓$8,780
OSAIC HOLDINGS, INC.加仓$8,130
Kathmere Capital Management, LLC加仓$5,561

2026Q1 卖出最多

Axiom Financial Strategies, LLC清仓-$653.50万
LPL Financial LLC减仓-$162.37万
Pacer Advisors, Inc.减仓-$53.20万
Steward Partners Investment Advisory, LLC减仓-$51.55万
AMERIPRISE FINANCIAL INC减仓-$48.81万
Cetera Investment Advisers减仓-$41.99万
Kestra Advisory Services, LLC减仓-$30.04万
J.W. COLE ADVISORS, INC.清仓-$22.02万
NewEdge Advisors, LLC减仓-$14.25万
ADE, LLC减仓-$7.78万
Wealthspire Retirement, LLC减仓-$7.41万
Whitaker-Myers Wealth Managers, LTD.减仓-$7.09万
CITADEL ADVISORS LLC减仓-$3.42万
ASSETMARK, INC重新持有-$2.52万
BankPlus Trust Department清仓-$1.69万
Orion Porfolio Solutions, LLC减仓-$1.33万
STIFEL FINANCIAL CORP减仓-$9,821
MORGAN STANLEY减仓-$8,198
MGO ONE SEVEN LLC减仓-$8,097
J2 Capital Management Inc减仓-$8,097

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
RAYMOND JAMES FINANCIAL INC697,630$2,268.69万0.01%386,208加仓
LPL Financial LLC532,818$1,732.72万0.00%-49,929减仓
Cetera Investment Advisers425,543$1,383.87万0.01%-12,913减仓
Pacer Advisors, Inc.337,128$1,096.30万0.03%-16,360减仓
WELLS FARGO & COMPANY/MN293,606$954.81万0.00%-77减仓
MBL Wealth, LLC252,645$821.60万0.62%5,869加仓
AlphaCore Capital LLC199,193$647.78万0.15%5,419加仓
Empirical Finance, LLC193,079$627.89万0.30%0重新持有
ENVESTNET ASSET MANAGEMENT INC131,005$426.03万0.00%4,296加仓
COMMONWEALTH EQUITY SERVICES, LLC119,123$387.39万0.01%22,611加仓
MML INVESTORS SERVICES, LLC96,369$313.39万0.01%4,422加仓
MATHER GROUP, LLC.95,087$309.22万0.03%95,087新建仓
Cambridge Investment Research Advisors, Inc.73,746$239.80万0.01%1,244加仓
Henderson Brothers Financial Partners, LLC72,534$235.88万0.60%——
STIFEL FINANCIAL CORP51,131$166.28万0.00%-302减仓
OSAIC HOLDINGS, INC.46,598$151.54万0.00%250加仓
Whitaker-Myers Wealth Managers, LTD.40,959$133.20万0.27%-2,180减仓
One Degree Advisors Inc38,853$126.30万0.33%-95减仓
ROYAL BANK OF CANADA36,541$118.80万0.00%124加仓
Kathmere Capital Management, LLC29,323$95.36万0.06%171加仓
Summit Financial, LLC28,239$91.83万0.01%3,748加仓
MONECO ADVISORS, LLC21,436$69.71万0.05%270加仓
ADE, LLC20,911$68.00万0.33%-2,392减仓
NewEdge Advisors, LLC18,989$61.75万0.00%-4,381减仓
Kestra Advisory Services, LLC18,536$60.28万0.00%-9,238减仓
AMERIPRISE FINANCIAL INC18,321$59.58万0.00%-15,009减仓
Private Advisor Group, LLC16,156$52.54万0.00%704加仓
Wealthspire Retirement, LLC15,541$50.54万0.03%-2,280减仓
Steward Partners Investment Advisory, LLC15,541$50.54万0.00%-15,852减仓
Legacy Trust14,550$47.32万0.09%1,750加仓
Jacobi Capital Management LLC12,377$40.25万0.02%0不变
UNIQUE WEALTH, LLC12,376$40.25万0.06%0不变
GeoWealth Management, LLC11,261$36.62万0.01%11,261新建仓
J2 Capital Management Inc9,970$32.42万0.22%-249减仓
Concurrent Investment Advisors, LLC9,917$32.25万0.00%0不变
PRIVATE TRUST CO NA9,273$30.16万0.03%0不变
Clark Asset Management, LLC9,054$29.44万0.03%9,054新建仓
Orion Porfolio Solutions, LLC7,580$24.65万0.00%-410减仓
CITADEL ADVISORS LLC6,561$21.34万0.00%-1,052减仓
MGO ONE SEVEN LLC6,290$20.46万0.00%-249减仓
Capital Investment Advisory Services, LLC4,757$15.47万0.01%1,369加仓
HARBOUR INVESTMENTS, INC.2,375$7.72万0.00%400加仓
MORGAN STANLEY1,345$4.38万0.00%-252减仓
AMERIFLEX GROUP, INC.1,287$4.19万0.02%1,287新建仓
IFP Advisors, Inc1,248$4.06万0.00%0不变
EverSource Wealth Advisors, LLC1,063$3.46万0.00%0不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC942$3.12万0.00%0不变
Aptus Capital Advisors, LLC722$2.35万0.00%722新建仓
Geneos Wealth Management Inc.450$1.46万0.00%0不变
ASSETMARK, INC202$6,5690.00%-776重新持有

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