13F 机构持仓

TACK CAPITOL SER TR

FAIRLEAD TACTICA

持有机构数392026Q2
26Q126Q2
机构合计持股(股)6,981,8972026Q2
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
2026Q2396,981,897$2.21亿 511165-$313.90万
2026Q1387,091,213$2.16亿 510163-$229.73万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Evernest Financial Advisors, LLC加仓$617.74万
CARY STREET PARTNERS FINANCIAL LLC加仓$100.55万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$61.22万
HRT FINANCIAL LP新建仓$50.00万
UBS Group AG加仓$48.68万
LAUREL OAK WEALTH MANAGEMENT, LLC新建仓$47.95万
FIFTH THIRD BANCORP新建仓$27.21万
NewEdge Advisors, LLC加仓$17.07万
STIFEL FINANCIAL CORP加仓$10.56万
LPL Financial LLC加仓$7.94万
JPMORGAN CHASE & CO加仓$3.05万
NBZ Investment Advisors LLC加仓$2.67万
FMA Wealth Management, LLC加仓$3,040
FNY Investment Advisers, LLC新建仓$1,000
WELLS FARGO & COMPANY/MN加仓$30

2026Q1 卖出最多

AMERIPRISE FINANCIAL INC清仓-$618.13万
Mariner, LLC减仓-$260.21万
Cambridge Investment Research Advisors, Inc.减仓-$123.54万
CARY STREET PARTNERS INVESTMENT ADVISORY LLC减仓-$67.89万
Verity Asset Management, Inc.清仓-$50.95万
FIRST FOUNDATION ADVISORS清仓-$32.15万
CAPTRUST FINANCIAL ADVISORS减仓-$25.80万
Wealthcare Advisory Partners LLC减仓-$17.30万
MISSION WEALTH MANAGEMENT, LP减仓-$7.47万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$5.60万
Williams & Novak, LLC减仓-$5.58万
Dakota Wealth Management减仓-$4.12万
Insight Wealth Partners, LLC减仓-$2.64万
MORGAN STANLEY减仓-$1.11万
Janney Montgomery Scott LLC减仓-$7,025
Cannon Advisors, Inc.减仓-$5,928
Sigma Planning Corp减仓-$5,381
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP减仓-$2,788
HighTower Advisors, LLC减仓-$1,034
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO重新持有-$720

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
CARY STREET PARTNERS FINANCIAL LLC2,455,932$7,465.62万1.84%33,077加仓
UBS Group AG1,929,923$5,866.58万0.01%16,013加仓
STIFEL FINANCIAL CORP735,336$2,235.29万0.02%3,473加仓
Evernest Financial Advisors, LLC541,504$1,661.88万3.43%201,285加仓
NBZ Investment Advisors LLC319,396$970.91万4.24%877加仓
Mariner, LLC241,170$733.11万0.01%-85,599减仓
COMMONWEALTH EQUITY SERVICES, LLC142,778$434.02万0.01%-1,842减仓
Cambridge Investment Research Advisors, Inc.104,376$317.30万0.01%-40,639减仓
NewEdge Advisors, LLC91,288$277.50万0.01%5,617加仓
HighTower Advisors, LLC89,052$270.70万0.00%-34减仓
MISSION WEALTH MANAGEMENT, LP74,921$227.75万0.05%-2,457减仓
Insight Wealth Partners, LLC61,583$187.20万0.26%-867减仓
FMA Wealth Management, LLC51,832$157.56万1.05%100加仓
CAPTRUST FINANCIAL ADVISORS47,139$143.29万0.00%-8,488减仓
Williams & Novak, LLC23,156$70.67万0.53%-1,829减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP20,139$61.22万0.00%20,139新建仓
LPL Financial LLC18,823$57.22万0.00%2,612加仓
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP17,513$53.66万0.02%-91减仓
HRT FINANCIAL LP16,479$50.00万0.00%16,479新建仓
LAUREL OAK WEALTH MANAGEMENT, LLC15,774$47.95万0.08%15,774新建仓
Janney Montgomery Scott LLC13,383$40.70万0.00%-231减仓
Sigma Planning Corp13,058$39.69万0.01%-177减仓
Wealthcare Advisory Partners LLC10,427$31.70万0.01%-5,691减仓
Cetera Investment Advisers10,097$30.69万0.00%0不变
Dakota Wealth Management9,221$28.03万0.01%-1,355减仓
FIFTH THIRD BANCORP8,951$27.21万0.00%8,951新建仓
Cannon Advisors, Inc.8,207$24.95万0.18%-195减仓
D.A. DAVIDSON & CO.8,018$24.37万0.00%0不变
ROYAL BANK OF CANADA4,036$12.30万0.00%0不变
CARY STREET PARTNERS INVESTMENT ADVISORY LLC3,327$10.11万0.03%-22,333减仓
WELLS FARGO & COMPANY/MN2,267$6.89万0.00%1加仓
JPMORGAN CHASE & CO1,416$4.23万0.00%1,021加仓
MORGAN STANLEY282$8,6010.00%-365减仓
Advisory Services Network, LLC201$6,1100.00%0重新持有
IFP Advisors, Inc150$4,5600.00%0不变
FNY Investment Advisers, LLC50$1,0000.00%50新建仓
Comprehensive Financial Planning, Inc./PA7$2120.00%0不变
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1$300.00%-24重新持有

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