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 🔒

2026Q2 买入最多

UBS Group AG加仓$599.94万
Evernest Financial Advisors, LLC加仓$42.09万
Farther Finance Advisors, LLC新建仓$32.95万
NewEdge Advisors, LLC加仓$29.08万
LAUREL OAK WEALTH MANAGEMENT, LLC加仓$28.93万
SYKON CAPITAL LLC新建仓$22.09万
Bluesphere Advisors LLC新建仓$20.75万
FIFTH THIRD BANCORP加仓$15.23万
CARY STREET PARTNERS INVESTMENT ADVISORY LLC加仓$12.09万
Insight Wealth Partners, LLC加仓$6.60万
LPL Financial LLC加仓$4.56万
Buck Wealth Strategies, LLC新建仓$1.27万
JPMORGAN CHASE & CO加仓$9,225
WELLS FARGO & COMPANY/MN加仓$8,067
Blue Trust, Inc.新建仓$1,676
Sigma Planning Corp加仓$32

2026Q2 卖出最多

Mariner, LLC清仓-$733.11万
CARY STREET PARTNERS FINANCIAL LLC减仓-$122.43万
Cambridge Investment Research Advisors, Inc.减仓-$66.01万
HRT FINANCIAL LP清仓-$50.00万
MISSION WEALTH MANAGEMENT, LP减仓-$37.85万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$30.73万
Cannon Advisors, Inc.清仓-$24.95万
HighTower Advisors, LLC减仓-$19.42万
Williams & Novak, LLC减仓-$12.45万
NBZ Investment Advisors LLC减仓-$9.15万
STIFEL FINANCIAL CORP减仓-$7.70万
Dakota Wealth Management减仓-$4.19万
CAPTRUST FINANCIAL ADVISORS减仓-$3.53万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$2.95万
Wealthcare Advisory Partners LLC减仓-$2.16万
FMA Wealth Management, LLC减仓-$2.01万
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP减仓-$1.08万
MORGAN STANLEY减仓-$7,029
Advisory Services Network, LLC清仓-$6,110
Janney Montgomery Scott LLC减仓-$3,130

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
CARY STREET PARTNERS FINANCIAL LLC2,417,224$7,645.46万1.66%-38,708减仓
UBS Group AG2,119,603$6,704.09万0.01%189,680加仓
STIFEL FINANCIAL CORP732,901$2,318.10万0.02%-2,435减仓
Evernest Financial Advisors, LLC554,812$1,754.82万3.67%13,308加仓
NBZ Investment Advisors LLC316,502$1,001.07万3.90%-2,894减仓
COMMONWEALTH EQUITY SERVICES, LLC141,844$448.64万0.01%-934减仓
NewEdge Advisors, LLC100,482$317.82万0.01%9,194加仓
Cambridge Investment Research Advisors, Inc.83,510$264.20万0.00%-20,866减仓
HighTower Advisors, LLC82,912$262.24万0.00%-6,140减仓
Insight Wealth Partners, LLC63,671$201.39万0.27%2,088加仓
MISSION WEALTH MANAGEMENT, LP62,953$199.12万0.02%-11,968减仓
FMA Wealth Management, LLC51,196$161.93万1.04%-636减仓
CAPTRUST FINANCIAL ADVISORS46,022$145.56万0.00%-1,117减仓
LAUREL OAK WEALTH MANAGEMENT, LLC24,920$78.82万0.11%9,146加仓
LPL Financial LLC20,266$64.10万0.00%1,443加仓
Williams & Novak, LLC19,219$60.79万0.40%-3,937减仓
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP17,172$54.55万0.42%-341减仓
FIFTH THIRD BANCORP13,766$43.54万0.00%4,815加仓
Janney Montgomery Scott LLC13,284$42.00万0.00%-99减仓
Sigma Planning Corp13,059$41.30万0.01%1加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP10,423$32.97万0.00%-9,716减仓
Farther Finance Advisors, LLC10,419$32.95万0.00%10,419新建仓
Cetera Investment Advisers10,097$31.94万0.00%0不变
Wealthcare Advisory Partners LLC9,744$30.82万0.01%-683减仓
D.A. DAVIDSON & CO.8,018$25.36万0.00%0不变
Dakota Wealth Management7,896$24.97万0.00%-1,325减仓
CARY STREET PARTNERS INVESTMENT ADVISORY LLC7,149$22.61万0.05%3,822加仓
SYKON CAPITAL LLC6,984$22.09万0.07%6,984新建仓
Bluesphere Advisors LLC6,561$20.75万0.06%6,561新建仓
ROYAL BANK OF CANADA4,036$12.80万0.00%0不变
WELLS FARGO & COMPANY/MN2,522$7.98万0.00%255加仓
JPMORGAN CHASE & CO1,707$5.41万0.00%291加仓
Buck Wealth Strategies, LLC400$1.27万0.00%400新建仓
Global Retirement Partners, LLC301$9,5170.00%——
IFP Advisors, Inc150$4,7440.00%0不变
MORGAN STANLEY62$1,9810.00%-220减仓
Blue Trust, Inc.53$1,6760.00%53新建仓
FNY Investment Advisers, LLC50$1,0000.00%0不变
Comprehensive Financial Planning, Inc./PA7$2210.00%0不变

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