TAFI AB ACTIVE ETFS INC
TAX AWARE SHRT
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 | 97 | 45,875,718 | $11.56亿 | 12 | 53 | 23 | 10 | $1.59亿 |
| 2026Q1 | 97 | 39,962,698 | $10.07亿 | 16 | 47 | 24 | 4 | $6,358.36万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| ALLIANCEBERNSTEIN L.P. | 加仓 | $2,024.33万 |
| ROYAL BANK OF CANADA | 加仓 | $955.44万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $815.98万 |
| EVOLVE PRIVATE WEALTH, LLC | 新建仓 | $796.17万 |
| HighTower Advisors, LLC | 加仓 | $652.04万 |
| LPL Financial LLC | 加仓 | $469.42万 |
| IHT Wealth Management, LLC | 加仓 | $407.09万 |
| CWM, LLC | 加仓 | $395.18万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 新建仓 | $392.81万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $290.73万 |
| Quotient Wealth Partners, LLC | 加仓 | $290.44万 |
| ADAPT WEALTH ADVISORS, LLC | 加仓 | $279.99万 |
| Independent Advisor Alliance | 新建仓 | $250.83万 |
| JANE STREET GROUP, LLC | 加仓 | $197.34万 |
| Fluent Financial, LLC | 加仓 | $178.21万 |
| Elequin Capital, LP | 新建仓 | $162.58万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $142.89万 |
| Mariner, LLC | 加仓 | $133.77万 |
| Strid Group, LLC | 加仓 | $133.11万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $126.57万 |
2026Q1 卖出最多
| JPMORGAN CHASE & CO | 减仓 | -$1,433.55万 |
| Atria Investments, Inc | 减仓 | -$931.65万 |
| Quantinno Capital Management LP | 减仓 | -$687.81万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$273.88万 |
| MORGAN STANLEY | 减仓 | -$245.62万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$128.01万 |
| HARBOUR INVESTMENTS, INC. | 减仓 | -$85.01万 |
| Summit Financial, LLC | 减仓 | -$74.73万 |
| Lido Advisors, LLC | 清仓 | -$33.45万 |
| UBS Group AG | 减仓 | -$32.10万 |
| SevenBridge Financial Group, LLC | 减仓 | -$32.04万 |
| Beacon Financial Advisory LLC | 清仓 | -$23.30万 |
| NORTHERN TRUST CORP | 清仓 | -$22.40万 |
| Aptus Capital Advisors, LLC | 减仓 | -$21.29万 |
| Kestra Advisory Services, LLC | 减仓 | -$9.61万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$7.69万 |
| Kingsview Wealth Management, LLC | 减仓 | -$7.55万 |
| EVOLUTION WEALTH MANAGEMENT INC. | 清仓 | -$7.50万 |
| Whipplewood Advisors, LLC | 减仓 | -$6.00万 |
| Rockport Wealth LLC | 减仓 | -$5.30万 |
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 |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 22,667,195 | $5.71亿 | 0.19% | 802,988 | 加仓 |
| LPL Financial LLC | 3,811,822 | $9,598.17万 | 0.03% | 186,424 | 加仓 |
| MORGAN STANLEY | 2,721,330 | $6,852.31万 | 0.00% | -97,545 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,082,156 | $2,724.87万 | 0.00% | 115,462 | 加仓 |
| Sanctuary Advisors, LLC | 607,561 | $1,529.84万 | 0.08% | 9,053 | 加仓 |
| ROYAL BANK OF CANADA | 601,752 | $1,515.20万 | 0.00% | 379,447 | 加仓 |
| OSAIC HOLDINGS, INC. | 548,655 | $1,381.52万 | 0.02% | -50,837 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 499,860 | $1,258.65万 | 0.00% | 324,058 | 加仓 |
| UBS Group AG | 398,555 | $1,003.56万 | 0.00% | -12,750 | 减仓 |
| SAGESPRING WEALTH PARTNERS, LLC | 390,975 | $984.48万 | 0.18% | 47,390 | 加仓 |
| Strid Group, LLC | 388,457 | $978.13万 | 1.21% | 52,862 | 加仓 |
| JPMORGAN CHASE & CO | 317,996 | $799.44万 | 0.00% | -570,226 | 减仓 |
| EVOLVE PRIVATE WEALTH, LLC | 316,192 | $796.17万 | 0.43% | 316,192 | 新建仓 |
| Aptus Capital Advisors, LLC | 282,060 | $710.23万 | 0.06% | -8,455 | 减仓 |
| SevenBridge Financial Group, LLC | 277,815 | $700.93万 | 1.09% | -12,700 | 减仓 |
| HighTower Advisors, LLC | 269,348 | $678.22万 | 0.01% | 258,953 | 加仓 |
| Quotient Wealth Partners, LLC | 236,419 | $595.30万 | 0.16% | 115,346 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 219,911 | $553.74万 | 0.00% | 50,267 | 加仓 |
| Integrated Wealth Concepts LLC | 214,067 | $539.02万 | 0.04% | 35,914 | 重新持有 |
| JANE STREET GROUP, LLC | 208,188 | $524.22万 | 0.00% | 78,372 | 加仓 |
| ADAPT WEALTH ADVISORS, LLC | 206,338 | $519.56万 | 1.88% | 111,195 | 加仓 |
| IHT Wealth Management, LLC | 193,769 | $487.91万 | 0.11% | 161,672 | 加仓 |
| CWM, LLC | 181,229 | $456.34万 | 0.01% | 156,940 | 加仓 |
| JOURNEY STRATEGIC WEALTH LLC | 169,612 | $427.08万 | 0.11% | 2,026 | 加仓 |
| Ausdal Financial Partners, Inc. | 166,510 | $419.27万 | 0.19% | 13,023 | 加仓 |
| TRUIST FINANCIAL CORP | 158,519 | $399.15万 | 0.01% | 8,731 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 156,000 | $392.81万 | 0.05% | 156,000 | 新建仓 |
| Mariner, LLC | 155,635 | $391.89万 | 0.00% | 53,124 | 加仓 |
| Fluent Financial, LLC | 150,790 | $379.84万 | 1.39% | 70,746 | 加仓 |
| Rockefeller Capital Management L.P. | 138,958 | $349.90万 | 0.01% | 16,356 | 加仓 |
| MML INVESTORS SERVICES, LLC | 129,281 | $325.53万 | 0.01% | 56,746 | 加仓 |
| Independent Advisor Alliance | 99,614 | $250.83万 | 0.03% | 99,614 | 新建仓 |
| Beacon Pointe Advisors, LLC | 84,991 | $214.01万 | 0.01% | 23,108 | 加仓 |
| Advisory Services Network, LLC | 84,627 | $213.09万 | 0.03% | 2,705 | 加仓 |
| Private Advisor Group, LLC | 81,431 | $205.04万 | 0.01% | 31,474 | 加仓 |
| Whipplewood Advisors, LLC | 78,790 | $198.39万 | 1.03% | -2,382 | 减仓 |
| Perigon Wealth Management, LLC | 77,234 | $194.48万 | 0.04% | 19,942 | 加仓 |
| Platform Technology Partners | 73,735 | $185.66万 | 0.36% | 0 | 不变 |
| COMMONWEALTH EQUITY SERVICES, LLC | 66,809 | $168.23万 | 0.00% | -108,767 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 64,641 | $162.80万 | 0.00% | -962 | 减仓 |
| Elequin Capital, LP | 64,429 | $162.58万 | 0.13% | 64,429 | 新建仓 |
| Cornerstone Wealth Group, LLC | 61,653 | $155.49万 | 0.10% | 3,867 | 加仓 |
| Juno Financial Group LLC | 59,494 | $149.81万 | 0.59% | 8,409 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 54,100 | $136.01万 | 0.00% | -3,060 | 减仓 |
| Embree Financial Group | 52,755 | $132.84万 | 0.16% | 38,150 | 加仓 |
| KENNEDY INVESTMENT GROUP, INC. | 51,003 | $128.43万 | 0.50% | 3,466 | 加仓 |
| Summit Financial, LLC | 48,950 | $123.26万 | 0.02% | -29,677 | 减仓 |
| URS Advisory LLC | 45,650 | $114.95万 | 0.84% | 7,699 | 加仓 |
| Brooklyn Investment Group | 45,490 | $114.54万 | 0.04% | 30,629 | 加仓 |
| Modern Wealth Management, LLC | 43,470 | $109.24万 | 0.02% | 43,470 | 新建仓 |
内部人交易（Form 4）
TAFI 董事、高管和大股东的最新买卖申报。专业版可看 🔒