13F 机构持仓

TBG EA SERIES TRUST

TBG DIVIDEND FOC

持有机构数282026Q2
26Q126Q2
机构合计持股(股)4,785,5032026Q2
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
2026Q2284,785,503$1.75亿 51613$3,420.54万
2026Q1253,793,457$1.32亿 51444$853.18万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Abundance Wealth Counselors加仓$341.09万
HighTower Advisors, LLC加仓$245.81万
EverSource Wealth Advisors, LLC加仓$69.15万
Forefront Wealth Partners, LLC新建仓$54.13万
Geneos Wealth Management Inc.加仓$32.84万
Stokes Capital Advisors, LLC加仓$31.49万
CITADEL ADVISORS LLC新建仓$27.33万
Insight Wealth Partners, LLC加仓$22.36万
Inspire Advisors, LLC新建仓$20.39万
Cambridge Investment Research Advisors, Inc.加仓$17.62万
Team Financial Group, LLC新建仓$11.94万
STIFEL FINANCIAL CORP加仓$7.86万
Charis Legacy Partners, LLC加仓$7.14万
Traynor Capital Management, Inc.加仓$3.17万
Keel Point, LLC加仓$8,680
Capital Advisors, Ltd. LLC加仓$7,268
MORGAN STANLEY加仓$3,574
Steward Partners Investment Advisory, LLC新建仓$1,185
Cetera Investment Advisers加仓$593

2026Q1 卖出最多

Boyer Financial Services, Inc.减仓-$21.07万
JANE STREET GROUP, LLC减仓-$7.52万
CWM, LLC减仓-$2.82万
WELLS FARGO & COMPANY/MN清仓-$2.50万
ROYAL BANK OF CANADA清仓-$2.50万
ENVESTNET ASSET MANAGEMENT INC重新持有-$1.72万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$1.16万
Capital Investment Advisory Services, LLC清仓-$1.02万
UBS Group AG清仓-$9,550

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
HighTower Advisors, LLC2,250,319$7,844.58万0.08%70,514加仓
Abundance Wealth Counselors920,940$3,210.40万4.60%97,845加仓
Cambridge Investment Research Advisors, Inc.131,702$459.10万0.01%5,056加仓
EverSource Wealth Advisors, LLC104,681$364.92万0.11%19,837加仓
Stokes Capital Advisors, LLC67,138$234.04万0.52%9,033加仓
Boyer Financial Services, Inc.62,788$218.88万2.32%-6,043减仓
Insight Wealth Partners, LLC60,510$210.94万0.30%6,415加仓
STIFEL FINANCIAL CORP50,288$175.30万0.00%2,254加仓
COMMONWEALTH EQUITY SERVICES, LLC42,097$146.75万0.00%-333减仓
Geneos Wealth Management Inc.16,204$56.49万0.01%9,421加仓
Forefront Wealth Partners, LLC15,527$54.13万0.23%15,527新建仓
Charis Legacy Partners, LLC9,853$34.35万0.50%2,049加仓
JANE STREET GROUP, LLC8,122$28.31万0.00%-2,157减仓
Cetera Investment Advisers7,858$27.39万0.00%17加仓
CITADEL ADVISORS LLC7,841$27.33万0.00%7,841新建仓
Traynor Capital Management, Inc.7,130$24.64万0.01%917加仓
ENVESTNET ASSET MANAGEMENT INC6,848$23.87万0.00%-494重新持有
Keel Point, LLC6,587$22.96万0.02%249加仓
CWM, LLC5,924$20.65万0.00%-810减仓
Inspire Advisors, LLC5,848$20.39万0.02%5,848新建仓
Team Financial Group, LLC3,425$11.94万0.05%3,425新建仓
Capital Advisors, Ltd. LLC1,294$4.50万0.01%209加仓
Hilltop National Bank396$1.38万0.00%0不变
MORGAN STANLEY103$3,6090.00%102加仓
Steward Partners Investment Advisory, LLC34$1,1850.00%34新建仓

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