TBLD THORNBURG INCM BUILDER OPP T
COM
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 | 56 | 10,002,780 | $2.21亿 | 5 | 27 | 15 | 3 | $2,202.73万 |
| 2026Q1 | 54 | 9,005,932 | $1.90亿 | 6 | 23 | 18 | 6 | -$269.26万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Atlas Wealth LLC | 新建仓 | $1,568.94万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $173.67万 |
| STIFEL FINANCIAL CORP | 加仓 | $140.51万 |
| MORGAN STANLEY | 加仓 | $109.68万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $103.57万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $84.57万 |
| Kera Capital Partners, Inc. | 加仓 | $61.47万 |
| LPL Financial LLC | 加仓 | $48.41万 |
| ROYAL BANK OF CANADA | 加仓 | $32.20万 |
| UBS Group AG | 加仓 | $28.54万 |
| Allegheny Financial Group | 新建仓 | $27.69万 |
| Beacon Pointe Advisors, LLC | 新建仓 | $25.38万 |
| Sanctuary Advisors, LLC | 加仓 | $24.27万 |
| Thomas J. Herzfeld Advisors, Inc. | 加仓 | $24.23万 |
| OSAIC HOLDINGS, INC. | 加仓 | $21.29万 |
| TRUIST FINANCIAL CORP | 新建仓 | $20.97万 |
| Janney Montgomery Scott LLC | 加仓 | $19.03万 |
| Private Advisor Group, LLC | 加仓 | $11.58万 |
| US BANCORP \DE\ | 新建仓 | $11.03万 |
| Advisory Advocates, LLC | 加仓 | $10.70万 |
2026Q2 卖出最多
| WELLS FARGO & COMPANY/MN | 减仓 | -$124.42万 |
| WOLVERINE ASSET MANAGEMENT LLC | 清仓 | -$60.61万 |
| Advisors Asset Management, Inc. | 减仓 | -$54.27万 |
| Concurrent Investment Advisors, LLC | 减仓 | -$45.26万 |
| Shaker Financial Services, LLC | 清仓 | -$24.58万 |
| DKM Wealth Management, Inc. | 减仓 | -$15.01万 |
| EVOLVE PRIVATE WEALTH, LLC | 减仓 | -$13.00万 |
| OPPENHEIMER & CO INC | 减仓 | -$10.92万 |
| Alessandra Capital Management, LLC | 减仓 | -$8.03万 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 减仓 | -$5.42万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$4.93万 |
| &PARTNERS | 减仓 | -$4.18万 |
| Invesco Ltd. | 减仓 | -$3.65万 |
| Closed-End Fund Advisors, Inc. | 减仓 | -$3.37万 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 减仓 | -$3.26万 |
| Kestra Advisory Services, LLC | 减仓 | -$2.92万 |
| Dakota Wealth Management | 减仓 | -$5,407 |
| HIGHLINE WEALTH PARTNERS LLC | 清仓 | -$3,172 |
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 |
|---|---|---|---|---|---|
| UBS Group AG | 1,856,110 | $4,096.43万 | 0.01% | 12,933 | 加仓 |
| DKM Wealth Management, Inc. | 957,773 | $2,113.80万 | 13.82% | -6,800 | 减仓 |
| STIFEL FINANCIAL CORP | 837,046 | $1,847.36万 | 0.02% | 63,666 | 加仓 |
| MORGAN STANLEY | 771,895 | $1,703.57万 | 0.00% | 49,696 | 加仓 |
| Atlas Wealth LLC | 710,893 | $1,568.94万 | 2.24% | 710,893 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 705,598 | $1,557.26万 | 0.00% | 78,689 | 加仓 |
| Advisors Asset Management, Inc. | 567,963 | $1,253.49万 | 0.19% | -24,589 | 减仓 |
| Kera Capital Partners, Inc. | 481,195 | $1,062.00万 | 1.02% | 27,853 | 加仓 |
| ROYAL BANK OF CANADA | 462,544 | $1,020.80万 | 0.00% | 14,589 | 加仓 |
| WELLS FARGO & COMPANY/MN | 427,434 | $943.35万 | 0.00% | -56,375 | 减仓 |
| LPL Financial LLC | 325,663 | $718.74万 | 0.00% | 21,935 | 加仓 |
| Rockefeller Capital Management L.P. | 161,091 | $355.53万 | 0.01% | 4,043 | 加仓 |
| Sanctuary Advisors, LLC | 139,471 | $307.81万 | 0.01% | 10,995 | 加仓 |
| Private Advisor Group, LLC | 121,022 | $267.10万 | 0.01% | 5,248 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 120,616 | $263.55万 | 0.00% | 47,400 | 加仓 |
| Hennion & Walsh Asset Management, Inc. | 104,913 | $231.54万 | 0.07% | 2,563 | 加仓 |
| Thomas J. Herzfeld Advisors, Inc. | 80,479 | $177.62万 | 0.55% | 10,977 | 加仓 |
| Alessandra Capital Management, LLC | 79,006 | $174.37万 | 1.23% | -3,640 | 减仓 |
| EVOLVE PRIVATE WEALTH, LLC | 77,958 | $172.05万 | 0.11% | -5,892 | 减仓 |
| Invesco Ltd. | 77,632 | $171.33万 | 0.00% | -1,656 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 76,688 | $169.20万 | 0.00% | 38,329 | 加仓 |
| Concurrent Investment Advisors, LLC | 71,540 | $157.89万 | 0.01% | -20,506 | 减仓 |
| Janney Montgomery Scott LLC | 69,629 | $153.70万 | 0.00% | 8,622 | 加仓 |
| D.A. DAVIDSON & CO. | 69,238 | $152.81万 | 0.01% | 63 | 加仓 |
| Kestra Advisory Services, LLC | 67,406 | $148.76万 | 0.00% | -1,322 | 减仓 |
| OSAIC HOLDINGS, INC. | 56,219 | $124.11万 | 0.00% | 9,643 | 加仓 |
| FINANCIAL MANAGEMENT NETWORK INC | 48,377 | $106.67万 | 0.15% | 4,206 | 加仓 |
| PMG Family Office LLC | 48,095 | $106.15万 | 0.98% | 415 | 加仓 |
| Dakota Wealth Management | 46,981 | $103.69万 | 0.02% | -245 | 减仓 |
| WEDBUSH SECURITIES INC | 42,539 | $93.90万 | 0.02% | 2,452 | 加仓 |
| Advisory Advocates, LLC | 34,470 | $76.08万 | 0.65% | 4,850 | 加仓 |
| Closed-End Fund Advisors, Inc. | 34,337 | $75.78万 | 0.74% | -1,526 | 减仓 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 26,550 | $58.40万 | 0.07% | -1,481 | 减仓 |
| Steward Partners Investment Advisory, LLC | 24,919 | $55.00万 | 0.00% | -2,235 | 减仓 |
| OPPENHEIMER & CO INC | 23,215 | $51.24万 | 0.01% | -4,950 | 减仓 |
| FIFTH THIRD BANCORP | 21,300 | $47.01万 | 0.00% | 0 | 不变 |
| DAVENPORT & Co LLC | 19,635 | $43.33万 | 0.00% | 1,385 | 加仓 |
| NewEdge Advisors, LLC | 16,513 | $36.44万 | 0.00% | 1,250 | 加仓 |
| BROWN ADVISORY INC | 13,720 | $30.28万 | 0.00% | 0 | 不变 |
| HICKS CAPITAL MANAGEMENT LLC | 12,856 | $28.37万 | 0.23% | 0 | 不变 |
| Allegheny Financial Group | 12,546 | $27.69万 | 0.03% | 12,546 | 新建仓 |
| &PARTNERS | 12,520 | $27.63万 | 0.00% | -1,896 | 减仓 |
| LaSalle St. Investment Advisors, LLC | 12,205 | $26.94万 | 0.03% | 315 | 加仓 |
| BROWN BROTHERS HARRIMAN & CO | 12,023 | $26.53万 | 0.00% | 0 | 不变 |
| Beacon Pointe Advisors, LLC | 11,500 | $25.38万 | 0.00% | 11,500 | 新建仓 |
| Cetera Investment Advisers | 11,045 | $24.38万 | 0.00% | 876 | 加仓 |
| Prosperity Consulting Group, LLC | 10,000 | $22.07万 | 0.01% | 0 | 不变 |
| TRUIST FINANCIAL CORP | 9,501 | $20.97万 | 0.00% | 9,501 | 新建仓 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,748 | $14.89万 | 0.02% | -2,456 | 减仓 |
| US BANCORP \DE\ | 4,996 | $11.03万 | 0.00% | 4,996 | 新建仓 |
内部人交易（Form 4）
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