13F 机构持仓

TPHD TIMOTHY PLAN

HIG DV STK ETF

持有机构数912026Q2
26Q126Q2
机构合计持股(股)3,898,1582026Q2
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
2026Q2913,898,158$1.65亿 8422411$710.98万
2026Q1943,785,665$1.56亿 1341249-$315.45万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

BENJAMIN EDWARDS INC加仓$243.55万
LPL Financial LLC加仓$117.14万
Farther Finance Advisors, LLC加仓$82.72万
Bare Financial Services, Inc加仓$80.15万
Allen Capital Group, LLC新建仓$74.20万
Independent Advisor Alliance加仓$68.94万
FAMILY WEALTH PARTNERS, LLC加仓$60.14万
Focus Partners Advisor Solutions, LLC加仓$60.11万
NATIONS FINANCIAL GROUP INC, /IA/ /ADV加仓$35.74万
RAYMOND JAMES FINANCIAL INC加仓$31.74万
IHT Wealth Management, LLC新建仓$31.14万
Geneos Wealth Management Inc.加仓$30.95万
World Investment Advisors新建仓$29.54万
Sound Financial Strategies Group, LLC加仓$24.24万
ENVESTNET ASSET MANAGEMENT INC加仓$23.18万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$23.16万
Betterment LLC新建仓$23.10万
INDEPENDENT FINANCIAL GROUP, LLC新建仓$22.33万
Black Diamond Financial, LLC新建仓$21.80万
Kingsview Wealth Management, LLC新建仓$20.61万

2026Q1 卖出最多

CWM, LLC减仓-$208.96万
Inspire Advisors, LLC减仓-$190.09万
CREATIVE FINANCIAL DESIGNS INC /ADV减仓-$151.40万
GOLDMAN SACHS GROUP INC减仓-$150.23万
WorthPointe, LLC减仓-$107.93万
Strategic Equity Management清仓-$107.61万
GTS SECURITIES LLC减仓-$91.68万
MONEYWISE, INC.清仓-$90.50万
MOSAIC FAMILY WEALTH PARTNERS, LLC清仓-$88.49万
AMERIPRISE FINANCIAL INC减仓-$72.07万
49 WEALTH MANAGEMENT, LLC减仓-$38.01万
OPAL CAPITAL LLC清仓-$29.09万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC清仓-$27.92万
Cambridge Investment Research Advisors, Inc.减仓-$27.72万
Frontier Asset Management, LLC减仓-$26.70万
Turning Point Benefit Group, Inc.减仓-$23.21万
Atria Investments, Inc减仓-$22.72万
CITADEL ADVISORS LLC重新持有-$22.53万
EverSource Wealth Advisors, LLC减仓-$21.02万
WIN ADVISORS, INC减仓-$19.96万

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
WESTWOOD HOLDINGS GROUP INC858,500$3,550.76万0.26%0不变
LPL Financial LLC519,412$2,148.29万0.01%28,322加仓
Christian Investment Advisors, Inc.427,788$1,735.96万10.97%-730减仓
Cambridge Investment Research Advisors, Inc.145,483$601.70万0.02%-6,702减仓
CWM, LLC106,496$440.47万0.01%-50,523减仓
BENJAMIN EDWARDS INC102,262$422.95万0.04%58,886加仓
AMERIPRISE FINANCIAL INC101,318$419.18万0.00%-17,420减仓
OneAscent Financial Services LLC82,311$340.44万0.18%4,859加仓
RAYMOND JAMES FINANCIAL INC71,293$294.87万0.00%7,675加仓
CREATIVE FINANCIAL DESIGNS INC /ADV71,055$293.88万0.18%-36,605减仓
ENVESTNET ASSET MANAGEMENT INC67,485$279.12万0.00%5,605加仓
Cetera Investment Advisers61,885$255.96万0.00%3,619加仓
CARLSON FINANCIAL, INC.60,192$248.95万1.47%4,578加仓
Turning Point Benefit Group, Inc.53,195$220.76万1.41%-5,594减仓
Inspire Advisors, LLC51,587$213.36万0.17%-45,960减仓
First Heartland Consultants, Inc.51,128$211.47万0.16%-3,682减仓
WorthPointe, LLC43,406$179.53万0.49%-26,095减仓
Focus Partners Advisor Solutions, LLC43,141$178.43万0.02%14,534加仓
FAMILY WEALTH PARTNERS, LLC41,795$172.86万0.59%14,540加仓
Atria Investments, Inc40,049$165.64万0.02%-5,494减仓
EverSource Wealth Advisors, LLC39,944$165.20万0.05%-5,082减仓
Bare Financial Services, Inc39,618$163.86万0.43%19,379加仓
Frontier Asset Management, LLC37,423$154.78万0.32%-6,456减仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV36,894$152.59万0.08%8,640加仓
Sound Financial Strategies Group, LLC35,069$145.05万0.99%5,860加仓
Geneos Wealth Management Inc.33,763$139.64万0.03%7,482加仓
PNC Financial Services Group, Inc.31,609$130.73万0.00%2,574加仓
Farther Finance Advisors, LLC26,169$108.05万0.01%20,035加仓
Independent Advisor Alliance25,237$104.38万0.01%16,669加仓
IFP Advisors, Inc22,693$93.86万0.02%615加仓
JONES FINANCIAL COMPANIES LLLP22,799$93.82万0.00%4,539加仓
Kestra Advisory Services, LLC19,962$82.56万0.00%-4,156减仓
UBS Group AG19,374$80.13万0.00%-1,932减仓
OneAscent Wealth Management LLC18,947$78.36万0.26%-1,994减仓
Foundations Investment Advisors, LLC18,774$77.65万0.01%3,140加仓
O'Connor Financial Group LLC18,236$75.42万0.31%163加仓
Allen Capital Group, LLC17,940$74.20万0.07%17,940新建仓
RFG Advisory, LLC16,828$69.60万0.01%2,015加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP15,753$65.15万0.00%-3,906减仓
COMMONWEALTH EQUITY SERVICES, LLC14,909$61.66万0.00%1,082加仓
WIN ADVISORS, INC14,828$61.33万0.28%-4,826减仓
OSAIC HOLDINGS, INC.14,653$60.60万0.00%-2,220减仓
SUMMIT WEALTH GROUP LLC / CO13,439$55.58万0.06%689加仓
Sigma Planning Corp11,997$49.62万0.01%4加仓
Merit Financial Group, LLC11,244$46.50万0.00%784加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10,420$43.10万0.00%5,600加仓
GOLDMAN SACHS GROUP INC10,021$41.45万0.00%-36,323减仓
CreativeOne Wealth, LLC9,898$40.94万0.01%-622重新持有
49 WEALTH MANAGEMENT, LLC9,593$39.68万0.03%-9,191减仓
LaSalle St. Investment Advisors, LLC8,858$36.64万0.05%1,641加仓

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