13F 机构持仓

TPLC TIMOTHY PLAN

US LRGMD CP CORE

持有机构数982026Q2
26Q126Q2
机构合计持股(股)3,625,3852026Q2
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
2026Q2983,625,385$1.83亿 655247-$1,083.74万
2026Q1993,820,934$1.78亿 9462312$528.62万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

CREATIVE FINANCIAL DESIGNS INC /ADV加仓$517.44万
BENJAMIN EDWARDS INC加仓$238.65万
Tulsa Wealth Advisors, INC新建仓$73.24万
Sound Financial Strategies Group, LLC加仓$68.37万
LPL Financial LLC加仓$66.72万
AMERIPRISE FINANCIAL INC加仓$62.45万
World Investment Advisors新建仓$49.71万
CITADEL ADVISORS LLC新建仓$43.56万
Sowell Financial Services LLC加仓$42.66万
HARBOUR INVESTMENTS, INC.加仓$38.06万
Geneos Wealth Management Inc.加仓$32.55万
Thrivent Financial for Lutherans新建仓$32.20万
JONES FINANCIAL COMPANIES LLLP加仓$29.46万
UNITED CAPITAL FINANCIAL ADVISORS, LLC加仓$28.14万
Bare Financial Services, Inc加仓$26.63万
Independent Advisor Alliance加仓$24.55万
CoreCap Advisors, LLC加仓$24.00万
Kovack Advisors, Inc.新建仓$20.19万
RAYMOND JAMES FINANCIAL INC加仓$16.91万
LifeWealth Investments, LLC加仓$15.51万

2026Q1 卖出最多

SILVER OAK SECURITIES, INCORPORATED减仓-$359.98万
TrueWealth Advisors, LLC清仓-$181.15万
Turning Point Benefit Group, Inc.减仓-$114.03万
GOLDMAN SACHS GROUP INC清仓-$78.39万
EverSource Wealth Advisors, LLC减仓-$43.93万
SMITHBRIDGE ASSET MANAGEMENT INC/DE清仓-$31.98万
Plan A Wealth LLC清仓-$30.84万
Farther Finance Advisors, LLC清仓-$25.67万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC清仓-$23.98万
HFG Wealth Management, LLC清仓-$22.71万
NICOLET BANKSHARES INC清仓-$20.65万
OPAL CAPITAL LLC清仓-$20.50万
WIN ADVISORS, INC减仓-$19.13万
Cambridge Investment Research Advisors, Inc.减仓-$18.84万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$18.12万
OSAIC HOLDINGS, INC.减仓-$13.35万
WINNACLE WEALTH LLC清仓-$12.78万
PNC Financial Services Group, Inc.减仓-$9.00万
ENVESTNET ASSET MANAGEMENT INC减仓-$8.86万
O'Connor Financial Group LLC减仓-$6.62万

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 INC616,000$2,860.70万0.21%0不变
Christian Investment Advisors, Inc.530,510$2,500.83万15.80%3,136加仓
LPL Financial LLC348,412$1,618.02万0.00%14,366加仓
Bare Financial Services, Inc210,668$978.34万2.59%5,734加仓
Geneos Wealth Management Inc.191,301$888.40万0.21%7,009加仓
Faithward Advisors, LLC185,236$860.24万1.18%-108减仓
CREATIVE FINANCIAL DESIGNS INC /ADV167,762$779.09万0.47%111,421加仓
Cambridge Investment Research Advisors, Inc.111,043$515.70万0.01%-4,056减仓
BENJAMIN EDWARDS INC86,889$403.51万0.04%51,390加仓
LVZ, Inc.86,077$399.74万0.46%1,034加仓
AMERIPRISE FINANCIAL INC82,896$396.28万0.00%13,063加仓
Sound Financial Strategies Group, LLC76,927$357.25万2.44%14,723加仓
Sowell Financial Services LLC73,233$340.10万0.13%9,187加仓
First Heartland Consultants, Inc.71,246$330.87万0.25%429加仓
Cetera Investment Advisers62,988$292.52万0.00%3,087加仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC54,808$254.36万0.02%6,064加仓
EverSource Wealth Advisors, LLC50,510$234.57万0.07%-9,459减仓
Cornerstone Financial Management LLC46,194$214.53万1.97%1,097加仓
RAYMOND JAMES FINANCIAL INC37,335$173.38万0.00%3,642加仓
O'Connor Financial Group LLC36,827$171.02万0.70%-1,425减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO32,146$149.28万0.00%1,987加仓
VICUS CAPITAL28,058$130.30万0.10%2,374加仓
Allworth Financial LP25,437$118.13万0.00%1,667加仓
Financial Advisory Corp24,674$114.59万0.16%789加仓
JONES FINANCIAL COMPANIES LLLP24,978$114.45万0.00%6,429加仓
BOS Asset Management, LLC23,785$110.46万0.28%947加仓
OneAscent Financial Services LLC22,405$104.05万0.06%147加仓
Turning Point Benefit Group, Inc.21,961$103.11万0.66%-24,287减仓
UBS Group AG20,433$94.89万0.00%-152减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP19,996$92.86万0.00%-3,901减仓
Kestra Advisory Services, LLC19,098$88.69万0.00%-1,073减仓
Sound Stewardship, LLC18,991$88.19万0.40%1,802加仓
CoreCap Advisors, LLC17,214$79.94万0.03%5,168加仓
Foundations Investment Advisors, LLC16,224$75.34万0.01%2,769加仓
Tulsa Wealth Advisors, INC15,770$73.24万0.13%15,770新建仓
OSAIC HOLDINGS, INC.15,305$71.07万0.00%-2,874减仓
SIGMA INVESTMENT COUNSELORS INC15,145$70.34万0.04%359加仓
COMMONWEALTH EQUITY SERVICES, LLC14,594$67.77万0.00%1,026加仓
Values First Advisors, Inc.13,453$62.48万0.33%1,056加仓
CARLSON FINANCIAL, INC.13,319$61.85万0.36%259加仓
WIN ADVISORS, INC12,587$58.45万0.27%-4,119减仓
LifeWealth Investments, LLC12,563$58.34万0.17%3,340加仓
ENVESTNET ASSET MANAGEMENT INC12,420$57.68万0.00%-1,907减仓
FOUNDERS GROVE WEALTH PARTNERS, LLC11,212$52.07万0.12%7加仓
Frontier Asset Management, LLC11,124$51.66万0.11%182加仓
Black Diamond Financial, LLC10,980$50.99万0.06%3,180加仓
World Investment Advisors10,703$49.71万0.01%10,703新建仓
Independent Advisor Alliance10,359$48.11万0.01%5,287加仓
Sunbelt Securities, Inc.10,298$47.82万0.03%-1,019减仓
KAVAR CAPITAL PARTNERS GROUP, LLC9,606$44.61万0.06%700加仓

内部人交易(Form 4)

TPLC 董事、高管和大股东的最新买卖申报。专业版可看 🔒