13FBOX
TRUST FOR PROFESSIONAL MANAG · 13F 机构持仓分析
期权收益计算器 机构排行
T

TRUST FOR PROFESSIONAL MANAG

STBF
持有机构数
25
机构合计市值 (Q2 2026)
$3,459.2万
机构合计股数 (Q2 2026)
136.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+58.0万股
23 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-13.2万股
5 · 4 清仓 · ≈
⚖️ 净额
+44.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,459.2万
持有机构数
25
新买入
12
加仓
11
减仓
1
清仓
4
持股不变
1
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
ROTHSCHILD 投资ROTHSCHILD INVESTMENT LLC
0.32%0.32%#5$851.8万33.6万股$617.6万24.4万股+9.2万股+37.59%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#20$605.3万23.8万股$89.7万3.5万股+20.3万股+573.15%加仓
DKM Wealth Management, Inc.
3.43%3.33%#1$524.6万20.7万股$462.5万18.3万股+2.4万股+13.15%加仓
BLUE JEAN FINANCIAL LLC
2%2.07%#2$287.1万11.3万股$251.7万9.9万股+1.4万股+13.80%加仓
WINEBRENNER CAPITAL MANAGEMENT LLC
1.28%1.4%#3$210.7万8.3万股$218.8万8.6万股-3,373股-3.90%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.02%#11$109.5万4.3万股$00股+4.3万股新买入
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#15$103.8万4.1万股$93.5万3.7万股+3,966股+10.74%加仓
BELLEVUE ASSET MANAGEMENT, LLC
0.41%#4$88.8万3.5万股$00股+3.5万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%#23$74.6万2.9万股$00股+2.9万股新买入
Chicago Wealth Management, Inc.
0.26%0.29%#6$74.0万2.9万股$73.8万2.9万股+8股+0.03%加仓
Convergence Financial, LLC
0.06%#10$70.3万2.8万股$00股+2.8万股新买入
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%#16$58.8万2.3万股$00股+2.3万股新买入
Acorn Wealth Advisors, LLC
0.13%0.15%#7$53.4万2.1万股$52.7万2.1万股+241股+1.16%加仓
顶峰金融Summit Financial, LLC
0.01%<0.01%#14$52.2万2.1万股$39.1万1.5万股+5,129股+33.23%加仓
ROBERTS GLORE & CO INC /IL/
0.11%#9$43.1万1.7万股$00股+1.7万股新买入
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#17$41.9万1.7万股$38.0万1.5万股+1,500股+10.00%加仓
Arax顾问Arax Advisory Partners
<0.01%#19$28.6万1.1万股$00股+1.1万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#21$28.4万1.1万股$00股+1.1万股新买入
Kellett Wealth Advisors, LLC
0.12%#8$26.6万1.0万股$00股+1.0万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#22$26.4万1.0万股$21.1万8,314股+2,106股+25.33%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#24$25.4万1.0万股$00股+1.0万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#25$23.5万9,244股$00股+9,244股新买入
Syntegra Private Wealth Group, LLC
0.02%0.02%#12$20.9万8,223股$20.8万8,223股00.00%持仓不变
PRIVATE TRUST CO NA
0.01%#13$18.5万7,300股$00股+7,300股新买入
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#18$11.2万4,410股$11.0万4,359股+51股+1.17%加仓

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