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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

JGRW
持有机构数
19
机构合计市值 (Q2 2026)
$2,843.6万
机构合计股数 (Q2 2026)
104.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+6.5万股
6 · 3 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-40.4万股
16 · 5 清仓 · ≈
⚖️ 净额
-33.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,843.6万
持有机构数
19
新买入
3
加仓
3
减仓
11
清仓
5
持股不变
2
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
詹森投资管理JENSEN INVESTMENT MANAGEMENT INC
0.36%0.28%#3$1,477.7万54.5万股$1,397.4万57.5万股-3.0万股-5.20%减仓
Cerity合伙人Cerity Partners LLC
<0.01%0.01%#12$298.6万11.0万股$476.3万19.6万股-8.6万股-43.79%减仓
Bill Few Associates, Inc.
0.4%0.69%#2$187.4万6.9万股$286.8万11.8万股-4.9万股-41.43%减仓
ENTRUST FINANCIAL LLC
1.02%0.95%#1$156.7万5.8万股$135.8万5.6万股+1,927股+3.45%加仓
Hamilton Point Investment Advisors, LLC
0.2%0.2%#5$139.2万5.1万股$131.3万5.4万股-2,673股-4.95%减仓
DMKC Advisory Services, LLC
0.26%1.17%#4$137.4万5.1万股$281.2万11.6万股-6.5万股-56.21%减仓
HRT金融HRT FINANCIAL LP
<0.01%#13$132.1万4.9万股$00股+4.9万股新买入
Snowden Capital 顾问Snowden Capital Advisors LLC
0.01%0.02%#10$55.7万2.1万股$62.4万2.6万股-5,120股-19.95%减仓
KELLEHER FINANCIAL ADVISORS
0.07%0.43%#6$48.5万1.8万股$169.8万6.4万股-4.6万股-72.10%减仓
OneAscent Financial Services LLC
0.02%0.03%#8$43.2万1.6万股$54.9万2.3万股-6,670股-29.53%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#14$36.5万1.3万股$23.9万9,826股+3,629股+36.93%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#17$35.2万1.3万股$49.3万2.0万股-7,279股-35.91%减仓
Essex Financial Services, Inc.
0.02%0.02%#9$34.0万1.3万股$34.1万1.4万股-1,473股-10.51%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#15$30.2万1.1万股$36.7万1.5万股-3,967股-26.25%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%#19$16.0万5,950股$00股+5,950股新买入
Aberdeen Wealth Management LLC
0.06%#7$12.3万4,550股$00股+4,550股新买入
Lodestone Wealth Management LLC
0.01%0.01%#11$2.3万845股$2.1万843股+2股+0.24%加仓
MCF 顾问MCF Advisors LLC
<0.01%<0.01%#18$5,424200股$4,863200股00.00%持仓不变
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#16$1,49255股$1,33855股00.00%持仓不变

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