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TRI CONTL · 13F 机构持仓分析
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TRI CONTL

TRI CONTL CORPTY
持有机构数
156
机构合计市值 (Q2 2026)
$2.40亿
机构合计股数 (Q2 2026)
697.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+59.1万股
79 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-42.4万股
56 · 16 清仓 · ≈
⚖️ 净额
+16.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.40亿
持有机构数
156
新买入
19
加仓
60
减仓
40
清仓
16
持股不变
37
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
Saba 资本管理Saba Capital Management, L.P.
0.62%0.64%#6$2,374.0万69.0万股$2,322.2万73.5万股-4.5万股-6.17%减仓
拉扎德资产管理LAZARD ASSET MANAGEMENT LLC
0.03%0.03%#41$2,309.7万67.1万股$1,625.4万51.5万股+15.7万股+30.42%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#113$1,870.2万54.3万股$1,703.3万50.1万股+4.2万股+8.46%加仓
Allspring环球投资Allspring Global Investments Holdings, LLC
0.02%0.02%#43$1,533.8万44.6万股$1,156.2万36.6万股+8.0万股+21.75%加仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
1.84%1.95%#3$1,479.7万43.0万股$1,358.5万43.0万股-141股-0.03%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#94$858.2万24.9万股$824.4万26.1万股-1.2万股-4.46%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#112$779.0万22.6万股$673.7万21.3万股+1.3万股+6.13%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#67$645.1万18.7万股$627.8万19.9万股-1.1万股-5.69%减仓
UMB银行UMB Bank, n.a.
0.07%0.08%#34$563.8万16.4万股$561.6万17.8万股-1.4万股-7.87%减仓
Uncommon Cents Investing LLC
1.17%1.17%#4$547.4万15.9万股$504.4万16.0万股-645股-0.40%减仓
Hennion & Walsh Asset Management, Inc.
0.15%0.15%#20$538.8万15.7万股$457.3万14.5万股+1.2万股+8.14%加仓
Cornerstone Advisory, LLC
0.44%0.45%#8$534.2万15.5万股$478.8万15.2万股+3,640股+2.40%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#120$507.6万14.7万股$524.7万16.6万股-1.9万股-11.21%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#73$440.3万12.8万股$388.8万12.3万股+4,827股+3.92%加仓
MarinerMariner, LLC
<0.01%<0.01%#78$384.4万11.2万股$305.1万9.7万股+1.5万股+15.62%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#88$356.4万10.4万股$327.4万10.4万股-108股-0.10%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#126$315.8万9.2万股$248.6万7.9万股+1.3万股+16.61%加仓
1620 INVESTMENT ADVISORS, INC.
1.93%1.98%#2$311.0万9.0万股$292.7万9.3万股-2,290股-2.47%减仓
Altium Capital Management LLC
6.27%5.93%#1$297.6万8.6万股$249.3万7.9万股+7,538股+9.55%加仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#99$288.1万8.4万股$267.2万8.5万股-898股-1.06%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%0.01%#75$286.4万8.1万股$264.0万8.3万股-1,948股-2.36%减仓
Capstone Financial Advisors, Inc.
0.13%0.13%#23$259.9万7.6万股$238.5万7.6万股00.00%持仓不变
EP财富顾问EP Wealth Advisors, LLC
0.01%0.01%#61$258.4万7.5万股$272.5万8.6万股-1.1万股-12.99%减仓
Platform Technology Partners
0.38%0.41%#10$234.2万6.8万股$211.6万6.7万股+1,038股+1.55%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.01%0.01%#57$229.5万6.7万股$230.9万7.3万股-6,439股-8.81%减仓
Stolper Co
0.58%0.42%#7$224.8万6.5万股$84.7万1.8万股+4.7万股+254.06%加仓
RB Capital Management, LLC
0.41%0.41%#9$210.2万6.1万股$192.6万6.1万股+102股+0.17%加仓
EVOLVE PRIVATE WEALTH, LLC
0.12%0.1%#25$197.6万5.7万股$194.7万6.2万股-4,211股-6.83%减仓
Pathstone控股Pathstone Holdings, LLC
0.01%<0.01%#71$192.5万5.6万股$122.1万3.9万股+1.7万股+44.70%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.02%0.02%#51$178.7万5.2万股$155.9万4.9万股+2,575股+5.22%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#139$175.5万5.1万股$184.0万5.8万股-7,275股-12.49%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#144$163.7万4.8万股$148.1万4.7万股+672股+1.43%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#84$151.4万4.4万股$152.7万4.8万股-4,361股-9.02%减仓
Allworth金融Allworth Financial LP
0.01%0.01%#70$141.8万4.1万股$130.1万4.1万股00.00%持仓不变
Beckerman Institutional, LLC
0.66%0.67%#5$137.8万4.0万股$126.3万4.0万股+42股+0.11%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#66$134.1万3.9万股$120.3万3.8万股+865股+2.27%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#104$112.5万3.3万股$174.6万5.5万股-2.3万股-40.87%减仓
WHITENER CAPITAL MANAGEMENT, INC.
0.23%0.24%#16$108.0万3.1万股$106.8万3.4万股-2,435股-7.20%减仓
ALBION FINANCIAL GROUP /UT
0.06%0.06%#36$103.1万3.0万股$96.3万3.0万股-550股-1.80%减仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#101$102.9万3.0万股$81.9万2.6万股+3,982股+15.37%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#114$102.1万3.0万股$91.8万2.9万股+598股+2.06%加仓
MGO资本MGO ONE SEVEN LLC
0.02%0.01%#49$101.3万2.9万股$48.4万1.5万股+1.4万股+91.95%加仓
Altus Wealth Group LLC
0.36%0.38%#11$100.9万2.9万股$93.6万3.0万股-300股-1.01%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#131$90.8万2.6万股$82.0万2.6万股+435股+1.68%加仓
&Partners&PARTNERS
<0.01%<0.01%#83$88.1万2.6万股$77.5万2.5万股+954股+3.87%加仓
顾问资产管理Advisors Asset Management, Inc.
0.01%0.01%#56$84.7万2.5万股$77.7万2.5万股+11股+0.04%加仓
Baltimore-Washington Financial Advisors, Inc.
0.03%0.03%#42$84.0万2.4万股$77.1万2.4万股00.00%持仓不变
Atlas Wealth LLC
0.11%#29$78.4万2.3万股$00股+2.3万股新买入
WESTBOURNE INVESTMENTS, INC.
0.29%#12$70.4万2.0万股$00股+2.0万股新买入
KIRR MARBACH & CO LLC /IN/
0.12%0.11%#28$68.4万2.0万股$62.8万2.0万股00.00%持仓不变

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