13FBOX
TIMOTHY PLAN · 13F 机构持仓分析
期权收益计算器 机构排行
T

TIMOTHY PLAN

TPSC
持有机构数
95
机构合计市值 (Q2 2026)
$2.63亿
机构合计股数 (Q2 2026)
549.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+47.9万股
60 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-44.1万股
32 · 7 清仓 · ≈
⚖️ 净额
+3.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.63亿
持有机构数
95
新买入
13
加仓
47
减仓
25
清仓
7
持股不变
10
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
LPL金融LPL Financial LLC
0.01%0.01%#48$4,506.0万93.9万股$3,884.8万91.5万股+2.4万股+2.61%加仓
Westwood控股集团WESTWOOD HOLDINGS GROUP INC
0.21%0.18%#15$2,783.0万58.0万股$2,461.8万58.0万股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#46$1,794.6万37.4万股$775.3万18.3万股+19.1万股+104.76%加仓
Christian Investment Advisors, Inc.
9.57%9.38%#1$1,623.9万33.8万股$1,483.9万33.9万股-1,067股-0.31%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.69%0.75%#10$1,451.7万30.3万股$1,228.8万29.0万股+1.3万股+4.50%加仓
Bare Financial Services, Inc
2.99%2.95%#3$1,303.7万27.2万股$1,114.2万26.3万股+9,191股+3.50%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#60$959.9万20.0万股$774.6万18.0万股+2.0万股+10.95%加仓
Faithward Advisors, LLC
1.08%1.12%#7$880.9万18.4万股$782.1万18.4万股-662股-0.36%减仓
Plan A Wealth LLC
3.73%3.59%#2$876.7万18.3万股$749.2万17.7万股+6,208股+3.52%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.03%#35$798.0万16.6万股$680.5万16.0万股+5,980股+3.73%加仓
OneAscent Financial Services LLC
0.37%0.35%#13$771.5万16.1万股$640.8万15.1万股+9,806股+6.49%加仓
O'Connor Financial Group LLC
2.61%2.66%#4$738.7万15.4万股$649.5万15.3万股+945股+0.62%加仓
AssetMarkASSETMARK, INC
0.01%0.01%#49$587.9万12.3万股$511.1万12.0万股+2,113股+1.75%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#50$569.4万12.0万股$434.6万10.1万股+1.9万股+18.39%加仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.17%0.12%#18$503.0万10.5万股$398.3万9.4万股+1.1万股+11.72%加仓
Sound Financial Strategies Group, LLC
2.26%2.11%#5$355.7万7.4万股$309.4万7.3万股+1,242股+1.70%加仓
Turning Point Benefit Group, Inc.
1.5%3.11%#6$348.4万7.3万股$488.8万14.2万股-6.9万股-48.74%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#80$283.5万5.9万股$368.7万8.7万股-2.8万股-31.99%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#68$281.3万5.9万股$166.5万4.0万股+1.9万股+47.53%加仓
FAMILY WEALTH PARTNERS, LLC
0.82%0.72%#9$268.8万5.6万股$210.1万5.0万股+6,508股+13.14%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.02%0.02%#40$268.3万5.6万股$209.7万4.9万股+6,500股+13.15%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.02%0.02%#39$260.7万5.4万股$171.0万4.0万股+1.4万股+34.92%加仓
Investment Research Partners LLC
0.83%0.87%#8$246.7万5.1万股$213.7万5.0万股+1,076股+2.14%加仓
IFP顾问IFP Advisors, Inc
0.04%0.04%#29$245.4万5.1万股$212.9万5.0万股+984股+1.96%加仓
Valmark顾问Valmark Advisers, Inc.
0.02%0.02%#38$228.0万4.8万股$180.8万4.3万股+4,914股+11.53%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#61$195.0万4.1万股$178.9万4.2万股-1,513股-3.59%减仓
RFG顾问RFG Advisory, LLC
0.03%0.02%#34$165.9万3.5万股$126.4万3.0万股+4,802股+16.12%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.01%0.01%#52$160.2万3.3万股$120.6万2.8万股+5,025股+17.69%加仓
First Heartland Consultants, Inc.
0.09%0.09%#24$142.6万3.0万股$119.4万2.8万股+1,569股+5.58%加仓
Sound Stewardship, LLC
0.55%0.56%#12$133.1万2.8万股$121.8万2.9万股-958股-3.34%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#66$130.7万2.7万股$66.9万1.6万股+1.1万股+72.89%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#79$127.5万2.7万股$112.0万2.6万股+195股+0.74%加仓
WorthPointe, LLC
0.31%0.34%#14$123.3万2.6万股$126.1万3.0万股-4,012股-13.50%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.02%#41$109.7万2.3万股$00股+2.3万股新买入
Allworth金融Allworth Financial LP
<0.01%<0.01%#55$107.7万2.2万股$91.0万2.1万股+1,001股+4.67%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#86$99.4万2.1万股$134.6万3.2万股-1.1万股-34.66%减仓
SageOak Financial, LLC
0.61%0.6%#11$93.6万2.0万股$85.4万2.0万股-614股-3.05%减仓
Chevy Chase信托控股Chevy Chase Trust Holdings, LLC
<0.01%<0.01%#59$93.1万1.9万股$85.6万2.0万股-772股-3.83%减仓
TrueWealth Advisors, LLC
0.21%0.18%#16$91.9万1.9万股$72.3万1.7万股+2,112股+12.40%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#70$86.7万1.8万股$65.0万1.5万股+2,748股+17.94%加仓
Sowell Financial Services LLC
0.03%0.03%#33$86.2万1.8万股$72.6万1.7万股+852股+4.98%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#81$84.3万1.8万股$72.0万1.7万股+612股+3.61%加仓
Discipline Wealth Solutions, LLC
0.07%0.07%#27$81.1万1.7万股$69.6万1.6万股+505股+3.08%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.02%0.01%#44$76.5万1.6万股$58.0万1.4万股+2,276股+16.65%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#53$75.3万1.6万股$58.9万1.4万股+1,913股+13.89%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#64$72.9万1.5万股$67.3万1.6万股-677股-4.27%减仓
Frontier Asset Management, LLC
0.13%0.34%#21$72.9万1.5万股$160.7万3.8万股-2.3万股-59.88%减仓
VICUS CAPITAL
0.04%0.04%#30$66.9万1.4万股$53.6万1.3万股+1,317股+10.43%加仓
Betterment智能投顾Betterment LLC
<0.01%<0.01%#69$61.1万1.3万股$51.2万1.2万股+661股+5.48%加仓
世界投资顾问World Investment Advisors
0.01%0.01%#51$54.2万1.1万股$50.1万1.2万股-509股-4.32%减仓

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