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

APUE
持有机构数
61
机构合计市值 (Q2 2026)
$27.11亿
机构合计股数 (Q2 2026)
5,869.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+191.5万股
34 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-53.4万股
22 · 5 清仓 · ≈
⚖️ 净额
+138.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$27.11亿
持有机构数
61
新买入
13
加仓
21
减仓
17
清仓
5
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
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.29%0.27%#7$12.15亿2,630.3万股$10.17亿2,537.6万股+92.7万股+3.65%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
5.48%5.53%#1$11.43亿2,474.3万股$9.99亿2,491.6万股-17.3万股-0.70%减仓
LPL金融LPL Financial LLC
0.02%0.02%#25$9,531.1万206.3万股$7,853.1万195.9万股+10.4万股+5.29%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.83%0.8%#5$6,855.8万148.4万股$5,486.9万136.9万股+11.5万股+8.40%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.09%0.1%#15$4,259.0万92.2万股$3,520.3万87.8万股+4.4万股+4.96%加仓
B. Riley Wealth Advisors, Inc.
1.26%1.06%#4$2,344.3万51.1万股$1,673.6万43.0万股+8.1万股+18.76%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.01%#27$2,243.3万48.6万股$1,358.6万33.9万股+14.7万股+43.25%加仓
&Partners&PARTNERS
0.08%0.09%#16$2,055.1万44.0万股$1,798.3万44.9万股-8,309股-1.85%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#24$1,867.7万40.4万股$1,613.0万40.2万股+1,802股+0.45%加仓
PARK AVENUE SECURITIES LLC
0.09%#14$1,512.2万32.7万股$00股+32.7万股新买入
Spire 财富管理Spire Wealth Management
0.27%0.23%#8$879.7万19.0万股$672.4万16.8万股+2.3万股+13.49%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.04%0.05%#20$531.3万11.5万股$490.3万12.1万股-6,482股-5.34%减仓
WEDBUSH SECURITIES INC
0.11%0.11%#12$425.7万9.2万股$365.6万9.1万股+917股+1.01%加仓
世界投资顾问World Investment Advisors
0.06%0.06%#18$380.4万8.9万股$371.1万9.3万股-3,365股-3.63%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#54$194.1万4.2万股$78.9万2.0万股+2.2万股+113.32%加仓
Founders Financial Alliance, LLC
0.23%#9$172.0万3.7万股$00股+3.7万股新买入
Financial Sense Advisors, Inc.
0.33%0.31%#6$167.3万3.6万股$150.7万3.8万股-1,403股-3.73%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#36$135.0万2.9万股$117.1万2.9万股00.00%持仓不变
MarinerMariner, LLC
<0.01%<0.01%#47$128.2万2.8万股$125.9万3.1万股-3,666股-11.67%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#45$119.8万2.6万股$97.2万2.4万股+1,689股+6.97%加仓
RESOLUTE WEALTH ADVISOR, INC.
1.76%6.19%#2$110.2万2.7万股$1,086.8万27.1万股-24.4万股-89.86%减仓
Sigma Planning Corp
0.03%0.02%#22$102.2万2.2万股$86.1万2.1万股+625股+2.91%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#58$102.1万2.2万股$49.4万1.2万股+9,983股+82.46%加仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%0.01%#30$92.4万2.0万股$58.7万1.3万股+6,796股+50.54%加仓
AssetMarkASSETMARK, INC
<0.01%<0.01%#46$81.9万1.8万股$33.3万8,318股+9,405股+113.07%加仓
FSA WEALTH PARTNERS, INC.
0.2%0.24%#10$79.1万1.7万股$50.4万1.3万股+4,539股+36.10%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#56$78.0万1.7万股$24.4万6,076股+1.1万股+177.80%加仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#52$69.5万1.5万股$64.5万1.6万股-1,064股-6.61%减仓
Capital Asset Managemnet, LLC
1.46%0.67%#3$65.0万1.4万股$59.7万1.5万股-832股-5.59%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#59$61.3万1.3万股$39.3万1.0万股+3,272股+32.42%加仓
QRG资本管理QRG CAPITAL MANAGEMENT, INC.
<0.01%0.01%#34$59.5万1.3万股$60.6万1.5万股-2,238股-14.80%减仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#40$58.5万1.3万股$53.9万1.3万股-780股-5.80%减仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#42$53.1万1.1万股$55.4万1.4万股-2,321股-16.79%减仓
COURIER CAPITAL LLC
0.02%0.02%#23$49.3万1.1万股$42.7万1.1万股00.00%持仓不变
FLAGSTAR SECURITIES, INC
0.14%0.15%#11$46.5万1.0万股$40.3万1.0万股00.00%持仓不变
现代财富管理Modern Wealth Management, LLC
<0.01%0.01%#35$41.3万8,938股$45.5万1.1万股-2,326股-20.65%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#31$32.7万7,073股$00股+7,073股新买入
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01%0.01%#32$30.3万6,567股$24.9万6,215股+352股+5.66%加仓
Brookstone资本管理Brookstone Capital Management
<0.01%#41$28.6万6,190股$00股+6,190股新买入
Pinnacle Bancorp, Inc.
0.07%0.05%#17$27.7万6,001股$17.5万4,368股+1,633股+37.39%加仓
ABSOLUTE CAPITAL MANAGEMENT, LLC
0.06%0.07%#19$24.3万5,252股$21.1万5,252股00.00%持仓不变
MGO资本MGO ONE SEVEN LLC
<0.01%<0.01%#38$23.3万5,045股$20.2万5,045股00.00%持仓不变
Truist金融TRUIST FINANCIAL CORP
<0.01%#53$22.7万4,905股$00股+4,905股新买入
Spinnaker Investment Group, LLC
0.04%#21$22.5万4,865股$00股+4,865股新买入
布朗顾问BROWN ADVISORY INC
<0.01%#51$22.4万4,846股$00股+4,846股新买入
Pioneer Family Office, LLC
0.1%0.1%#13$18.7万4,045股$16.2万4,045股00.00%持仓不变
HARBOR INVESTMENT ADVISORY, LLC
0.01%#29$17.6万3,809股$00股+3,809股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#60$14.0万3,029股$12.1万3,029股00.00%持仓不变
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#43$11.0万2,371股$00股+2,371股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#57$10.9万2,370股$15.3万3,824股-1,454股-38.02%减仓

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