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

TIMOTHY PLAN

TPIF
持有机构数
80
机构合计市值 (Q2 2026)
$1.28亿
机构合计股数 (Q2 2026)
342.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+61.2万股
57 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-74.0万股
24 · 8 清仓 · ≈
⚖️ 净额
-12.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.28亿
持有机构数
80
新买入
12
加仓
45
减仓
16
清仓
8
持股不变
7
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
CREATIVE FINANCIAL DESIGNS INC /ADV
0.85%1.71%#5$1,795.1万48.1万股$2,806.6万77.9万股-29.8万股-38.22%减仓
O'Connor Financial Group LLC
4.33%4.91%#1$1,224.8万32.8万股$1,199.5万33.3万股-4,537股-1.36%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#50$917.8万24.8万股$402.2万11.5万股+13.3万股+115.48%加仓
Sound Financial Strategies Group, LLC
4.25%4.36%#2$668.9万17.9万股$638.9万17.7万股+2,002股+1.13%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.06%0.05%#22$668.2万17.9万股$468.6万13.0万股+4.9万股+37.73%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#60$532.0万14.3万股$427.9万11.9万股+2.4万股+20.15%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#58$491.5万13.2万股$451.9万12.5万股+6,359股+5.07%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.03%0.02%#30$489.1万13.2万股$403.6万11.2万股+2.0万股+17.85%加仓
LVZ, Inc.
0.49%0.53%#8$484.3万13.0万股$468.1万13.0万股-96股-0.07%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#40$389.1万10.4万股$368.9万10.2万股+1,941股+1.90%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#43$387.3万10.4万股$353.9万9.8万股+5,621股+5.72%加仓
Turning Point Benefit Group, Inc.
1.66%1.03%#3$385.9万10.4万股$162.5万4.4万股+5.9万股+132.93%加仓
FAMILY WEALTH PARTNERS, LLC
0.92%0.87%#4$300.3万8.0万股$254.5万7.1万股+9,883股+14.00%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.03%0.03%#32$299.8万8.0万股$255.4万7.1万股+9,485股+13.38%加仓
FLOW TRADERS U.S. LLC
0.11%#17$263.1万7.1万股$00股+7.1万股新买入
Sound Stewardship, LLC
0.85%0.94%#6$206.7万5.5万股$204.3万5.7万股-1,274股-2.25%减仓
SUMMIT WEALTH GROUP LLC / CO
0.17%0.02%#13$205.9万5.5万股$20.1万5,578股+5.0万股+889.32%加仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.07%0.06%#21$199.8万5.4万股$197.2万5.5万股-1,164股-2.13%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#57$176.5万4.7万股$161.2万4.5万股+2,558股+5.72%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.03%0.03%#29$154.4万4.1万股$147.1万4.1万股+578股+1.42%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.02%0.01%#38$154.1万4.1万股$110.9万3.1万股+1.1万股+34.28%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.02%#33$136.5万3.7万股$00股+3.7万股新买入
WorthPointe, LLC
0.32%0.41%#10$125.9万3.4万股$149.7万4.2万股-7,797股-18.77%减仓
First Heartland Consultants, Inc.
0.07%0.06%#20$110.0万2.9万股$74.6万2.1万股+8,805股+42.55%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#70$105.8万2.8万股$104.5万2.9万股-659股-2.27%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#68$90.4万2.4万股$50.7万1.4万股+1.0万股+72.20%加仓
Christian Investment Advisors, Inc.
0.5%0.52%#7$84.9万2.3万股$82.7万2.3万股+39股+0.17%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#76$81.5万2.2万股$72.9万2.1万股+1,046股+5.01%加仓
Ridgeline Wealth, LLC
0.46%0.52%#9$78.9万2.1万股$72.8万2.0万股+935股+4.63%加仓
IFP顾问IFP Advisors, Inc
0.01%0.02%#39$77.1万2.1万股$74.3万2.1万股+43股+0.21%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#74$76.2万2.0万股$222.6万6.2万股-4.1万股-66.92%减仓
Strategic Blueprint, LLC
0.03%0.04%#27$69.0万1.8万股$66.2万1.8万股+123股+0.67%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#47$66.0万1.8万股$58.2万1.6万股+1,754股+11.00%加仓
Betterment智能投顾Betterment LLC
<0.01%<0.01%#59$64.8万1.7万股$59.5万1.7万股+840股+5.09%加仓
NATIXIS ADVISORS, LLC
<0.01%#63$62.5万1.7万股$00股+1.7万股新买入
WIN ADVISORS, INC
0.21%0.27%#11$59.8万1.6万股$58.5万1.6万股-220股-1.35%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#64$58.0万1.6万股$44.7万1.2万股+3,133股+25.23%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#45$52.0万1.4万股$83.0万2.3万股-9,136股-39.62%减仓
Inspire Advisors, LLC
0.03%0.05%#28$47.0万1.3万股$63.5万1.8万股-5,010股-28.46%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#67$45.3万1.2万股$38.4万1.1万股+1,481股+13.89%加仓
Strategic Equity Management
0.15%0.17%#15$45.0万1.2万股$44.9万1.2万股-390股-3.13%减仓
McAdam, LLC
0.02%#36$44.6万1.2万股$00股+1.2万股新买入
OneAscent Financial Services LLC
0.02%0.02%#35$44.6万1.2万股$30.0万8,323股+3,624股+43.54%加仓
Faithward Advisors, LLC
0.05%0.06%#23$42.7万1.1万股$45.1万1.3万股-1,068股-8.54%减仓
MONEYWISE, INC.
0.15%0.18%#14$41.5万1.1万股$40.5万1.1万股-105股-0.93%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#72$39.7万1.1万股$30.3万8,418股+2,234股+26.54%加仓
Atria投资Atria Investments, Inc
<0.01%#49$39.1万1.0万股$00股+1.0万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#77$38.4万1.0万股$28.5万7,896股+2,407股+30.48%加仓
FIRETHORN WEALTH PARTNERS, LLC
0.12%0.13%#16$38.0万1.0万股$36.7万1.0万股+6股+0.06%加仓
3EDGE Asset Management, LP
0.02%#37$37.8万1.0万股$00股+1.0万股新买入

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