13FBOX
THORNBURG INCM BUILDER OPP T · 13F 机构持仓分析
期权收益计算器 机构排行
T

THORNBURG INCM BUILDER OPP T

TBLD
持有机构数
56
机构合计市值 (Q2 2026)
$2.20亿
机构合计股数 (Q2 2026)
996.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+136.2万股
31 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-17.6万股
19 · 3 清仓 · ≈
⚖️ 净额
+118.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.20亿
持有机构数
56
新买入
5
加仓
26
减仓
16
清仓
3
持股不变
9
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
瑞银集团UBS Group AG
0.01%0.01%#30$4,096.4万185.6万股$3,897.4万184.3万股+1.3万股+0.70%加仓
DKM Wealth Management, Inc.
13.82%14.7%#1$2,113.8万95.8万股$2,039.6万96.5万股-6,800股-0.70%减仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#20$1,847.4万83.7万股$1,635.3万77.3万股+6.4万股+8.23%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#48$1,703.6万77.2万股$983.3万49.4万股+27.8万股+56.14%加仓
Atlas Wealth LLC
2.24%#2$1,568.9万71.1万股$00股+71.1万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$1,557.3万70.6万股$1,325.6万62.7万股+7.9万股+12.55%加仓
顾问资产管理Advisors Asset Management, Inc.
0.19%0.21%#10$1,253.5万56.8万股$1,249.7万59.3万股-2.5万股-4.15%减仓
Kera Capital Partners, Inc.
1.02%1.18%#4$1,062.0万48.1万股$958.6万45.3万股+2.8万股+6.14%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#42$1,020.8万46.3万股$947.2万44.8万股+1.5万股+3.26%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#41$943.3万42.7万股$1,023.0万48.4万股-5.6万股-11.65%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#40$718.7万32.6万股$642.2万30.4万股+2.2万股+7.22%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#29$355.5万16.1万股$332.1万15.7万股+4,043股+2.57%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#21$307.8万13.9万股$271.7万12.8万股+1.1万股+8.56%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#23$267.1万12.1万股$244.8万11.6万股+5,248股+4.53%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#33$263.5万12.1万股$155.6万7.3万股+4.7万股+64.74%加仓
Hennion & Walsh Asset Management, Inc.
0.07%0.07%#14$231.5万10.5万股$215.9万10.2万股+2,563股+2.50%加仓
Thomas J. Herzfeld Advisors, Inc.
0.55%0.5%#8$177.6万8.0万股$147.0万7.0万股+1.1万股+15.79%加仓
Alessandra Capital Management, LLC
1.23%1.49%#3$174.4万7.9万股$174.8万8.3万股-3,640股-4.40%减仓
EVOLVE PRIVATE WEALTH, LLC
0.11%0.09%#12$172.1万7.8万股$177.3万8.4万股-5,892股-7.03%减仓
景顺Invesco Ltd.
<0.01%<0.01%#53$171.3万7.8万股$167.7万7.9万股-1,656股-2.09%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.02%#22$157.9万7.2万股$194.6万9.2万股-2.1万股-22.28%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#36$153.7万7.0万股$129.0万6.1万股+8,622股+14.13%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.01%0.01%#24$152.8万6.9万股$146.3万6.9万股+63股+0.09%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%0.01%#32$148.8万6.7万股$145.3万6.9万股-1,322股-1.92%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#43$124.1万5.6万股$98.5万4.7万股+9,643股+20.70%加仓
FINANCIAL MANAGEMENT NETWORK INC
0.15%0.15%#11$106.7万4.8万股$96.6万4.4万股+4,206股+9.52%加仓
PMG Family Office LLC
0.98%1.13%#5$106.1万4.8万股$100.8万4.8万股+415股+0.87%加仓
达科他财富管理Dakota Wealth Management
0.02%0.02%#18$103.7万4.7万股$99.9万4.7万股-245股-0.52%减仓
WEDBUSH SECURITIES INC
0.02%0.02%#17$93.9万4.3万股$84.8万4.0万股+2,452股+6.12%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#39$84.6万3.8万股$81.1万3.8万股-15股-0.04%减仓
Advisory Advocates, LLC
0.65%0.64%#7$76.1万3.4万股$62.6万3.0万股+4,850股+16.37%加仓
Closed-End Fund Advisors, Inc.
0.74%0.77%#6$75.8万3.4万股$75.8万3.6万股-1,526股-4.26%减仓
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
0.07%0.08%#13$58.6万2.7万股$59.1万2.8万股-1,481股-5.28%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#37$55.0万2.5万股$57.4万2.7万股-2,235股-8.23%减仓
奥本海默公司OPPENHEIMER & CO INC
0.01%0.01%#28$51.2万2.3万股$59.6万2.8万股-4,950股-17.58%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#49$47.0万2.1万股$45.0万2.1万股00.00%持仓不变
Davenport公司DAVENPORT & Co LLC
<0.01%<0.01%#38$43.3万2.0万股$38.6万1.8万股+1,385股+7.59%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#47$36.4万1.7万股$32.3万1.5万股+1,250股+8.19%加仓
布朗顾问BROWN ADVISORY INC
<0.01%<0.01%#50$30.3万1.4万股$28.9万1.4万股00.00%持仓不变
HICKS CAPITAL MANAGEMENT LLC
0.23%0.27%#9$28.4万1.3万股$27.2万1.3万股00.00%持仓不变
Allegheny Financial Group
0.03%#16$27.7万1.3万股$00股+1.3万股新买入
&Partners&PARTNERS
<0.01%<0.01%#46$27.6万1.3万股$30.5万1.4万股-1,896股-13.15%减仓
LaSalle St. Investment Advisors, LLC
0.03%0.04%#15$26.9万1.2万股$25.1万1.2万股+315股+2.65%加仓
布朗兄弟哈里曼BROWN BROTHERS HARRIMAN & CO
<0.01%<0.01%#45$26.5万1.2万股$25.4万1.2万股00.00%持仓不变
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%#44$25.4万1.2万股$00股+1.2万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#52$24.4万1.1万股$21.5万1.0万股+876股+8.61%加仓
Prosperity Consulting 集团Prosperity Consulting Group, LLC
0.01%0.01%#25$22.1万1.0万股$21.1万1.0万股00.00%持仓不变
Truist金融TRUIST FINANCIAL CORP
<0.01%#51$21.0万9,501股$00股+9,501股新买入
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.02%0.03%#19$14.9万6,748股$19.5万9,204股-2,456股-26.68%减仓
美国合众银行US BANCORP \DE\
<0.01%#54$11.0万4,996股$00股+4,996股新买入

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