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

APIE
持有机构数
45
机构合计市值 (Q2 2026)
$11.36亿
机构合计股数 (Q2 2026)
2,931.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+121.8万股
28 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-22.7万股
15 · 5 清仓 · ≈
⚖️ 净额
+99.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$11.36亿
持有机构数
45
新买入
8
加仓
20
减仓
10
清仓
5
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
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.12%0.12%#6$5.13亿1,323.2万股$4.43亿1,256.5万股+66.6万股+5.30%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
2.26%2.37%#1$4.71亿1,215.5万股$4.28亿1,214.8万股+6,569股+0.05%加仓
LPL金融LPL Financial LLC
0.01%0.01%#20$4,110.4万106.0万股$3,531.0万100.2万股+5.9万股+5.87%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.35%0.36%#4$2,931.2万75.6万股$2,449.5万69.5万股+6.1万股+8.83%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.04%0.04%#13$1,840.9万47.5万股$1,550.2万44.0万股+3.5万股+8.00%加仓
B. Riley Wealth Advisors, Inc.
0.52%0.46%#3$968.8万25.3万股$721.8万21.1万股+4.1万股+19.61%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#22$960.2万24.8万股$585.5万16.6万股+8.2万股+49.14%加仓
&Partners&PARTNERS
0.04%0.04%#14$906.0万23.1万股$805.5万22.9万股+2,745股+1.20%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#19$832.8万21.5万股$758.7万21.5万股-361股-0.17%减仓
PARK AVENUE SECURITIES LLC
0.04%#11$637.6万16.5万股$00股+16.5万股新买入
Spire 财富管理Spire Wealth Management
0.11%0.1%#7$365.6万9.4万股$289.3万8.2万股+1.2万股+14.93%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#40$207.8万5.4万股$126.6万3.6万股+1.8万股+49.28%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#17$206.5万5.3万股$201.5万5.6万股-3,149股-5.58%减仓
WEDBUSH SECURITIES INC
0.05%0.05%#10$177.1万4.6万股$158.8万4.5万股+630股+1.40%加仓
世界投资顾问World Investment Advisors
0.03%0.03%#16$164.9万4.5万股$159.9万4.5万股-519股-1.14%减仓
HRT金融HRT FINANCIAL LP
<0.01%#29$88.9万2.3万股$00股+2.3万股新买入
MarinerMariner, LLC
<0.01%<0.01%#33$71.5万1.8万股$72.1万2.0万股-2,001股-9.79%减仓
Founders Financial Alliance, LLC
0.09%#8$71.1万1.8万股$00股+1.8万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#31$71.0万1.8万股$63.0万1.8万股+447股+2.50%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#41$70.3万1.8万股$30.7万8,710股+9,438股+108.36%加仓
Financial Sense Advisors, Inc.
0.14%0.13%#5$69.9万1.8万股$64.4万1.8万股-242股-1.32%减仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#37$69.0万1.8万股$65.9万1.9万股-904股-4.83%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#27$62.2万1.6万股$56.6万1.6万股00.00%持仓不变
Sigma Planning Corp
0.01%0.01%#18$47.1万1.2万股$42.9万1.2万股00.00%持仓不变
RESOLUTE WEALTH ADVISOR, INC.
0.75%2.65%#2$47.0万1.3万股$465.8万13.2万股-11.9万股-89.90%减仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
<0.01%<0.01%#24$40.2万1.0万股$24.3万6,591股+3,887股+58.97%加仓
AssetMarkASSETMARK, INC
<0.01%<0.01%#34$39.1万1.0万股$20.8万5,907股+4,173股+70.64%加仓
FSA WEALTH PARTNERS, INC.
0.08%0.1%#9$32.9万8,482股$20.8万5,894股+2,588股+43.91%加仓
QRG资本管理QRG CAPITAL MANAGEMENT, INC.
<0.01%<0.01%#28$22.1万5,689股$25.5万7,247股-1,558股-21.50%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#45$16.4万4,239股$10.3万2,914股+1,325股+45.47%加仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#35$13.9万3,577股$17.1万4,838股-1,261股-26.06%减仓
Pinnacle Bancorp, Inc.
0.03%0.02%#15$11.9万3,066股$7.5万2,134股+932股+43.67%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#44$8.6万2,210股$2.9万815股+1,395股+171.17%加仓
Pioneer Family Office, LLC
0.04%0.04%#12$7.3万1,896股$6.7万1,896股00.00%持仓不变
HARBOR INVESTMENT ADVISORY, LLC
<0.01%#25$6.3万1,624股$00股+1,624股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#43$4.4万1,133股$6.4万1,820股-687股-37.75%减仓
Wellington Grp LLC
0.01%<0.01%#21$2.9万821股$1.2万347股+474股+136.60%加仓
Golden State Wealth Management, LLC
<0.01%#26$2.6万658股$00股+658股新买入
Signature Resources Capital Management, LLC
0.01%0.01%#23$1.8万464股$1.6万464股00.00%持仓不变
Crews Bank & Trust
<0.01%#30$1.2万310股$00股+310股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#39$1.2万301股$1.1万301股00.00%持仓不变
FIDUCIARY FINANCIAL ADVISORS
<0.01%#32$7,945205股$00股+205股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#42$6,189160股$00股+160股新买入
Ascentis Independent Advisors
<0.01%<0.01%#38$2,36167股$2,36167股00.00%持仓不变
Signature Equity Partners, LLC
<0.01%<0.01%#36$1,08528股$98728股00.00%持仓不变

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