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

APCB
持有机构数
39
机构合计市值 (Q2 2026)
$10.01亿
机构合计股数 (Q2 2026)
3,399.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+133.6万股
32 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-20.1万股
10 · 6 清仓 · ≈
⚖️ 净额
+113.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$10.01亿
持有机构数
39
新买入
6
加仓
26
减仓
4
清仓
6
持股不变
3
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组合解决方案Envestnet Portfolio Solutions, Inc.
2.18%2.5%#1$4.55亿1,547.0万股$4.51亿1,531.6万股+15.4万股+1.01%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.1%0.11%#8$4.21亿1,431.2万股$4.00亿1,358.7万股+72.5万股+5.34%加仓
LPL金融LPL Financial LLC
0.01%0.01%#21$3,640.4万123.7万股$3,576.4万121.4万股+2.3万股+1.87%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.26%0.28%#5$2,133.5万72.5万股$1,942.2万65.9万股+6.6万股+9.94%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.03%0.03%#15$1,436.5万48.8万股$1,234.1万41.9万股+6.9万股+16.49%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#20$930.1万31.6万股$617.8万21.0万股+10.6万股+50.66%加仓
&Partners&PARTNERS
0.03%0.03%#16$633.0万21.4万股$597.7万20.3万股+1.1万股+5.21%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#22$625.1万21.2万股$610.1万20.7万股+5,214股+2.52%加仓
Spire 财富管理Spire Wealth Management
0.18%0.18%#6$600.4万20.4万股$513.4万17.4万股+3.0万股+17.03%加仓
B. Riley Wealth Advisors, Inc.
0.32%0.29%#4$588.3万19.9万股$452.8万15.4万股+4.5万股+29.30%加仓
PARK AVENUE SECURITIES LLC
0.02%0.02%#17$278.5万9.5万股$239.1万8.1万股+1.3万股+16.53%加仓
世界投资顾问World Investment Advisors
0.04%0.04%#12$252.1万8.6万股$251.5万8.5万股+196股+0.23%加仓
WEDBUSH SECURITIES INC
0.06%0.07%#11$226.2万7.7万股$223.4万7.6万股+1,003股+1.32%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#18$202.9万6.9万股$214.1万7.3万股-3,950股-5.42%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#34$188.9万6.4万股$139.3万4.7万股+1.7万股+35.68%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#35$139.4万4.7万股$50.1万1.7万股+3.0万股+178.47%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#36$66.5万2.3万股$128.6万4.4万股-2.1万股-48.21%减仓
Financial Sense Advisors, Inc.
0.13%0.13%#7$64.7万2.2万股$63.7万2.2万股+357股+1.65%加仓
MarinerMariner, LLC
<0.01%<0.01%#32$62.4万2.1万股$67.6万2.3万股-1,751股-7.63%减仓
Capital Asset Managemnet, LLC
1.29%0.49%#2$57.2万1.9万股$43.2万1.5万股+4,768股+32.48%加仓
RESOLUTE WEALTH ADVISOR, INC.
0.86%2.55%#3$53.7万1.8万股$447.8万15.2万股-13.4万股-88.02%减仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
<0.01%<0.01%#24$38.1万1.3万股$20.4万6,931股+6,194股+89.37%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#33$30.2万1.0万股$30.0万1.0万股+58股+0.57%加仓
Pathstone控股Pathstone Holdings, LLC
<0.01%<0.01%#28$29.8万1.0万股$25.7万8,717股+1,395股+16.00%加仓
FSA WEALTH PARTNERS, INC.
0.07%#9$29.3万9,959股$00股+9,959股新买入
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#29$27.3万9,286股$27.3万9,286股00.00%持仓不变
Founders Financial Alliance, LLC
0.03%#13$25.4万8,634股$00股+8,634股新买入
Pioneer Family Office, LLC
0.06%0.07%#10$11.6万3,940股$11.6万3,940股00.00%持仓不变
Pinnacle Bancorp, Inc.
0.03%0.02%#14$11.5万3,906股$7.3万2,493股+1,413股+56.68%加仓
HARBOR INVESTMENT ADVISORY, LLC
0.01%#23$9.3万3,171股$00股+3,171股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#37$9.2万3,130股$2.0万675股+2,455股+363.70%加仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#30$4.3万1,455股$4.0万1,351股+104股+7.70%加仓
Wellington Grp LLC
0.01%0.01%#19$3.8万1,282股$2.1万721股+561股+77.81%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#39$3.7万1,246股$2.0万666股+580股+87.09%加仓
Golden State Wealth Management, LLC
<0.01%#26$2.4万818股$00股+818股新买入
FIDUCIARY FINANCIAL ADVISORS
<0.01%#31$7,003238股$00股+238股新买入
Signature Resources Capital Management, LLC
<0.01%<0.01%#25$6,592224股$6,597224股00.00%持仓不变
Signature Equity Partners, LLC
<0.01%<0.01%#27$3,387115股$1,74659股+56股+94.92%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#38$1,84363股$00股+63股新买入

🧭 机构资金流板块热力图

净流出 净流入