13FBOX
TORTOISE CAPITAL SERIES TRUS · 13F 机构持仓分析
期权收益计算器 机构排行
T

TORTOISE CAPITAL SERIES TRUS

TCAI
持有机构数
51
机构合计市值 (Q2 2026)
$6,440.9万
机构合计股数 (Q2 2026)
115.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+69.6万股
38 · 31 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-16.1万股
10 · 3 清仓 · ≈
⚖️ 净额
+53.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6,440.9万
持有机构数
51
新买入
31
加仓
7
减仓
7
清仓
3
持股不变
6
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
Capital Investment Advisory Services, LLC
0.4%#3$640.7万11.5万股$00股+11.5万股新买入
Sterneck Capital Management, LLC
2.45%1.91%#1$571.3万10.2万股$425.9万12.3万股-2.1万股-16.90%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#38$504.9万9.0万股$691.8万20.0万股-10.9万股-54.79%减仓
BIP Wealth, LLC
0.13%0.02%#8$453.3万8.1万股$51.3万1.5万股+6.6万股+447.00%加仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.21%0.07%#4$425.7万7.6万股$124.5万3.6万股+4.0万股+111.86%加仓
顶峰金融Summit Financial, LLC
0.04%#17$336.5万6.0万股$00股+6.0万股新买入
平行顾问Parallel Advisors, LLC
0.05%0.04%#14$308.8万5.5万股$223.5万6.5万股-9,315股-14.44%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#31$305.1万5.5万股$67.3万1.9万股+3.5万股+180.99%加仓
GTS SECURITIES LLC
0.06%0.03%#12$284.7万5.1万股$90.1万2.6万股+2.5万股+95.65%加仓
WT Wealth Management
0.7%#2$251.4万4.5万股$00股+4.5万股新买入
Farther金融顾问Farther Finance Advisors, LLC
0.02%#20$233.0万4.2万股$00股+4.2万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#29$228.2万4.1万股$00股+4.1万股新买入
VestGen 顾问VestGen Advisors, LLC
0.06%#11$219.8万3.9万股$00股+3.9万股新买入
Atria投资Atria Investments, Inc
0.02%0.01%#21$180.1万3.2万股$120.5万3.5万股-2,568股-7.38%减仓
IHT 财富管理IHT Wealth Management, LLC
0.04%0.03%#16$180.1万3.2万股$120.5万3.5万股-2,568股-7.38%减仓
Per Stirling Capital Management, LLC.
0.15%#7$160.2万2.9万股$00股+2.9万股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%#27$108.5万1.9万股$00股+1.9万股新买入
Forvis玛泽财富顾问Forvis Mazars Wealth Advisors, LLC
0.02%0.01%#22$98.4万1.8万股$60.9万1.8万股00.00%持仓不变
Savvy Advisors, Inc.
0.02%0.01%#19$91.8万1.6万股$50.6万1.5万股+1,825股+12.50%加仓
Wealthspire顾问Wealthspire Advisors, LLC
<0.01%#28$90.0万1.6万股$00股+1.6万股新买入
MarinerMariner, LLC
<0.01%<0.01%#36$80.1万1.4万股$41.5万1.2万股+2,327股+19.41%加仓
INTEGRITY ALLIANCE, LLC.
0.02%#18$67.9万1.2万股$00股+1.2万股新买入
BARNES PETTEY FINANCIAL ADVISORS, LLC
0.2%#6$64.3万1.1万股$00股+1.1万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#45$61.9万1.1万股$00股+1.1万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#42$46.7万8,350股$00股+8,350股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%#34$45.9万8,202股$00股+8,202股新买入
使命财富管理MISSION WEALTH MANAGEMENT, LP
0.01%#26$45.4万8,110股$00股+8,110股新买入
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#37$42.3万8,182股$00股+8,182股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#46$30.9万5,517股$00股+5,517股新买入
Crusonia Wealth Advisors LLC
0.05%#13$30.0万5,371股$00股+5,371股新买入
Summit Financial Consulting LLC
0.2%#5$29.9万5,343股$00股+5,343股新买入
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#25$29.8万5,327股$00股+5,327股新买入
Roth Financial Partners LLC
0.09%#9$29.6万5,300股$00股+5,300股新买入
Truist金融TRUIST FINANCIAL CORP
<0.01%#39$29.1万5,850股$00股+5,850股新买入
Sandy Cove Advisors, LLC
0.07%#10$28.0万5,000股$00股+5,000股新买入
Sound View Wealth Advisors Group, LLC
0.01%#23$22.5万4,026股$00股+4,026股新买入
Smith & Howard Wealth Management, LLC
0.04%#15$21.4万3,835股$00股+3,835股新买入
Choreo资本CHOREO, LLC
<0.01%#32$21.4万3,832股$00股+3,832股新买入
HOLLENCREST CAPITAL MANAGEMENT
0.01%<0.01%#24$10.9万1,953股$8.0万2,313股-360股-15.56%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#41$10.1万1,798股$6.2万1,798股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%#49$5.6万1,000股$00股+1,000股新买入
JNBA Financial Advisors
<0.01%<0.01%#30$5.5万976股$3.4万976股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%#48$3.4万605股$00股+605股新买入
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%#33$2.4万436股$00股+436股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%#50$1.1万200股$00股+200股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#44$7,549135股$4,676135股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#51$4,80986股$3,36097股-11股-11.34%减仓
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#40$4,19475股$2,59875股00.00%持仓不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%#43$3,16560股$00股+60股新买入
Aspect Partners, LLC
<0.01%<0.01%#35$2,29341股$55416股+25股+156.25%加仓

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