13FBOX
Tim Pln:High Dividend St · 13F 机构持仓分析
期权收益计算器 机构排行
T

Tim Pln:High Dividend St

TPHD
持有机构数
92
机构合计市值 (Q2 2026)
$1.62亿
机构合计股数 (Q2 2026)
370.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+34.1万股
47 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-35.5万股
35 · 10 清仓 · ≈
⚖️ 净额
-1.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.62亿
持有机构数
92
新买入
10
加仓
37
减仓
25
清仓
10
持股不变
20
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
Westwood控股集团WESTWOOD HOLDINGS GROUP INC
0.27%0.26%#9$3,629.7万85.9万股$3,550.8万85.9万股00.00%持仓不变
LPL金融LPL Financial LLC
0.01%0.01%#50$2,610.5万61.7万股$2,148.3万51.9万股+9.8万股+18.87%加仓
Christian Investment Advisors, Inc.
10.27%10.97%#1$1,741.6万41.2万股$1,736.0万42.8万股-1.6万股-3.71%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.02%#35$602.6万14.3万股$601.7万14.5万股-2,951股-2.03%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.05%0.04%#19$586.0万13.9万股$423.0万10.2万股+3.6万股+35.53%加仓
Coppell Advisory Solutions LLC
0.41%#5$501.4万1,941股$00股+1,941股新买入
Turning Point Benefit Group, Inc.
1.8%1.41%#2$419.2万9.9万股$220.8万5.3万股+4.6万股+86.34%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#68$408.3万9.7万股$419.2万10.1万股-4,755股-4.69%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.16%0.18%#12$326.0万7.7万股$293.9万7.1万股+6,046股+8.51%加仓
OneAscent Financial Services LLC
0.15%0.18%#13$322.4万7.6万股$340.4万8.2万股-6,064股-7.37%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#66$321.2万7.6万股$294.9万7.1万股+4,669股+6.55%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#58$272.6万6.4万股$256.0万6.2万股+2,589股+4.18%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.04%#24$232.8万5.5万股$00股+5.5万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#74$229.4万5.4万股$279.1万6.7万股-1.3万股-19.61%减仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.02%0.02%#31$205.7万4.9万股$178.4万4.3万股+5,522股+12.80%加仓
FAMILY WEALTH PARTNERS, LLC
0.62%0.59%#4$200.5万4.7万股$172.9万4.2万股+5,638股+13.49%加仓
First Heartland Consultants, Inc.
0.13%0.16%#14$197.8万4.7万股$211.5万5.1万股-4,340股-8.49%减仓
Inspire Advisors, LLC
0.12%0.17%#15$175.0万4.1万股$213.4万5.2万股-1.0万股-19.75%减仓
Frontier Asset Management, LLC
0.31%0.32%#8$171.0万4.0万股$154.8万3.7万股+3,013股+8.05%加仓
Bare Financial Services, Inc
0.38%0.43%#6$167.2万4.0万股$163.9万4.0万股-83股-0.21%减仓
Geneos财富管理Geneos Wealth Management Inc.
0.03%0.03%#27$157.7万3.7万股$139.6万3.4万股+3,531股+10.46%加仓
Sound Financial Strategies Group, LLC
0.96%0.99%#3$150.9万3.6万股$145.0万3.5万股+628股+1.79%加仓
WorthPointe, LLC
0.38%0.49%#7$150.1万3.6万股$179.5万4.3万股-7,897股-18.19%减仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.05%0.05%#21$148.2万3.5万股$165.2万4.0万股-4,901股-12.27%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#75$125.6万2.9万股$93.8万2.3万股+6,693股+29.36%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#45$116.3万2.8万股$108.1万2.6万股+1,342股+5.13%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#42$108.8万2.6万股$77.6万1.9万股+6,963股+37.09%加仓
IFP顾问IFP Advisors, Inc
0.02%0.02%#30$101.9万2.4万股$93.9万2.3万股+1,400股+6.17%加仓
RFG顾问RFG Advisory, LLC
0.01%0.01%#38$83.3万2.0万股$69.6万1.7万股+2,878股+17.10%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#81$82.3万1.9万股$80.1万1.9万股+81股+0.42%加仓
Allen Capital Group, LLC
0.06%0.07%#18$78.5万1.9万股$74.2万1.8万股+624股+3.48%加仓
O'Connor Financial Group LLC
0.27%0.31%#10$75.3万1.8万股$75.4万1.8万股-424股-2.33%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#59$74.9万1.8万股$82.6万2.0万股-2,250股-11.27%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#70$67.4万1.6万股$60.6万1.5万股+1,287股+8.78%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#67$65.7万1.6万股$61.7万1.5万股+626股+4.20%加仓
WIN ADVISORS, INC
0.22%0.28%#11$61.8万1.5万股$61.3万1.5万股-205股-1.38%减仓
SUMMIT WEALTH GROUP LLC / CO
0.05%0.06%#20$60.9万1.4万股$55.6万1.3万股+970股+7.22%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#76$59.6万1.4万股$43.1万1.0万股+3,686股+35.37%加仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#55$58.7万1.4万股$46.5万1.1万股+2,632股+23.41%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#78$52.4万1.2万股$130.7万3.2万股-1.9万股-60.76%减仓
Sigma Planning Corp
0.01%0.01%#40$50.5万1.2万股$49.6万1.2万股-44股-0.37%减仓
Atria投资Atria Investments, Inc
<0.01%0.02%#52$48.1万1.1万股$165.6万4.0万股-2.9万股-71.56%减仓
LaSalle St. Investment Advisors, LLC
0.05%0.05%#22$39.4万9,310股$36.6万8,858股+452股+5.10%加仓
LifeWealth Investments, LLC
0.1%0.1%#16$38.2万9,040股$33.6万8,129股+911股+11.21%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#60$37.2万8,798股$36.4万8,801股-3股-0.03%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#86$36.9万8,733股$41.4万1.0万股-1,288股-12.85%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#71$36.3万8,581股$33.8万8,167股+414股+5.07%加仓
Ascentis Independent Advisors
0.05%0.03%#23$36.0万8,694股$36.0万8,694股00.00%持仓不变
GTS SECURITIES LLC
0.01%0.01%#46$34.1万8,066股$33.4万8,066股00.00%持仓不变
Strategic Blueprint, LLC
0.02%0.02%#33$30.9万7,310股$30.3万7,320股-10股-0.14%减仓

🧭 机构资金流板块热力图

净流出 净流入