13FBOX
FRST TST CALIFORNIA MUN HIGH INC · 13F 机构持仓分析
期权收益计算器 机构排行
F

FRST TST CALIFORNIA MUN HIGH INC

FCAL
持有机构数
88
机构合计市值 (Q2 2026)
$1.45亿
机构合计股数 (Q2 2026)
292.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+44.6万股
47 · 18 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-32.6万股
33 · 7 清仓 · ≈
⚖️ 净额
+12.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.45亿
持有机构数
88
新买入
18
加仓
29
减仓
26
清仓
7
持股不变
15
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
LPL金融LPL Financial LLC
0.01%0.01%#52$5,128.1万103.3万股$4,606.7万94.2万股+9.1万股+9.61%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#76$1,073.2万21.6万股$1,021.9万21.0万股+6,603股+3.15%加仓
Citizens Business Bank
0.9%0.95%#1$588.3万11.8万股$580.9万11.9万股-323股-0.27%减仓
Westside Investment Management, Inc.
0.68%0.79%#2$515.3万10.4万股$518.1万10.6万股-2,100股-1.98%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.03%0.04%#38$462.8万9.3万股$474.3万9.7万股-3,798股-3.91%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#56$428.1万8.6万股$422.0万8.6万股-109股-0.13%减仓
Ignite Planners, LLC
0.5%0.45%#3$367.9万8.0万股$292.7万6.0万股+2.0万股+33.84%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#58$274.9万5.5万股$139.6万2.9万股+2.7万股+93.98%加仓
Elequin 资本Elequin Capital, LP
0.08%#24$268.6万5.4万股$00股+5.4万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#79$223.8万4.5万股$208.5万4.3万股+2,434股+5.71%加仓
CHANNEL WEALTH LLC
0.5%0.49%#4$223.4万4.5万股$200.9万4.1万股+3,901股+9.50%加仓
Magnus Financial Group LLC
0.16%0.18%#17$221.6万4.5万股$216.3万4.4万股+382股+0.86%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#63$215.9万4.3万股$137.5万2.8万股+1.5万股+54.62%加仓
MarinerMariner, LLC
<0.01%0.01%#62$210.9万4.2万股$446.5万9.1万股-4.9万股-53.48%减仓
INTEGRAL INVESTMENT ADVISORS, INC.
0.41%0.4%#7$187.3万3.8万股$160.1万3.3万股+4,975股+15.19%加仓
Stonebridge Financial Group, LLC/CA
0.26%#11$186.8万3.8万股$00股+3.8万股新买入
Compound Planning, Inc.
0.05%0.07%#33$174.0万3.5万股$213.5万4.4万股-8,636股-19.77%减仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#64$170.7万3.4万股$177.4万3.6万股-1,904股-5.25%减仓
Hennion & Walsh Asset Management, Inc.
0.05%0.04%#32$166.6万3.4万股$122.1万2.5万股+8,581股+34.35%加仓
组成财富Composition Wealth, LLC
0.02%0.1%#48$165.7万3.3万股$701.5万14.3万股-11.0万股-76.74%减仓
Golden State Wealth Management, LLC
0.14%0.1%#19$158.9万3.2万股$89.3万1.8万股+1.4万股+75.11%加仓
MGO资本MGO ONE SEVEN LLC
0.03%0.03%#44$154.9万3.1万股$140.3万2.9万股+2,500股+8.71%加仓
Southland Equity Partners LLC
0.26%0.34%#10$149.6万3.0万股$175.3万3.6万股-5,734股-15.99%减仓
Navigation Group, LLC
0.29%0.34%#9$146.7万3.0万股$144.4万3.0万股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#65$125.2万2.5万股$117.8万2.4万股+1,126股+4.68%加仓
Savvy Advisors, Inc.
0.02%#47$100.9万2.0万股$00股+2.0万股新买入
New Insight Wealth Advisors
0.29%0.37%#8$98.8万2.0万股$103.5万2.1万股-1,275股-6.02%减仓
Warren Street Wealth Advisors, LLC
0.21%0.17%#14$95.2万1.9万股$65.9万1.3万股+5,689股+42.20%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#69$91.6万1.8万股$90.1万1.8万股+25股+0.14%加仓
Cascade Financial Partners, LLC
0.08%#25$89.9万1.8万股$00股+1.8万股新买入
共同顾问Mutual Advisors, LLC
0.02%0.02%#51$84.4万1.7万股$95.8万2.0万股-2,605股-13.29%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.02%0.01%#50$80.5万1.6万股$49.2万1.0万股+6,148股+61.05%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#66$79.0万1.6万股$91.4万1.9万股-2,776股-14.85%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#84$78.7万1.6万股$147.6万3.0万股-1.4万股-47.49%减仓
Climber Capital SA
0.43%0.47%#5$72.5万1.5万股$71.5万1.5万股00.00%持仓不变
Precision Wealth Strategies, LLC
0.2%#15$66.8万1.3万股$00股+1.3万股新买入
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.03%0.01%#43$64.1万1.3万股$21.6万4,423股+8,495股+192.06%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#81$63.8万1.3万股$62.2万1.3万股+113股+0.89%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%0.01%#55$62.1万1.3万股$53.9万1.1万股+1,500股+13.64%加仓
Guild Investment Management, Inc.
0.42%0.38%#6$62.1万1.3万股$53.8万1.1万股+1,500股+13.64%加仓
CENTAURUS FINANCIAL, INC.
0.02%0.03%#45$59.5万1.2万股$58.6万1.2万股00.00%持仓不变
Perennial Investment Advisors, LLC
0.04%0.04%#35$57.5万1.2万股$45.9万9,389股+2,194股+23.37%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%#60$56.6万1.1万股$00股+1.1万股新买入
CLIFFORD SWAN INVESTMENT COUNSEL LLC
0.02%0.02%#49$55.5万1.1万股$55.5万1.1万股00.00%持仓不变
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#73$53.1万1.1万股$52.3万1.1万股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%<0.01%#57$50.0万1.0万股$11.7万2,400股+7,670股+319.58%加仓
CLG LLC
0.11%0.12%#22$49.5万9,972股$50.3万1.0万股-314股-3.05%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#82$49.3万9,934股$68.4万1.4万股-4,064股-29.03%减仓
Inspire Advisors, LLC
0.03%0.04%#37$46.9万9,445股$46.0万9,402股+43股+0.46%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#61$46.0万9,273股$45.5万9,299股-26股-0.28%减仓

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