13FBOX
HANCOCK JOHN TAX-ADVANTAGED · 13F 机构持仓分析
期权收益计算器 机构排行

HANCOCK JOHN TAX-ADVANTAGED

HTD
持有机构数
96
机构合计市值 (Q2 2026)
$1.56亿
机构合计股数 (Q2 2026)
611.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+44.0万股
49 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-19.2万股
24 · 9 清仓 · ≈
⚖️ 净额
+24.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.56亿
持有机构数
96
新买入
12
加仓
37
减仓
15
清仓
9
持股不变
32
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
瑞银集团UBS Group AG
<0.01%<0.01%#49$2,089.9万82.0万股$1,923.2万77.6万股+4.3万股+5.60%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.02%0.02%#20$1,391.5万54.6万股$1,221.2万49.3万股+5.3万股+10.73%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#75$1,216.0万47.7万股$1,030.0万41.5万股+6.2万股+14.87%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#56$955.0万37.5万股$922.5万37.2万股+2,234股+0.60%加仓
景顺Invesco Ltd.
<0.01%<0.01%#70$942.3万37.0万股$1,165.4万47.0万股-10.1万股-21.43%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#52$912.1万35.8万股$844.9万34.1万股+1.7万股+4.91%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.05%0.06%#14$822.4万32.3万股$807.2万32.6万股-3,252股-1.00%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#63$802.0万31.5万股$779.9万31.5万股-229股-0.07%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#78$696.1万27.3万股$650.9万26.3万股+1.0万股+3.91%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#39$594.1万23.3万股$555.3万22.4万股+8,876股+3.96%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#76$404.6万15.9万股$450.0万18.2万股-2.3万股-12.64%减仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#54$399.2万15.7万股$376.0万15.2万股+4,788股+3.15%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#41$389.5万15.3万股$288.8万11.7万股+3.6万股+31.07%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#48$328.1万12.9万股$315.7万12.7万股+1,278股+1.00%加仓
Live Oak Private Wealth LLC
0.33%0.35%#5$261.5万10.3万股$254.1万10.3万股00.00%持仓不变
Janney Montgomery Scott LLC
<0.01%0.01%#42$226.0万8.9万股$225.7万9.1万股-2,445股-2.68%减仓
中央信托CENTRAL TRUST Co
0.04%0.04%#15$210.3万8.3万股$211.8万8.6万股-3,016股-3.53%减仓
Indivisible Partners
0.09%0.14%#11$151.4万5.9万股$154.6万6.2万股-3,025股-4.85%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#36$138.0万5.4万股$127.3万5.1万股+2,769股+5.39%加仓
韦尔奇·福布斯WELCH & FORBES LLC
0.02%0.02%#24$127.5万5.0万股$123.9万5.0万股00.00%持仓不变
Samalin Investment Counsel, LLC
0.37%0.42%#4$118.6万4.7万股$119.0万4.8万股-1,511股-3.15%减仓
Hennion & Walsh Asset Management, Inc.
0.03%0.01%#16$112.1万4.4万股$35.0万1.4万股+3.0万股+211.39%加仓
&Partners&PARTNERS
<0.01%<0.01%#43$104.0万4.1万股$95.5万3.9万股+2,066股+5.34%加仓
顾问资产管理Advisors Asset Management, Inc.
0.01%0.01%#25$93.1万3.7万股$50.7万2.0万股+1.6万股+78.45%加仓
Spire 财富管理Spire Wealth Management
0.03%0.03%#17$91.0万3.6万股$88.6万3.6万股-79股-0.22%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#82$90.3万3.5万股$62.2万2.5万股+1.0万股+41.22%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#61$83.9万3.2万股$79.2万3.2万股+656股+2.06%加仓
Diesslin Group, Inc.
0.3%0.34%#6$77.9万3.1万股$75.5万3.0万股+67股+0.22%加仓
世界投资顾问World Investment Advisors
0.01%0.01%#29$76.5万3.1万股$76.5万3.1万股00.00%持仓不变
PMG Family Office LLC
0.69%0.8%#2$74.4万2.9万股$71.7万2.9万股+267股+0.92%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#66$73.2万2.9万股$72.9万2.9万股-721股-2.45%减仓
First National Bank of Mount Dora, Trust Investment Services
0.14%0.14%#8$70.9万2.8万股$65.8万2.8万股00.00%持仓不变
MRA Advisory Group
0.25%0.28%#7$70.3万2.8万股$68.4万2.8万股-43股-0.16%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#86$67.1万2.6万股$60.7万2.5万股+1,791股+7.30%加仓
Cerity合伙人Cerity Partners LLC
<0.01%#69$63.5万2.5万股$00股+2.5万股新买入
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#50$56.8万2.2万股$34.5万1.4万股+8,351股+60.01%加仓
Investment Management Trust, LLC
0.5%0.52%#3$55.9万2.2万股$53.3万2.2万股+400股+1.86%加仓
Savvy Advisors, Inc.
0.01%0.01%#30$54.9万2.2万股$53.9万2.2万股-202股-0.93%减仓
共同顾问Mutual Advisors, LLC
0.01%0.01%#32$54.9万2.2万股$52.7万2.1万股+250股+1.17%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#64$54.1万2.1万股$52.4万2.1万股+74股+0.35%加仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.02%0.03%#19$49.9万2.0万股$52.9万2.1万股-1,800股-8.42%减仓
FOUNDERS FINANCIAL SECURITIES LLC
0.02%0.03%#18$47.6万1.9万股$48.0万1.9万股00.00%持仓不变
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%#58$39.6万1.6万股$00股+1.6万股新买入
Abbot Financial Management, Inc.
0.14%0.16%#9$39.4万1.5万股$38.3万1.5万股00.00%持仓不变
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#68$38.7万1.5万股$33.9万1.4万股+1,506股+11.00%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#57$36.7万1.4万股$34.4万1.4万股+500股+3.60%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
<0.01%<0.01%#46$36.5万1.4万股$35.3万1.4万股+78股+0.55%加仓
Sowell Financial Services LLC
0.01%0.01%#31$33.7万1.3万股$24.0万9,681股+3,543股+36.60%加仓
PFG 投资PFG Investments, LLC
0.01%0.02%#28$33.6万1.3万股$32.7万1.3万股00.00%持仓不变
Kingsview Wealth Management, LLC
0.01%<0.01%#37$33.2万1.3万股$33.2万1.3万股00.00%持仓不变

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