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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

TBLU
持有机构数
39
机构合计市值 (Q2 2026)
$2,090.4万
机构合计股数 (Q2 2026)
40.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+5.3万股
20 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1.0万股
15 · 4 清仓 · ≈
⚖️ 净额
+4.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,090.4万
持有机构数
39
新买入
6
加仓
14
减仓
11
清仓
4
持股不变
8
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
WCG Wealth 顾问WCG Wealth Advisors LLC
0.11%0.1%#3$451.7万8.8万股$353.6万7.0万股+1.7万股+24.82%加仓
Harel Insurance Investments & Financial Services Ltd.
0.02%0.02%#8$348.3万6.8万股$265.0万5.3万股+1.5万股+28.45%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#14$214.2万4.2万股$182.1万3.6万股+5,382股+14.90%加仓
FLOW TRADERS U.S. LLC
0.06%0.04%#5$134.1万2.6万股$135.7万2.7万股-919股-3.41%减仓
Phoenix Wealth Advisors
0.31%0.35%#1$91.7万1.8万股$89.2万1.8万股+78股+0.44%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#29$86.3万1.7万股$83.4万1.7万股+190股+1.15%加仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#11$85.4万1.7万股$81.7万1.6万股+461股+2.87%加仓
Meramec Financial Planners, LLC
0.28%0.33%#2$77.7万1.5万股$82.4万1.6万股-344股-2.22%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#28$72.4万1.4万股$80.2万1.6万股-1,887股-11.86%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#30$65.7万1.3万股$64.7万1.3万股-100股-0.78%减仓
MarinerMariner, LLC
<0.01%<0.01%#19$65.5万1.3万股$63.9万1.3万股+16股+0.13%加仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01%0.01%#10$46.7万9,058股$45.2万8,970股+88股+0.98%加仓
CIBC美国CIBC Bancorp USA Inc.
<0.01%<0.01%#22$43.3万8,400股$42.4万8,400股00.00%持仓不变
Menora Mivtachim控股MENORA MIVTACHIM HOLDINGS LTD.
<0.01%<0.01%#17$42.4万8,208股$20.3万4,020股+4,188股+104.18%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#21$38.7万7,503股$40.9万8,103股-600股-7.40%减仓
NATURAL INVESTMENTS, LLC
0.08%0.13%#4$37.1万7,198股$54.6万1.1万股-3,646股-33.62%减仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#24$30.7万5,957股$32.4万6,434股-477股-7.41%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#26$27.1万5,248股$26.0万5,147股+101股+1.96%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#34$22.8万4,412股$00股+4,412股新买入
Orion组合解决方案Orion Porfolio Solutions, LLC
<0.01%<0.01%#16$22.1万4,284股$25.7万5,092股-808股-15.87%减仓
Octavia Wealth Advisors, LLC
0.02%#7$20.4万3,947股$00股+3,947股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#35$12.6万2,435股$12.2万2,298股+137股+5.96%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#31$9.5万1,833股$5.1万1,010股+823股+81.49%加仓
Key FInancial Inc
0.01%0.01%#9$8.1万1,572股$7.9万1,572股00.00%持仓不变
HAZLETT, BURT & WATSON, INC.
0.02%0.02%#6$7.7万1,497股$7.0万1,390股+107股+7.70%加仓
Ameritas Investment Partners, Inc.
<0.01%<0.01%#15$7.3万1,406股$7.0万1,393股+13股+0.93%加仓
North Star Investment Management Corp.
<0.01%<0.01%#13$6.8万1,325股$6.7万1,325股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#37$4.9万948股$5.0万997股-49股-4.91%减仓
富达投资FMR LLC
<0.01%<0.01%#38$3.1万602股$3.3万657股-55股-8.37%减仓
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#25$1.7万320股$1.6万320股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#27$1.6万303股$00股+303股新买入
Millstone Evans Group, LLC
<0.01%<0.01%#12$7,740150股$7,563150股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#33$7,121138股$9,082178股-40股-22.47%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#36$5,160100股$00股+100股新买入
LANARK FINANCIAL, INC.
<0.01%<0.01%#23$5,160100股$5,042100股00.00%持仓不变
Silver Grove Financial Group, Inc.
<0.01%#18$2,68352股$00股+52股新买入
WOLFF WIESE MAGANA LLC
<0.01%<0.01%#20$1,29025股$1,26125股00.00%持仓不变
Tradewinds Capital Management, LLC
<0.01%<0.01%#32$54010股$52810股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%#39$301股$00股+1股新买入

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