13FBOX
MOTLEY FOOL · 13F 机构持仓分析
期权收益计算器 机构排行
M

MOTLEY FOOL

TMFG
持有机构数
58
机构合计市值 (Q2 2026)
$2,001.3万
机构合计股数 (Q2 2026)
65.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+7.0万股
17 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-13.6万股
24 · 12 清仓 · ≈
⚖️ 净额
-6.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,001.3万
持有机构数
58
新买入
7
加仓
10
减仓
12
清仓
12
持股不变
29
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%#36$195.8万6.4万股$198.4万7.0万股-6,551股-9.33%减仓
顶岩集团Caprock Group, LLC
0.03%0.03%#3$141.8万4.6万股$130.3万4.6万股00.00%持仓不变
FLOW TRADERS U.S. LLC
0.06%0.04%#1$139.1万4.5万股$116.1万4.1万股+4,130股+10.05%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#29$136.1万4.4万股$120.3万4.3万股+1,667股+3.91%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#19$134.3万4.4万股$124.2万4.4万股-286股-0.65%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#44$114.7万3.7万股$101.4万3.6万股+1,410股+3.93%加仓
Wedmont Private 资本Wedmont Private Capital
0.03%0.03%#4$98.8万3.2万股$107.6万3.7万股-4,886股-13.38%减仓
GTS SECURITIES LLC
0.02%0.02%#7$90.8万3.0万股$70.4万2.5万股+4,589股+18.41%加仓
Waverly顾问Waverly Advisors, LLC
0.01%0.01%#13$87.7万2.9万股$80.6万2.9万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#23$87.7万2.9万股$82.0万2.9万股-485股-1.67%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#11$73.1万2.4万股$70.0万2.5万股-856股-3.48%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#24$63.0万2.0万股$47.1万1.7万股+3,801股+22.79%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#47$54.6万1.8万股$31.1万1.1万股+6,743股+61.19%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#35$50.0万1.6万股$52.8万1.9万股-2,449股-13.10%减仓
MarinerMariner, LLC
<0.01%<0.01%#37$38.2万1.2万股$32.7万1.2万股+872股+7.55%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#51$37.8万1.2万股$32.0万1.1万股+1,610股+15.06%加仓
HRT金融HRT FINANCIAL LP
<0.01%#31$35.0万1.1万股$00股+1.1万股新买入
富达投资FMR LLC
<0.01%<0.01%#52$33.6万1.1万股$33.1万1.2万股-786股-6.72%减仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01%0.01%#12$30.9万1.0万股$28.4万1.0万股00.00%持仓不变
纯粹金融顾问Pure Financial Advisors, LLC
<0.01%<0.01%#15$29.9万9,725股$22.6万8,014股+1,711股+21.35%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
<0.01%<0.01%#14$28.9万9,392股$28.9万1.0万股-853股-8.33%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#42$27.5万8,926股$25.2万8,926股00.00%持仓不变
布朗兄弟哈里曼BROWN BROTHERS HARRIMAN & CO
<0.01%<0.01%#21$26.3万8,564股$24.2万8,564股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#20$26.2万8,532股$8.9万3,163股+5,369股+169.74%加仓
EP财富顾问EP Wealth Advisors, LLC
<0.01%#25$25.1万8,170股$00股+8,170股新买入
Lido顾问Lido Advisors, LLC
<0.01%<0.01%#30$23.6万7,683股$21.7万7,683股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#33$22.7万7,394股$22.4万7,934股-540股-6.81%减仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%#41$21.6万7,018股$00股+7,018股新买入
Simplicity Wealth,LLC
0.01%#9$20.6万6,689股$00股+6,689股新买入
Wilkerson Advisory Group LLC
0.05%0.05%#2$14.8万4,813股$13.6万4,813股00.00%持仓不变
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#26$13.9万4,519股$12.8万4,519股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#43$13.5万4,378股$28.1万9,933股-5,555股-55.92%减仓
Key FInancial Inc
0.02%0.02%#5$12.2万3,975股$11.2万3,975股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#22$7.4万2,416股$00股+2,416股新买入
Allworth金融Allworth Financial LP
<0.01%<0.01%#39$6.6万2,158股$6.5万2,293股-135股-5.89%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%#54$5.6万1,818股$00股+1,818股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#50$4.8万1,564股$4.4万1,564股00.00%持仓不变
Financial Avengers, Inc.
0.02%0.02%#6$4.4万1,555股$4.4万1,555股00.00%持仓不变
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#53$3.2万1,051股$3.0万1,051股00.00%持仓不变
Kingdom Financial Group LLC.
0.01%0.01%#10$2.7万874股$2.5万874股00.00%持仓不变
SJS Investment Consulting Inc.
<0.01%<0.01%#17$2.5万824股$2.3万824股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#40$2.0万641股$1.8万641股00.00%持仓不变
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#32$1.9万607股$1.7万607股00.00%持仓不变
Walsh & Associates, LLC
0.01%0.01%#8$1.4万461股$1.3万461股00.00%持仓不变
LANARK FINANCIAL, INC.
<0.01%<0.01%#27$1.3万414股$1.2万414股00.00%持仓不变
先锋领航顾问VANGUARD ADVISERS INC
<0.01%<0.01%#48$1.1万363股$1.0万363股00.00%持仓不变
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#55$1.0万336股$7.4万2,609股-2,273股-87.12%减仓
CALDWELL SUTTER CAPITAL, INC.
<0.01%<0.01%#16$9,534310股$8,759310股00.00%持仓不变
Physician Wealth Advisors, Inc.
<0.01%<0.01%#28$7,180233股$6,596233股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#57$6,981227股$6,414227股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入