13FBOX
T. ROWE PRICE CAP APPREC PRM INC ETF · 13F 机构持仓分析
期权收益计算器 机构排行
T

T. ROWE PRICE CAP APPREC PRM INC ETF

TCAL
持有机构数
71
机构合计市值 (Q2 2026)
$1.41亿
机构合计股数 (Q2 2026)
634.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+112.7万股
50 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-59.2万股
20 · 8 清仓 · ≈
⚖️ 净额
+53.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.41亿
持有机构数
71
新买入
16
加仓
34
减仓
12
清仓
8
持股不变
9
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%#28$3,959.6万178.4万股$3,519.1万157.5万股+20.9万股+13.28%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#50$909.6万41.0万股$689.1万30.8万股+10.1万股+32.89%加仓
Waterfront Wealth Inc.
1.31%1.41%#3$845.7万37.1万股$766.9万34.3万股+2.8万股+8.19%加仓
CMC Financial Group
15.22%16.93%#1$785.4万35.4万股$862.9万38.6万股-3.2万股-8.37%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#32$516.5万23.3万股$468.4万21.0万股+2.3万股+11.03%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.06%0.05%#19$510.2万23.0万股$325.0万14.5万股+8.4万股+58.06%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#49$505.3万22.8万股$414.3万18.5万股+4.2万股+22.76%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#48$489.0万21.8万股$341.4万15.5万股+6.3万股+40.75%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.03%0.03%#24$386.8万17.4万股$275.4万12.3万股+5.1万股+41.39%加仓
SageGuard Financial Group, LLC
0.49%0.33%#8$348.0万15.7万股$211.9万9.5万股+6.2万股+65.34%加仓
NCM Capital Management, LLC
0.9%0.94%#5$293.2万13.2万股$261.4万11.7万股+1.5万股+12.92%加仓
Essex Financial Services, Inc.
0.15%0.17%#12$292.0万13.2万股$294.9万13.2万股-425股-0.32%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#46$288.8万13.0万股$306.7万13.7万股-7,144股-5.21%减仓
Southland Equity Partners LLC
0.5%0.56%#7$284.3万12.8万股$285.4万12.8万股+404股+0.32%加仓
Stratos Wealth Advisors, LLC
0.14%0.15%#14$258.3万11.6万股$246.2万11.0万股+6,199股+5.63%加仓
Carson Advisory Inc.
1.13%1.49%#4$247.0万11.1万股$287.4万12.9万股-1.7万股-13.50%减仓
YARGER WEALTH STRATEGIES, LLC
0.86%0.82%#6$240.0万10.5万股$203.1万9.1万股+1.4万股+15.93%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.02%#25$237.5万10.7万股$00股+10.7万股新买入
MAI资本管理MAI Capital Management
0.01%0.01%#30$222.2万10.0万股$203.8万9.1万股+8,878股+9.73%加仓
Janney Montgomery Scott LLC
<0.01%0.01%#37$215.3万9.7万股$448.6万20.1万股-10.4万股-51.67%减仓
Founders Financial Alliance, LLC
0.24%0.3%#9$178.3万8.0万股$164.8万7.4万股+6,595股+8.94%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#43$175.6万7.9万股$165.5万7.4万股+5,040股+6.81%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#39$170.7万7.7万股$166.6万7.5万股+2,360股+3.17%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#65$120.3万5.4万股$00股+5.4万股新买入
Western 财富管理Western Wealth Management, LLC
0.04%0.04%#22$115.9万5.2万股$116.1万5.2万股+248股+0.48%加仓
Summit Financial Wealth Advisors, LLC
0.14%0.09%#16$106.1万4.8万股$64.3万2.9万股+1.9万股+66.07%加仓
Annis Gardner Whiting Capital Advisors, LLC
0.14%0.15%#13$96.4万4.3万股$95.6万4.3万股+570股+1.33%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#67$88.8万4.0万股$141.4万6.3万股-2.3万股-36.77%减仓
L2 Asset Management, LLC
0.09%#17$82.8万3.7万股$00股+3.7万股新买入
Private Advisor集团Private Advisor Group, LLC
<0.01%0.01%#40$79.1万3.6万股$125.3万5.6万股-2.0万股-36.40%减仓
Z3 Capital Partners, LLC
0.16%#11$76.7万3.5万股$00股+3.5万股新买入
Keystone Financial Group
0.04%0.02%#21$70.8万3.2万股$31.9万1.4万股+1.8万股+123.55%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.01%#29$54.5万2.5万股$63.2万2.8万股-3,745股-13.25%减仓
Harborfront Financial Group LLC
2.04%#2$54.0万2.4万股$00股+2.4万股新买入
Wills Financial Group LLC
0.19%0.19%#10$53.4万2.4万股$50.3万2.3万股+1,255股+5.50%加仓
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#31$52.8万2.4万股$50.5万2.3万股+1,185股+5.24%加仓
NATIXIS ADVISORS, LLC
<0.01%<0.01%#56$51.3万2.3万股$25.0万1.1万股+1.2万股+106.80%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#64$50.1万2.3万股$50.5万2.3万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%#57$45.0万2.0万股$00股+2.0万股新买入
Bluesphere Advisors LLC
0.14%0.13%#15$44.2万2.0万股$37.8万1.7万股+3,007股+17.78%加仓
Cornerstone Advisory, LLC
0.03%0.04%#23$40.1万1.8万股$40.4万1.8万股00.00%持仓不变
IFP顾问IFP Advisors, Inc
0.01%0.01%#34$33.3万1.5万股$31.5万1.4万股+925股+6.57%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#52$31.0万1.4万股$41.6万1.9万股-4,638股-24.91%减仓
Strategic Family Wealth Counselors, L.L.C.
0.07%#18$29.5万1.3万股$00股+1.3万股新买入
Aprio Wealth Management, LLC
0.01%0.02%#27$29.3万1.3万股$30.4万1.4万股-424股-3.12%减仓
奥本海默公司OPPENHEIMER & CO INC
<0.01%<0.01%#42$27.5万1.2万股$22.8万1.0万股+2,217股+21.77%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#59$26.0万1.2万股$26.2万1.2万股00.00%持仓不变
Kingsview Wealth Management, LLC
<0.01%<0.01%#35$25.1万1.1万股$25.1万1.1万股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#62$24.7万1.1万股$445.5万19.9万股-18.8万股-94.42%减仓
Capital Investment Advisory Services, LLC
0.02%0.01%#26$24.7万1.1万股$12.3万5,511股+5,593股+101.49%加仓

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