13FBOX
JH PREFERRED INCOME · 13F 机构持仓分析
期权收益计算器 机构排行

JH PREFERRED INCOME

HPI
持有机构数
67
机构合计市值 (Q2 2026)
$6,700.0万
机构合计股数 (Q2 2026)
413.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+51.8万股
30 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8.7万股
19 · 5 清仓 · ≈
⚖️ 净额
+43.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6,700.0万
持有机构数
67
新买入
8
加仓
22
减仓
14
清仓
5
持股不变
23
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%#36$1,060.9万65.4万股$1,019.7万65.0万股+4,535股+0.70%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#48$964.5万59.5万股$766.6万44.2万股+15.3万股+34.65%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#22$450.5万27.8万股$427.1万27.2万股+5,707股+2.10%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#46$450.4万27.8万股$398.8万25.4万股+2.4万股+9.30%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.03%0.03%#13$421.8万26.0万股$322.5万20.6万股+5.5万股+26.60%加仓
TSP Capital Management Group, LLC
0.79%0.77%#1$328.5万20.3万股$316.5万20.2万股+925股+0.46%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#44$315.9万19.5万股$307.9万19.6万股-1,372股-0.70%减仓
景顺Invesco Ltd.
<0.01%<0.01%#54$292.5万18.0万股$285.2万18.2万股-1,387股-0.76%减仓
COHEN & STEERS, INC.
<0.01%<0.01%#24$287.7万17.7万股$278.4万17.7万股00.00%持仓不变
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.04%#10$247.2万15.2万股$00股+15.2万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#47$192.0万11.8万股$188.1万12.0万股-1,406股-1.17%减仓
Fiera资本Fiera Capital Corp
0.01%0.01%#20$165.3万10.2万股$155.3万9.9万股+3,037股+3.07%加仓
Advisory Resource Group
0.24%0.27%#2$162.4万10.0万股$157.1万10.0万股+76股+0.08%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#61$132.6万8.2万股$122.3万7.8万股+3,825股+4.91%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%0.01%#27$131.3万8.1万股$138.0万8.8万股-6,969股-7.92%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#43$84.4万5.2万股$72.2万4.6万股+6,029股+13.10%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$84.0万5.2万股$79.0万5.0万股+1,445股+2.87%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#32$70.2万4.3万股$26.0万1.7万股+2.7万股+161.31%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#35$59.1万3.6万股$58.6万3.7万股-891股-2.39%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#58$54.1万3.3万股$49.0万3.1万股+2,112股+6.76%加仓
SAM Advisors, LLC
0.13%0.16%#6$48.5万3.0万股$50.3万3.2万股-2,147股-6.69%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#63$48.4万3.0万股$47.0万3.0万股-72股-0.24%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%<0.01%#25$44.2万2.7万股$42.8万2.7万股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#45$41.5万2.5万股$40.0万2.5万股00.00%持仓不变
KPP Advisory Services LLC
0.05%0.05%#9$38.0万2.3万股$36.8万2.3万股00.00%持仓不变
Norris Financial Group, LLC
0.15%0.11%#5$36.6万2.3万股$32.3万2.1万股+2,000股+9.71%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#50$35.7万2.2万股$36.0万2.3万股-937股-4.08%减仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#34$34.3万2.1万股$35.7万2.3万股-1,581股-6.94%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#66$30.8万1.9万股$00股+1.9万股新买入
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#41$30.1万1.9万股$30.0万1.9万股-542股-2.84%减仓
Mallini Complete Financial Planning LLC
0.2%0.21%#3$28.4万1.8万股$27.1万1.7万股+267股+1.55%加仓
LaSalle St. Investment Advisors, LLC
0.03%0.04%#11$27.0万1.7万股$28.8万1.8万股-1,702股-9.27%减仓
IHT 财富管理IHT Wealth Management, LLC
0.01%0.01%#23$23.9万1.5万股$24.9万1.6万股-1,105股-6.97%减仓
Main Street Financial Solutions, LLC
0.01%#15$22.9万1.4万股$00股+1.4万股新买入
顾问资产管理Advisors Asset Management, Inc.
<0.01%<0.01%#31$22.5万1.4万股$5,978381股+1.4万股+3,544.09%加仓
HALBERT HARGROVE GLOBAL ADVISORS, LLC
0.01%0.01%#19$21.2万1.3万股$20.8万1.3万股-180股-1.36%减仓
B. Riley Wealth Advisors, Inc.
0.01%0.01%#17$21.1万1.3万股$19.9万1.3万股+50股+0.39%加仓
Equitable控股Equitable Holdings, Inc.
<0.01%#37$20.5万1.3万股$00股+1.3万股新买入
READYSTATE 资产管理READYSTATE ASSET MANAGEMENT LP
0.01%0.01%#18$20.3万1.3万股$20.3万1.3万股00.00%持仓不变
Everstar Asset Management, LLC
0.08%0.1%#7$18.8万1.2万股$18.2万1.2万股00.00%持仓不变
Sowell Financial Services LLC
0.01%0.01%#21$17.7万1.1万股$17.1万1.1万股00.00%持仓不变
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#38$17.1万1.1万股$16.6万1.1万股+5股+0.05%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#57$16.6万1.0万股$17.4万1.1万股-876股-7.90%减仓
COMPASS FINANCIAL MANAGEMENT LLC
0.01%#16$10.6万6,541股$00股+6,541股新买入
Quantum Portfolio Management LLC
0.03%#12$8.8万5,410股$00股+5,410股新买入
Birchwood Financial Partners, Inc.
0.06%0.07%#8$7.6万4,704股$7.2万4,599股+105股+2.28%加仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#51$7.0万4,333股$6.8万4,308股+25股+0.58%加仓
IFG Advisory, LLC
0.18%0.18%#4$6.3万4,000股$6.3万4,000股00.00%持仓不变
HARBOR INVESTMENT ADVISORY, LLC
<0.01%<0.01%#28$6.0万3,675股$5.8万3,675股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#42$5.8万3,574股$00股+3,574股新买入

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