Thornburg Income Builder Opportunities Trust
TBLD- 交易所
- Nasdaq
- SEC CIK
- 0001820378
近 90 天，Thornburg Income Builder Opportunities Trust 內部人申報 2 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 56 家機構在 13F 申報持有，市值合計 $2.20 億；沒有大師持有。
2026 年第 1 季 13F 持有人
Thornburg Income Builder Opportunities Trust 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 54
- 較 2025 年第 4 季 0 家
- 持有股數
- 900.6 萬
- 較 2025 年第 4 季 −13.2 萬 (−1.4%)
- 總市值
- $1.90 億
- 較 2025 年第 4 季 +$624.0 萬 (+3.4%)
- 新進機構
- 6
- 另有 23 家加碼
- 清倉機構
- 6
- 另有 18 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TBLD 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 56 | $2.20 億 |
| 2026 年第 1 季 | 54 | $1.90 億 |
| 2025 年第 4 季 | 56 | $1.85 億 |
| 2025 年第 3 季 | 49 | $1.73 億 |
| 2025 年第 2 季 | 47 | $1.56 億 |
| 2025 年第 1 季 | 43 | $1.45 億 |
| 2024 年第 4 季 | 52 | $1.36 億 |
| 2024 年第 3 季 | 42 | $1.19 億 |
| 2024 年第 2 季 | 50 | $1.14 億 |
| 2024 年第 1 季 | 48 | $1.00 億 |
| 2023 年第 4 季 | 44 | $1.00 億 |
| 2023 年第 3 季 | 40 | $9,127 萬 |
| 2023 年第 2 季 | 39 | $8,637 萬 |
| 2023 年第 1 季 | 33 | $7,760 萬 |
| 2022 年第 4 季 | 37 | $6,720 萬 |
| 2022 年第 3 季 | 36 | $5,011 萬 |
| 2022 年第 2 季 | 29 | $5,124 萬 |
| 2022 年第 1 季 | 24 | $4,917 萬 |
| 2021 年第 4 季 | 33 | $5,206 萬 |
| 2021 年第 3 季 | 7 | $1,238 萬 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 1 季持有機構
每家機構持有 Thornburg Income Builder Opportunities Trust 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Group AG | 1,843,177 | $3,897 萬 | 0.01% | +56,687+3.2% | 加碼 |
| DKM Wealth Management, Inc. | 964,573 | $2,040 萬 | 14.71% | +11,581+1.2% | 加碼 |
| Stifel Financial Corp | 773,380 | $1,635 萬 | 0.02% | +52,002+7.2% | 加碼 |
| Morgan Stanley | 722,199 | $1,527 萬 | 0.00% | +135,372+23.1% | 加碼 |
| Raymond James Financial Inc | 626,909 | $1,326 萬 | 0.00% | −70,547−10.1% | 減碼 |
| Advisors Asset Management, Inc. | 592,552 | $1,250 萬 | 0.21% | −82,853−12.3% | 減碼 |
| Wells Fargo & Company | 483,809 | $1,023 萬 | 0.00% | +73,401+17.9% | 加碼 |
| Kera Capital Partners, Inc. | 453,342 | $958.6 萬 | 1.18% | +18,441+4.2% | 加碼 |
| Royal Bank of Canada | 447,955 | $947.2 萬 | 0.00% | −43,324−8.8% | 減碼 |
| LPL Financial LLC | 303,728 | $642.2 萬 | 0.00% | +42,989+16.5% | 加碼 |
| Rockefeller Capital Management L.P. | 157,048 | $332.1 萬 | 0.01% | −286−0.2% | 減碼 |
| Sanctuary Advisors, LLC | 128,476 | $271.7 萬 | 0.01% | +42,898+50.1% | 加碼 |
| Private Advisor Group, LLC | 115,774 | $244.8 萬 | 0.01% | −6,062−5.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 102,350 | $215.9 萬 | 0.07% | +17,847+21.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 92,046 | $194.6 萬 | 0.02% | +7,808+9.3% | 加碼 |
| Evolve Private Wealth, LLC | 83,850 | $177.3 萬 | 0.09% | +320.0% | 加碼 |
| Alessandra Capital Management, LLC | 82,646 | $174.8 萬 | 1.49% | −1,088−1.3% | 減碼 |
| Invesco Ltd. | 79,288 | $167.7 萬 | 0.00% | +12,234+18.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 73,216 | $155.6 萬 | 0.00% | −81,559−52.7% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 69,502 | $147.0 萬 | 0.50% | −162,255−70.0% | 減碼 |
| D.A. Davidson & Co. | 69,175 | $146.3 萬 | 0.01% | +241+0.3% | 加碼 |
| Kestra Advisory Services, LLC | 68,728 | $145.3 萬 | 0.01% | −22,670−24.8% | 減碼 |
| Janney Montgomery Scott LLC | 61,007 | $129.0 萬 | 0.00% | −2,626−4.1% | 減碼 |
| PMG Family Office LLC | 47,680 | $100.8 萬 | 1.13% | +110+0.2% | 加碼 |
| Dakota Wealth Management | 47,226 | $99.9 萬 | 0.02% | −2,522−5.1% | 減碼 |
| Advisor Group Holdings, Inc. | 46,576 | $98.5 萬 | 0.00% | +8,065+20.9% | 加碼 |
| Financial Management Network Inc | 44,171 | $96.6 萬 | 0.15% | +140+0.3% | 加碼 |
| Wedbush Securities Inc | 40,087 | $84.8 萬 | 0.02% | +118+0.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 38,359 | $81.1 萬 | 0.00% | +4,553+13.5% | 加碼 |
| Closed-End Fund Advisors, Inc. | 35,863 | $75.8 萬 | 0.77% | −3,164−8.1% | 減碼 |
| Advisory Advocates, LLC | 29,620 | $62.6 萬 | 0.64% | +3,420+13.1% | 加碼 |
| Wolverine Asset Management LLC | 28,663 | $60.6 萬 | 0.01% | −41,212−59.0% | 減碼 |
| Oppenheimer & Co Inc | 28,165 | $59.6 萬 | 0.01% | −7,814−21.7% | 減碼 |
| Hunter Associates Investment Management LLC | 28,031 | $59.1 萬 | 0.08% | +200+0.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 27,154 | $57.4 萬 | 0.00% | +4,904+22.0% | 加碼 |
| Fifth Third Bancorp | 21,300 | $45.0 萬 | 0.00% | +21,300 | 新進 |
| Davenport & Co LLC | 18,250 | $38.6 萬 | 0.00% | +18,250 | 新進 |
| GWM Advisors LLC | 15,263 | $32.3 萬 | 0.00% | −300−1.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,416 | $30.5 萬 | 0.00% | +2,870+24.9% | 加碼 |
| Brown Advisory Inc | 13,720 | $28.9 萬 | 0.00% | 00.0% | 不變 |
| Hicks Capital Management LLC | 12,856 | $27.2 萬 | 0.27% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 12,023 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 11,890 | $25.1 萬 | 0.04% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 11,623 | $24.6 萬 | 0.09% | −43,243−78.8% | 減碼 |
| Cetera Investment Advisers | 10,169 | $21.5 萬 | 0.00% | +10,169 | 新進 |
| Prosperity Consulting Group, LLC | 10,000 | $21.1 萬 | 0.01% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 9,204 | $19.5 萬 | 0.03% | −4,192−31.3% | 減碼 |
| Webster Bank, N. A. | 3,000 | $6.34 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,678 | $5.66 萬 | 0.00% | +2,678 | 新進 |
| SOA Wealth Advisors, LLC. | 1,705 | $3.61 萬 | 0.01% | +24+1.4% | 加碼 |
| Clark Wealth Partners | 660 | $1.40 萬 | 0.01% | +660 | 新進 |
| Whittier Trust Co | 500 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $4,229 | 0.00% | −250−55.6% | 減碼 |
| Highline Wealth Partners LLC | 150 | $3,172 | 0.00% | +150 | 新進 |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −47,524−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −20,440−100.0% | 清倉 |
| KW Wealth Management LLC | 0 | $0 | 0.00% | −14,058−100.0% | 清倉 |
| Bank of America Corp | 0 | $0 | 0.00% | −13,407−100.0% | 清倉 |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −10,060−100.0% | 清倉 |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |