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ELEVATION SERIES TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
E

ELEVATION SERIES TRUST

ONEZ
持有机构数
37
机构合计市值 (Q2 2026)
$2.61亿
机构合计股数 (Q2 2026)
945.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+574.6万股
36 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6.2万股
8 · 7 清仓 · ≈
⚖️ 净额
+568.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.61亿
持有机构数
37
新买入
10
加仓
26
减仓
1
清仓
7
持股不变
0
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
AE财富管理AE Wealth Management LLC
0.75%0.34%#17$1.60亿579.7万股$6,364.7万254.2万股+325.5万股+128.05%加仓
Lloyd Advisory Services, LLC.
7.42%0.11%#2$1,915.2万69.4万股$37.3万1.5万股+67.9万股+4,557.36%加仓
Wellment Financial
10.51%4.29%#1$922.5万33.4万股$347.1万13.9万股+19.6万股+141.20%加仓
POM Investment Strategies, LLC
6.74%1.46%#3$594.6万21.6万股$117.7万4.7万股+16.9万股+358.60%加仓
HOWARD BAILEY SECURITIES, LLC
2.03%0.71%#7$541.8万19.6万股$173.3万6.9万股+12.7万股+183.71%加仓
B.O.S.S. Retirement Advisors, LLC
1.46%0.57%#8$541.5万19.6万股$185.7万7.4万股+12.2万股+164.61%加仓
SMART Wealth LLC
1.16%0.9%#15$538.2万19.5万股$307.1万12.3万股+7.2万股+59.01%加仓
FWG Investments, LLC.
2.73%1.4%#5$515.9万18.7万股$220.1万8.8万股+9.9万股+112.71%加仓
Integrated Wealth Management
4.6%1.58%#4$435.2万15.8万股$137.9万5.5万股+10.3万股+186.28%加仓
Elevated Capital Advisors, LLC
1.09%0.55%#16$394.7万14.3万股$217.9万8.7万股+5.6万股+64.37%加仓
Mid-American Wealth Advisory Group, Inc.
1.25%1.7%#11$346.0万12.5万股$401.8万15.5万股-2.9万股-18.94%减仓
FSA Advisors, Inc.
1.46%0.83%#9$317.5万11.5万股$126.1万5.0万股+6.5万股+128.45%加仓
Outlook Wealth Advisors, LLC
0.68%0.16%#18$316.9万11.5万股$65.4万2.6万股+8.9万股+340.66%加仓
TOUNJIAN ADVISORY PARTNERS, LLC
1.18%#14$276.6万10.0万股$00股+10.0万股新买入
Richmond Brothers, Inc.
1.41%#10$270.6万9.8万股$00股+9.8万股新买入
Great Lakes Retirement, Inc.
0.23%0.1%#26$255.2万9.2万股$92.5万3.7万股+5.6万股+150.30%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#34$224.5万8.1万股$00股+8.1万股新买入
Centennial Advisors, LLC
2.56%0.91%#6$214.8万7.8万股$71.6万2.9万股+4.9万股+172.42%加仓
LifeWealth Investments, LLC
0.57%0.28%#21$212.9万7.7万股$94.1万3.8万股+4.0万股+105.31%加仓
Networth Advisors, LLC
1.22%0.33%#12$210.6万7.6万股$47.4万1.9万股+5.7万股+303.39%加仓
Mosley Wealth Management
0.58%0.04%#20$181.5万6.6万股$9.9万3,725股+6.2万股+1,665.58%加仓
Quest 10 Wealth Builders, Inc.
1.21%0.63%#13$155.3万5.6万股$72.0万2.9万股+2.8万股+95.79%加仓
Csenge Advisory 集团Csenge Advisory Group
0.05%0.03%#30$135.4万4.9万股$75.3万3.0万股+1.9万股+63.18%加仓
Golden Reserve Retirement LLC
0.18%0.11%#27$111.6万4.0万股$51.7万2.1万股+2.0万股+95.72%加仓
Kingdom Financial Group LLC.
0.25%0.11%#25$98.9万3.6万股$37.3万1.5万股+2.1万股+140.49%加仓
Aegis Wealth Management, Inc.
0.59%0.6%#19$91.0万3.3万股$76.0万3.0万股+2,649股+8.73%加仓
Blackston Financial Advisory Group, LLC
0.41%#23$72.4万2.6万股$00股+2.6万股新买入
Montgomery Financial Services LLC
0.54%#22$62.6万2.3万股$00股+2.3万股新买入
Authentikos Wealth Advisory, LLC
0.38%0.26%#24$59.0万2.1万股$38.0万1.5万股+6,204股+40.87%加仓
McAdam, LLC
0.01%#32$22.8万8,246股$00股+8,246股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#36$21.2万7,681股$00股+7,681股新买入
Decker Retirement Planning Inc.
0.06%0.01%#29$16.9万6,138股$1.8万701股+5,437股+775.61%加仓
Key Capital Management, INC
0.08%0.04%#28$15.2万5,506股$5.9万2,375股+3,131股+131.83%加仓
EVOLUTION WEALTH MANAGEMENT INC.
0.05%0.04%#31$8.2万2,972股$6.1万2,417股+555股+22.96%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#37$1.2万418股$00股+418股新买入
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#33$1.0万370股$00股+370股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%#35$7,063256股$00股+256股新买入

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