13FBOX
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

SEPZ
持有机构数
38
机构合计市值 (Q2 2026)
$9,980.5万
机构合计股数 (Q2 2026)
219.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+50.8万股
14 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-16.0万股
22 · 2 清仓 · ≈
⚖️ 净额
+34.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,980.5万
持有机构数
38
新买入
7
加仓
7
减仓
20
清仓
2
持股不变
4
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
0.2%0.23%#18$4,307.6万94.8万股$4,173.5万102.8万股-8.0万股-7.76%减仓
TrueMark Investments, LLC
2.83%1.81%#2$2,261.7万49.8万股$930.7万22.9万股+26.9万股+117.18%加仓
Lloyd Advisory Services, LLC.
2.86%0.11%#1$737.0万16.2万股$38.9万9,572股+15.3万股+1,594.44%加仓
Weaver Consulting Group
0.64%0.67%#8$313.5万6.9万股$282.6万7.0万股-590股-0.85%减仓
Valtinson Bruner Financial Planning LLC
0.58%0.57%#10$231.2万5.1万股$207.9万5.1万股-321股-0.63%减仓
Elevated Capital Advisors, LLC
0.61%0.54%#9$223.0万4.9万股$213.3万5.3万股-3,444股-6.56%减仓
B.O.S.S. Retirement Advisors, LLC
0.55%0.58%#11$205.1万4.5万股$191.7万4.7万股-2,059股-4.36%减仓
HOWARD BAILEY SECURITIES, LLC
0.72%0.74%#7$192.6万4.2万股$179.0万4.4万股-1,693股-3.84%减仓
FWG Investments, LLC.
0.91%0.87%#6$171.5万3.8万股$136.9万3.4万股+4,036股+11.97%加仓
Wellment Financial
1.84%2.38%#3$161.4万3.6万股$192.6万4.7万股-1.2万股-25.13%减仓
SMART Wealth LLC
0.33%0.57%#14$154.9万3.4万股$193.5万4.8万股-1.4万股-28.42%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#34$99.9万2.2万股$00股+2.2万股新买入
Great Lakes Retirement, Inc.
0.08%0.1%#21$94.5万2.1万股$93.9万2.3万股-2,328股-10.07%减仓
Richmond Brothers, Inc.
0.47%#12$89.8万2.0万股$00股+2.0万股新买入
Integrated Wealth Management
0.94%1.08%#5$89.2万2.0万股$94.0万2.3万股-3,504股-15.14%减仓
Centennial Advisors, LLC
0.97%0.93%#4$81.5万1.8万股$73.1万1.8万股-63股-0.35%减仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.33%#15$76.4万1.7万股$00股+1.7万股新买入
LifeWealth Investments, LLC
0.2%0.26%#19$73.1万1.6万股$87.1万2.1万股-5,355股-24.97%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#31$63.1万1.4万股$31.6万7,782股+6,092股+78.28%加仓
FSA Advisors, Inc.
0.26%0.39%#16$56.2万1.2万股$58.8万1.4万股-2,111股-14.57%减仓
Quest 10 Wealth Builders, Inc.
0.37%0.43%#13$47.7万1.0万股$49.5万1.2万股-1,689股-13.87%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%<0.01%#29$40.2万8,845股$22.2万5,455股+3,390股+62.14%加仓
Kingdom Financial Group LLC.
0.1%0.11%#20$39.1万8,602股$38.9万9,572股-970股-10.13%减仓
Capital Investment Advisory Services, LLC
0.02%0.02%#25$35.6万7,842股$31.8万7,842股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#36$33.4万7,345股$00股+7,345股新买入
Csenge Advisory 集团Csenge Advisory Group
0.01%0.02%#27$31.8万6,996股$42.0万1.0万股-3,350股-32.38%减仓
Montgomery Financial Services LLC
0.21%#17$23.9万5,256股$00股+5,256股新买入
Networth Advisors, LLC
0.06%0.2%#22$11.0万2,420股$27.9万6,873股-4,453股-64.79%减仓
DHJJ Financial Advisors, Ltd.
0.02%0.02%#23$8.4万1,847股$7.5万1,847股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%<0.01%#32$7.6万1,678股$6.8万1,678股00.00%持仓不变
Mosley Wealth Management
0.02%<0.01%#24$7.0万1,546股$80419股+1,527股+8,036.84%加仓
Decker Retirement Planning Inc.
0.02%<0.01%#26$5.2万1,148股$1.0万257股+891股+346.69%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#33$3.2万700股$4.5万1,100股-400股-36.36%减仓
Key Capital Management, INC
0.01%0.01%#28$2.1万464股$1.9万473股-9股-1.90%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#38$3,81784股$00股+84股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%#35$2,31851股$00股+51股新买入
AssetMarkASSETMARK, INC
<0.01%<0.01%#37$1,95443股$1,74643股00.00%持仓不变
POM Investment Strategies, LLC
<0.01%0.71%#30$1,68137股$57.1万1.4万股-1.4万股-99.74%减仓

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