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

PAYM
持有机构数
34
机构合计市值 (Q2 2026)
$1.02亿
机构合计股数 (Q2 2026)
407.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+243.9万股
25 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3.2万股
9 · 0 清仓 · ≈
⚖️ 净额
+240.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.02亿
持有机构数
34
新买入
8
加仓
17
减仓
9
清仓
0
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
Mid-American Wealth Advisory Group, Inc.
16.45%#1$4,550.7万181.2万股$00股+181.2万股新买入
AE财富管理AE Wealth Management LLC
0.14%0.12%#18$3,034.4万120.8万股$2,130.5万97.1万股+23.7万股+24.45%加仓
Lloyd Advisory Services, LLC.
2.07%0.08%#3$535.0万21.3万股$27.9万1.3万股+20.0万股+1,575.02%加仓
Authentikos Wealth Advisory, LLC
3.1%2.72%#2$485.2万19.3万股$403.0万18.4万股+9,570股+5.21%加仓
B.O.S.S. Retirement Advisors, LLC
0.39%0.4%#11$145.1万5.8万股$132.0万6.0万股-2,356股-3.92%减仓
HOWARD BAILEY SECURITIES, LLC
0.52%0.51%#9$138.7万5.5万股$125.2万5.7万股-1,792股-3.14%减仓
Elevated Capital Advisors, LLC
0.37%0.26%#12$136.2万5.4万股$104.6万4.8万股+6,572股+13.79%加仓
Aegis Wealth Management, Inc.
0.7%0.34%#7$108.8万4.3万股$43.0万2.0万股+2.4万股+120.94%加仓
FSA Advisors, Inc.
0.48%0.17%#10$104.8万4.2万股$25.7万1.2万股+3.0万股+256.21%加仓
Great Lakes Retirement, Inc.
0.09%0.1%#22$98.4万3.9万股$94.0万4.3万股-3,986股-9.31%减仓
Integrated Wealth Management
0.98%0.78%#4$92.6万3.7万股$67.9万3.1万股+5,936股+19.18%加仓
Wellment Financial
0.97%0.92%#5$85.4万3.4万股$74.0万3.4万股+271股+0.80%加仓
POM Investment Strategies, LLC
0.95%0.69%#6$84.2万3.4万股$55.5万2.5万股+8,243股+32.63%加仓
Csenge Advisory 集团Csenge Advisory Group
0.03%0.01%#27$76.8万3.1万股$26.1万1.2万股+1.9万股+156.99%加仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.28%#14$65.1万2.6万股$00股+2.6万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#29$60.1万2.4万股$00股+2.4万股新买入
EVOLUTION WEALTH MANAGEMENT INC.
0.35%0.28%#13$59.6万2.4万股$38.8万1.8万股+6,056股+34.26%加仓
Centennial Advisors, LLC
0.67%0.62%#8$56.0万2.2万股$48.5万2.2万股+208股+0.94%加仓
SMART Wealth LLC
0.11%0.19%#20$48.8万1.9万股$64.7万2.9万股-1.0万股-34.09%减仓
LifeWealth Investments, LLC
0.13%0.17%#19$48.4万1.9万股$56.1万2.6万股-6,293股-24.62%减仓
FWG Investments, LLC.
0.19%0.17%#15$35.6万1.4万股$26.5万1.2万股+2,140股+17.76%加仓
Outlook Wealth Advisors, LLC
0.08%0.07%#23$35.0万1.4万股$30.3万1.4万股+134股+0.97%加仓
Networth Advisors, LLC
0.17%0.16%#16$29.7万1.2万股$23.2万1.1万股+1,269股+12.03%加仓
Kingdom Financial Group LLC.
0.07%0.08%#24$29.2万1.2万股$27.9万1.3万股-1,083股-8.52%减仓
摩根士丹利MORGAN STANLEY
<0.01%#30$28.9万1.2万股$00股+1.2万股新买入
Montgomery Financial Services LLC
0.15%#17$17.3万6,882股$00股+6,882股新买入
Quest 10 Wealth Builders, Inc.
0.1%0.13%#21$12.3万4,879股$14.3万6,530股-1,651股-25.28%减仓
Decker Retirement Planning Inc.
0.04%<0.01%#25$10.8万4,297股$3,337152股+4,145股+2,726.97%加仓
Key Capital Management, INC
0.04%<0.01%#26$6.9万2,730股$6,102278股+2,452股+882.01%加仓
Mosley Wealth Management
0.02%#28$5.7万2,275股$00股+2,275股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#32$1.5万594股$1.5万700股-106股-15.14%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#34$2,39796股$10.7万4,715股-4,619股-97.96%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#33$72829股$00股+29股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%#31$42717股$00股+17股新买入

🧭 机构资金流板块热力图

净流出 净流入