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

QBER
持有机构数
38
机构合计市值 (Q2 2026)
$7,066.4万
机构合计股数 (Q2 2026)
296.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+82.7万股
28 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-29.8万股
9 · 2 清仓 · ≈
⚖️ 净额
+52.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,066.4万
持有机构数
38
新买入
8
加仓
20
减仓
7
清仓
2
持股不变
3
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
0.12%0.12%#22$2,574.4万108.2万股$2,261.3万93.7万股+14.5万股+15.44%加仓
TrueMark Investments, LLC
2.58%1.75%#2$2,056.5万86.4万股$897.9万37.2万股+49.2万股+132.25%加仓
Authentikos Wealth Advisory, LLC
2.68%2.83%#1$419.7万17.6万股$419.5万17.4万股+2,541股+1.46%加仓
Mid-American Wealth Advisory Group, Inc.
1.07%3.42%#5$296.1万12.4万股$808.5万33.7万股-21.3万股-63.12%减仓
Wellment Financial
2.57%2.66%#3$225.6万9.5万股$214.9万8.9万股+5,734股+6.44%加仓
POM Investment Strategies, LLC
2.2%2.2%#4$194.5万8.2万股$177.1万7.3万股+8,339股+11.36%加仓
Elevated Capital Advisors, LLC
0.39%0.68%#9$140.1万5.9万股$268.9万11.1万股-5.3万股-47.16%减仓
Csenge Advisory 集团Csenge Advisory Group
0.05%0.04%#24$124.0万5.2万股$94.0万3.9万股+1.3万股+33.80%加仓
FWG Investments, LLC.
0.56%0.56%#7$105.2万4.4万股$88.4万3.7万股+7,588股+20.72%加仓
Outlook Wealth Advisors, LLC
0.22%0.24%#16$104.6万4.4万股$99.8万4.1万股+2,594股+6.27%加仓
HOWARD BAILEY SECURITIES, LLC
0.36%0.19%#10$96.9万4.1万股$45.3万1.9万股+2.2万股+116.84%加仓
FSA Advisors, Inc.
0.43%0.47%#8$93.6万3.9万股$70.8万2.9万股+1.0万股+34.08%加仓
SMART Wealth LLC
0.2%0.31%#18$93.3万3.9万股$106.5万4.4万股-4,943股-11.20%减仓
Integrated Wealth Management
0.96%0.76%#6$91.2万3.8万股$66.5万2.8万股+1.1万股+39.08%加仓
Lloyd Advisory Services, LLC.
0.32%0.01%#13$82.2万3.5万股$2.3万950股+3.4万股+3,535.26%加仓
Networth Advisors, LLC
0.36%0.4%#11$62.2万2.6万股$56.2万2.3万股+2,819股+12.10%加仓
Richmond Brothers, Inc.
0.28%#14$53.6万2.3万股$00股+2.3万股新买入
Key Capital Management, INC
0.2%0.12%#19$38.3万1.6万股$17.8万7,375股+8,706股+118.05%加仓
Aegis Wealth Management, Inc.
0.21%0.2%#17$32.4万1.4万股$25.4万1.1万股+3,088股+29.35%加仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.13%#21$30.2万1.3万股$00股+1.3万股新买入
Quest 10 Wealth Builders, Inc.
0.23%0.24%#15$30.1万1.3万股$27.8万1.2万股+1,147股+9.97%加仓
Centennial Advisors, LLC
0.34%#12$28.4万1.2万股$00股+1.2万股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#33$24.5万1.0万股$70.4万2.9万股-1.9万股-64.77%减仓
Blackston Financial Advisory Group, LLC
0.13%0.14%#20$23.5万9,874股$22.5万9,337股+537股+5.75%加仓
Mosley Wealth Management
0.07%0.01%#23$21.3万8,952股$2.7万1,078股+7,874股+730.43%加仓
EVOLUTION WEALTH MANAGEMENT INC.
0.04%0.05%#25$6.2万2,585股$7.2万2,988股-403股-13.49%减仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
<0.01%<0.01%#31$3.3万1,377股$3.3万1,377股00.00%持仓不变
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#28$3.1万1,284股$00股+1,284股新买入
Decker Retirement Planning Inc.
0.01%<0.01%#26$3.0万1,241股$1.1万448股+793股+177.01%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#36$2.9万1,198股$4.1万1,714股-516股-30.11%减仓
Kingdom Financial Group LLC.
0.01%0.01%#27$2.7万1,155股$2.3万950股+205股+21.58%加仓
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#30$1.1万476股$1.1万476股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#35$4,760200股$4,826200股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#37$4,593193股$00股+193股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#38$3,927165股$6.2万2,499股-2,334股-93.40%减仓
Montgomery Financial Services LLC
<0.01%#29$1,88079股$00股+79股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#34$1,61868股$00股+68股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%#32$1,33356股$00股+56股新买入

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