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

PAYH
持有机构数
19
机构合计市值 (Q2 2026)
$1,548.4万
机构合计股数 (Q2 2026)
62.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+31.8万股
11 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-12.9万股
10 · 2 清仓 · ≈
⚖️ 净额
+18.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,548.4万
持有机构数
19
新买入
8
加仓
3
减仓
8
清仓
2
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
0.03%0.03%#11$579.2万23.4万股$610.0万29.9万股-6.5万股-21.79%减仓
摩根士丹利MORGAN STANLEY
<0.01%#18$321.5万13.0万股$00股+13.0万股新买入
Mid-American Wealth Advisory Group, Inc.
0.88%#1$243.8万9.8万股$00股+9.8万股新买入
Lloyd Advisory Services, LLC.
0.58%0.02%#2$150.2万6.1万股$7.1万3,489股+5.7万股+1,637.46%加仓
B.O.S.S. Retirement Advisors, LLC
0.13%0.13%#6$48.2万1.9万股$41.2万2.0万股-705股-3.49%减仓
HOWARD BAILEY SECURITIES, LLC
0.17%0.16%#5$44.9万1.8万股$38.2万1.9万股-621股-3.32%减仓
Authentikos Wealth Advisory, LLC
0.23%0.63%#4$35.3万1.4万股$93.6万4.6万股-3.2万股-68.96%减仓
Integrated Wealth Management
0.25%#3$23.7万9,545股$00股+9,545股新买入
Elevated Capital Advisors, LLC
0.06%<0.01%#8$23.5万9,503股$28614股+9,489股+67,778.57%加仓
Great Lakes Retirement, Inc.
0.02%0.02%#13$23.2万9,372股$20.7万1.0万股-776股-7.65%减仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.07%#7$16.4万6,633股$00股+6,633股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#19$13.9万5,611股$9.3万4,482股+1,129股+25.19%加仓
Kingdom Financial Group LLC.
0.02%0.02%#12$8.2万3,311股$7.1万3,489股-178股-5.10%减仓
Montgomery Financial Services LLC
0.05%#10$5.5万2,237股$00股+2,237股新买入
POM Investment Strategies, LLC
0.05%#9$4.4万1,772股$00股+1,772股新买入
Decker Retirement Planning Inc.
0.01%#15$2.4万988股$00股+988股新买入
Networth Advisors, LLC
0.01%0.02%#14$1.8万743股$3.3万1,618股-875股-54.08%减仓
Key Capital Management, INC
0.01%#16$1.4万578股$00股+578股新买入
Quest 10 Wealth Builders, Inc.
<0.01%0.02%#17$6,022243股$1.8万860股-617股-71.74%减仓

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