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

ONEH
持有机构数
17
机构合计市值 (Q2 2026)
$972.1万
机构合计股数 (Q2 2026)
39.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+13.0万股
12 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3.7万股
6 · 1 清仓 · ≈
⚖️ 净额
+9.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$972.1万
持有机构数
17
新买入
7
加仓
5
减仓
5
清仓
1
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
0.02%0.03%#9$527.2万21.4万股$496.6万20.6万股+7,658股+3.72%加仓
Lloyd Advisory Services, LLC.
0.57%0.02%#1$147.5万6.0万股$8.0万3,325股+5.6万股+1,697.29%加仓
Mid-American Wealth Advisory Group, Inc.
0.37%#2$101.3万4.1万股$00股+4.1万股新买入
B.O.S.S. Retirement Advisors, LLC
0.12%0.14%#5$44.7万1.8万股$44.7万1.9万股-424股-2.29%减仓
HOWARD BAILEY SECURITIES, LLC
0.16%0.17%#4$42.6万1.7万股$42.5万1.8万股-357股-2.03%减仓
Elevated Capital Advisors, LLC
0.09%0.04%#6$31.5万1.3万股$14.9万6,171股+6,587股+106.74%加仓
Great Lakes Retirement, Inc.
0.02%0.02%#10$22.1万8,957股$23.1万9,593股-636股-6.63%减仓
Integrated Wealth Management
0.22%#3$20.4万8,283股$00股+8,283股新买入
TOUNJIAN ADVISORY PARTNERS, LLC
0.07%#7$15.9万6,462股$00股+6,462股新买入
Kingdom Financial Group LLC.
0.02%0.02%#11$7.6万3,081股$8.0万3,325股-244股-7.34%减仓
Montgomery Financial Services LLC
0.05%#8$5.5万2,213股$00股+2,213股新买入
Networth Advisors, LLC
0.01%0.02%#12$2.3万937股$2.2万898股+39股+4.34%加仓
POM Investment Strategies, LLC
0.01%#13$1.0万408股$00股+408股新买入
Decker Retirement Planning Inc.
<0.01%#15$9,107369股$00股+369股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#17$7,157290股$4,099170股+120股+70.59%加仓
Quest 10 Wealth Builders, Inc.
<0.01%0.02%#14$5,726232股$2.0万824股-592股-71.84%减仓
Key Capital Management, INC
<0.01%#16$3,258132股$00股+132股新买入

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