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EA SERIES TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
E

EA SERIES TRUST

ITAN
持有机构数
17
机构合计市值 (Q2 2026)
$5,310.8万
机构合计股数 (Q2 2026)
127.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3.8万股
10 · 1 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2.0万股
4 · 1 清仓 · ≈
⚖️ 净额
+1.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,310.8万
持有机构数
17
新买入
1
加仓
9
减仓
3
清仓
1
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
Revolve Wealth Partners, LLC
3.24%3.41%#1$3,126.2万74.7万股$2,624.3万73.2万股+1.6万股+2.12%加仓
Philip James Wealth Mangement, LLC
0.85%0.78%#2$755.7万18.1万股$680.2万19.0万股-9,042股-4.77%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.02%0.02%#9$375.0万9.0万股$307.5万8.6万股+3,875股+4.52%加仓
Savvy Advisors, Inc.
0.07%0.07%#6$313.8万7.5万股$250.1万7.0万股+5,276股+7.56%加仓
Proficio 资本合伙人Proficio Capital Partners LLC
0.07%0.08%#7$181.3万4.3万股$155.4万4.3万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#12$161.3万3.9万股$122.8万3.4万股+4,312股+12.59%加仓
WEALTH EFFECTS LLC
0.32%0.36%#4$118.5万2.8万股$101.0万2.8万股+155股+0.55%加仓
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
0.01%0.01%#11$69.1万1.7万股$58.6万1.6万股+182股+1.11%加仓
Womack Financial LLC
0.34%0.32%#3$50.9万1.2万股$43.8万1.2万股-66股-0.54%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#15$46.6万1.1万股$39.2万1.1万股+225股+2.06%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
<0.01%<0.01%#13$43.6万1.0万股$38.1万1.1万股-188股-1.77%减仓
Bravias Capital Group, LLC
0.24%0.18%#5$39.7万9,500股$26.8万7,465股+2,035股+27.26%加仓
Triumph Capital Management
0.04%#8$23.2万5,553股$00股+5,553股新买入
Noble Wealth Management PBC
0.01%0.01%#10$2.7万650股$2.3万650股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#14$2.4万582股$7,100198股+384股+193.94%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#16$6,622158股$5,527158股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#17$421股$601股00.00%持仓不变

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