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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

STXE
持有机构数
38
机构合计市值 (Q2 2026)
$6,333.3万
机构合计股数 (Q2 2026)
124.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+6.8万股
20 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-98.2万股
16 · 4 清仓 · ≈
⚖️ 净额
-91.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6,333.3万
持有机构数
38
新买入
5
加仓
15
减仓
12
清仓
4
持股不变
6
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
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.32%0.33%#5$1,617.5万33.8万股$1,494.4万33.3万股+4,215股+1.26%加仓
OxenFree Capital LLC
3.83%3.71%#1$835.0万16.9万股$764.6万17.4万股-5,057股-2.91%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#14$613.8万11.7万股$462.9万11.8万股-1,651股-1.39%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#30$371.9万7.1万股$304.5万7.8万股-7,148股-9.17%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.06%0.06%#10$365.3万7.0万股$398.5万10.2万股-3.2万股-31.84%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#22$357.7万6.8万股$264.4万6.8万股+421股+0.62%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#26$219.2万4.2万股$123.9万3.2万股+9,720股+29.98%加仓
平行顾问Parallel Advisors, LLC
0.03%0.02%#11$195.9万3.7万股$132.3万3.4万股+3,420股+10.10%加仓
WealthPlan Investment Management, LLC
0.08%0.06%#8$156.4万3.0万股$110.9万2.8万股+1,393股+4.91%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#32$155.6万3.0万股$98.2万2.5万股+4,483股+17.85%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.01%#15$148.4万2.8万股$109.2万2.8万股+303股+1.08%加仓
FINANCIAL MANAGEMENT NETWORK INC
0.19%0.17%#6$132.1万2.8万股$107.9万2.5万股+2,773股+10.92%加仓
SECURED RETIREMENT ADVISORS, LLC
0.65%0.75%#2$126.4万2.4万股$132.6万3.4万股-9,875股-29.10%减仓
Stratos Wealth Advisors, LLC
0.06%0.05%#9$117.1万2.2万股$86.2万2.2万股+216股+0.98%加仓
Hegarty Advisors, LLC
0.55%0.51%#3$79.8万1.5万股$64.9万1.7万股-1,409股-8.49%减仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%#25$74.9万1.4万股$00股+1.4万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#35$74.1万1.4万股$48.3万1.2万股+1,728股+13.97%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#23$66.9万1.3万股$49.7万1.3万股-29股-0.23%减仓
PARAGON CAPITAL MANAGEMENT INC
0.49%0.44%#4$66.2万1.3万股$51.9万1.3万股-694股-5.22%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#29$65.5万1.2万股$47.6万1.2万股+285股+2.34%加仓
GWN SECURITIES INC.
0.11%0.09%#7$64.9万1.2万股$48.1万1.2万股+44股+0.36%加仓
顶峰金融Summit Financial, LLC
0.01%#19$63.3万1.2万股$00股+1.2万股新买入
Betterment智能投顾Betterment LLC
<0.01%<0.01%#27$50.9万9,685股$34.0万8,695股+990股+11.39%加仓
PDS Planning, Inc
0.03%0.02%#12$50.6万9,632股$37.6万9,632股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#31$48.1万9,149股$27.9万7,148股+2,001股+27.99%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#36$47.2万8,988股$40.7万1.0万股-1,432股-13.74%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#33$46.7万8,880股$34.5万8,830股+50股+0.57%加仓
PFG 投资PFG Investments, LLC
0.01%#16$29.7万5,658股$00股+5,658股新买入
Belpointe 资产管理Belpointe Asset Management LLC
0.01%0.02%#17$28.4万5,404股$44.8万1.1万股-6,057股-52.85%减仓
Avantax Planning Partners, Inc.
0.01%#20$22.8万4,333股$00股+4,333股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#24$19.6万3,736股$14.9万3,736股00.00%持仓不变
Washington Trust Advisors, Inc.
0.01%0.01%#18$9.7万1,843股$8.8万2,254股-411股-18.23%减仓
JNBA Financial Advisors
<0.01%<0.01%#21$5.5万1,043股$4.1万1,043股00.00%持仓不变
MCGUIRE CAPITAL ADVISORS INC
0.02%0.02%#13$3.9万750股$2.9万750股00.00%持仓不变
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#34$1.1万200股$7,816200股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#37$7,584144股$6,864176股-32股-18.18%减仓
Abound Wealth Management
<0.01%#28$4,20580股$00股+80股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#38$531股$551股00.00%持仓不变

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