13FBOX
UNIFIED SER TR · 13F 机构持仓分析
期权收益计算器 机构排行
U

UNIFIED SER TR

OACP
持有机构数
29
机构合计市值 (Q2 2026)
$2.52亿
机构合计股数 (Q2 2026)
1,108.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+94.1万股
23 · 3 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3.4万股
6 · 2 清仓 · ≈
⚖️ 净额
+90.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.52亿
持有机构数
29
新买入
3
加仓
20
减仓
4
清仓
2
持股不变
2
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
OneAscent Financial Services LLC
6.11%6.8%#2$1.28亿562.6万股$1.26亿552.5万股+10.1万股+1.82%加仓
OneAscent Wealth Management LLC
17.55%19.24%#1$5,888.7万259.2万股$5,820.6万256.2万股+3.1万股+1.19%加仓
Atria投资Atria Investments, Inc
0.15%0.18%#10$1,528.5万67.3万股$1,569.3万69.1万股-1.8万股-2.58%减仓
OneAscent Family Office, LLC
4.99%6.6%#3$988.7万43.5万股$944.4万41.6万股+2.0万股+4.72%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.45%#7$939.0万41.3万股$00股+41.3万股新买入
PATRON PARTNERS, LLC
1.69%1.77%#5$439.4万19.3万股$400.9万17.6万股+1.7万股+9.64%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#22$322.5万14.2万股$197.2万8.7万股+5.5万股+63.56%加仓
First Heartland Consultants, Inc.
0.2%0.15%#8$311.7万13.7万股$190.9万8.4万股+5.3万股+63.36%加仓
RFG顾问RFG Advisory, LLC
0.05%0.05%#12$290.2万12.8万股$259.8万11.4万股+1.3万股+11.71%加仓
OneAscent Investment Solutions LLC
2.74%2.83%#4$289.8万12.8万股$282.7万12.4万股+3,178股+2.55%加仓
Cambridge Investment Research Advisors, Inc.
0.01%<0.01%#19$223.5万9.8万股$187.2万8.2万股+1.6万股+19.41%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#21$149.1万6.6万股$24.5万1.1万股+5.5万股+514.81%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#26$133.6万5.9万股$10.3万4,550股+5.4万股+1,189.19%加仓
Dynamic Advisor Solutions LLC
0.03%0.04%#13$109.6万4.8万股$141.9万6.2万股-1.4万股-22.70%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#25$97.9万4.3万股$37.3万1.6万股+2.7万股+162.81%加仓
Merit金融集团Merit Financial Group, LLC
0.01%0.01%#18$91.5万4.0万股$84.1万3.7万股+3,289股+8.89%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#28$85.7万3.8万股$55.8万2.5万股+1.3万股+53.67%加仓
TrustWell Financial Advisors, LLC
0.68%#6$80.6万3.6万股$00股+3.6万股新买入
IFP顾问IFP Advisors, Inc
0.01%0.02%#15$76.4万3.4万股$74.3万3.3万股+916股+2.80%加仓
Security Financial Services, INC.
0.1%0.1%#11$74.8万3.3万股$65.1万2.9万股+4,282股+14.94%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#27$62.3万2.7万股$63.5万2.8万股-535股-1.91%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#24$49.1万2.2万股$41.8万1.8万股+3,254股+17.70%加仓
Strategic Blueprint, LLC
0.02%0.03%#14$48.1万2.1万股$46.6万2.1万股+682股+3.32%加仓
Plan A Wealth LLC
0.17%0.21%#9$40.9万1.8万股$43.5万1.9万股-1,119股-5.85%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#23$38.4万1.7万股$7.8万3,435股+1.3万股+389.00%加仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.01%0.01%#17$35.5万1.6万股$23.8万1.0万股+5,172股+49.45%加仓
Mascoma Wealth Management LLC
0.01%#16$7.2万3,148股$00股+3,148股新买入
SHP Wealth Management
<0.01%<0.01%#20$6.1万2,680股$6.1万2,680股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#29$452股$452股00.00%持仓不变

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