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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

OASC
持有机构数
15
机构合计市值 (Q2 2026)
$8,971.4万
机构合计股数 (Q2 2026)
249.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+12.5万股
6 · 1 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8.5万股
8 · 1 清仓 · ≈
⚖️ 净额
+4.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8,971.4万
持有机构数
15
新买入
1
加仓
5
减仓
7
清仓
1
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
2.93%2.59%#2$6,133.8万170.7万股$4,781.3万160.4万股+10.2万股+6.37%加仓
OneAscent Wealth Management LLC
5.56%5.73%#1$1,867.2万52.0万股$1,732.1万58.1万股-6.2万股-10.62%减仓
Atria投资Atria Investments, Inc
0.04%0.04%#7$434.5万12.1万股$321.6万10.8万股+1.3万股+12.03%加仓
OneAscent Family Office, LLC
0.72%1.08%#3$142.0万4.0万股$155.0万5.2万股-1.3万股-24.03%减仓
First Heartland Consultants, Inc.
0.07%0.07%#6$100.3万2.8万股$90.5万3.0万股-2,454股-8.08%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#13$66.1万1.8万股$34.5万1.2万股+6,805股+58.71%加仓
OneAscent Investment Solutions LLC
0.54%0.48%#4$56.7万1.6万股$48.0万1.6万股-342股-2.12%减仓
Plan A Wealth LLC
0.22%0.18%#5$51.9万1.4万股$37.7万1.3万股+1,779股+14.05%加仓
Strategic Blueprint, LLC
0.02%0.02%#8$45.8万1.3万股$39.0万1.3万股-360股-2.75%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#11$37.6万1.0万股$51.1万1.7万股-6,700股-39.05%减仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#10$22.1万6,159股$18.1万6,088股+71股+1.17%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#12$6.6万1,843股$5.5万1,843股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#14$3.8万1,069股$00股+1,069股新买入
Values First Advisors, Inc.
0.01%0.01%#9$1.7万479股$2.5万829股-350股-42.22%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#15$1.1万316股$9,416316股00.00%持仓不变

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