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

LRNZ
持有机构数
30
机构合计市值 (Q2 2026)
$852.3万
机构合计股数 (Q2 2026)
13.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1.9万股
12 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1.5万股
14 · 3 清仓 · ≈
⚖️ 净额
+4,505股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$852.3万
持有机构数
30
新买入
8
加仓
4
减仓
11
清仓
3
持股不变
7
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
Mid-American Wealth Advisory Group, Inc.
0.41%0.34%#2$113.5万1.8万股$81.7万1.7万股+453股+2.64%加仓
Brookstone资本管理Brookstone Capital Management
0.01%0.01%#10$109.7万1.7万股$54.9万1.4万股+3,302股+24.09%加仓
Authentikos Wealth Advisory, LLC
0.6%0.47%#1$94.7万1.5万股$70.0万1.7万股-2,821股-16.13%减仓
WEDBUSH SECURITIES INC
0.02%0.02%#9$88.9万1.4万股$55.6万1.4万股-130股-0.94%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#18$53.5万8,295股$32.1万8,009股+286股+3.57%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#26$53.4万8,278股$63.4万1.6万股-7,567股-47.76%减仓
Sloy Dahl & Holst, LLC
0.07%0.04%#6$52.8万8,175股$32.7万8,175股00.00%持仓不变
Acorn Wealth Advisors, LLC
0.11%0.08%#3$45.6万7,072股$26.2万6,545股+527股+8.05%加仓
Weaver Consulting Group
0.08%0.06%#5$40.7万6,304股$25.2万6,304股00.00%持仓不变
Continuum Advisory, LLC
0.02%#7$29.1万4,517股$00股+4,517股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#20$27.3万4,222股$16.9万4,222股00.00%持仓不变
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%#14$21.8万3,378股$00股+3,378股新买入
Independence Wealth Advisors, LLC
0.1%#4$20.5万3,176股$00股+3,176股新买入
布朗顾问BROWN ADVISORY INC
<0.01%#21$20.3万3,150股$00股+3,150股新买入
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#17$20.1万3,112股$18.1万4,533股-1,421股-31.35%减仓
Tower Research Capital LLC (TRC)
<0.01%<0.01%#12$20.0万3,093股$19.2万4,804股-1,711股-35.62%减仓
Triumph Capital Management
0.02%0.02%#8$13.0万2,015股$8.4万2,110股-95股-4.50%减仓
SignatureFD财富SIGNATUREFD, LLC
<0.01%<0.01%#15$12.8万1,980股$8.8万2,200股-220股-10.00%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#29$3.2万500股$2.7万600股-100股-16.67%减仓
Capital Investment Advisory Services, LLC
<0.01%<0.01%#16$2.4万376股$1.5万376股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#27$1.6万250股$00股+250股新买入
Carolina Wealth Advisors, LLC
0.01%0.01%#11$1.5万237股$1.7万437股-200股-45.77%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#28$1.5万235股$1.6万394股-159股-40.36%减仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#23$1.3万200股$8,004200股00.00%持仓不变
Bogart Wealth, LLC
<0.01%<0.01%#19$1.0万160股$6,403160股00.00%持仓不变
Mosley Wealth Management
<0.01%#13$9,808152股$00股+152股新买入
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#24$8,804136股$5,460136股00.00%持仓不变
Kingdom Financial Group LLC.
<0.01%<0.01%#22$90314股$96024股-10股-41.67%减仓
VALLEY NATIONAL ADVISERS INC
<0.01%#25$83913股$00股+13股新买入
花旗集团CITIGROUP INC
<0.01%#30$2584股$00股+4股新买入

🧭 机构资金流板块热力图

净流出 净流入