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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

STXG
持有机构数
47
机构合计市值 (Q2 2026)
$8,351.3万
机构合计股数 (Q2 2026)
151.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+8.2万股
32 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-11.6万股
11 · 3 清仓 · ≈
⚖️ 净额
-3.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8,351.3万
持有机构数
47
新买入
7
加仓
25
减仓
8
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
OxenFree Capital LLC
12.88%12.63%#1$2,809.8万51.1万股$2,604.9万50.7万股+4,462股+0.88%加仓
UPTICK PARTNERS, LLC
2.62%3.12%#2$1,683.5万30.5万股$1,564.7万33.4万股-2.9万股-8.67%减仓
WealthPlan Investment Management, LLC
0.39%0.37%#5$793.3万14.4万股$661.1万14.1万股+2,608股+1.85%加仓
Demars Financial Group, LLC
1.07%1.06%#3$386.7万7.0万股$322.1万6.9万股+1,300股+1.89%加仓
Advyzon Investment Management, LLC
0.28%0.41%#6$382.0万6.9万股$461.7万9.8万股-2.9万股-29.77%减仓
StoneX Group Inc.
0.11%0.11%#9$273.8万5.0万股$203.2万4.3万股+6,302股+14.55%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#32$252.3万4.6万股$208.4万4.4万股+1,229股+2.77%加仓
Everhart Financial Group, Inc.
0.09%0.1%#10$136.0万2.5万股$118.2万2.5万股-589股-2.34%减仓
顶峰金融Summit Financial, LLC
0.01%0.01%#16$125.3万2.3万股$110.1万2.3万股-793股-3.38%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#39$109.7万2.0万股$74.1万1.6万股+4,067股+25.75%加仓
Worthington Financial Partners, LLC
0.81%0.7%#4$98.2万1.8万股$81.4万1.7万股+419股+2.41%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$93.4万1.7万股$36.1万7,687股+9,208股+119.79%加仓
GWN SECURITIES INC.
0.14%0.14%#7$84.2万1.5万股$71.3万1.5万股+27股+0.18%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#23$81.1万1.5万股$30.7万6,545股+8,130股+124.22%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#35$76.2万1.4万股$62.3万1.3万股+496股+3.73%加仓
Essex Financial Services, Inc.
0.04%0.03%#13$70.9万1.3万股$57.8万1.2万股+500股+4.06%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$66.6万1.2万股$99.9万2.1万股-9,229股-43.35%减仓
WHITENER CAPITAL MANAGEMENT, INC.
0.14%0.12%#8$64.8万1.2万股$53.6万1.1万股+292股+2.56%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#22$54.3万9,820股$45.6万9,723股+97股+1.00%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#24$52.9万9,579股$26.1万5,573股+4,006股+71.88%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#30$50.3万9,111股$30.4万6,479股+2,632股+40.62%加仓
Trilogy Capital Inc.
0.02%0.02%#15$47.5万8,588股$40.2万8,570股+18股+0.21%加仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#20$46.2万8,361股$39.2万8,351股+10股+0.12%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#31$44.7万8,094股$34.9万7,446股+648股+8.70%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#37$42.7万7,724股$00股+7,724股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#42$40.5万7,326股$00股+7,326股新买入
Venture Visionary 合伙人Venture Visionary Partners LLC
0.01%0.01%#18$33.7万6,096股$28.6万6,096股00.00%持仓不变
Dynamic Advisor Solutions LLC
0.01%0.01%#17$33.6万6,080股$28.6万6,104股-24股-0.39%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#28$33.3万6,021股$28.1万5,986股+35股+0.58%加仓
Betterment智能投顾Betterment LLC
<0.01%<0.01%#29$33.1万5,993股$20.6万4,384股+1,609股+36.70%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#21$31.8万5,749股$27.3万5,749股00.00%持仓不变
Hilltop Holdings Inc.
0.02%0.02%#14$30.4万5,500股$25.8万5,500股00.00%持仓不变
Key Client Fiduciary Advisors, LLC
0.08%0.1%#11$27.6万5,000股$30.5万6,500股-1,500股-23.08%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#36$26.4万4,906股$12.5万2,748股+2,158股+78.53%加仓
Davenport公司DAVENPORT & Co LLC
<0.01%<0.01%#25$24.3万4,390股$20.5万4,373股+17股+0.39%加仓
Balance Wealth Partners LLC
0.06%#12$22.4万4,062股$00股+4,062股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#43$21.9万3,958股$00股+3,958股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#33$20.9万3,789股$00股+3,789股新买入
MONEY CONCEPTS CAPITAL CORP
0.01%#19$20.1万3,635股$00股+3,635股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#44$8.8万1,594股$51611股+1,583股+14,390.91%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#45$6.2万1,117股$5.2万1,117股00.00%持仓不变
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#27$3.3万600股$2.8万600股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#41$3.1万562股$2.6万561股+1股+0.18%加仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
<0.01%<0.01%#40$2.8万500股$2.3万500股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#38$7,184130股$6,098130股00.00%持仓不变
富达投资FMR LLC
<0.01%#46$55310股$00股+10股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#47$1162股$7.3万1,469股-1,467股-99.86%减仓

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