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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

STXK
持有机构数
32
机构合计市值 (Q2 2026)
$4,754.8万
机构合计股数 (Q2 2026)
123.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+5.6万股
12 · 1 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.3万股
15 · 4 清仓 · ≈
⚖️ 净额
+1.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,754.8万
持有机构数
32
新买入
1
加仓
11
减仓
11
清仓
4
持股不变
9
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
7.14%6.39%#1$1,557.4万40.5万股$1,318.1万37.1万股+3.4万股+9.12%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.07%0.07%#6$699.3万18.0万股$565.6万17.0万股+1.1万股+6.28%加仓
顶峰金融Summit Financial, LLC
0.05%0.05%#7$491.0万12.7万股$429.1万12.9万股-2,120股-1.65%减仓
FINANCIAL MANAGEMENT NETWORK INC
0.59%0.6%#3$410.9万10.7万股$391.8万11.2万股-4,892股-4.37%减仓
WealthPlan Investment Management, LLC
0.18%0.17%#5$364.9万9.4万股$310.0万9.3万股+1,104股+1.19%加仓
UPTICK PARTNERS, LLC
0.28%0.33%#4$178.7万4.6万股$167.8万5.0万股-4,262股-8.47%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#18$156.6万4.0万股$141.6万4.2万股-2,085股-4.91%减仓
PARAGON CAPITAL MANAGEMENT INC
0.93%0.88%#2$125.8万3.2万股$104.1万3.1万股+1,227股+3.93%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.02%0.02%#12$84.3万2.2万股$80.8万2.2万股-130股-0.58%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#20$70.8万1.8万股$54.0万1.6万股+2,034股+12.56%加仓
PDS Planning, Inc
0.04%0.04%#8$66.3万1.7万股$56.8万1.7万股+51股+0.30%加仓
PFG 投资PFG Investments, LLC
0.02%0.02%#11$60.9万1.6万股$49.9万1.5万股+736股+4.92%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#29$48.7万1.3万股$45.8万1.4万股-1,159股-8.45%减仓
Advyzon Investment Management, LLC
0.03%0.06%#9$47.8万1.2万股$62.1万1.9万股-6,311股-33.89%减仓
Everhart Financial Group, Inc.
0.03%0.03%#10$46.6万1.2万股$40.8万1.2万股-226股-1.85%减仓
Avantax Planning Partners, Inc.
0.01%0.01%#15$46.4万1.2万股$39.9万1.2万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#31$42.4万1.1万股$45.9万1.4万股-2,852股-20.72%减仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#19$39.1万1.0万股$33.6万1.0万股+4股+0.04%加仓
CENTAURUS FINANCIAL, INC.
0.01%0.02%#13$37.3万9,609股$32.0万9,600股+9股+0.09%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#27$35.4万9,121股$30.4万9,121股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#23$29.7万7,746股$26.9万7,996股-250股-3.13%减仓
Essex Financial Services, Inc.
0.01%0.02%#14$27.9万7,196股$37.8万1.1万股-4,121股-36.41%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#25$24.4万6,289股$21.0万6,285股+4股+0.06%加仓
世界投资顾问World Investment Advisors
<0.01%<0.01%#17$23.4万7,000股$23.4万7,000股00.00%持仓不变
Betterment智能投顾Betterment LLC
<0.01%#24$23.2万5,966股$00股+5,966股新买入
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#22$6.4万1,650股$5.5万1,650股00.00%持仓不变
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#26$4.1万1,064股$3.5万1,061股+3股+0.28%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#28$2.4万609股$2.0万609股00.00%持仓不变
N.E.W. Advisory Services LLC
<0.01%<0.01%#21$1.5万378股$1.3万378股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#30$1.4万350股$1.2万350股00.00%持仓不变
IFG Advisory, LLC
<0.01%<0.01%#16$1,66850股$1,66850股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#32$571股$661股00.00%持仓不变

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