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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

BOXX
持有机构数
371
机构合计市值 (Q2 2026)
$22.41亿
机构合计股数 (Q2 2026)
1,913.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+404.0万股
223 · 65 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-300.3万股
124 · 24 清仓 · ≈
⚖️ 净额
+103.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$22.41亿
持有机构数
371
新买入
65
加仓
158
减仓
100
清仓
24
持股不变
48
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
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.27%0.36%#142$1.62亿138.4万股$1.63亿140.6万股-2.3万股-1.61%减仓
Empowered FundsEmpowered Funds, LLC
0.57%0.71%#109$1.08亿92.3万股$1.12亿95.9万股-3.6万股-3.75%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.12%0.12%#186$8,137.8万69.5万股$6,993.6万60.1万股+9.4万股+15.57%加仓
Cambridge Investment Research Advisors, Inc.
0.15%0.14%#176$6,685.2万57.1万股$5,340.4万45.9万股+11.2万股+24.33%加仓
True Wealth Design, LLC
13.54%16.04%#2$5,692.1万48.6万股$5,780.0万49.7万股-1.1万股-2.19%减仓
MarinerMariner, LLC
0.06%0.04%#229$5,336.3万45.6万股$3,287.8万28.3万股+17.3万股+61.20%加仓
HighTower顾问HighTower Advisors, LLC
0.04%0.05%#244$4,605.5万39.3万股$4,337.7万37.3万股+2.0万股+5.45%加仓
PENNINGTON PARTNERS & CO., LLC
13.38%17.07%#3$4,175.3万35.7万股$4,985.2万42.9万股-7.2万股-16.82%减仓
ADAR1 Capital Management, LLC
1.82%2.31%#51$3,947.4万33.7万股$3,920.4万33.7万股00.00%持仓不变
Insight Advisors, LLC/ PA
6.7%7.47%#11$3,803.4万32.5万股$3,926.8万33.8万股-1.3万股-3.81%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#337$3,595.1万30.7万股$91.7万7,893股+29.9万股+3,789.36%加仓
Opus Capital Group, LLC
3.47%3.56%#24$3,582.6万30.6万股$3,305.7万28.4万股+2.2万股+7.63%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.07%0.06%#217$3,476.6万29.7万股$2,161.3万18.6万股+11.1万股+59.76%加仓
Whitcomb & Hess, Inc.
6.91%7.61%#10$3,197.1万27.3万股$3,262.9万28.1万股-7,535股-2.69%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.04%<0.01%#249$3,111.4万26.6万股$31.4万2,704股+26.3万股+9,727.18%加仓
Pinion Investment Advisors, LLC
5.52%3.64%#14$2,909.8万24.9万股$1,558.5万13.4万股+11.4万股+85.43%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#311$2,867.2万24.5万股$1,220.0万10.5万股+14.0万股+133.42%加仓
Bravias Capital Group, LLC
16.01%16.96%#1$2,697.4万23.0万股$2,593.8万22.3万股+7,325股+3.28%加仓
Amplius Wealth Advisors, LLC
1.95%2.06%#44$2,667.8万22.8万股$2,465.5万21.2万股+1.6万股+7.47%加仓
Ethos Financial Group, LLC
1.74%3.44%#54$2,611.2万22.2万股$4,704.4万40.5万股-18.3万股-45.11%减仓
TITLEIST ASSET MANAGEMENT, LLC
1.63%1.81%#60$2,416.9万20.6万股$2,401.4万20.7万股-90股-0.04%减仓
Avondale Wealth Management
9.31%3.63%#8$2,283.7万19.5万股$737.6万6.3万股+13.2万股+207.48%加仓
Compass Ion Advisors, LLC
1.88%2.33%#48$2,178.5万18.6万股$2,449.4万21.1万股-2.5万股-11.67%减仓
Castellan Group
2.25%2.84%#36$2,048.9万17.5万股$2,063.9万17.7万股-2,492股-1.40%减仓
Peterson Wealth Advisors, LLC
2.32%2.57%#35$1,960.9万16.7万股$1,929.3万16.6万股+1,560股+0.94%加仓
Investment Planning Advisors, Inc.
4.36%#20$1,880.7万16.1万股$00股+16.1万股新买入
Client First Investment Management LLC
7.61%24.6%#9$1,805.5万15.4万股$4,731.4万40.7万股-25.3万股-62.10%减仓
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
3.81%4.06%#22$1,797.3万15.3万股$1,703.5万14.6万股+7,010股+4.79%加仓
Tortoise Investment Management, LLC
1.33%1.39%#66$1,784.5万15.2万股$1,684.1万14.5万股+7,591股+5.24%加仓
Optimus Capital Advisors, LLC
9.52%9.72%#6$1,772.6万15.1万股$1,643.6万14.1万股+1.0万股+7.11%加仓
Commerce Advisors, LLC
9.45%9.62%#7$1,739.4万14.9万股$1,144.4万9.8万股+5.0万股+50.96%加仓
Spahn Wealth & Retirement LLC
10.77%#4$1,673.4万14.3万股$00股+14.3万股新买入
Well Done, LLC
2.24%2.08%#37$1,661.7万14.2万股$1,413.2万12.2万股+2.0万股+16.78%加仓
Stratos Wealth Advisors, LLC
0.89%0.69%#83$1,629.1万13.9万股$1,130.0万9.7万股+4.2万股+43.18%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.26%0.11%#144$1,617.6万13.8万股$710.5万6.1万股+7.7万股+126.10%加仓
Allen Capital Group, LLC
1.29%1.37%#67$1,590.5万13.6万股$1,534.2万13.2万股+3,900股+2.96%加仓
Stillwater Private Wealth, LLC
9.69%11.98%#5$1,448.6万12.4万股$1,416.2万12.2万股+1,928股+1.58%加仓
梯度投资Gradient Investments LLC
0.19%0.16%#166$1,370.6万11.7万股$1,045.3万9.0万股+2.7万股+30.22%加仓
Altiora Financial Group, LLC
2.1%1.82%#40$1,334.5万11.4万股$1,104.5万9.5万股+1.9万股+20.00%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.1%0.13%#198$1,243.3万10.6万股$1,329.0万11.4万股-8,176股-7.15%减仓
Teamwork Financial Advisors, LLC
1.12%1.06%#74$1,237.2万10.6万股$1,001.2万8.6万股+2.0万股+22.73%加仓
Lifeworks Advisors, LLC
1.28%0.54%#68$1,225.3万10.5万股$422.2万3.6万股+6.8万股+188.23%加仓
Quantinno资本管理Quantinno Capital Management LP
0.01%0.02%#291$1,213.4万10.4万股$1,298.6万11.2万股-8,039股-7.20%减仓
Focus Partners财富Focus Partners Wealth
0.01%<0.01%#301$1,183.4万10.1万股$179.5万1.5万股+8.6万股+555.20%加仓
共同顾问Mutual Advisors, LLC
0.22%0.21%#156$1,180.1万10.1万股$999.7万8.6万股+1.5万股+17.25%加仓
Kathmere Capital Management, LLC
0.62%1.37%#101$1,174.9万10.0万股$2,222.5万19.1万股-9.1万股-47.50%减仓
WealthPlan Investment Management, LLC
0.58%0.71%#107$1,174.6万10.0万股$1,275.5万11.0万股-9,365股-8.54%减仓
IHT 财富管理IHT Wealth Management, LLC
0.25%0.28%#146$1,158.2万9.9万股$1,203.8万10.4万股-4,596股-4.44%减仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
0.38%1.06%#125$1,152.2万9.8万股$1,411.6万12.1万股-2.3万股-19.00%减仓
FISCHER INVESTMENT STRATEGIES, LLC
5.45%6.04%#15$1,142.2万9.8万股$1,034.5万8.9万股+8,592股+9.66%加仓

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