13FBOX
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

FRDM
持有机构数
319
机构合计市值 (Q2 2026)
$25.62亿
机构合计股数 (Q2 2026)
3,521.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+478.9万股
202 · 64 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-253.3万股
108 · 20 清仓 · ≈
⚖️ 净额
+225.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$25.62亿
持有机构数
319
新买入
64
加仓
138
减仓
88
清仓
20
持股不变
29
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
Retirement Planning 集团Retirement Planning Group, LLC
4.9%4.32%#12$1.93亿264.4万股$1.39亿255.0万股+9.4万股+3.71%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.02%#192$1.74亿239.0万股$1.17亿214.4万股+24.6万股+11.48%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.08%0.07%#149$1.51亿206.6万股$1.06亿194.5万股+12.1万股+6.20%加仓
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
8.43%7.68%#1$1.14亿156.3万股$9,963.9万182.3万股-26.0万股-14.26%减仓
LPL金融LPL Financial LLC
0.02%0.01%#204$7,910.3万108.5万股$4,192.8万76.7万股+31.8万股+41.43%加仓
Ellevest, Inc.
6.31%7.87%#6$7,312.6万100.3万股$5,657.5万103.5万股-3.2万股-3.10%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.01%#211$5,892.1万80.8万股$4,341.7万79.4万股+1.4万股+1.74%加仓
Tanglewood Wealth Management, Inc.
4.93%3.58%#10$5,802.0万79.6万股$4,321.7万79.1万股+5,084股+0.64%加仓
Willis Johnson & Associates, Inc.
3.2%2.73%#25$5,738.7万78.7万股$4,695.3万85.9万股-7.2万股-8.37%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#261$5,376.7万73.8万股$1,094.8万24.7万股+49.0万股+198.52%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.33%0.28%#100$4,840.7万66.4万股$3,618.3万66.2万股+1,939股+0.29%加仓
GUARDIAN WEALTH ADVISORS, LLC / NC
2.5%2.1%#37$4,452.1万61.0万股$3,341.2万61.1万股-744股-0.12%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#228$4,274.4万58.6万股$2,579.7万47.2万股+11.4万股+24.21%加仓
Coyle Financial Counsel LLC
7.67%6.75%#4$4,204.2万57.7万股$3,190.7万58.4万股-7,145股-1.22%减仓
Heck Capital Advisors, LLC
2.42%2.5%#38$4,058.2万55.6万股$3,365.1万61.5万股-5.9万股-9.62%减仓
HighTower顾问HighTower Advisors, LLC
0.04%0.02%#181$3,788.6万52.0万股$2,207.1万40.4万股+11.6万股+28.68%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.11%0.09%#138$3,477.4万47.7万股$2,418.4万44.3万股+3.4万股+7.79%加仓
Janney Montgomery Scott LLC
0.06%0.06%#160$3,251.6万44.6万股$2,405.8万44.0万股+5,812股+1.32%加仓
Kathmere Capital Management, LLC
1.72%1.63%#49$3,249.5万44.6万股$2,655.3万48.6万股-4.0万股-8.26%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.15%0.14%#123$3,124.5万42.9万股$1,767.3万32.3万股+10.5万股+32.52%加仓
Investment Planning Advisors, Inc.
6.95%7.08%#5$2,999.2万41.1万股$2,570.3万47.0万股-5.9万股-12.52%减仓
Legacy Financial Advisors, Inc.
3.51%2.96%#19$2,875.8万39.4万股$2,113.3万38.7万股+7,781股+2.01%加仓
First Heartland Consultants, Inc.
1.58%1.64%#54$2,443.7万33.5万股$2,137.5万39.1万股-5.6万股-14.29%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.02%#189$2,356.3万32.3万股$1,392.7万25.5万股+6.8万股+26.83%加仓
Beaumont Financial Advisors, LLC
1.43%1.18%#58$2,244.6万30.8万股$1,711.3万31.3万股-5,245股-1.67%减仓
MAYPORT, LLC
3.47%3.01%#20$2,235.1万30.7万股$1,619.0万29.6万股+1.0万股+3.49%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#233$2,121.4万29.4万股$1,333.9万24.9万股+4.5万股+17.94%加仓
Compass Ion Advisors, LLC
1.81%1.5%#46$2,100.3万28.8万股$1,571.3万28.8万股+587股+0.20%加仓
Cambridge Investment Research Advisors, Inc.
0.05%0.03%#172$2,047.8万28.1万股$1,042.7万19.1万股+9.0万股+47.23%加仓
Elwood & Goetz Wealth Advisory Group, LLC
3.01%#29$2,033.1万27.9万股$00股+27.9万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
0.04%0.03%#176$2,018.2万27.7万股$990.5万18.1万股+9.6万股+52.75%加仓
Invst, LLC
1.75%1.71%#48$1,796.9万24.6万股$1,512.2万27.7万股-3.0万股-10.92%减仓
Yardley Wealth Management LLC
8.04%7.72%#2$1,769.0万24.3万股$1,505.7万27.6万股-3.3万股-11.93%减仓
ADAMSBROWN WEALTH CONSULTANTS LLC
3.33%3.3%#22$1,765.3万24.2万股$1,249.5万22.9万股+1.4万股+5.91%加仓
High Note Wealth, LLC
3%2.53%#30$1,757.9万24.1万股$1,288.6万23.6万股+5,356股+2.27%加仓
ENZI WEALTH
5.38%5.57%#8$1,697.8万24.9万股$1,604.0万29.4万股-4.4万股-15.00%减仓
Permanens Capital L.P.
1.65%0.06%#52$1,604.1万21.9万股$47.2万8,644股+21.0万股+2,434.22%加仓
Intelligence Driven Advisers, LLC
2.56%2.19%#36$1,579.8万21.7万股$1,257.4万23.0万股-1.3万股-5.81%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.01%#199$1,520.1万20.9万股$815.4万14.9万股+5.9万股+39.76%加仓
瑞士宝盛银行Bank Julius Baer & Co. Ltd, Zurich
0.04%0.02%#177$1,519.9万20.8万股$653.1万12.0万股+8.9万股+74.39%加仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.34%0.38%#98$1,439.0万19.7万股$1,360.5万24.9万股-5.2万股-20.71%减仓
KFG WEALTH MANAGEMENT, LLC
1.6%1.33%#53$1,420.5万19.5万股$1,029.9万18.8万股+6,396股+3.39%加仓
Longview Financial Advisors, Inc.
7.87%5.93%#3$1,345.9万18.5万股$969.8万17.7万股+7,161股+4.04%加仓
Koshinski Asset Management, Inc.
0.71%0.55%#77$1,326.9万18.2万股$876.7万16.0万股+2.2万股+13.46%加仓
Signal Advisors Wealth, LLC
0.66%0.58%#79$1,312.7万18.0万股$844.4万15.5万股+2.6万股+16.54%加仓
MGO资本MGO ONE SEVEN LLC
0.21%0.19%#112$1,276.5万17.5万股$961.0万17.6万股-742股-0.42%减仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.2%0.18%#114$1,267.0万17.4万股$967.0万17.7万股-3,153股-1.78%减仓
Rossby Financial, LCC
2.27%1.88%#40$1,242.7万17.0万股$918.1万16.4万股+6,045股+3.68%加仓
繁荣金融服务Prospera Financial Services Inc
0.18%0.13%#119$1,235.3万16.9万股$805.9万14.7万股+2.2万股+14.90%加仓
Pearl Planning LLC
5.67%5.15%#7$1,232.3万16.9万股$963.3万17.6万股-7,216股-4.09%减仓

🧭 机构资金流板块热力图

净流出 净流入