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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

FMTM
持有机构数
30
机构合计市值 (Q2 2026)
$6,095.6万
机构合计股数 (Q2 2026)
139.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+65.3万股
25 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2.8万股
5 · 3 清仓 · ≈
⚖️ 净额
+62.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6,095.6万
持有机构数
30
新买入
16
加仓
9
减仓
2
清仓
3
持股不变
3
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
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%#18$1,287.1万29.5万股$00股+29.5万股新买入
San Luis Wealth Advisors LLC
1.87%1.53%#2$1,245.5万28.5万股$926.3万26.6万股+1.9万股+7.11%加仓
Arrowroot Family Office, LLC
1.91%1.68%#1$666.9万15.3万股$509.2万14.6万股+6,338股+4.33%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#24$539.0万12.4万股$13.8万3,972股+12.0万股+3,009.77%加仓
达科他财富管理Dakota Wealth Management
0.09%0.07%#11$454.6万10.4万股$339.2万9.8万股+6,619股+6.78%加仓
共同顾问Mutual Advisors, LLC
0.09%0.07%#12$453.4万10.4万股$349.0万10.0万股+3,507股+3.49%加仓
SMART Wealth LLC
0.74%#5$342.1万7.8万股$00股+7.8万股新买入
Steelhead Wealth Management LLC
1.08%0.56%#4$268.0万6.1万股$109.8万3.2万股+3.0万股+94.40%加仓
Avestar Capital, LLC
0.11%0.1%#9$189.0万4.3万股$154.8万4.5万股-1,211股-2.72%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%<0.01%#17$107.2万2.5万股$8.8万2,500股+2.2万股+882.44%加仓
MONEY CONCEPTS CAPITAL CORP
0.04%0.04%#14$91.9万2.1万股$68.2万2.0万股+1,455股+7.42%加仓
Andina Capital Management, LLC
1.42%1.26%#3$88.2万2.0万股$142.2万4.1万股-2.1万股-50.61%减仓
布朗顾问BROWN ADVISORY INC
<0.01%#23$57.5万1.3万股$00股+1.3万股新买入
Goldenstone Wealth Management LLC
0.34%0.28%#6$51.5万1.2万股$39.0万1.1万股+579股+5.16%加仓
Belpointe 资产管理Belpointe Asset Management LLC
0.02%#16$47.8万1.1万股$00股+1.1万股新买入
Keeler Thomas Management LLC
0.15%#8$41.8万9,588股$00股+9,588股新买入
FIDUCIARY FINANCIAL ADVISORS
0.04%#15$36.0万8,260股$00股+8,260股新买入
Signet Private Wealth LLC
0.22%#7$27.6万6,327股$00股+6,327股新买入
Foundry Financial LLC
0.09%#10$26.1万5,974股$00股+5,974股新买入
Arax顾问Arax Advisory Partners
<0.01%#22$22.3万5,118股$00股+5,118股新买入
Worth Asset Management, LLC
0.07%#13$21.0万4,805股$00股+4,805股新买入
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
<0.01%#19$20.3万4,655股$00股+4,655股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%#26$6.9万1,573股$00股+1,573股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#29$1.1万256股$00股+256股新买入
Elevated Capital Advisors, LLC
<0.01%#20$1.0万238股$00股+238股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#25$6,241143股$4,971143股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%#30$3,49180股$00股+80股新买入
Ankerstar Wealth, LLC
<0.01%#21$2,18250股$00股+50股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#28$1,57136股$1,25236股00.00%持仓不变
Ritter Daniher Financial Advisory LLC / DE
<0.01%<0.01%#27$2195股$1745股00.00%持仓不变

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