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ELEVATION SERIES TRUST TRUESHARES STRCT · 13F 机构持仓分析
期权收益计算器 机构排行
E

ELEVATION SERIES TRUST TRUESHARES STRCT

JULZ
持有机构数
17
机构合计市值 (Q2 2026)
$2,700.4万
机构合计股数 (Q2 2026)
59.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+28.5万股
7 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.4万股
10 · 3 清仓 · ≈
⚖️ 净额
+24.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,700.4万
持有机构数
17
新买入
4
加仓
3
减仓
7
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
TrueMark Investments, LLC
2.63%1.58%#1$2,096.1万46.2万股$810.7万20.2万股+26.0万股+128.88%加仓
Valtinson Bruner Financial Planning LLC
0.65%0.63%#2$257.4万5.7万股$229.7万5.7万股-456股-0.80%减仓
Mid-American Wealth Advisory Group, Inc.
0.38%0.3%#3$105.2万2.3万股$71.3万1.7万股+6,266股+37.02%加仓
FIDUCIARY FINANCIAL ADVISORS
0.08%#5$82.4万1.8万股$00股+1.8万股新买入
Weaver Consulting Group
0.13%0.14%#4$65.5万1.4万股$58.0万1.4万股00.00%持仓不变
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.02%#7$36.8万8,111股$135.7万3.4万股-2.6万股-76.01%减仓
Capital Investment Advisory Services, LLC
0.02%0.02%#6$30.2万6,648股$27.5万6,838股-190股-2.78%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#14$10.9万2,400股$10.5万2,616股-216股-8.26%减仓
Arax顾问Arax Advisory Partners
<0.01%<0.01%#10$7.3万1,600股$6.4万1,600股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#13$3.3万729股$3.4万856股-127股-14.84%减仓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#9$2.3万501股$1.6万401股+100股+24.94%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#12$1.8万391股$2.0万491股-100股-20.37%减仓
Elevated Capital Advisors, LLC
<0.01%<0.01%#8$1.1万232股$9,315232股00.00%持仓不变
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#11$2,36951股$00股+51股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#17$95221股$00股+21股新买入
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#15$2275股$40210股-5股-50.00%减仓
Lloyd Advisory Services, LLC.
<0.01%#16$1253股$00股+3股新买入

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