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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
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EA SERIES TRUST

STXV
持有机构数
32
机构合计市值 (Q2 2026)
$4,862.9万
机构合计股数 (Q2 2026)
128.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4.8万股
15 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-13.1万股
15 · 5 清仓 · ≈
⚖️ 净额
-8.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,862.9万
持有机构数
32
新买入
5
加仓
10
减仓
10
清仓
5
持股不变
7
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
UPTICK PARTNERS, LLC
2.72%3.62%#2$1,748.1万46.1万股$1,816.7万51.7万股-5.6万股-10.82%减仓
WealthPlan Investment Management, LLC
0.36%0.37%#4$727.8万19.2万股$666.9万19.0万股+2,148股+1.13%加仓
OxenFree Capital LLC
3.12%2.94%#1$680.8万17.7万股$606.8万16.9万股+8,374股+4.95%加仓
Advyzon Investment Management, LLC
0.28%0.46%#5$386.9万10.2万股$511.5万14.6万股-4.4万股-29.91%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#16$187.5万4.9万股$174.7万5.0万股-263股-0.53%减仓
Everhart Financial Group, Inc.
0.08%0.1%#6$124.6万3.3万股$117.2万3.3万股-487股-1.46%减仓
StoneX Group Inc.
0.04%0.05%#8$110.5万2.9万股$101.4万2.9万股+292股+1.01%加仓
PARAGON CAPITAL MANAGEMENT INC
0.71%0.73%#3$95.4万2.5万股$86.0万2.4万股+684股+2.80%加仓
顶峰金融Summit Financial, LLC
0.01%0.01%#13$75.3万2.0万股$77.4万2.2万股-2,151股-9.77%减仓
GTS SECURITIES LLC
0.02%0.03%#11$73.2万1.9万股$81.4万2.3万股-3,837股-16.57%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#19$70.4万1.9万股$32.8万9,326股+9,235股+99.02%加仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#17$66.6万1.8万股$61.6万1.8万股+33股+0.19%加仓
Essex Financial Services, Inc.
0.03%0.03%#9$60.5万1.6万股$56.0万1.6万股+13股+0.08%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#29$58.1万1.5万股$60.0万1.7万股-1,747股-10.23%减仓
Venture Visionary 合伙人Venture Visionary Partners LLC
0.02%0.02%#12$54.3万1.4万股$50.4万1.4万股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#14$44.9万1.2万股$42.2万1.2万股-177股-1.47%减仓
Betterment智能投顾Betterment LLC
<0.01%<0.01%#23$42.2万1.1万股$29.8万8,479股+2,662股+31.40%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#24$39.3万1.0万股$36.4万1.0万股+10股+0.10%加仓
FLOW TRADERS U.S. LLC
0.02%#10$39.2万1.0万股$00股+1.0万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#27$31.3万8,261股$00股+8,261股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#20$29.9万7,884股$27.7万7,882股+2股+0.03%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#18$27.0万7,110股$25.0万7,110股00.00%持仓不变
Key Client Fiduciary Advisors, LLC
0.07%0.08%#7$23.6万6,223股$24.9万7,100股-877股-12.35%减仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
<0.01%<0.01%#15$22.6万5,859股$21.1万5,859股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%#26$20.9万5,516股$00股+5,516股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#25$13.4万3,539股$12.8万3,629股-90股-2.48%减仓
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#22$3.8万1,000股$3.5万1,000股00.00%持仓不变
威廉·布莱尔BLAIR WILLIAM & CO/IL
<0.01%<0.01%#28$1.9万513股$1.8万513股00.00%持仓不变
N.E.W. Advisory Services LLC
<0.01%<0.01%#21$1.4万379股$1.3万379股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%#30$1.4万375股$00股+375股新买入
瑞银集团UBS Group AG
<0.01%#31$49313股$00股+13股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#32$381股$461股00.00%持仓不变

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