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

JANZ
持有机构数
22
机构合计市值 (Q2 2026)
$3,679.9万
机构合计股数 (Q2 2026)
89.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+36.1万股
9 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-97.7万股
23 · 16 清仓 · ≈
⚖️ 净额
-61.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,679.9万
持有机构数
22
新买入
6
加仓
3
减仓
7
清仓
16
持股不变
6
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
3.04%1.89%#2$2,427.3万59.3万股$969.3万26.4万股+32.9万股+124.77%加仓
Authentikos Wealth Advisory, LLC
5.6%5.92%#1$878.1万21.4万股$877.3万23.9万股-2.4万股-10.17%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.02%<0.01%#5$109.7万2.7万股$24.4万6,641股+2.0万股+303.21%加仓
Elevated Capital Advisors, LLC
0.19%0.3%#3$70.5万1.7万股$119.1万3.2万股-1.5万股-46.85%减仓
Weaver Consulting Group
0.14%0.14%#4$66.6万1.6万股$59.7万1.6万股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%0.13%#12$55.8万1.4万股$2,447.1万66.6万股-65.2万股-97.95%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#17$44.1万1.1万股$00股+1.1万股新买入
Capital Investment Advisory Services, LLC
0.01%0.01%#6$14.6万3,577股$13.1万3,577股00.00%持仓不变
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#15$3.5万856股$3.1万856股00.00%持仓不变
Lloyd Advisory Services, LLC.
0.01%0.06%#7$2.1万509股$19.4万5,271股-4,762股-90.34%减仓
Mosley Wealth Management
0.01%#8$1.9万468股$00股+468股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#16$1.2万293股$3.2万879股-586股-66.67%减仓
Kingdom Financial Group LLC.
<0.01%0.06%#10$1.2万281股$19.4万5,271股-4,990股-94.67%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#20$1.0万253股$1,94853股+200股+377.36%加仓
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#13$9,702231股$00股+231股新买入
TOUNJIAN ADVISORY PARTNERS, LLC
<0.01%#11$6,753165股$00股+165股新买入
POM Investment Strategies, LLC
<0.01%1.45%#9$3,56387股$117.1万3.2万股-3.2万股-99.73%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#19$1,43335股$1,28635股00.00%持仓不变
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#14$1,22930股$1,10330股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#22$98324股$00股+24股新买入
AssetMarkASSETMARK, INC
<0.01%<0.01%#21$41010股$36810股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#18$41010股$00股+10股新买入

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