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

ELEVATION SERIES TRUST TRUESHARES DEC

DECZ
持有机构数
20
机构合计市值 (Q2 2026)
$2,880.5万
机构合计股数 (Q2 2026)
66.6万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+31.1万股
8 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-62.7万股
26 · 18 清仓 · ≈
⚖️ 净额
-31.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,880.5万
持有机构数
20
新买入
5
加仓
3
减仓
8
清仓
18
持股不变
4
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
3.14%2.11%#1$2,506.9万58.0万股$1,084.9万27.9万股+30.0万股+107.49%加仓
Weaver Consulting Group
0.21%0.22%#2$101.5万2.3万股$91.1万2.3万股00.00%持仓不变
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.01%#6$66.5万1.5万股$37.5万9,660股+5,726股+59.28%加仓
Elevated Capital Advisors, LLC
0.17%0.27%#3$62.6万1.4万股$107.7万2.8万股-1.3万股-47.84%减仓
AE财富管理AE Wealth Management LLC
<0.01%0.09%#14$43.9万1.0万股$1,693.0万43.6万股-42.6万股-97.67%减仓
Capital Investment Advisory Services, LLC
0.02%0.02%#4$28.8万6,657股$25.8万6,657股00.00%持仓不变
CreativeOne Wealth, LLC
<0.01%#9$20.4万4,710股$00股+4,710股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#13$16.7万3,863股$23.2万5,974股-2,111股-35.34%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#17$14.8万3,413股$13.3万3,413股00.00%持仓不变
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.01%0.01%#5$9.9万2,292股$8.9万2,292股00.00%持仓不变
Lloyd Advisory Services, LLC.
0.01%0.05%#7$2.1万478股$18.0万4,632股-4,154股-89.68%减仓
DHJJ Financial Advisors, Ltd.
0.01%0.01%#8$1.9万450股$2.4万615股-165股-26.83%减仓
Kingdom Financial Group LLC.
<0.01%0.05%#11$1.2万272股$18.0万4,632股-4,360股-94.13%减仓
Mosley Wealth Management
<0.01%<0.01%#10$1.2万267股$81520股+247股+1,235.00%加仓
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#16$9,671218股$00股+218股新买入
TOUNJIAN ADVISORY PARTNERS, LLC
<0.01%#12$6,634153股$00股+153股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#20$1,98946股$00股+46股新买入
POM Investment Strategies, LLC
<0.01%0.71%#15$1,68639股$57.2万1.5万股-1.5万股-99.74%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#19$1,42633股$2,71670股-37股-52.86%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#18$51812股$00股+12股新买入

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