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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

BSVO
持有机构数
140
机构合计市值 (Q2 2026)
$23.71亿
机构合计股数 (Q2 2026)
8,124.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+248.6万股
56 · 26 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-186.2万股
47 · 5 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)
$23.71亿
持有机构数
140
新买入
26
加仓
30
减仓
42
清仓
5
持股不变
42
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
Focus Partners财富Focus Partners Wealth
1.1%1.05%#26$10.75亿3,684.4万股$9.45亿3,725.8万股-41.4万股-1.11%减仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
5.22%5.15%#16$6.16亿2,110.2万股$5.11亿2,013.6万股+96.6万股+4.80%加仓
Squire Investment Management Company, LLC
12.06%12.04%#4$5,010.5万171.7万股$4,331.2万170.7万股+9,321股+0.55%加仓
KEB ASSET MANAGEMENT, LLC
7.57%7.86%#9$4,676.9万160.2万股$4,100.9万161.6万股-1.4万股-0.88%减仓
Kaufman Rossin Wealth, LLC
19.19%18.57%#1$4,051.3万140.9万股$3,239.2万127.7万股+13.2万股+10.33%加仓
CLARIS ADVISORS, LLC / MO /
9.25%9.28%#8$3,541.8万121.3万股$3,102.3万122.3万股-9,462股-0.77%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#93$3,355.9万115.0万股$2,920.9万115.1万股-1,656股-0.14%减仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#88$2,894.2万99.2万股$2,029.1万80.0万股+19.2万股+23.97%加仓
Peirce Capital Management, LLC
10.41%18.04%#6$2,840.1万97.3万股$4,611.0万181.8万股-84.5万股-46.47%减仓
Friday Financial
6.24%6.74%#13$2,329.0万81.0万股$1,955.9万77.1万股+3.9万股+5.11%加仓
Brady Martz Wealth Solutions, LLC
3.44%3.37%#19$2,277.1万78.0万股$1,976.5万77.9万股+1,006股+0.13%加仓
Capstone Wealth Management, LLC
9.64%12.71%#7$2,077.4万71.2万股$1,822.6万71.8万股-6,719股-0.94%减仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.66%0.5%#34$1,967.9万67.4万股$1,642.4万64.7万股+2.7万股+4.14%加仓
Gibson Capital, LLC
3.14%2.94%#21$1,915.7万65.6万股$1,578.9万62.2万股+3.4万股+5.45%加仓
HMV Wealth Advisors, LLC
7.35%6.4%#10$1,887.6万64.7万股$1,362.1万53.7万股+11.0万股+20.44%加仓
论坛金融管理Forum Financial Management, LP
0.24%0.23%#46$1,851.7万63.4万股$1,638.5万64.6万股-1.2万股-1.78%减仓
HBE Wealth Management, LLC
13.02%13.68%#3$1,812.6万62.1万股$1,570.0万61.9万股+2,138股+0.35%加仓
Vistica Wealth Advisors, LLC
15.24%14.59%#2$1,761.0万60.3万股$1,464.4万57.7万股+2.6万股+4.51%加仓
BENNINGFIELD FINANCIAL ADVISORS, LLC
11.09%10.46%#5$1,496.7万51.3万股$1,325.1万52.2万股-9,551股-1.83%减仓
DOPKINS WEALTH MANAGEMENT, LLC
4.21%4.06%#17$1,159.0万39.7万股$1,009.5万39.8万股-826股-0.21%减仓
JDH Wealth Management, LLC
6.22%6.42%#14$1,021.8万35.0万股$952.1万37.5万股-2.5万股-6.72%减仓
Lauterbach Financial Advisors, LLC
4.12%4.14%#18$958.8万32.8万股$848.4万33.4万股-5,927股-1.77%减仓
Aerodigm Wealth, LLC
2.69%2.3%#22$797.4万27.3万股$596.6万25.6万股+1.7万股+6.68%加仓
COGENT STRATEGIC WEALTH LLC
7.09%6.79%#11$743.3万25.5万股$661.0万26.1万股-5,917股-2.27%减仓
Evanson Financial, LLC
0.37%#40$743.0万25.5万股$00股+25.5万股新买入
POINCIANA ADVISORS GROUP, LLC
5.38%4.91%#15$724.6万21.8万股$622.2万24.5万股-2.7万股-11.10%减仓
Allworth金融Allworth Financial LP
0.03%0.03%#75$652.6万22.4万股$640.9万25.3万股-2.9万股-11.50%减仓
NORTHWEST WEALTH MANAGEMENT, LLC
0.84%0.84%#28$638.9万21.9万股$559.4万22.0万股-1,587股-0.72%减仓
Hill Investment Group Partners, LLC
0.61%0.6%#35$597.6万20.5万股$546.3万21.5万股-1.1万股-4.92%减仓
Prism Planning Partners LLC
6.28%5.99%#12$593.0万20.3万股$506.6万20.0万股+3,443股+1.72%加仓
CogentBlue Wealth Advisors, LLC
3.28%3.2%#20$571.9万19.6万股$475.4万18.7万股+8,528股+4.55%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#130$571.1万19.6万股$337.3万13.5万股+6.1万股+44.76%加仓
RB Capital Management, LLC
1.1%0.98%#25$566.8万19.4万股$459.1万18.1万股+1.3万股+7.30%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#102$542.6万18.6万股$452.3万17.8万股+7,600股+4.26%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.04%0.04%#62$530.5万18.2万股$462.2万18.2万股-72股-0.04%减仓
MarinerMariner, LLC
0.01%<0.01%#97$508.1万17.4万股$425.0万16.8万股+6,545股+3.91%加仓
Parkwoods Wealth Partners, LLC
0.8%1.16%#30$500.2万17.1万股$471.9万18.6万股-1.5万股-7.87%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#123$440.8万15.1万股$283.4万11.2万股+3.9万股+35.22%加仓
JACKSON THORNTON WEALTH MANAGEMENT, LLC
0.34%0.36%#42$429.8万14.7万股$397.4万15.1万股-3,516股-2.33%减仓
BAYSHORE ASSET MANAGEMENT, LLC
1.5%1.48%#24$419.3万14.4万股$371.0万14.6万股-2,578股-1.76%减仓
PARK AVENUE SECURITIES LLC
0.02%0.03%#78$398.4万13.6万股$347.3万13.7万股-408股-0.30%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#129$365.2万12.5万股$00股+12.5万股新买入
Berger Financial Group, Inc
0.18%0.17%#49$356.4万12.2万股$309.8万12.2万股00.00%持仓不变
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#100$353.2万12.1万股$275.8万10.9万股+1.2万股+11.31%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.04%#63$339.9万11.6万股$00股+11.6万股新买入
Oath Planning, LLC
2.3%2.43%#23$310.2万10.6万股$273.5万10.8万股-1,534股-1.42%减仓
IFG Advisors, LLC
0.42%0.44%#37$308.0万10.6万股$270.8万10.7万股-1,217股-1.14%减仓
Curi资本Curi Capital, LLC
0.04%0.04%#67$240.5万8.2万股$209.0万8.2万股00.00%持仓不变
Smartleaf 资产管理Smartleaf Asset Management LLC
0.08%0.07%#55$237.0万8.1万股$202.6万8.1万股00.00%持仓不变
EARNED WEALTH ADVISORS, LLC
0.15%0.14%#50$232.6万8.0万股$212.7万8.4万股-4,129股-4.93%减仓

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