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

ELEVATION SERIES TRUST TRUESHARES NOV

NOVZ
持有机构数
17
机构合计市值 (Q2 2026)
$3,447.5万
机构合计股数 (Q2 2026)
73.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+37.1万股
6 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1.5万股
5 · 1 清仓 · ≈
⚖️ 净额
+35.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,447.5万
持有机构数
17
新买入
4
加仓
2
减仓
4
清仓
1
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
TrueMark Investments, LLC
3.45%1.81%#1$2,750.7万58.5万股$930.9万22.0万股+36.5万股+166.31%加仓
Valtinson Bruner Financial Planning LLC
0.81%0.79%#2$323.2万6.9万股$286.6万6.8万股+1,091股+1.61%加仓
WEDBUSH SECURITIES INC
0.04%0.05%#3$167.9万3.6万股$183.1万4.3万股-7,497股-17.36%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.02%#6$82.0万1.7万股$104.3万2.5万股-7,163股-29.12%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$56.3万1.2万股$50.8万1.2万股-18股-0.15%减仓
LaSalle St. Investment Advisors, LLC
0.03%0.03%#4$24.1万5,133股$21.8万5,133股00.00%持仓不变
LPL金融LPL Financial LLC
<0.01%#15$21.8万4,632股$00股+4,632股新买入
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.02%0.02%#5$14.9万3,159股$13.4万3,159股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#12$2.7万582股$3.3万780股-198股-25.38%减仓
Arax顾问Arax Advisory Partners
<0.01%<0.01%#13$1.3万269股$1.1万269股00.00%持仓不变
Elevated Capital Advisors, LLC
<0.01%<0.01%#7$1.1万240股$1.0万240股00.00%持仓不变
Capital Investment Advisory Services, LLC
<0.01%<0.01%#10$8,525181股$7,683181股00.00%持仓不变
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#8$3,38872股$3,05372股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#17$94120股$00股+20股新买入
COMPASS FINANCIAL MANAGEMENT LLC
<0.01%#14$53011股$00股+11股新买入
Lloyd Advisory Services, LLC.
<0.01%#11$3838股$00股+8股新买入
AssetMarkASSETMARK, INC
<0.01%<0.01%#16$3768股$3398股00.00%持仓不变

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