13FBOX
ALPHA ARCHITECT US QUANTITATIVE VAL · 13F 机构持仓分析
期权收益计算器 机构排行
A

ALPHA ARCHITECT US QUANTITATIVE VAL

QVAL
持有机构数
64
机构合计市值 (Q2 2026)
$3.05亿
机构合计股数 (Q2 2026)
547.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+43.1万股
30 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-59.9万股
29 · 4 清仓 · ≈
⚖️ 净额
-16.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.05亿
持有机构数
64
新买入
4
加仓
26
减仓
25
清仓
4
持股不变
9
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
Strid Group, LLC
11.21%11%#1$1.01亿182.1万股$8,875.9万170.2万股+11.9万股+6.98%加仓
Valley Financial Group, Inc.
9.11%9.24%#2$1,847.6万33.3万股$1,712.4万32.8万股+4,782股+1.46%加仓
BWM Planning, LLC
3.87%3.99%#4$1,667.9万30.1万股$1,513.9万29.0万股+1.0万股+3.60%加仓
Empirical Finance, LLC
0.51%0.68%#18$1,218.1万22.0万股$1,438.1万27.6万股-5.6万股-20.35%减仓
Ethos Financial Group, LLC
0.8%0.99%#13$1,200.4万20.3万股$1,360.2万26.1万股-5.8万股-22.06%减仓
Waverly顾问Waverly Advisors, LLC
0.07%0.08%#28$1,154.5万20.8万股$1,088.4万20.9万股-539股-0.26%减仓
One Degree Advisors Inc
2.32%2.45%#5$1,045.3万18.9万股$935.5万17.9万股+9,097股+5.07%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#45$1,038.8万18.7万股$950.5万18.2万股+5,044股+2.77%加仓
Stillwater Private Wealth, LLC
6.49%4.48%#3$970.6万17.5万股$529.2万10.1万股+7.4万股+72.46%加仓
Well Done, LLC
1.24%1.17%#9$918.3万16.6万股$795.3万15.3万股+1.3万股+8.57%加仓
Kathmere Capital Management, LLC
0.45%0.49%#19$846.4万15.3万股$800.1万15.3万股-807股-0.53%减仓
Stokes Family Office, LLC
0.85%1.13%#11$730.2万13.2万股$1,098.5万21.1万股-7.9万股-37.49%减仓
JPL Wealth Management, LLC
1.4%1.05%#8$707.3万12.8万股$458.6万8.8万股+4.0万股+45.03%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#52$612.5万11.0万股$586.3万11.2万股-1,973股-1.75%减仓
Empowered FundsEmpowered Funds, LLC
0.03%0.03%#33$582.0万10.5万股$523.5万10.0万股+4,559股+4.54%加仓
Stratos Wealth Advisors, LLC
0.3%0.41%#22$542.3万9.8万股$671.5万12.9万股-3.1万股-24.06%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#49$511.7万9.2万股$459.6万8.8万股+4,136股+4.69%加仓
Vise科技Vise Technologies, Inc.
0.05%0.01%#30$427.3万7.7万股$29.4万6,016股+7.1万股+1,180.83%加仓
Vestment Financial LLC
1.68%1.69%#6$375.9万6.7万股$358.1万6.5万股+1,954股+3.01%加仓
ONE PLUS ONE WEALTH MANAGEMENT, LLC
1.55%1.49%#7$359.4万6.5万股$352.6万6.8万股-2,814股-4.16%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%0.01%#48$348.8万6.3万股$972.5万18.7万股-12.4万股-66.27%减仓
MarinerMariner, LLC
<0.01%<0.01%#44$311.2万5.6万股$302.4万5.8万股-1,876股-3.23%减仓
QUARRY HILL ADVISORS, LLC
1.13%1.21%#10$294.9万5.3万股$293.0万5.3万股00.00%持仓不变
OneDigital投资顾问OneDigital Investment Advisors LLC
0.02%0.03%#35$289.6万5.2万股$263.3万5.0万股+1,724股+3.41%加仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#39$208.1万3.8万股$170.3万3.5万股+2,638股+7.56%加仓
L.K. Benson & Company, P.C.
0.61%0.65%#16$203.1万3.7万股$198.1万3.8万股-1,373股-3.61%减仓
Innova Wealth Partners
0.63%0.52%#15$154.8万2.8万股$109.3万2.1万股+6,965股+33.23%加仓
BAKER BOYER NATIONAL BANK
0.38%0.39%#20$138.5万2.5万股$130.4万2.5万股-37股-0.15%减仓
Meredith Wealth Planning
0.33%0.35%#21$138.0万2.5万股$129.5万2.5万股+43股+0.17%加仓
Pathstone控股Pathstone Holdings, LLC
<0.01%<0.01%#43$128.8万2.3万股$81.4万1.6万股+7,615股+48.79%加仓
XY Planning Network, Inc.
0.15%0.21%#25$121.5万2.2万股$130.3万2.5万股-2,925股-11.77%减仓
Warren Street Wealth Advisors, LLC
0.24%0.25%#23$108.4万2.0万股$99.2万1.9万股+519股+2.73%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#46$101.6万1.8万股$57.4万1.1万股+7,317股+66.48%加仓
Redwood Family Wealth LLC
0.81%0.89%#12$92.8万1.7万股$91.3万1.8万股-775股-4.43%减仓
Sankala Group LLC
0.56%#17$82.5万1.4万股$00股+1.4万股新买入
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#51$77.7万1.4万股$64.5万1.2万股+1,659股+13.42%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#53$69.1万1.2万股$33.9万6,500股+5,961股+91.71%加仓
CENTAURUS FINANCIAL, INC.
0.03%0.03%#34$67.6万1.2万股$69.4万1.3万股-1,120股-8.41%减仓
Belpointe 资产管理Belpointe Asset Management LLC
0.02%0.02%#38$65.9万1.2万股$63.1万1.2万股-216股-1.78%减仓
Independent Advisor Alliance
0.01%0.01%#40$53.0万9,550股$95.4万1.8万股-8,752股-47.82%减仓
Aspect Partners, LLC
0.17%0.17%#24$44.8万8,077股$42.1万8,077股00.00%持仓不变
LBMC INVESTMENT ADVISORS, LLC
0.02%0.03%#36$44.4万8,000股$41.7万8,000股00.00%持仓不变
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#47$43.8万7,901股$31.9万6,116股+1,785股+29.19%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#54$41.2万7,427股$3.2万608股+6,819股+1,121.55%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#58$40.7万7,339股$38.6万7,410股-71股-0.96%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#56$39.3万7,080股$00股+7,080股新买入
Almanack Investment Partners, LLC.
0.04%0.06%#31$35.2万6,354股$33.1万6,354股00.00%持仓不变
GWN SECURITIES INC.
0.06%0.07%#29$33.4万6,018股$34.6万6,642股-624股-9.39%减仓
Intrepid Financial Planning Group LLC
0.1%0.11%#26$29.3万5,285股$27.6万5,300股-15股-0.28%减仓
QUANTIFY CHAOS ADVISORS, LLC
0.79%0.82%#14$28.2万5,086股$26.4万5,056股+30股+0.59%加仓

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