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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

BUXX
持有机构数
67
机构合计市值 (Q2 2026)
$2.42亿
机构合计股数 (Q2 2026)
1,194.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+179.8万股
41 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-346.7万股
36 · 13 清仓 · ≈
⚖️ 净额
-166.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.42亿
持有机构数
67
新买入
13
加仓
28
减仓
23
清仓
13
持股不变
3
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
Rockport Wealth LLC
12.75%13.58%#1$7,590.5万375.0万股$7,459.4万368.5万股+6.6万股+1.78%加仓
UPTICK PARTNERS, LLC
3.63%4.24%#4$2,333.4万115.3万股$2,128.0万105.1万股+10.2万股+9.68%加仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#43$2,308.8万114.1万股$2,579.7万127.4万股-13.4万股-10.48%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#56$1,185.6万58.5万股$1,033.9万50.9万股+7.5万股+14.79%加仓
Copia Wealth Management
6.29%6.62%#2$1,047.7万51.8万股$962.8万47.6万股+4.2万股+8.84%加仓
OxenFree Capital LLC
3.72%2.27%#3$810.7万40.1万股$468.4万23.1万股+17.0万股+73.42%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.01%#46$769.7万38.0万股$317.8万15.7万股+22.3万股+142.24%加仓
WMG Financial Advisors, LLC
2.31%1.31%#6$612.6万30.3万股$314.2万15.5万股+14.7万股+95.02%加仓
Grantvest Financial Group LLC
2.79%3.11%#5$481.2万23.8万股$480.4万23.7万股+493股+0.21%加仓
Haven Private, LLC
1.56%1.18%#7$410.5万20.3万股$271.6万13.4万股+6.9万股+51.15%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.03%0.08%#38$397.0万19.6万股$897.1万44.3万股-24.7万股-55.77%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#58$364.4万18.0万股$267.5万13.2万股+4.8万股+36.27%加仓
Hobbs Group Advisors, LLC
0.79%#11$302.0万14.9万股$00股+14.9万股新买入
NWAM LLC
0.14%#23$285.9万14.1万股$00股+14.1万股新买入
Tidal投资Tidal Investments LLC
<0.01%<0.01%#55$280.8万13.9万股$233.0万11.5万股+2.4万股+20.54%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.02%#53$257.7万12.7万股$611.4万30.2万股-17.5万股-57.84%减仓
Integrated Advisors Network LLC
0.12%0.09%#26$256.7万12.7万股$180.2万8.9万股+3.8万股+42.48%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#62$252.5万12.5万股$383.9万19.0万股-6.5万股-34.22%减仓
Advyzon Investment Management, LLC
0.18%0.3%#20$249.8万12.3万股$331.8万16.4万股-4.0万股-24.67%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.04%0.05%#36$229.5万11.3万股$137.0万6.8万股+4.6万股+67.62%加仓
TCP Asset Management, LLC
0.25%0.32%#19$221.1万10.9万股$248.9万12.3万股-1.4万股-11.15%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.02%#40$210.5万10.4万股$00股+10.4万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#59$192.1万9.5万股$184.8万9.1万股+3,611股+3.96%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#54$185.7万9.2万股$197.4万9.8万股-5,768股-5.92%减仓
B. Riley Wealth Advisors, Inc.
0.1%0.08%#28$179.4万8.9万股$122.8万6.1万股+2.8万股+46.18%加仓
Prostatis Group LLC
0.39%0.45%#16$169.4万8.4万股$176.6万8.7万股-3,514股-4.03%减仓
Essex Financial Services, Inc.
0.08%0.09%#32$162.2万8.0万股$155.3万7.7万股+3,434股+4.48%加仓
THRYVE WEALTH MANAGEMENT LLC
0.89%0.97%#10$158.6万7.8万股$145.1万7.2万股+6,683股+9.33%加仓
Ergawealth Advisors, Inc.
0.6%0.74%#12$155.4万7.7万股$168.2万8.3万股-6,336股-7.62%减仓
PRIMORIS WEALTH ADVISORS, LLC
0.58%#13$128.1万6.3万股$00股+6.3万股新买入
Ethos Financial Group, LLC
0.08%0.07%#31$121.4万6.0万股$92.5万4.6万股+1.4万股+31.22%加仓
Fiscal Wisdom Wealth Management, LLC
0.93%1.18%#9$109.5万5.4万股$122.5万6.1万股-6,437股-10.63%减仓
Realta Investment Advisors
0.34%0.35%#17$109.2万5.4万股$99.5万4.9万股+4,796股+9.76%加仓
Allworth金融Allworth Financial LP
<0.01%#57$101.7万5.0万股$00股+5.0万股新买入
Ascent Advisors, LLC
1.16%1.42%#8$100.6万5.0万股$89.8万4.4万股+5,481股+12.36%加仓
Synergy Asset Management, LLC
0.09%#30$98.5万4.9万股$00股+4.9万股新买入
顶峰金融Summit Financial, LLC
0.01%0.01%#51$89.2万4.4万股$74.0万3.7万股+7,505股+20.54%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#61$86.8万4.3万股$167.7万8.3万股-4.0万股-48.25%减仓
TCFG Investment Advisors, LLC
0.29%1.6%#18$86.5万4.3万股$427.5万21.1万股-16.8万股-79.76%减仓
Brookwood Investment Group LLC
0.1%0.08%#29$84.7万4.2万股$63.6万3.1万股+1.0万股+33.35%加仓
Authentikos Wealth Advisory, LLC
0.47%0.56%#14$74.0万3.7万股$82.5万4.1万股-4,189股-10.28%减仓
Stratos Wealth Advisors, LLC
0.04%0.04%#37$70.2万3.5万股$72.8万3.6万股-1,282股-3.56%减仓
Meridian 财富管理Meridian Wealth Management, LLC
0.02%#41$69.2万3.4万股$00股+3.4万股新买入
Convergence Financial, LLC
0.05%#33$60.9万3.0万股$00股+3.0万股新买入
HICKS CAPITAL MANAGEMENT LLC
0.42%0.54%#15$51.2万2.5万股$54.4万2.7万股-1,560股-5.80%减仓
CLG LLC
0.11%0.14%#27$50.9万2.5万股$56.2万2.8万股-2,630股-9.48%减仓
Simplicity Wealth,LLC
0.02%0.03%#45$50.0万2.5万股$50.0万2.5万股00.00%持仓不变
Independent Wealth Network Inc.
0.12%0.18%#25$47.6万2.4万股$61.9万3.1万股-7,070股-23.13%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#65$44.1万2.2万股$71.5万3.5万股-1.4万股-38.29%减仓
Kovack Advisors, Inc.
0.02%0.04%#42$42.4万2.1万股$80.1万4.0万股-1.9万股-46.95%减仓

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