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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

BBLU
持有机构数
71
机构合计市值 (Q2 2026)
$1.71亿
机构合计股数 (Q2 2026)
1,039.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+125.6万股
30 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-19.9万股
24 · 5 清仓 · ≈
⚖️ 净额
+105.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.71亿
持有机构数
71
新买入
7
加仓
23
减仓
19
清仓
5
持股不变
22
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
Cetera投资顾问Cetera Investment Advisers
0.03%0.02%#21$3,005.8万182.2万股$2,209.0万149.7万股+32.5万股+21.73%加仓
附件咨询服务Annex Advisory Services, LLC
0.39%0.39%#4$2,292.2万138.9万股$2,083.7万141.2万股-2.2万股-1.59%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#39$1,795.4万108.8万股$1,595.4万108.1万股+7,225股+0.67%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.07%0.04%#13$1,218.2万73.8万股$737.9万50.0万股+23.8万股+47.68%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#31$1,083.2万65.6万股$939.8万63.7万股+2.0万股+3.10%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#32$1,042.9万63.2万股$835.9万56.6万股+6.6万股+11.60%加仓
Oxford Wealth Group, LLC
4%3.79%#1$895.0万54.2万股$694.5万47.1万股+7.2万股+15.27%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.01%#30$654.1万39.6万股$566.5万38.4万股+1.3万股+3.30%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#46$639.0万38.7万股$464.4万31.5万股+7.3万股+23.08%加仓
Allworth金融Allworth Financial LP
0.02%0.02%#25$560.5万34.0万股$543.0万36.8万股-2.8万股-7.67%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.07%0.03%#12$365.8万22.2万股$85.8万5.8万股+16.4万股+281.32%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#36$345.9万21.0万股$245.1万16.6万股+4.4万股+26.26%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#54$318.8万19.3万股$248.5万16.8万股+2.5万股+14.76%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#55$273.9万16.6万股$272.5万18.5万股-1.9万股-10.09%减仓
咨询服务网络Advisory Services Network, LLC
0.03%0.03%#20$250.0万15.2万股$210.0万14.2万股+9,220股+6.48%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.02%0.02%#27$220.1万13.3万股$185.0万12.5万股+8,043股+6.42%加仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
0.06%0.11%#16$177.6万10.8万股$150.4万10.2万股+5,516股+5.40%加仓
Synergy Asset Management, LLC
0.12%#11$132.0万8.0万股$00股+8.0万股新买入
Geneos财富管理Geneos Wealth Management Inc.
0.02%0.03%#24$117.0万7.1万股$109.9万7.4万股-3,572股-4.80%减仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.05%0.06%#18$116.2万7.0万股$98.9万6.7万股+3,349股+4.99%加仓
Dynamic Advisor Solutions LLC
0.03%0.03%#19$115.5万7.0万股$103.4万7.0万股-20股-0.03%减仓
GWN SECURITIES INC.
0.16%0.18%#9$93.9万5.7万股$93.0万6.3万股-6,103股-9.68%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#62$91.3万5.5万股$70.7万4.9万股+6,419股+13.08%加仓
Envision Financial Transparency, LLC
0.84%0.84%#2$86.3万5.8万股$86.3万5.8万股00.00%持仓不变
WEDBUSH SECURITIES INC
0.02%0.02%#26$80.4万4.9万股$81.8万5.5万股-6,700股-12.09%减仓
Lifetime Wealth Management P.C.
0.45%0.72%#3$76.6万4.6万股$125.9万8.5万股-3.9万股-45.60%减仓
American Trust
0.06%0.06%#15$76.5万4.6万股$70.0万4.7万股-1,067股-2.25%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#51$74.8万4.5万股$66.9万4.5万股00.00%持仓不变
KANE INVESTMENT MANAGEMENT, INC.
0.29%0.31%#6$68.7万4.2万股$60.1万4.1万股+927股+2.28%加仓
Main Street Group, LTD
0.16%0.17%#8$68.2万4.1万股$57.6万3.9万股+2,345股+6.01%加仓
SMITH SHELLNUT WILSON LLC /ADV
0.25%#7$65.7万4.0万股$00股+4.0万股新买入
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#40$58.5万3.5万股$54.6万3.7万股-1,521股-4.11%减仓
Bravias Capital Group, LLC
0.34%0.34%#5$57.7万3.5万股$52.5万3.6万股-611股-1.72%减仓
共同顾问Mutual Advisors, LLC
0.01%0.01%#34$46.3万2.8万股$41.6万2.8万股-99股-0.35%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#53$43.5万2.6万股$42.5万2.9万股-2,416股-8.39%减仓
Ethos Financial Group, LLC
0.03%0.03%#23$39.8万2.4万股$35.4万2.4万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#47$36.9万2.2万股$33.7万2.3万股-500股-2.19%减仓
Modera财富管理Modera Wealth Management, LLC
<0.01%<0.01%#41$32.3万2.0万股$28.8万2.0万股00.00%持仓不变
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#56$32.1万1.9万股$28.7万1.9万股-19股-0.10%减仓
FOUNDERS FINANCIAL SECURITIES LLC
0.02%#29$32.0万1.9万股$00股+1.9万股新买入
斯蒂芬斯公司STEPHENS INC /AR/
<0.01%<0.01%#42$27.5万1.7万股$24.7万1.7万股-49股-0.29%减仓
CAPITAL WEALTH MANAGEMENT, LLC
0.06%0.04%#14$26.7万1.6万股$16.0万1.1万股+5,365股+49.56%加仓
Redwood Financial Network Corp
0.14%0.15%#10$25.1万1.5万股$22.8万1.5万股-201股-1.30%减仓
Accel Wealth Management
0.05%0.05%#17$23.5万1.4万股$21.1万1.4万股00.00%持仓不变
中西部信托Midwest Trust Co
<0.01%<0.01%#44$23.4万1.4万股$20.9万1.4万股00.00%持仓不变
Ausdal Financial Partners, Inc.
0.01%0.01%#33$23.3万1.4万股$20.9万1.4万股00.00%持仓不变
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%<0.01%#49$22.2万1.3万股$19.9万1.3万股00.00%持仓不变
NFSG Corp
0.03%0.03%#22$21.9万1.3万股$16.1万1.1万股+2,409股+22.12%加仓
Avantax Planning Partners, Inc.
0.01%0.01%#38$21.7万1.3万股$19.4万1.3万股00.00%持仓不变
Brookstone资本管理Brookstone Capital Management
<0.01%#45$20.0万1.2万股$00股+1.2万股新买入

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