13FBOX
UNIFIED SER TR · 13F 机构持仓分析
期权收益计算器 机构排行
U

UNIFIED SER TR

OAIM
持有机构数
52
机构合计市值 (Q2 2026)
$3.36亿
机构合计股数 (Q2 2026)
702.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+48.5万股
32 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-58.3万股
22 · 7 清仓 · ≈
⚖️ 净额
-9.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.36亿
持有机构数
52
新买入
11
加仓
21
减仓
15
清仓
7
持股不变
5
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
OneAscent Financial Services LLC
6.09%5.95%#4$1.27亿266.3万股$1.10亿255.1万股+11.2万股+4.37%加仓
OneAscent Wealth Management LLC
14.64%13.59%#1$4,912.0万102.7万股$4,110.8万95.5万股+7.2万股+7.56%加仓
LPL金融LPL Financial LLC
0.01%0.01%#30$3,286.7万68.7万股$2,722.2万63.2万股+5.5万股+8.69%加仓
Plan A Wealth LLC
13.33%13.08%#2$3,134.1万65.5万股$2,730.6万63.4万股+2.1万股+3.32%加仓
Atria投资Atria Investments, Inc
0.14%0.29%#13$1,439.4万30.1万股$2,567.9万59.6万股-29.5万股-49.54%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#25$1,292.8万27.4万股$968.2万22.3万股+5.0万股+22.61%加仓
OneAscent Family Office, LLC
6.1%7.55%#3$1,208.0万25.3万股$1,081.3万25.1万股+1,439股+0.57%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#38$711.3万14.9万股$514.4万11.9万股+2.9万股+24.49%加仓
Valmark顾问Valmark Advisers, Inc.
0.06%0.05%#20$520.7万10.9万股$426.5万9.9万股+9,795股+9.89%加仓
Inspire Advisors, LLC
0.26%0.28%#12$374.8万7.8万股$341.5万7.9万股-953股-1.20%减仓
世界投资顾问World Investment Advisors
0.06%0.06%#19$361.2万8.4万股$361.2万8.4万股00.00%持仓不变
Investment Research Partners LLC
1.18%1.29%#7$349.4万7.3万股$317.8万7.4万股-744股-1.01%减仓
RFG顾问RFG Advisory, LLC
0.05%0.05%#22$298.2万6.2万股$261.1万6.1万股+1,714股+2.83%加仓
OneAscent Investment Solutions LLC
2.8%3.07%#5$295.7万6.2万股$307.0万7.1万股-9,481股-13.30%减仓
PATRON PARTNERS, LLC
1.05%1%#8$273.0万5.7万股$225.2万5.2万股+4,772股+9.12%加仓
TrueWealth Advisors, LLC
0.53%0.39%#9$233.6万4.9万股$154.9万3.6万股+1.3万股+35.77%加仓
Cambridge Investment Research Advisors, Inc.
0.01%<0.01%#31$224.7万4.7万股$180.7万4.2万股+5,005股+11.93%加仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.07%0.04%#18$204.2万4.3万股$131.3万3.0万股+1.2万股+40.02%加仓
Cornerstone Financial Management LLC
1.58%1.33%#6$196.5万4.1万股$144.6万3.4万股+7,509股+22.36%加仓
Frontier Asset Management, LLC
0.35%0.38%#10$194.7万4.1万股$179.6万4.2万股-1,009股-2.42%减仓
First Heartland Consultants, Inc.
0.12%0.13%#15$192.3万4.0万股$175.9万4.1万股-658股-1.61%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#37$158.5万3.3万股$23.0万5,347股+2.8万股+519.56%加仓
Merit金融集团Merit Financial Group, LLC
0.01%0.01%#28$150.4万3.1万股$113.0万2.6万股+5,199股+19.82%加仓
Global Strategic Investment Solutions, LLC
0.11%0.06%#17$120.5万2.5万股$61.1万1.4万股+1.1万股+77.49%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#34$110.4万2.3万股$101.7万2.4万股-540股-2.29%减仓
Firestone Capital Management
0.12%0.12%#16$66.1万1.4万股$55.5万1.3万股+925股+7.17%加仓
CreativeOne Wealth, LLC
0.01%0.24%#26$66.0万1.4万股$1,014.2万23.6万股-22.2万股-94.14%减仓
Abundance Wealth Counselors
0.04%0.04%#23$63.5万1.3万股$28.6万6,636股+6,636股+100.00%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#46$54.4万1.1万股$00股+1.1万股新买入
Synergy Asset Management, LLC
0.05%#21$53.6万1.1万股$00股+1.1万股新买入
TrustWell Financial Advisors, LLC
0.33%#11$39.0万8,157股$00股+8,157股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#44$34.5万7,210股$36.4万8,458股-1,248股-14.76%减仓
Values First Advisors, Inc.
0.13%0.13%#14$28.1万5,874股$25.3万5,874股00.00%持仓不变
Strategic Blueprint, LLC
0.01%0.01%#27$27.0万5,648股$23.2万5,397股+251股+4.65%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#48$26.5万5,545股$54.3万1.3万股-7,067股-56.03%减仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#32$24.6万5,133股$22.2万5,151股-18股-0.35%减仓
Security Financial Services, INC.
0.03%#24$21.5万4,490股$00股+4,490股新买入
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%0.01%#29$16.2万3,387股$15.1万3,503股-116股-3.31%减仓
CX Institutional
<0.01%<0.01%#33$13.2万2,768股$12.6万2,929股-161股-5.50%减仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%0.01%#39$11.0万2,302股$37.1万8,645股-6,343股-73.37%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#41$8.4万1,766股$7.6万1,766股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#50$7.9万1,661股$21.3万5,111股-3,450股-67.50%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#45$4.4万911股$00股+911股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#43$4.1万859股$00股+859股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#42$3.0万627股$00股+627股新买入
FIDUCIARY FINANCIAL ADVISORS
<0.01%#36$2.0万415股$00股+415股新买入
Bare Financial Services, Inc
<0.01%#35$1.5万309股$00股+309股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#49$1.4万288股$1.2万288股00.00%持仓不变
AdvisorNet Financial, Inc
<0.01%<0.01%#40$1.3万266股$1.1万258股+8股+3.10%加仓
瑞银集团UBS Group AG
<0.01%#51$8,275173股$00股+173股新买入

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