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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

SHOC
持有机构数
52
机构合计市值 (Q2 2026)
$3,693.4万
机构合计股数 (Q2 2026)
30.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4.9万股
26 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8.4万股
24 · 6 清仓 · ≈
⚖️ 净额
-3.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,693.4万
持有机构数
52
新买入
15
加仓
11
减仓
18
清仓
6
持股不变
8
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
LPL金融LPL Financial LLC
<0.01%<0.01%#26$508.2万4.2万股$255.9万3.6万股+6,126股+17.24%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#19$453.6万3.7万股$294.3万4.1万股-3,670股-8.98%减仓
Demars Financial Group, LLC
0.78%0.65%#1$280.3万2.3万股$197.1万2.7万股-4,383股-16.02%减仓
GWN SECURITIES INC.
0.3%0.2%#3$176.8万1.4万股$103.8万1.4万股+82股+0.57%加仓
Dynamic Advisor Solutions LLC
0.05%0.03%#10$173.9万1.4万股$102.9万1.4万股-33股-0.23%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#24$167.2万1.4万股$88.6万1.2万股+1,398股+11.36%加仓
Brookstone资本管理Brookstone Capital Management
0.02%0.01%#16$165.2万1.4万股$129.8万1.8万股-4,486股-24.89%减仓
GTS SECURITIES LLC
0.03%0.04%#12$139.9万1.1万股$118.0万1.6万股-4,912股-29.99%减仓
UPTICK PARTNERS, LLC
0.2%0.15%#4$129.1万1.1万股$75.4万1.0万股+114股+1.09%加仓
BIRCH FINANCIAL GROUP, LLC
0.6%0.47%#2$115.9万9,502股$81.0万1.1万股-1,748股-15.54%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#28$112.2万9,193股$200.0万2.8万股-1.9万股-66.90%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#43$103.1万8,450股$28.9万4,010股+4,440股+110.72%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#38$99.7万8,733股$23.0万3,257股+5,476股+168.13%加仓
Global Endowment Management, LP
0.09%0.06%#7$85.4万7,000股$50.4万7,000股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#18$80.8万6,622股$47.7万6,621股+1股+0.02%加仓
MarinerMariner, LLC
<0.01%#33$76.4万6,260股$00股+6,260股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#31$71.7万5,875股$45.0万6,245股-370股-5.92%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#32$71.6万5,875股$53.2万7,382股-1,507股-20.41%减仓
D'Orazio & Associates, Inc.
0.08%0.05%#9$66.2万5,425股$39.1万5,424股+1股+0.02%加仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.03%0.02%#13$65.8万5,395股$40.5万5,618股-223股-3.97%减仓
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#23$58.5万4,797股$29.2万4,051股+746股+18.42%加仓
HRT金融HRT FINANCIAL LP
<0.01%#29$54.8万4,494股$00股+4,494股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#25$43.7万3,583股$28.7万3,987股-404股-10.13%减仓
PW Nova Financial Services LLC
0.08%0.06%#8$38.9万3,187股$22.9万3,177股+10股+0.31%加仓
Independent Wealth Network Inc.
0.09%#6$34.2万2,800股$00股+2,800股新买入
Lauterbach Financial Advisors, LLC
0.12%#5$28.2万2,315股$00股+2,315股新买入
Corient私人财富Corient Private Wealth LLC
<0.01%#41$27.7万2,274股$00股+2,274股新买入
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#22$27.3万2,239股$16.1万2,239股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#46$26.0万2,135股$00股+2,135股新买入
CIBC美国CIBC Bancorp USA Inc.
<0.01%#39$24.4万2,004股$00股+2,004股新买入
Fortis Group Advisors, LLC
0.04%#11$23.9万1,961股$00股+1,961股新买入
Hilltop Holdings Inc.
0.02%#14$23.8万1,950股$00股+1,950股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#48$23.6万2,004股$13.7万2,012股-8股-0.40%减仓
Lido顾问Lido Advisors, LLC
<0.01%#36$21.4万1,752股$00股+1,752股新买入
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#35$14.6万1,199股$8.6万1,199股00.00%持仓不变
罗素投资集团Russell Investments Group, Ltd.
<0.01%#44$14.3万1,170股$00股+1,170股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#47$12.6万1,036股$8.5万1,176股-140股-11.90%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#49$7.5万617股$11.6万1,606股-989股-61.58%减仓
Kingdom Financial Group LLC.
0.02%0.01%#15$6.9万565股$4.5万619股-54股-8.72%减仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#27$6.7万550股$00股+550股新买入
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%#40$6.1万500股$00股+500股新买入
富达投资FMR LLC
<0.01%<0.01%#50$5.8万475股$3.5万480股-5股-1.04%减仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#34$4.4万361股$2.6万361股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#51$3.3万267股$1492股+265股+13,250.00%加仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#45$2.5万207股$1.7万236股-29股-12.29%减仓
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#37$2.4万200股$1.4万200股00.00%持仓不变
IMG Wealth Management, Inc.
0.01%0.01%#17$2.3万187股$1.3万187股00.00%持仓不变
Main Street Group, LTD
0.01%#21$2.2万180股$00股+180股新买入
LANARK FINANCIAL, INC.
<0.01%#30$1.4万111股$00股+111股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#42$6,10050股$3,60150股00.00%持仓不变

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