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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

USEW
持有机构数
37
机构合计市值 (Q2 2026)
$1.37亿
机构合计股数 (Q2 2026)
245.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+9.7万股
7 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-11.2万股
8 · 3 清仓 · ≈
⚖️ 净额
-1.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.37亿
持有机构数
37
新买入
4
加仓
3
减仓
5
清仓
3
持股不变
25
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
Prism Advisors, Inc.
10.28%9.89%#1$4,229.7万75.8万股$3,703.3万75.8万股+1股+0.00%加仓
Cresset资产管理Cresset Asset Management, LLC
0.11%0.11%#16$2,905.8万52.0万股$2,548.6万52.1万股-914股-0.18%减仓
MAI资本管理MAI Capital Management
0.06%0.08%#20$1,647.1万29.5万股$1,442.1万29.5万股00.00%持仓不变
Quantinno资本管理Quantinno Capital Management LP
0.01%0.01%#27$605.7万10.8万股$530.3万10.8万股00.00%持仓不变
Clearview Wealth Management LLC
2.51%2.49%#2$390.0万7.0万股$352.4万7.2万股-2,228股-3.09%减仓
Astra Wealth Partners LLC
1.61%1.59%#4$304.2万5.4万股$267.1万5.5万股-150股-0.27%减仓
Nvest Wealth Strategies, Inc.
1.73%1.7%#3$277.5万5.0万股$242.9万5.0万股00.00%持仓不变
FIRST NATIONAL BANK SIOUX FALLS
0.76%0.73%#6$266.2万5.1万股$266.2万5.1万股00.00%持仓不变
HIGHLINE WEALTH PARTNERS LLC
0.47%0.52%#8$233.1万4.2万股$204.1万4.2万股00.00%持仓不变
布利克利金融集团Bleakley Financial Group, LLC
0.03%0.03%#23$221.4万4.0万股$193.9万4.0万股00.00%持仓不变
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#25$219.7万3.9万股$192.4万3.9万股00.00%持仓不变
EP财富顾问EP Wealth Advisors, LLC
0.01%#28$183.7万3.3万股$00股+3.3万股新买入
ROTHSCHILD 投资ROTHSCHILD INVESTMENT LLC
0.07%0.08%#19$181.4万3.3万股$158.9万3.3万股00.00%持仓不变
Riverwater Partners LLC
0.49%0.48%#7$163.5万2.9万股$143.1万2.9万股00.00%持仓不变
A4 Wealth Advisors LLC
1.06%1.14%#5$159.3万2.9万股$139.5万2.9万股00.00%持仓不变
Walkner Condon Financial Advisors LLC
0.18%0.29%#11$158.7万2.8万股$220.0万4.5万股-1.7万股-36.83%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#33$126.9万2.3万股$00股+2.3万股新买入
WESCAP Management Group, Inc.
0.23%0.21%#10$120.9万2.2万股$105.9万2.2万股00.00%持仓不变
GREENWOOD CAPITAL ASSOCIATES LLC
0.12%0.12%#15$120.1万2.2万股$105.2万2.2万股00.00%持仓不变
Empowered FundsEmpowered Funds, LLC
0.01%<0.01%#29$115.1万2.1万股$49.5万1.0万股+1.0万股+103.69%加仓
Cambria Investment Management, L.P.
0.06%#21$115.1万2.1万股$00股+2.1万股新买入
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#32$105.2万1.9万股$92.1万1.9万股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#35$104.1万1.9万股$91.2万1.9万股00.00%持仓不变
财富关怀顾问Wealthcare Advisory Partners LLC
0.02%0.02%#24$102.2万1.8万股$89.5万1.8万股00.00%持仓不变
FIDUCIENT ADVISORS LLC
0.12%0.1%#13$85.8万1.5万股$75.1万1.5万股00.00%持仓不变
Urban Financial Advisory Corp
0.23%0.26%#9$83.9万1.5万股$73.5万1.5万股00.00%持仓不变
NOTTINGHAM ADVISORS, INC.
0.1%0.09%#17$83.0万1.5万股$73.7万1.5万股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#34$74.6万1.3万股$65.6万1.3万股00.00%持仓不变
CYPRESS FINANCIAL PLANNING LLC
0.12%0.12%#14$50.7万9,073股$44.3万9,073股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%#36$49.7万8,903股$00股+8,903股新买入
Savvy Advisors, Inc.
0.01%0.01%#26$44.9万8,036股$39.3万8,036股00.00%持仓不变
ONE PLUS ONE WEALTH MANAGEMENT, LLC
0.15%0.13%#12$35.4万6,348股$31.0万6,348股00.00%持仓不变
IFG Advisors, LLC
0.04%0.04%#22$29.3万5,248股$25.7万5,248股00.00%持仓不变
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
<0.01%<0.01%#31$25.5万4,570股$22.3万4,570股00.00%持仓不变
GTS SECURITIES LLC
0.01%0.01%#30$24.1万4,315股$29.5万6,035股-1,720股-28.50%减仓
Frazier Financial Advisors, LLC
0.1%0.09%#18$19.3万3,463股$16.9万3,463股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#37$16.1万2,881股$8.0万1,636股+1,245股+76.10%加仓

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