13FBOX
ALPHA ARCHITECT U.S. QUANTITATIVE M · 13F 机构持仓分析
期权收益计算器 机构排行
A

ALPHA ARCHITECT U.S. QUANTITATIVE M

QMOM
持有机构数
71
机构合计市值 (Q2 2026)
$2.43亿
机构合计股数 (Q2 2026)
309.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+30.4万股
40 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-38.2万股
30 · 8 清仓 · ≈
⚖️ 净额
-7.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.43亿
持有机构数
71
新买入
10
加仓
30
减仓
22
清仓
8
持股不变
9
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
Revolve Wealth Partners, LLC
3.36%3.6%#3$3,240.6万41.2万股$2,770.2万40.6万股+6,078股+1.50%加仓
Valley Financial Group, Inc.
9.19%8.67%#1$1,863.0万23.7万股$1,607.1万23.5万股+1,371股+0.58%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#42$1,708.5万21.7万股$1,458.8万21.4万股+3,459股+1.62%加仓
BWM Planning, LLC
3.74%3.62%#2$1,614.1万20.5万股$1,372.7万20.1万股+4,056股+2.02%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#50$1,569.5万19.9万股$1,399.2万20.5万股-5,474股-2.67%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.07%0.05%#28$1,250.6万15.9万股$760.3万11.1万股+4.8万股+42.71%加仓
One Degree Advisors Inc
2.36%2.3%#4$1,059.8万13.5万股$878.4万12.9万股+6,027股+4.69%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#51$1,044.0万13.3万股$916.4万13.4万股-1,551股-1.16%减仓
JPL Wealth Management, LLC
1.81%1.58%#5$913.3万11.6万股$688.6万10.1万股+1.5万股+15.06%加仓
Commonwealth Financial Services, LLC
1.19%3.3%#9$883.0万11.2万股$2,087.2万30.6万股-19.3万股-63.30%减仓
Stokes Family Office, LLC
0.93%1.21%#10$796.1万10.1万股$1,168.3万17.1万股-7.0万股-40.88%减仓
Kathmere Capital Management, LLC
0.42%0.43%#15$791.5万10.1万股$690.4万10.1万股-536股-0.53%减仓
Empowered FundsEmpowered Funds, LLC
0.03%0.03%#36$574.7万7.3万股$400.3万5.9万股+1.4万股+24.56%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#46$538.7万6.8万股$495.6万7.3万股-4,131股-5.69%减仓
Vise科技Vise Technologies, Inc.
0.05%0.01%#30$485.6万6.2万股$37.2万5,695股+5.6万股+983.02%加仓
Ethos Financial Group, LLC
0.26%0.36%#20$382.9万5.4万股$489.8万7.2万股-1.8万股-25.07%减仓
Vestment Financial LLC
1.69%1.72%#6$377.3万4.9万股$365.9万4.8万股+1,160股+2.42%加仓
Advantage Trust Co
1.27%1.36%#8$359.7万4.6万股$304.5万4.5万股+1,115股+2.50%加仓
Savvy Advisors, Inc.
0.07%0.07%#26$346.4万4.4万股$278.5万4.1万股+3,225股+7.91%加仓
Empirical Finance, LLC
0.14%0.17%#24$329.4万4.2万股$357.8万5.2万股-1.1万股-20.13%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#44$319.7万4.1万股$271.3万4.0万股+889股+2.24%加仓
Cambria Investment Management, L.P.
0.16%0.15%#23$317.1万4.0万股$265.0万3.9万股+1,473股+3.80%加仓
Brookwood Investment Group LLC
0.34%0.37%#17$304.5万3.9万股$300.2万4.4万股-5,282股-12.02%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#52$287.4万3.7万股$00股+3.7万股新买入
Seed Wealth Management, Inc.
1.54%1.45%#7$243.6万3.1万股$211.4万3.1万股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#62$235.3万3.0万股$00股+3.0万股新买入
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#49$228.0万3.0万股$176.5万2.5万股+4,619股+18.21%加仓
L.K. Benson & Company, P.C.
0.6%0.61%#13$198.4万2.5万股$184.9万2.7万股-1,875股-6.93%减仓
Innova Wealth Partners
0.68%0.53%#12$165.8万2.1万股$111.5万1.6万股+4,739股+29.03%加仓
Well Done, LLC
0.2%0.07%#21$145.8万1.9万股$50.7万7,417股+1.1万股+149.60%加仓
BAKER BOYER NATIONAL BANK
0.37%0.35%#16$134.0万1.7万股$116.1万1.7万股+24股+0.14%加仓
XY Planning Network, Inc.
0.16%0.21%#22$127.0万1.6万股$130.6万1.9万股-2,584股-13.80%减仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.05%0.04%#31$114.2万1.5万股$100.9万1.5万股-269股-1.82%减仓
ATTICUS WEALTH MANAGEMENT, LLC
0.26%0.22%#19$108.5万1.4万股$80.5万1.2万股+2,001股+16.98%加仓
Stillwater Private Wealth, LLC
0.71%1.2%#11$106.6万1.4万股$142.0万2.1万股-7,259股-34.91%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#63$96.0万1.2万股$81.6万1.2万股+252股+2.11%加仓
Sankala Group LLC
0.58%#14$86.3万1.1万股$00股+1.1万股新买入
奥本海默公司OPPENHEIMER & CO INC
0.01%#43$83.8万1.1万股$00股+1.1万股新买入
全球退休合伙人Global Retirement Partners, LLC
0.01%#40$75.3万9,570股$00股+9,570股新买入
Almanack Investment Partners, LLC.
0.07%0.08%#27$57.0万7,238股$48.9万7,161股+77股+1.08%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.01%0.01%#45$53.0万6,732股$39.8万5,832股+900股+15.43%加仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#58$53.0万6,730股$42.4万6,211股+519股+8.36%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.01%0.01%#41$52.1万6,622股$29.6万4,332股+2,290股+52.86%加仓
FIFTH THIRD SECURITIES, INC.
0.03%0.03%#37$48.3万6,130股$42.1万6,157股-27股-0.44%减仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#53$38.1万4,829股$27.0万3,978股+851股+21.39%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#55$34.9万4,438股$28.7万4,201股+237股+5.64%加仓
CENTAURUS FINANCIAL, INC.
0.01%0.02%#39$34.2万4,340股$35.1万5,132股-792股-15.43%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#57$33.6万4,264股$29.1万4,264股00.00%持仓不变
Redwood Family Wealth LLC
0.29%0.25%#18$33.2万4,211股$25.2万3,686股+525股+14.24%加仓
GWN SECURITIES INC.
0.06%0.06%#29$32.9万4,181股$32.3万4,725股-544股-11.51%减仓

🧭 机构资金流板块热力图

净流出 净流入