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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

AAUA
持有机构数
41
机构合计市值 (Q2 2026)
$2.55亿
机构合计股数 (Q2 2026)
448.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+40.6万股
11 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-15.5万股
9 · 1 清仓 · ≈
⚖️ 净额
+25.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.55亿
持有机构数
41
新买入
10
加仓
1
减仓
8
清仓
1
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
Cache Advisors, LLC
9.04%10.18%#1$1.07亿187.3万股$8,810.2万187.3万股00.00%持仓不变
BLB&B 顾问BLB&B Advisors, LLC
1.79%1.82%#3$4,881.7万85.8万股$4,417.6万90.3万股-4.5万股-4.99%减仓
Relyea Zuckerberg Hanson LLC
1.61%1.67%#4$1,933.7万34.0万股$1,662.5万34.0万股00.00%持仓不变
Kathmere Capital Management, LLC
0.67%0.67%#8$1,259.3万22.1万股$1,083.7万22.1万股-207股-0.09%减仓
Quantinno资本管理Quantinno Capital Management LP
0.01%#29$988.6万17.4万股$00股+17.4万股新买入
Everest Private Wealth
2.37%3.93%#2$635.1万11.2万股$776.2万15.9万股-4.7万股-29.65%减仓
Ledyard National Bank
0.42%0.39%#11$523.4万9.2万股$450.0万9.2万股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#32$477.0万8.4万股$410.1万8.4万股00.00%持仓不变
Family CFO Inc
1.38%1.38%#5$359.4万6.3万股$309.0万6.3万股00.00%持仓不变
Lansing Street Advisors
0.73%#7$342.0万6.0万股$00股+6.0万股新买入
Revolve Wealth Partners, LLC
0.26%#16$253.0万4.4万股$00股+4.4万股新买入
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
0.49%0.47%#10$230.3万4.0万股$198.0万4.0万股00.00%持仓不变
VOISARD ASSET MANAGEMENT GROUP, INC.
0.42%0.4%#12$219.7万3.9万股$188.9万3.9万股00.00%持仓不变
JPL Wealth Management, LLC
0.41%0.41%#13$205.3万3.6万股$176.5万3.6万股00.00%持仓不变
Creative Planning财富管理Creative Planning
<0.01%<0.01%#38$202.1万3.6万股$173.7万3.6万股00.00%持仓不变
Downshift Financial, LLC
0.9%#6$201.0万3.5万股$00股+3.5万股新买入
Meridian 财富管理Meridian Wealth Management, LLC
0.06%0.06%#23$196.8万3.5万股$169.2万3.5万股00.00%持仓不变
Foundry Financial LLC
0.57%0.62%#9$170.0万3.0万股$146.1万3.0万股00.00%持仓不变
One Degree Advisors Inc
0.37%0.39%#14$165.6万2.9万股$150.2万3.1万股-1,605股-5.23%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#40$160.5万2.8万股$23.8万4,873股+2.3万股+478.72%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%#28$160.2万2.8万股$00股+2.8万股新买入
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%0.01%#31$147.1万2.6万股$126.5万2.6万股00.00%持仓不变
Almanack Investment Partners, LLC.
0.18%0.21%#17$145.1万2.5万股$124.7万2.5万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#34$133.6万2.3万股$114.9万2.3万股00.00%持仓不变
Meredith Wealth Planning
0.26%0.26%#15$111.3万2.0万股$95.7万2.0万股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#37$110.8万1.9万股$00股+1.9万股新买入
Bouchey Financial Group, Ltd.
0.07%0.07%#22$101.4万1.8万股$91.5万1.8万股00.00%持仓不变
Perigon财富管理Perigon Wealth Management, LLC
0.01%0.01%#27$81.5万1.4万股$70.1万1.4万股00.00%持仓不变
DHJJ Financial Advisors, Ltd.
0.17%0.17%#18$60.5万1.1万股$52.1万1.1万股-20股-0.19%减仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#39$55.1万9,672股$48.3万9,874股-202股-2.05%减仓
Prairiewood Capital, LLC
0.14%0.13%#19$53.4万9,376股$45.9万9,376股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%#41$49.3万8,654股$00股+8,654股新买入
Snowden Capital 顾问Snowden Capital Advisors LLC
0.01%0.01%#30$38.6万6,776股$33.2万6,776股00.00%持仓不变
Rockwood Wealth Management, LLC
0.02%0.02%#25$36.2万6,351股$31.1万6,352股-1股-0.02%减仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
<0.01%<0.01%#33$31.6万5,550股$27.2万5,550股00.00%持仓不变
Empowered FundsEmpowered Funds, LLC
<0.01%#36$26.4万4,641股$00股+4,641股新买入
Cambria Investment Management, L.P.
0.01%#26$26.4万4,641股$00股+4,641股新买入
QUARRY HILL ADVISORS, LLC
0.1%0.1%#20$25.6万4,497股$24.2万4,497股00.00%持仓不变
Causey Wealth LLC
0.08%#21$20.7万3,641股$00股+3,641股新买入
MilWealth Group LLC
0.04%0.03%#24$17.0万2,995股$14.7万2,995股00.00%持仓不变
SouthState Bank Corp
<0.01%<0.01%#35$3.5万621股$5.2万1,067股-446股-41.80%减仓

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