13FBOX
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

AAUS
持有机构数
28
机构合计市值 (Q2 2026)
$3.18亿
机构合计股数 (Q2 2026)
532.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2.1万股
3 · 2 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-75.4万股
12 · 3 清仓 · ≈
⚖️ 净额
-73.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.18亿
持有机构数
28
新买入
2
加仓
1
减仓
9
清仓
3
持股不变
16
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
13.95%16.66%#2$1.65亿275.4万股$1.44亿275.4万股00.00%持仓不变
Seed Wealth Management, Inc.
25.81%24.64%#1$4,077.3万68.2万股$3,582.8万68.4万股-1,489股-0.22%减仓
Relyea Zuckerberg Hanson LLC
2.22%2.35%#3$2,665.6万44.6万股$2,337.2万44.6万股00.00%持仓不变
Plancorp, LLC
0.29%1.06%#14$1,192.1万19.9万股$3,719.6万68.1万股-48.3万股-70.87%减仓
Sageworth 信托Sageworth Trust Co
0.42%0.51%#12$1,062.8万17.8万股$931.9万17.8万股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#23$1,043.2万17.3万股$912.1万17.3万股00.00%持仓不变
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#25$1,032.2万17.3万股$905.0万17.3万股00.00%持仓不变
One Degree Advisors Inc
1.83%1.89%#4$821.9万13.8万股$720.6万13.8万股00.00%持仓不变
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.04%0.04%#20$637.7万10.7万股$581.5万11.1万股-4,205股-3.79%减仓
Soundwatch Capital LLC
0.63%0.66%#9$571.6万9.6万股$523.2万10.0万股-4,205股-4.21%减仓
QUARRY HILL ADVISORS, LLC
0.88%0.9%#6$229.7万3.8万股$219.5万3.9万股-113股-0.29%减仓
JPL Wealth Management, LLC
0.42%0.43%#11$211.7万3.5万股$185.6万3.5万股00.00%持仓不变
Creative Planning财富管理Creative Planning
<0.01%<0.01%#27$188.7万3.2万股$166.0万3.2万股-103股-0.33%减仓
Frankly Finances, LLC
1.48%1.64%#5$187.2万3.1万股$172.7万3.1万股00.00%持仓不变
Flatrock Wealth Partners LLC
0.73%0.74%#8$186.7万3.1万股$163.7万3.1万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#28$168.5万2.8万股$110.5万2.1万股+7,107股+33.70%加仓
Almanack Investment Partners, LLC.
0.19%0.22%#16$146.0万2.4万股$128.0万2.4万股00.00%持仓不变
L.K. Benson & Company, P.C.
0.42%0.41%#10$140.0万2.3万股$122.8万2.3万股00.00%持仓不变
Revolve Wealth Partners, LLC
0.14%0.16%#18$139.5万2.3万股$122.3万2.3万股00.00%持仓不变
Schiavi & Co LLC
0.31%0.3%#13$115.7万1.9万股$101.4万1.9万股00.00%持仓不变
Ledyard National Bank
0.09%0.09%#19$115.2万1.9万股$101.0万1.9万股00.00%持仓不变
Sherman Wealth Management LLC
0.79%0.79%#7$104.8万1.8万股$91.9万1.8万股00.00%持仓不变
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
0.2%0.3%#15$92.6万1.6万股$127.2万2.4万股-8,780股-36.16%减仓
Savvy Advisors, Inc.
0.02%0.02%#22$86.2万1.4万股$76.4万1.5万股-167股-1.14%减仓
Empowered FundsEmpowered Funds, LLC
<0.01%0.05%#26$51.7万8,654股$811.4万15.5万股-14.6万股-94.41%减仓
Cambria Investment Management, L.P.
0.03%#21$51.7万8,654股$00股+8,654股新买入
Truepoint, Inc.
0.01%0.01%#24$47.0万7,874股$41.2万7,874股00.00%持仓不变
EVOLUTION WEALTH MANAGEMENT INC.
0.17%#17$28.8万4,818股$00股+4,818股新买入

🧭 机构资金流板块热力图

净流出 净流入