13FBOX
ELEVATION SERIES TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
E

ELEVATION SERIES TRUST

CEFZ
持有机构数
32
机构合计市值 (Q2 2026)
$2,161.0万
机构合计股数 (Q2 2026)
263.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+24.6万股
21 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3.6万股
9 · 2 清仓 · ≈
⚖️ 净额
+21.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,161.0万
持有机构数
32
新买入
7
加仓
14
减仓
7
清仓
2
持股不变
4
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
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#18$681.2万82.8万股$638.9万81.4万股+1.4万股+1.67%加仓
PARK AVENUE SECURITIES LLC
0.03%0.04%#6$538.0万65.4万股$507.5万64.7万股+7,130股+1.10%加仓
Waverly顾问Waverly Advisors, LLC
0.01%0.02%#8$245.6万29.8万股$235.0万29.9万股-945股-0.32%减仓
WADDELL & ASSOCIATES, LLC
0.06%0.07%#3$124.0万15.1万股$115.4万14.7万股+3,666股+2.49%加仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#14$89.9万10.9万股$88.2万11.2万股-3,245股-2.89%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#27$85.0万10.3万股$00股+10.3万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#20$74.3万9.0万股$48.7万6.2万股+2.8万股+45.46%加仓
Triangle Securities Wealth Management
0.16%0.16%#1$71.1万9.1万股$71.1万9.1万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#25$34.5万4.2万股$31.1万4.0万股+2,196股+5.53%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#22$33.1万4.0万股$26.8万3.4万股+6,095股+17.85%加仓
INTEGRATED CAPITAL MANAGEMENT, INC.
0.16%0.13%#2$22.4万2.7万股$19.4万2.5万股+2,468股+9.97%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
<0.01%#15$21.7万2.6万股$00股+2.6万股新买入
GTS SECURITIES LLC
<0.01%<0.01%#13$20.5万2.5万股$11.7万1.5万股+9,889股+66.08%加仓
WEDBUSH SECURITIES INC
<0.01%<0.01%#12$17.3万2.1万股$8.6万1.1万股+9,972股+90.65%加仓
Great Lakes Retirement, Inc.
0.01%0.02%#9$14.5万1.8万股$14.8万1.9万股-1,331股-7.04%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#24$13.1万1.6万股$15.1万1.9万股-3,380股-17.52%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$12.5万1.5万股$3.8万4,794股+1.0万股+215.52%加仓
Lloyd Advisory Services, LLC.
0.04%0.01%#5$11.6万1.4万股$3.0万3,804股+1.0万股+269.82%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#29$9.8万1.2万股$9.3万1.2万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#31$9.7万1.2万股$9.3万1.2万股00.00%持仓不变
Authentikos Wealth Advisory, LLC
0.06%0.06%#4$9.4万1.1万股$9.0万1.1万股-33股-0.29%减仓
Elevated Capital Advisors, LLC
0.02%0.02%#7$6.7万8,087股$7.2万9,111股-1,024股-11.24%减仓
瑞银集团UBS Group AG
<0.01%#32$4.7万5,657股$00股+5,657股新买入
Institute for Wealth Management, LLC.
<0.01%#17$3.5万4,248股$00股+4,248股新买入
Kingdom Financial Group LLC.
0.01%0.01%#10$2.6万3,171股$3.0万3,804股-633股-16.64%减仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#28$2.1万2,502股$1.9万2,441股+61股+2.50%加仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.01%#11$1.3万1,525股$00股+1,525股新买入
Networth Advisors, LLC
<0.01%<0.01%#16$5,630684股$4,465569股+115股+20.21%加仓
Decker Retirement Planning Inc.
<0.01%#19$4,691570股$00股+570股新买入
Quest 10 Wealth Builders, Inc.
<0.01%<0.01%#21$1,350164股$1,287164股00.00%持仓不变
Montgomery Financial Services LLC
<0.01%#23$73289股$00股+89股新买入
Triumph Capital Management
<0.01%<0.01%#30$26332股$22028股+4股+14.29%加仓

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