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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

AAEQ
持有机构数
42
机构合计市值 (Q2 2026)
$3.33亿
机构合计股数 (Q2 2026)
626.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+30.0万股
6 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8.5万股
17 · 3 清仓 · ≈
⚖️ 净额
+21.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.33亿
持有机构数
42
新买入
4
加仓
2
减仓
14
清仓
3
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
16.38%19.51%#1$1.93亿363.1万股$1.69亿363.1万股00.00%持仓不变
Everest Private Wealth
7.46%8.97%#2$1,999.5万37.6万股$1,769.9万38.0万股-4,547股-1.20%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.09%0.09%#26$1,913.4万36.0万股$1,673.5万36.0万股00.00%持仓不变
Vise科技Vise Technologies, Inc.
0.14%#24$1,243.0万23.4万股$00股+23.4万股新买入
Truepoint, Inc.
0.26%0.24%#19$1,236.8万23.3万股$1,085.1万23.3万股-731股-0.31%减仓
JPL Wealth Management, LLC
2.42%2.45%#4$1,219.9万22.9万股$1,066.9万22.9万股00.00%持仓不变
Flatrock Wealth Partners LLC
2.12%2.13%#5$540.8万10.2万股$473.0万10.2万股00.00%持仓不变
Seed Wealth Management, Inc.
3.07%2.93%#3$485.0万9.1万股$425.4万9.1万股-271股-0.30%减仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.02%0.02%#28$443.2万8.3万股$387.7万8.3万股00.00%持仓不变
Soundwatch Capital LLC
0.49%0.49%#11$443.1万8.3万股$387.5万8.3万股00.00%持仓不变
Meredith Wealth Planning
1.02%1.02%#6$430.6万8.1万股$378.1万8.1万股-307股-0.38%减仓
Ethos Financial Group, LLC
0.28%0.34%#17$416.3万8.0万股$467.3万10.0万股-2.0万股-20.31%减仓
Ledyard National Bank
0.28%0.27%#16$346.4万6.5万股$309.5万6.7万股-1,405股-2.11%减仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#33$284.2万5.3万股$115.3万2.5万股+2.9万股+115.54%加仓
One Degree Advisors Inc
0.6%0.62%#8$271.0万5.1万股$236.9万5.1万股00.00%持仓不变
TWIN PEAKS WEALTH ADVISORS, LLC
0.59%0.58%#10$261.4万4.9万股$228.6万4.9万股00.00%持仓不变
Loring Wolcott & Coolidge信托顾问LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
0.02%0.02%#29$229.4万4.3万股$209.2万4.3万股00.00%持仓不变
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
0.44%0.44%#13$209.7万3.9万股$183.4万3.9万股00.00%持仓不变
Revolve Wealth Partners, LLC
0.21%0.23%#21$198.0万3.7万股$175.3万3.8万股-473股-1.25%减仓
FIDELITY D & D BANCORP INC
0.6%0.61%#9$174.5万3.3万股$152.7万3.3万股00.00%持仓不变
Magnolia Private Wealth, LLC
0.48%1.02%#12$170.0万3.2万股$152.4万3.3万股-800股-2.44%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#40$157.2万3.0万股$135.3万2.9万股+476股+1.64%加仓
Regions金融REGIONS FINANCIAL CORP
0.01%0.01%#32$146.7万2.8万股$128.3万2.8万股00.00%持仓不变
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#39$108.2万2.0万股$102.1万2.2万股-1,612股-7.34%减仓
Family CFO Inc
0.41%0.41%#14$105.6万2.0万股$92.3万2.0万股00.00%持仓不变
Sherman Wealth Management LLC
0.71%0.71%#7$94.7万1.8万股$82.8万1.8万股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#36$93.6万1.8万股$00股+1.8万股新买入
CONTINUUM WEALTH ADVISORS, LLC
0.28%0.3%#18$82.1万1.5万股$71.8万1.5万股00.00%持仓不变
Prairiewood Capital, LLC
0.21%0.21%#20$81.8万1.5万股$71.6万1.5万股00.00%持仓不变
威廉·布莱尔BLAIR WILLIAM & CO/IL
<0.01%#34$80.8万1.5万股$00股+1.5万股新买入
Creative Planning财富管理Creative Planning
<0.01%<0.01%#38$75.8万1.4万股$66.3万1.4万股00.00%持仓不变
QUARRY HILL ADVISORS, LLC
0.29%0.42%#15$75.7万1.4万股$102.4万2.0万股-5,933股-29.42%减仓
MilWealth Group LLC
0.15%0.15%#22$68.0万1.3万股$64.4万1.4万股-1,045股-7.55%减仓
Savvy Advisors, Inc.
0.01%0.02%#30$64.6万1.2万股$61.8万1.3万股-1,122股-8.45%减仓
Schiavi & Co LLC
0.14%0.14%#25$52.2万9,817股$45.7万9,817股00.00%持仓不变
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#37$49.9万9,378股$43.6万9,378股00.00%持仓不变
Midwest Capital Advisors, LLC
0.14%0.14%#23$35.1万6,605股$30.7万6,605股00.00%持仓不变
XY Planning Network, Inc.
0.04%0.06%#27$35.1万6,605股$39.8万8,501股-1,896股-22.30%减仓
ZWJ 投资顾问ZWJ INVESTMENT COUNSEL INC
0.01%0.01%#31$27.1万5,104股$23.7万5,104股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%#41$23.3万4,385股$00股+4,385股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#35$18.2万3,430股$16.1万3,430股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#42$2.4万449股$6.5万1,392股-943股-67.74%减仓

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