13FBOX
UNIFIED SER TR · 13F 机构持仓分析
期权收益计算器 机构排行
U

UNIFIED SER TR

OAEM
持有机构数
32
机构合计市值 (Q2 2026)
$1.12亿
机构合计股数 (Q2 2026)
225.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+42.6万股
19 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-7.4万股
13 · 2 清仓 · ≈
⚖️ 净额
+35.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.12亿
持有机构数
32
新买入
6
加仓
13
减仓
11
清仓
2
持股不变
2
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
OneAscent Financial Services LLC
2.03%1.92%#2$4,247.5万85.1万股$3,551.7万88.1万股-3.0万股-3.35%减仓
OneAscent Wealth Management LLC
6.32%5.98%#1$2,119.9万42.5万股$1,807.9万44.8万股-2.3万股-5.24%减仓
Proficio 资本合伙人Proficio Capital Partners LLC
0.55%#6$1,522.2万30.5万股$00股+30.5万股新买入
Atria投资Atria Investments, Inc
0.05%0.04%#11$518.3万10.4万股$376.7万9.3万股+1.0万股+11.19%加仓
OneAscent Family Office, LLC
1.94%2.26%#3$383.7万7.7万股$323.3万8.0万股-3,267股-4.07%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#25$294.1万5.9万股$44.6万1.1万股+4.8万股+432.90%加仓
Inspire Advisors, LLC
0.19%0.14%#9$267.8万5.4万股$166.5万4.1万股+1.2万股+29.97%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#24$243.4万4.9万股$162.1万4.0万股+8,576股+21.33%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.03%0.03%#14$217.6万4.4万股$189.0万4.7万股-3,255股-6.94%减仓
First Heartland Consultants, Inc.
0.14%0.12%#10$209.4万4.2万股$153.0万3.8万股+4,017股+10.58%加仓
PATRON PARTNERS, LLC
0.74%0.64%#5$192.8万3.9万股$144.4万3.6万股+2,822股+7.88%加仓
Frontier Asset Management, LLC
0.25%0.25%#8$141.8万2.8万股$119.9万3.0万股-1,303股-4.38%减仓
RFG顾问RFG Advisory, LLC
0.02%0.02%#16$118.6万2.4万股$100.2万2.5万股-1,061股-4.27%减仓
Valmark顾问Valmark Advisers, Inc.
0.01%0.01%#17$109.6万2.2万股$87.9万2.2万股+154股+0.71%加仓
OneAscent Investment Solutions LLC
0.94%1.08%#4$99.0万2.0万股$108.1万2.7万股-6,953股-25.94%减仓
Plan A Wealth LLC
0.33%0.29%#7$77.6万1.6万股$61.5万1.5万股+294股+1.93%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#22$64.8万1.3万股$71.4万1.8万股-4,708股-26.59%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.03%0.03%#15$58.4万1.2万股$44.6万1.1万股+644股+5.82%加仓
IFP顾问IFP Advisors, Inc
0.01%0.01%#19$54.2万1.1万股$45.4万1.1万股-383股-3.40%减仓
SUMMIT WEALTH GROUP LLC / CO
0.04%#13$53.3万1.1万股$00股+1.1万股新买入
Global Strategic Investment Solutions, LLC
0.05%0.03%#12$51.9万1.0万股$29.8万7,381股+3,024股+40.97%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#28$46.4万9,299股$00股+9,299股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#27$41.4万8,309股$30.5万7,568股+741股+9.79%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#21$32.9万6,591股$26.5万6,568股+23股+0.35%加仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.01%<0.01%#18$29.6万5,932股$14.3万3,555股+2,377股+66.86%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#30$27.2万5,458股$00股+5,458股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%#23$7.8万1,574股$00股+1,574股新买入
AdvisorNet Financial, Inc
<0.01%<0.01%#20$5.4万1,092股$4.7万1,156股-64股-5.54%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#26$2.5万501股$2.0万501股00.00%持仓不变
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#29$1.7万340股$1.4万340股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#32$1.5万305股$2.9万727股-422股-58.05%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#31$1.3万263股$00股+263股新买入

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