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

TBG
持有机构数
28
机构合计市值 (Q2 2026)
$1.68亿
机构合计股数 (Q2 2026)
461.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+85.0万股
22 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2.6万股
6 · 4 清仓 · ≈
⚖️ 净额
+82.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.68亿
持有机构数
28
新买入
7
加仓
15
减仓
2
清仓
4
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
HighTower顾问HighTower Advisors, LLC
0.08%0.08%#8$8,513.7万233.5万股$7,844.6万225.0万股+8.5万股+3.77%加仓
Abundance Wealth Counselors
3.71%4.6%#1$5,716.0万156.8万股$3,210.4万92.1万股+64.7万股+70.23%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#12$564.6万15.5万股$459.1万13.2万股+2.3万股+17.59%加仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.15%0.11%#7$458.1万12.6万股$364.9万10.5万股+2.1万股+20.03%加仓
Stokes Capital Advisors, LLC
0.62%0.52%#3$291.7万8.0万股$234.0万6.7万股+1.3万股+19.15%加仓
Boyer Financial Services, Inc.
2.24%2.32%#2$265.5万7.1万股$218.9万6.3万股+8,347股+13.29%加仓
Insight Wealth Partners, LLC
0.32%0.3%#5$237.4万6.5万股$210.9万6.1万股+4,609股+7.62%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#20$208.8万5.7万股$175.3万5.0万股+6,967股+13.85%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#19$157.6万4.3万股$146.8万4.2万股+1,119股+2.66%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.02%0.01%#9$96.7万2.7万股$56.5万1.6万股+1.0万股+63.75%加仓
Forefront Wealth Partners, LLC
0.22%0.23%#6$54.1万1.6万股$54.1万1.6万股00.00%持仓不变
Charis Legacy Partners, LLC
0.61%0.5%#4$49.3万1.4万股$34.3万9,853股+3,665股+37.20%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#25$30.3万8,315股$00股+8,315股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#22$28.8万7,892股$27.4万7,858股+34股+0.43%加仓
GTS SECURITIES LLC
0.01%#16$27.1万7,437股$00股+7,437股新买入
Traynor Capital Management, Inc.
0.01%0.01%#13$26.0万7,130股$24.6万7,130股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#24$24.2万6,637股$23.9万6,848股-211股-3.08%减仓
Keel Point, LLC
0.01%0.02%#11$24.2万6,625股$23.0万6,587股+38股+0.58%加仓
Inspire Advisors, LLC
0.01%0.02%#10$21.5万5,888股$20.4万5,848股+40股+0.68%加仓
Betterment智能投顾Betterment LLC
<0.01%#21$20.6万5,657股$00股+5,657股新买入
Capital Advisors, Ltd. LLC
0.01%0.01%#15$8.4万2,297股$4.5万1,294股+1,003股+77.51%加仓
Institute for Wealth Management, LLC.
<0.01%#17$5.0万1,361股$00股+1,361股新买入
Bare Financial Services, Inc
0.01%#14$4.6万1,250股$00股+1,250股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#23$2.9万800股$00股+800股新买入
Hilltop National Bank
<0.01%<0.01%#18$1.4万396股$1.4万396股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%#27$1.4万391股$00股+391股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#28$3,790103股$6,779205股-102股-49.76%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#26$1,24034股$1,18534股00.00%持仓不变

🧭 机构资金流板块热力图

净流出 净流入