13F 机构持仓

AAEQ EA SERIES TRUST

ALPHA ARCHITECT

持有机构数422026Q2
26Q126Q2
机构合计持股(股)6,264,0362026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q2426,264,036$3.33亿 42143$1,174.54万
2026Q1416,049,128$2.82亿 8291$750.90万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Vise Technologies, Inc.新建仓$1,242.99万
Quantinno Capital Management LP加仓$152.36万
MERCER GLOBAL ADVISORS INC /ADV新建仓$93.65万
BLAIR WILLIAM & CO/IL新建仓$80.82万
CITADEL ADVISORS LLC新建仓$23.32万
ROYAL BANK OF CANADA加仓$2.53万

2026Q2 卖出最多

M Holdings Securities, Inc.清仓-$141.70万
Ethos Financial Group, LLC减仓-$106.08万
QUARRY HILL ADVISORS, LLC减仓-$31.55万
Empowered Funds, LLC清仓-$30.90万
L2 Asset Management, LLC清仓-$30.31万
Everest Private Wealth减仓-$24.18万
XY Planning Network, Inc.减仓-$10.08万
AQR CAPITAL MANAGEMENT LLC减仓-$8.57万
Ledyard National Bank减仓-$7.47万
Savvy Advisors, Inc.减仓-$5.97万
MilWealth Group LLC减仓-$5.56万
UBS Group AG减仓-$5.02万
Magnolia Private Wealth, LLC减仓-$4.25万
Truepoint, Inc.减仓-$3.89万
Revolve Wealth Partners, LLC减仓-$2.52万
Meredith Wealth Planning减仓-$1.63万
Seed Wealth Management, Inc.减仓-$1.44万

2026Q2 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
Cache Advisors, LLC3,631,067$1.93亿16.38%0不变
Everest Private Wealth375,942$1,999.52万7.46%-4,547减仓
Beacon Pointe Advisors, LLC359,759$1,913.45万0.09%0不变
Vise Technologies, Inc.233,703$1,242.99万0.14%233,703新建仓
Truepoint, Inc.232,542$1,236.82万0.26%-731减仓
JPL Wealth Management, LLC229,355$1,219.87万2.42%0不变
Flatrock Wealth Partners LLC101,682$540.81万2.12%0不变
Seed Wealth Management, Inc.91,183$484.97万3.07%-271减仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC83,311$443.20万0.02%0不变
Soundwatch Capital LLC83,311$443.11万0.49%0不变
Meredith Wealth Planning80,965$430.63万1.02%-307减仓
Ethos Financial Group, LLC80,056$416.31万0.28%-20,399减仓
Ledyard National Bank65,131$346.41万0.28%-1,405减仓
Quantinno Capital Management LP53,441$284.24万0.00%28,647加仓
One Degree Advisors Inc50,944$270.40万0.60%0不变
TWIN PEAKS WEALTH ADVISORS, LLC49,139$261.36万0.59%0不变
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA43,122$229.35万0.02%0不变
SUMMIT WEALTH & RETIREMENT PLANNING, INC.39,418$209.65万0.44%0不变
Revolve Wealth Partners, LLC37,219$197.95万0.21%-473减仓
FIDELITY D & D BANCORP INC32,817$174.54万0.60%0不变
Magnolia Private Wealth, LLC31,966$170.01万0.57%-800减仓
ROYAL BANK OF CANADA29,555$157.20万0.00%476加仓
REGIONS FINANCIAL CORP27,580$146.69万0.01%0不变
AQR CAPITAL MANAGEMENT LLC20,340$108.18万0.00%-1,612减仓
Family CFO Inc19,852$105.58万0.41%0不变
Sherman Wealth Management LLC17,799$94.67万0.71%0不变
MERCER GLOBAL ADVISORS INC /ADV17,607$93.65万0.00%17,607新建仓
CONTINUUM WEALTH ADVISORS, LLC15,437$82.11万0.28%0不变
Prairiewood Capital, LLC15,388$81.84万0.21%0不变
BLAIR WILLIAM & CO/IL15,195$80.82万0.00%15,195新建仓
Creative Planning14,259$75.84万0.00%0不变
QUARRY HILL ADVISORS, LLC14,235$75.71万0.29%-5,933减仓
MilWealth Group LLC12,789$68.02万0.15%-1,045减仓
Savvy Advisors, Inc.12,154$64.64万0.01%-1,122减仓
Schiavi & Co LLC9,817$52.22万0.14%0不变
Cerity Partners LLC9,378$49.88万0.00%0不变
Midwest Capital Advisors, LLC6,605$35.13万0.14%0不变
XY Planning Network, Inc.6,605$35.13万0.04%-1,896减仓
ZWJ INVESTMENT COUNSEL INC5,104$27.15万0.01%0不变
CITADEL ADVISORS LLC4,385$23.32万0.00%4,385新建仓
Farther Finance Advisors, LLC3,430$18.24万0.00%0不变
UBS Group AG449$2.39万0.00%-943减仓

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