AAEQ EA SERIES TRUST

ALPHA ARCHITECT

持有机构数422026Q2

26Q126Q2

机构合计持股（股）6,264,0362026Q2

26Q126Q2

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
2026Q2	42	6,264,036	$3.33亿	4	2	14	3	$1,174.54万
2026Q1	41	6,049,128	$2.82亿	8	2	9	1	$750.90万
付费方案可看全部 11 个季度 🔒

2026Q2 2026Q1 更早 9 个季度 🔒

2026Q1 买入最多

One Degree Advisors Inc	新建仓	$236.90万
Soundwatch Capital LLC	加仓	$215.42万
REGIONS FINANCIAL CORP	新建仓	$128.29万
Quantinno Capital Management LP	新建仓	$115.34万
AQR CAPITAL MANAGEMENT LLC	新建仓	$102.11万
ROYAL BANK OF CANADA	加仓	$63.99万
Savvy Advisors, Inc.	新建仓	$61.76万
Empowered Funds, LLC	新建仓	$30.90万
L2 Asset Management, LLC	新建仓	$30.31万
UBS Group AG	新建仓	$6.48万

2026Q1 卖出最多

Revolve Wealth Partners, LLC	减仓	-$71.26万
Truepoint, Inc.	减仓	-$56.88万
M Holdings Securities, Inc.	减仓	-$56.40万
Perigon Wealth Management, LLC	清仓	-$37.01万
Ledyard National Bank	减仓	-$9.86万
Everest Private Wealth	减仓	-$6.73万
MilWealth Group LLC	减仓	-$9,164
Seed Wealth Management, Inc.	减仓	-$7,768
Prairiewood Capital, LLC	减仓	-$7,350
JPL Wealth Management, LLC	减仓	-$233

2026Q1 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, LLC	3,631,067	$1.69亿	19.51%	0	不变
Everest Private Wealth	380,489	$1,769.94万	8.97%	-1,447	减仓
Beacon Pointe Advisors, LLC	359,759	$1,673.51万	0.09%	0	不变
Truepoint, Inc.	233,273	$1,085.12万	0.24%	-12,227	减仓
JPL Wealth Management, LLC	229,355	$1,066.90万	2.45%	-5	减仓
Flatrock Wealth Partners LLC	101,682	$473.00万	2.13%	0	不变
Ethos Financial Group, LLC	100,455	$467.29万	0.34%	0	不变
Seed Wealth Management, Inc.	91,454	$425.42万	2.93%	-167	减仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC	83,311	$387.70万	0.02%	0	不变
Soundwatch Capital LLC	83,311	$387.54万	0.49%	46,310	加仓
Meredith Wealth Planning	81,272	$378.06万	1.02%	0	不变
Ledyard National Bank	66,536	$309.51万	0.27%	-2,120	减仓
One Degree Advisors Inc	50,944	$236.90万	0.62%	50,944	新建仓
TWIN PEAKS WEALTH ADVISORS, LLC	49,139	$228.58万	0.58%	0	不变
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	43,122	$209.18万	0.02%	0	不变
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	39,418	$183.36万	0.44%	0	不变
Revolve Wealth Partners, LLC	37,692	$175.33万	0.23%	-15,320	减仓
FIDELITY D & D BANCORP INC	32,817	$152.66万	0.61%	0	不变
Magnolia Private Wealth, LLC	32,766	$152.42万	0.60%	0	不变
M Holdings Securities, Inc.	30,463	$141.70万	0.10%	-12,125	减仓
ROYAL BANK OF CANADA	29,079	$135.30万	0.00%	13,752	加仓
REGIONS FINANCIAL CORP	27,580	$128.29万	0.01%	27,580	新建仓
Quantinno Capital Management LP	24,794	$115.34万	0.00%	24,794	新建仓
QUARRY HILL ADVISORS, LLC	20,168	$102.39万	0.42%	0	不变
AQR CAPITAL MANAGEMENT LLC	21,952	$102.11万	0.00%	21,952	新建仓
Family CFO Inc	19,852	$92.34万	0.41%	0	不变
Sherman Wealth Management LLC	17,799	$82.80万	0.71%	0	不变
CONTINUUM WEALTH ADVISORS, LLC	15,437	$71.81万	0.30%	0	不变
Prairiewood Capital, LLC	15,388	$71.58万	0.21%	-158	减仓
Creative Planning	14,259	$66.33万	0.00%	0	不变
MilWealth Group LLC	13,834	$64.35万	0.15%	-197	减仓
Savvy Advisors, Inc.	13,276	$61.76万	0.02%	13,276	新建仓
Schiavi & Co LLC	9,817	$45.67万	0.14%	0	不变
Cerity Partners LLC	9,378	$43.62万	0.00%	0	不变
XY Planning Network, Inc.	8,501	$39.84万	0.06%	0	不变
Empowered Funds, LLC	6,642	$30.90万	0.00%	6,642	新建仓
Midwest Capital Advisors, LLC	6,605	$30.73万	0.14%	0	不变
L2 Asset Management, LLC	6,516	$30.31万	0.02%	6,516	新建仓
ZWJ INVESTMENT COUNSEL INC	5,104	$23.74万	0.01%	0	不变
Farther Finance Advisors, LLC	3,430	$16.07万	0.00%	0	不变
UBS Group AG	1,392	$6.48万	0.00%	1,392	新建仓

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