BOXX EA SERIES TRUST
ALPHA ARCH 1-3
26Q126Q2
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 | 372 | 19,920,030 | $23.33亿 | 50 | 165 | 100 | 18 | $2.20亿 |
| 2026Q1 | 335 | 18,339,286 | $21.33亿 | 45 | 148 | 88 | 11 | $2.10亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $7,993.22万 |
| JPMORGAN CHASE & CO | 加仓 | $3,502.69万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $3,079.74万 |
| Mariner, LLC | 加仓 | $2,025.89万 |
| Investment Planning Advisors, Inc. | 新建仓 | $1,880.72万 |
| Spahn Wealth & Retirement LLC | 新建仓 | $1,673.44万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $1,638.85万 |
| Avondale Wealth Management | 加仓 | $1,540.98万 |
| Pinion Investment Advisors, LLC | 加仓 | $1,340.59万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $1,300.41万 |
| Rockefeller Capital Management L.P. | 加仓 | $1,096.07万 |
| Focus Partners Wealth | 加仓 | $1,002.75万 |
| OLD MISSION CAPITAL LLC | 加仓 | $902.19万 |
| Marex Group Ltd | 加仓 | $862.19万 |
| Almanack Investment Partners, LLC. | 加仓 | $824.44万 |
| Lifeworks Advisors, LLC | 加仓 | $800.22万 |
| Quinn Opportunity Partners LLC | 新建仓 | $768.63万 |
| ELEVATUS WELATH MANAGEMENT | 新建仓 | $705.91万 |
| Commerce Advisors, LLC | 加仓 | $587.19万 |
| Ameritas Advisory Services, LLC | 新建仓 | $548.88万 |
2026Q2 卖出最多
| Ashton Thomas Private Wealth, LLC | 减仓 | -$3,611.68万 |
| Client First Investment Management LLC | 减仓 | -$2,958.49万 |
| Aviso Financial Inc. | 清仓 | -$2,584.30万 |
| Cynosure Group, LLC | 清仓 | -$2,583.28万 |
| Ethos Financial Group, LLC | 减仓 | -$2,146.37万 |
| Private Advisor Group, LLC | 清仓 | -$1,827.96万 |
| Kalehua Capital Management LLC | 减仓 | -$1,293.99万 |
| Kathmere Capital Management, LLC | 减仓 | -$1,062.94万 |
| PENNINGTON PARTNERS & CO., LLC | 减仓 | -$844.20万 |
| AdvisorShares Investments LLC | 清仓 | -$814.03万 |
| Private Advisory Group LLC | 减仓 | -$730.97万 |
| Encompass More Asset Management | 减仓 | -$598.41万 |
| Transcendent Capital Group LLC | 减仓 | -$572.82万 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 清仓 | -$552.09万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$515.72万 |
| Aspect Partners, LLC | 减仓 | -$441.86万 |
| Empowered Funds, LLC | 减仓 | -$420.94万 |
| Compass Ion Advisors, LLC | 减仓 | -$287.71万 |
| Arete Wealth Advisors, LLC | 减仓 | -$270.23万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$265.38万 |
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 |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,383,612 | $1.62亿 | 0.27% | -22,605 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 1,141,892 | $1.34亿 | 0.15% | 682,657 | 加仓 |
| Empowered Funds, LLC | 923,075 | $1.08亿 | 0.57% | -35,950 | 减仓 |
| Rockefeller Capital Management L.P. | 695,000 | $8,137.76万 | 0.12% | 93,609 | 加仓 |
| True Wealth Design, LLC | 486,131 | $5,692.10万 | 13.54% | -10,900 | 减仓 |
| Mariner, LLC | 455,745 | $5,336.32万 | 0.06% | 173,020 | 加仓 |
| HighTower Advisors, LLC | 393,332 | $4,605.52万 | 0.04% | 20,321 | 加仓 |
| PENNINGTON PARTNERS & CO., LLC | 356,588 | $4,175.29万 | 13.38% | -72,098 | 减仓 |
| ADAR1 Capital Management, LLC | 337,125 | $3,947.40万 | 1.81% | 0 | 不变 |
| Insight Advisors, LLC/ PA | 324,822 | $3,803.35万 | 6.70% | -12,851 | 减仓 |
| JPMORGAN CHASE & CO | 306,987 | $3,595.12万 | 0.00% | 299,094 | 加仓 |
| Opus Capital Group, LLC | 305,968 | $3,582.60万 | 3.47% | 21,702 | 加仓 |
| MML INVESTORS SERVICES, LLC | 296,913 | $3,476.55万 | 0.07% | 111,061 | 加仓 |
| Whitcomb & Hess, Inc. | 273,047 | $3,197.10万 | 6.91% | -7,535 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 265,727 | $3,111.40万 | 0.04% | 263,023 | 加仓 |
| Pinion Investment Advisors, LLC | 248,506 | $2,909.76万 | 5.52% | 114,492 | 加仓 |
| AQR CAPITAL MANAGEMENT LLC | 244,873 | $2,867.22万 | 0.01% | 139,965 | 加仓 |
| Bravias Capital Group, LLC | 230,369 | $2,697.40万 | 16.01% | 7,325 | 加仓 |
| Amplius Wealth Advisors, LLC | 227,846 | $2,667.85万 | 1.95% | 15,835 | 加仓 |
| Kalehua Capital Management LLC | 226,188 | $2,648.44万 | 8.45% | -110,512 | 减仓 |
| Ethos Financial Group, LLC | 222,040 | $2,611.24万 | 1.75% | -182,511 | 减仓 |
| TITLEIST ASSET MANAGEMENT, LLC | 206,411 | $2,416.87万 | 1.63% | -90 | 减仓 |
| Avondale Wealth Management | 195,037 | $2,283.69万 | 9.31% | 131,606 | 加仓 |
| Compass Ion Advisors, LLC | 186,055 | $2,178.52万 | 1.88% | -24,572 | 减仓 |
| Castellan Group | 174,989 | $2,048.95万 | 2.25% | -2,492 | 减仓 |
| Peterson Wealth Advisors, LLC | 167,468 | $1,960.88万 | 2.32% | 1,560 | 加仓 |
| Investment Planning Advisors, Inc. | 160,622 | $1,880.72万 | 4.36% | 160,622 | 新建仓 |
| Client First Investment Management LLC | 154,198 | $1,805.50万 | 7.61% | -252,668 | 减仓 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 153,499 | $1,797.32万 | 3.81% | 7,010 | 加仓 |
| Tortoise Investment Management, LLC | 152,407 | $1,784.53万 | 1.33% | 7,591 | 加仓 |
| Optimus Capital Advisors, LLC | 151,391 | $1,772.64万 | 9.52% | 10,055 | 加仓 |
| Commerce Advisors, LLC | 148,554 | $1,739.41万 | 9.45% | 50,149 | 加仓 |
| Spahn Wealth & Retirement LLC | 142,919 | $1,673.44万 | 10.77% | 142,919 | 新建仓 |
| Well Done, LLC | 141,915 | $1,661.68万 | 2.24% | 20,395 | 加仓 |
| Stratos Wealth Advisors, LLC | 139,132 | $1,629.10万 | 0.89% | 41,962 | 加仓 |
| OLD MISSION CAPITAL LLC | 138,152 | $1,617.62万 | 0.26% | 77,051 | 加仓 |
| Allen Capital Group, LLC | 135,833 | $1,590.47万 | 1.29% | 3,900 | 加仓 |
| Stillwater Private Wealth, LLC | 123,714 | $1,457.60万 | 9.50% | 1,928 | 加仓 |
| Gradient Investments LLC | 117,052 | $1,370.56万 | 0.19% | 27,165 | 加仓 |
| Altiora Financial Group, LLC | 113,970 | $1,334.47万 | 2.10% | 18,995 | 加仓 |
| Farther Finance Advisors, LLC | 106,186 | $1,243.34万 | 0.10% | -8,176 | 减仓 |
| Teamwork Financial Advisors, LLC | 105,665 | $1,237.23万 | 1.12% | 19,573 | 加仓 |
| Lifeworks Advisors, LLC | 104,649 | $1,225.33万 | 1.28% | 68,342 | 加仓 |
| Quantinno Capital Management LP | 103,632 | $1,213.43万 | 0.01% | -8,039 | 减仓 |
| Kingsview Wealth Management, LLC | 103,165 | $1,207.96万 | 0.15% | 6,727 | 加仓 |
| Focus Partners Wealth | 101,064 | $1,183.36万 | 0.01% | 85,639 | 加仓 |
| Mutual Advisors, LLC | 100,790 | $1,180.15万 | 0.22% | 14,825 | 加仓 |
| Kathmere Capital Management, LLC | 100,341 | $1,174.89万 | 0.62% | -90,780 | 减仓 |
| WealthPlan Investment Management, LLC | 100,315 | $1,174.59万 | 0.58% | -9,365 | 减仓 |
| IHT Wealth Management, LLC | 98,917 | $1,158.22万 | 0.25% | -4,596 | 减仓 |
内部人交易（Form 4）
BOXX 董事、高管和大股东的最新买卖申报。专业版可看 🔒