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 🔒 | ||||||||
2026Q1 买入最多
| Empowered Funds, LLC | 加仓 | $7,758.95万 |
| Ashton Thomas Private Wealth, LLC | 新建仓 | $3,625.00万 |
| Client First Investment Management LLC | 加仓 | $3,106.21万 |
| Aviso Financial Inc. | 新建仓 | $2,584.30万 |
| Kalehua Capital Management LLC | 加仓 | $1,231.66万 |
| Stratos Wealth Advisors, LLC | 加仓 | $1,103.21万 |
| Well Done, LLC | 加仓 | $1,093.95万 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 新建仓 | $1,046.61万 |
| Ethos Financial Group, LLC | 加仓 | $1,007.17万 |
| Castellan Group | 加仓 | $946.66万 |
| Quantinno Capital Management LP | 加仓 | $940.38万 |
| Private Advisor Group, LLC | 加仓 | $865.99万 |
| AdvisorShares Investments LLC | 新建仓 | $814.03万 |
| WealthPlan Investment Management, LLC | 加仓 | $811.93万 |
| MATHER GROUP, LLC. | 加仓 | $799.40万 |
| Aerodigm Wealth, LLC | 新建仓 | $770.06万 |
| OLD MISSION CAPITAL LLC | 新建仓 | $710.54万 |
| Encompass More Asset Management | 加仓 | $643.04万 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 新建仓 | $552.09万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $522.08万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1.18亿 |
| BXM Wealth LLC | 减仓 | -$3,095.37万 |
| Jain Global LLC | 清仓 | -$2,088.55万 |
| Mariner, LLC | 减仓 | -$1,182.04万 |
| Cynosure Group, LLC | 减仓 | -$993.77万 |
| ROYAL BANK OF CANADA | 减仓 | -$659.03万 |
| TRUIST FINANCIAL CORP | 减仓 | -$511.94万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$485.06万 |
| Private Advisory Group LLC | 减仓 | -$456.15万 |
| Sippican Capital Advisors | 清仓 | -$444.61万 |
| CWM, LLC | 减仓 | -$328.82万 |
| Black Swift Group, LLC | 减仓 | -$258.45万 |
| Stokes Family Office, LLC | 减仓 | -$205.42万 |
| FORTRESS PRIVATE LEDGER, LLC | 减仓 | -$202.68万 |
| Hershey Financial Advisers, LLC | 减仓 | -$175.34万 |
| Journey Advisory Group, LLC | 减仓 | -$174.06万 |
| Atria Investments, Inc | 减仓 | -$172.45万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$171.04万 |
| Triad Wealth Partners, LLC | 减仓 | -$170.43万 |
| Advisory Services Network, LLC | 重新持有 | -$156.20万 |
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 |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,406,217 | $1.63亿 | 0.33% | -1,011,828 | 减仓 |
| Empowered Funds, LLC | 959,025 | $1.12亿 | 0.71% | 667,207 | 加仓 |
| Rockefeller Capital Management L.P. | 601,391 | $6,993.58万 | 0.12% | -4,580 | 减仓 |
| True Wealth Design, LLC | 497,031 | $5,779.97万 | 16.04% | 20,745 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 459,235 | $5,340.40万 | 0.14% | -41,712 | 减仓 |
| PENNINGTON PARTNERS & CO., LLC | 428,686 | $4,985.19万 | 17.07% | 19,322 | 加仓 |
| Client First Investment Management LLC | 406,866 | $4,731.44万 | 24.60% | 267,109 | 加仓 |
| Ethos Financial Group, LLC | 404,551 | $4,704.43万 | 3.44% | 86,610 | 加仓 |
| HighTower Advisors, LLC | 373,011 | $4,337.74万 | 0.05% | 32,060 | 加仓 |
| Insight Advisors, LLC/ PA | 337,673 | $3,926.79万 | 7.47% | 19,898 | 加仓 |
| ADAR1 Capital Management, LLC | 337,125 | $3,920.43万 | 2.31% | 0 | 不变 |
| Kalehua Capital Management LLC | 336,700 | $3,915.48万 | 15.06% | 105,913 | 加仓 |
| Ashton Thomas Private Wealth, LLC | 311,721 | $3,625.00万 | 0.86% | 311,721 | 新建仓 |
| Opus Capital Group, LLC | 284,266 | $3,305.70万 | 3.56% | 18,645 | 加仓 |
| Mariner, LLC | 282,725 | $3,287.81万 | 0.04% | -101,646 | 减仓 |
| Whitcomb & Hess, Inc. | 280,582 | $3,262.88万 | 7.61% | 28,404 | 加仓 |
| Bravias Capital Group, LLC | 223,044 | $2,593.78万 | 16.96% | -6,485 | 减仓 |
| Aviso Financial Inc. | 222,229 | $2,584.30万 | 0.92% | 222,229 | 新建仓 |
| Cynosure Group, LLC | 222,141 | $2,583.28万 | 3.23% | -85,456 | 减仓 |
| Amplius Wealth Advisors, LLC | 212,011 | $2,465.48万 | 2.06% | 20,178 | 加仓 |
| Compass Ion Advisors, LLC | 210,627 | $2,449.38万 | 2.33% | 4,005 | 加仓 |
| TITLEIST ASSET MANAGEMENT, LLC | 206,501 | $2,401.40万 | 1.81% | -94 | 减仓 |
| CWM, LLC | 196,295 | $2,282.72万 | 0.06% | -28,276 | 减仓 |
| Kathmere Capital Management, LLC | 191,121 | $2,222.55万 | 1.37% | 6,581 | 加仓 |
| MML INVESTORS SERVICES, LLC | 185,852 | $2,161.27万 | 0.06% | 44,895 | 加仓 |
| Castellan Group | 177,481 | $2,063.93万 | 2.84% | 81,405 | 加仓 |
| Peterson Wealth Advisors, LLC | 165,908 | $1,929.34万 | 2.57% | 23,584 | 加仓 |
| Sunbelt Securities, Inc. | 165,049 | $1,919.35万 | 1.21% | -6,638 | 减仓 |
| Private Advisor Group, LLC | 157,190 | $1,827.96万 | 0.09% | 74,468 | 加仓 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 146,489 | $1,703.52万 | 4.06% | 1,141 | 加仓 |
| Tortoise Investment Management, LLC | 144,816 | $1,684.07万 | 1.39% | 19,480 | 加仓 |
| Optimus Capital Advisors, LLC | 141,336 | $1,643.60万 | 9.72% | 4,195 | 加仓 |
| Pinion Investment Advisors, LLC | 134,014 | $1,558.45万 | 3.64% | 6,257 | 加仓 |
| Allen Capital Group, LLC | 131,933 | $1,534.25万 | 1.37% | 28,300 | 加仓 |
| Stillwater Private Wealth, LLC | 121,786 | $1,416.20万 | 11.98% | — | — |
| Well Done, LLC | 121,520 | $1,413.16万 | 2.08% | 94,071 | 加仓 |
| Arete Wealth Advisors, LLC | 121,485 | $1,411.59万 | 1.06% | 13,416 | 加仓 |
| Aspect Partners, LLC | 117,180 | $1,362.68万 | 5.57% | 14,025 | 加仓 |
| Farther Finance Advisors, LLC | 114,362 | $1,329.00万 | 0.13% | 4,597 | 加仓 |
| Quantinno Capital Management LP | 111,671 | $1,298.62万 | 0.02% | 80,865 | 加仓 |
| WealthPlan Investment Management, LLC | 109,680 | $1,275.47万 | 0.71% | 69,819 | 加仓 |
| AQR CAPITAL MANAGEMENT LLC | 104,908 | $1,219.98万 | 0.01% | 20,260 | 加仓 |
| IHT Wealth Management, LLC | 103,513 | $1,203.75万 | 0.28% | -11,655 | 减仓 |
| Commerce Advisors, LLC | 98,405 | $1,144.35万 | 9.62% | — | — |
| Stratos Wealth Advisors, LLC | 97,170 | $1,129.99万 | 0.69% | 94,867 | 加仓 |
| Kingsview Wealth Management, LLC | 96,438 | $1,121.48万 | 0.15% | -311 | 减仓 |
| Weaver Consulting Group | 95,044 | $1,105.27万 | 2.63% | 27,250 | 加仓 |
| Altiora Financial Group, LLC | 94,975 | $1,104.46万 | 1.82% | 37,330 | 加仓 |
| Stokes Family Office, LLC | 90,178 | $1,048.68万 | 1.08% | -17,664 | 减仓 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 90,000 | $1,046.61万 | 6.71% | 90,000 | 新建仓 |
内部人交易（Form 4）
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