BSVO EA SERIES TRUST
EA BRIDGEWAY OMN
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 | 140 | 81,279,473 | $23.72亿 | 21 | 30 | 42 | 3 | $1,798.13万 |
| 2026Q1 | 120 | 80,695,487 | $20.48亿 | 8 | 34 | 36 | 5 | $6,517.38万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Focus Partners Advisor Solutions, LLC | 加仓 | $2,820.76万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $559.54万 |
| Kaufman Rossin Wealth, LLC | 加仓 | $379.22万 |
| Apollon Wealth Management, LLC | 新建仓 | $339.94万 |
| GOLDMAN SACHS GROUP INC | 重新持有 | $336.43万 |
| HMV Wealth Advisors, LLC | 加仓 | $320.37万 |
| JPMORGAN CHASE & CO | 加仓 | $176.59万 |
| Cambridge Investment Research Advisors, Inc. | 新建仓 | $136.00万 |
| OSAIC HOLDINGS, INC. | 加仓 | $116.59万 |
| LPL Financial LLC | 加仓 | $114.82万 |
| Friday Financial | 加仓 | $113.32万 |
| Gibson Capital, LLC | 加仓 | $99.07万 |
| EverSource Wealth Advisors, LLC | 加仓 | $78.15万 |
| Vistica Wealth Advisors, LLC | 加仓 | $76.05万 |
| Compass Ion Advisors, LLC | 新建仓 | $64.29万 |
| Kestra Advisory Services, LLC | 重新持有 | $51.97万 |
| Vise Technologies, Inc. | 新建仓 | $51.38万 |
| Sanctuary Advisors, LLC | 新建仓 | $41.06万 |
| RB Capital Management, LLC | 加仓 | $38.58万 |
| Quantinno Capital Management LP | 加仓 | $35.90万 |
2026Q2 卖出最多
| Peirce Capital Management, LLC | 减仓 | -$2,465.20万 |
| Focus Partners Wealth | 减仓 | -$1,207.91万 |
| INDEPENDENT FINANCIAL GROUP, LLC | 减仓 | -$107.67万 |
| POINCIANA ADVISORS GROUP, LLC | 减仓 | -$90.46万 |
| Allworth Financial LP | 减仓 | -$84.79万 |
| UMB Bank, n.a. | 减仓 | -$77.93万 |
| JDH Wealth Management, LLC | 减仓 | -$73.64万 |
| Parkwoods Wealth Partners, LLC | 减仓 | -$42.72万 |
| KEB ASSET MANAGEMENT, LLC | 减仓 | -$41.47万 |
| Private Advisor Group, LLC | 清仓 | -$34.12万 |
| Forum Financial Management, LP | 减仓 | -$33.57万 |
| Andina Capital Management, LLC | 清仓 | -$32.12万 |
| Hill Investment Group Partners, LLC | 减仓 | -$30.94万 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 减仓 | -$27.88万 |
| CLARIS ADVISORS, LLC / MO / | 减仓 | -$27.62万 |
| LJI Wealth Management, LLC | 减仓 | -$25.69万 |
| Cetera Investment Advisers | 重新持有 | -$23.90万 |
| MORGAN STANLEY | 减仓 | -$23.07万 |
| Capstone Wealth Management, LLC | 减仓 | -$19.61万 |
| Lauterbach Financial Advisors, LLC | 减仓 | -$17.30万 |
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | 36,844,044 | $10.75亿 | 1.10% | -413,813 | 减仓 |
| Focus Partners Advisor Solutions, LLC | 21,101,929 | $6.16亿 | 5.22% | 966,354 | 加仓 |
| Squire Investment Management Company, LLC | 1,716,530 | $5,010.50万 | 12.06% | 9,321 | 加仓 |
| KEB ASSET MANAGEMENT, LLC | 1,602,242 | $4,676.90万 | 7.57% | -14,208 | 减仓 |
| Kaufman Rossin Wealth, LLC | 1,408,620 | $4,051.29万 | 19.19% | 131,854 | 加仓 |
| CLARIS ADVISORS, LLC / MO / | 1,213,370 | $3,541.79万 | 9.25% | -9,462 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,149,671 | $3,355.86万 | 0.01% | -1,656 | 减仓 |
| AQR CAPITAL MANAGEMENT LLC | 991,507 | $2,894.18万 | 0.01% | 191,692 | 加仓 |
| Peirce Capital Management, LLC | 972,972 | $2,840.08万 | 10.41% | -844,545 | 减仓 |
| Friday Financial | 810,376 | $2,329.02万 | 6.24% | 39,431 | 加仓 |
| Brady Martz Wealth Solutions, LLC | 780,094 | $2,277.07万 | 3.44% | 1,006 | 加仓 |
| Capstone Wealth Management, LLC | 711,693 | $2,077.41万 | 9.64% | -6,719 | 减仓 |
| EverSource Wealth Advisors, LLC | 674,171 | $1,967.89万 | 0.66% | 26,773 | 加仓 |
| Gibson Capital, LLC | 656,307 | $1,915.74万 | 3.14% | 33,940 | 加仓 |
| HMV Wealth Advisors, LLC | 646,657 | $1,887.57万 | 7.35% | 109,755 | 加仓 |
| Forum Financial Management, LP | 634,359 | $1,851.68万 | 0.24% | -11,500 | 减仓 |
| HBE Wealth Management, LLC | 620,965 | $1,812.58万 | 13.02% | 2,138 | 加仓 |
| Vistica Wealth Advisors, LLC | 603,279 | $1,760.95万 | 15.24% | 26,052 | 加仓 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 512,763 | $1,496.74万 | 11.09% | -9,551 | 减仓 |
| DOPKINS WEALTH MANAGEMENT, LLC | 397,068 | $1,159.03万 | 4.21% | -826 | 减仓 |
| JDH Wealth Management, LLC | 350,048 | $1,021.78万 | 6.22% | -25,227 | 减仓 |
| Lauterbach Financial Advisors, LLC | 328,483 | $958.83万 | 4.12% | -5,927 | 减仓 |
| Aerodigm Wealth, LLC | 273,176 | $797.39万 | 2.69% | 4,918 | 加仓 |
| COGENT STRATEGIC WEALTH LLC | 254,633 | $743.27万 | 7.09% | -5,917 | 减仓 |
| Evanson Financial, LLC | 254,549 | $743.02万 | 0.37% | — | — |
| POINCIANA ADVISORS GROUP, LLC | 218,043 | $724.56万 | 5.38% | -27,223 | 减仓 |
| Allworth Financial LP | 223,574 | $652.61万 | 0.03% | -29,047 | 减仓 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 218,894 | $638.95万 | 0.84% | -1,587 | 减仓 |
| Hill Investment Group Partners, LLC | 204,738 | $597.62万 | 0.61% | -10,601 | 减仓 |
| Prism Planning Partners LLC | 203,141 | $592.96万 | 6.28% | 3,443 | 加仓 |
| CogentBlue Wealth Advisors, LLC | 195,926 | $571.90万 | 3.28% | 8,528 | 加仓 |
| JPMORGAN CHASE & CO | 195,859 | $571.13万 | 0.00% | 60,559 | 加仓 |
| RB Capital Management, LLC | 194,169 | $566.77万 | 1.10% | 13,218 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 185,900 | $542.64万 | 0.00% | 7,600 | 加仓 |
| Farther Finance Advisors, LLC | 181,735 | $530.48万 | 0.04% | -72 | 减仓 |
| Mariner, LLC | 174,052 | $508.05万 | 0.01% | 6,545 | 加仓 |
| Parkwoods Wealth Partners, LLC | 171,369 | $500.22万 | 0.80% | -14,635 | 减仓 |
| LPL Financial LLC | 151,029 | $440.85万 | 0.00% | 39,335 | 加仓 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 147,232 | $429.77万 | 0.34% | -3,516 | 减仓 |
| BAYSHORE ASSET MANAGEMENT, LLC | 143,661 | $419.34万 | 1.50% | -2,578 | 减仓 |
| PARK AVENUE SECURITIES LLC | 136,495 | $398.40万 | 0.02% | -408 | 减仓 |
| GOLDMAN SACHS GROUP INC | 125,104 | $365.17万 | 0.00% | 115,258 | 重新持有 |
| Berger Financial Group, Inc | 122,097 | $356.40万 | 0.18% | 0 | 不变 |
| Quantinno Capital Management LP | 121,012 | $353.23万 | 0.00% | 12,299 | 加仓 |
| Apollon Wealth Management, LLC | 116,460 | $339.94万 | 0.04% | 116,460 | 新建仓 |
| Oath Planning, LLC | 106,256 | $310.16万 | 2.30% | -1,534 | 减仓 |
| IFG Advisors, LLC | 105,525 | $308.03万 | 0.42% | -1,217 | 减仓 |
| Curi Capital, LLC | 82,395 | $240.51万 | 0.04% | 0 | 不变 |
| Smartleaf Asset Management LLC | 81,279 | $237.01万 | 0.08% | 0 | 不变 |
| EARNED WEALTH ADVISORS, LLC | 79,693 | $232.62万 | 0.15% | -4,129 | 减仓 |
内部人交易（Form 4）
BSVO 董事、高管和大股东的最新买卖申报。专业版可看 🔒