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 🔒 | ||||||||
2026Q1 买入最多
| Focus Partners Wealth | 加仓 | $2,249.51万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $1,281.25万 |
| Farther Finance Advisors, LLC | 新建仓 | $462.22万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $442.22万 |
| Squire Investment Management Company, LLC | 加仓 | $389.06万 |
| TWO SIGMA INVESTMENTS, LP | 加仓 | $334.38万 |
| Mariner, LLC | 加仓 | $303.67万 |
| Quantinno Capital Management LP | 加仓 | $239.88万 |
| UMB Bank, n.a. | 新建仓 | $192.79万 |
| Apella Capital, LLC | 加仓 | $181.89万 |
| Brady Martz Wealth Solutions, LLC | 加仓 | $161.17万 |
| JPMORGAN CHASE & CO | 加仓 | $155.74万 |
| Friday Financial | 加仓 | $149.13万 |
| HBE Wealth Management, LLC | 加仓 | $107.80万 |
| Daytona Street Capital LLC | 新建仓 | $95.48万 |
| Kaufman Rossin Wealth, LLC | 加仓 | $91.44万 |
| CHOREO, LLC | 新建仓 | $72.02万 |
| INDEPENDENT FINANCIAL GROUP, LLC | 加仓 | $71.62万 |
| EverSource Wealth Advisors, LLC | 加仓 | $62.38万 |
| Clark Asset Management, LLC | 新建仓 | $43.53万 |
2026Q1 卖出最多
| GC Wealth Management RIA, LLC | 清仓 | -$211.09万 |
| Vistica Wealth Advisors, LLC | 减仓 | -$80.14万 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 减仓 | -$50.88万 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 减仓 | -$48.21万 |
| Beaird Harris Wealth Management, LLC | 减仓 | -$47.88万 |
| CWM, LLC | 减仓 | -$44.24万 |
| Peirce Capital Management, LLC | 减仓 | -$41.83万 |
| Empowered Funds, LLC | 清仓 | -$33.78万 |
| WorthPointe, LLC | 清仓 | -$31.49万 |
| Forum Financial Management, LP | 减仓 | -$26.62万 |
| Berger Financial Group, Inc | 减仓 | -$19.68万 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 清仓 | -$17.18万 |
| LJI Wealth Management, LLC | 减仓 | -$17.14万 |
| JDH Wealth Management, LLC | 减仓 | -$16.51万 |
| Hamilton Point Investment Advisors, LLC | 清仓 | -$13.14万 |
| Allworth Financial LP | 减仓 | -$12.40万 |
| KEB ASSET MANAGEMENT, LLC | 减仓 | -$11.55万 |
| Lauterbach Financial Advisors, LLC | 减仓 | -$10.47万 |
| EARNED WEALTH ADVISORS, LLC | 减仓 | -$10.23万 |
| Smartleaf Asset Management LLC | 减仓 | -$10.05万 |
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | 37,257,857 | $9.45亿 | 1.05% | 886,680 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 20,135,575 | $5.11亿 | 5.15% | 505,173 | 加仓 |
| Peirce Capital Management, LLC | 1,817,517 | $4,611.04万 | 18.04% | -16,488 | 减仓 |
| Squire Investment Management Company, LLC | 1,707,209 | $4,331.19万 | 12.04% | 153,356 | 加仓 |
| KEB ASSET MANAGEMENT, LLC | 1,616,450 | $4,100.93万 | 7.86% | -4,553 | 减仓 |
| Kaufman Rossin Wealth, LLC | 1,276,766 | $3,239.15万 | 18.57% | 36,042 | 加仓 |
| CLARIS ADVISORS, LLC / MO / | 1,222,832 | $3,102.32万 | 9.28% | 1,300 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,151,327 | $2,920.92万 | 0.01% | -1,536 | 减仓 |
| AQR CAPITAL MANAGEMENT LLC | 799,815 | $2,029.13万 | 0.01% | 174,308 | 加仓 |
| Brady Martz Wealth Solutions, LLC | 779,088 | $1,976.55万 | 3.37% | 63,528 | 加仓 |
| Friday Financial | 770,945 | $1,955.89万 | 6.74% | 58,782 | 加仓 |
| Capstone Wealth Management, LLC | 718,412 | $1,822.61万 | 12.71% | 10,025 | 加仓 |
| EverSource Wealth Advisors, LLC | 647,398 | $1,642.45万 | 0.50% | 24,587 | 加仓 |
| Forum Financial Management, LP | 645,859 | $1,638.54万 | 0.23% | -10,493 | 减仓 |
| Gibson Capital, LLC | 622,367 | $1,578.95万 | 2.94% | 951 | 加仓 |
| HBE Wealth Management, LLC | 618,827 | $1,569.96万 | 13.68% | 42,493 | 加仓 |
| Vistica Wealth Advisors, LLC | 577,227 | $1,464.43万 | 14.59% | -31,590 | 减仓 |
| HMV Wealth Advisors, LLC | 536,902 | $1,362.12万 | 6.40% | -830 | 减仓 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 522,314 | $1,325.11万 | 10.46% | -19,001 | 减仓 |
| DOPKINS WEALTH MANAGEMENT, LLC | 397,894 | $1,009.46万 | 4.06% | 4,487 | 加仓 |
| JDH Wealth Management, LLC | 375,275 | $952.07万 | 6.42% | -6,509 | 减仓 |
| Lauterbach Financial Advisors, LLC | 334,410 | $848.40万 | 4.14% | -4,127 | 减仓 |
| Aerodigm Wealth, LLC | 268,258 | $680.57万 | 2.56% | 12,196 | 加仓 |
| COGENT STRATEGIC WEALTH LLC | 260,550 | $661.02万 | 6.79% | -555 | 减仓 |
| Allworth Financial LP | 252,621 | $640.90万 | 0.03% | -4,886 | 减仓 |
| POINCIANA ADVISORS GROUP, LLC | 245,266 | $622.24万 | 4.91% | -2,121 | 减仓 |
| Evanson Asset Management, LLC | 232,232 | $589.17万 | 0.32% | 0 | 不变 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 220,481 | $559.36万 | 0.84% | 1,168 | 加仓 |
| Hill Investment Group Partners, LLC | 215,339 | $546.32万 | 0.60% | -402 | 减仓 |
| Prism Planning Partners LLC | 199,698 | $506.63万 | 5.99% | 7,716 | 加仓 |
| CogentBlue Wealth Advisors, LLC | 187,398 | $475.43万 | 3.20% | 8,481 | 加仓 |
| Parkwoods Wealth Partners, LLC | 186,004 | $471.89万 | 1.16% | -3,434 | 减仓 |
| Farther Finance Advisors, LLC | 181,807 | $462.22万 | 0.04% | 181,807 | 新建仓 |
| RB Capital Management, LLC | 180,951 | $459.07万 | 0.98% | 4,456 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 178,300 | $452.35万 | 0.00% | 131,800 | 加仓 |
| Mariner, LLC | 167,507 | $424.96万 | 0.00% | 119,697 | 加仓 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 150,748 | $397.41万 | 0.35% | -1,072 | 减仓 |
| BAYSHORE ASSET MANAGEMENT, LLC | 146,239 | $371.01万 | 1.48% | 4,768 | 加仓 |
| PARK AVENUE SECURITIES LLC | 136,903 | $347.30万 | 0.03% | 156 | 加仓 |
| JPMORGAN CHASE & CO | 135,300 | $337.31万 | 0.00% | 62,471 | 加仓 |
| Berger Financial Group, Inc | 122,097 | $309.76万 | 0.17% | -7,758 | 减仓 |
| LPL Financial LLC | 111,694 | $283.37万 | 0.00% | 4,675 | 加仓 |
| Quantinno Capital Management LP | 108,713 | $275.80万 | 0.00% | 94,551 | 加仓 |
| Oath Planning, LLC | 107,790 | $273.46万 | 2.43% | 62 | 加仓 |
| IFG Advisors, LLC | 106,742 | $270.81万 | 0.44% | -1,555 | 减仓 |
| CWM, LLC | 95,896 | $243.29万 | 0.01% | -17,439 | 减仓 |
| EARNED WEALTH ADVISORS, LLC | 83,822 | $212.66万 | 0.14% | -4,031 | 减仓 |
| Curi Capital, LLC | 82,395 | $209.04万 | 0.04% | 0 | 不变 |
| Apella Capital, LLC | 75,972 | $206.79万 | 0.03% | 66,824 | 加仓 |
| Smartleaf Asset Management LLC | 81,279 | $202.63万 | 0.07% | -4,031 | 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 🔒