13F 机构持仓

CAOS EA SERIES TRUST

ALPHA ARCHITECT

持有机构数672026Q2
26Q126Q2
机构合计持股（股）5,260,2612026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2675,260,261$4.75亿 1827128$3,018.39万
2026Q1544,921,296$4.47亿 827114$3,508.83万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

CONTINUUM WEALTH ADVISORS, LLC加仓$1,987.18万
Strata Wealth Advisors, LLC新建仓$784.86万
Kathmere Capital Management, LLC加仓$316.74万
JPL Wealth Management, LLC加仓$217.46万
WEALTHCARE CAPITAL MANAGEMENT LLC加仓$216.24万
World Investment Advisors加仓$210.33万
LPL Financial LLC加仓$170.29万
Bravias Capital Group, LLC加仓$140.22万
Maridea Wealth Management LLC加仓$125.73万
SEEDS INVESTOR LLC加仓$114.13万
L.K. Benson & Company, P.C.加仓$67.14万
CULTIVAR CAPITAL, INC.加仓$55.57万
NewEdge Advisors, LLC新建仓$52.60万
Capstone Financial Advisors, Inc.加仓$50.21万
Caerus Investment Advisors, LLC新建仓$35.29万
Federation des caisses Desjardins du Quebec加仓$30.73万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC新建仓$23.18万
Betterment LLC新建仓$21.70万
JANE STREET GROUP, LLC新建仓$20.70万
ENVESTNET ASSET MANAGEMENT INC加仓$18.02万

2026Q1 卖出最多

Insight Advisors, LLC/ PA减仓-$221.39万
Atria Investments, Inc清仓-$201.40万
IHT Wealth Management, LLC减仓-$189.35万
Ethos Financial Group, LLC减仓-$179.38万
Wealthcare Advisory Partners LLC减仓-$100.73万
Austin Wealth Management, LLC减仓-$90.05万
HighTower Advisors, LLC减仓-$57.41万
Empirical Finance, LLC重新持有-$45.24万
Rockwood Wealth Management, LLC清仓-$37.31万
MORGAN STANLEY清仓-$33.49万
HILL ISLAND FINANCIAL LLC减仓-$23.81万
Redwood Family Wealth LLC清仓-$20.71万
CLG LLC减仓-$18.86万
Sankala Group LLC减仓-$8.84万
McCartney Wealth Management LLC减仓-$4.26万
Latitude Advisors, LLC减仓-$182

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
WEALTHCARE CAPITAL MANAGEMENT LLC1,020,699$9,263.86万9.26%23,825加仓
Insight Advisors, LLC/ PA900,432$8,172.32万15.55%-24,393减仓
Empowered Funds, LLC597,146$5,419.70万0.35%0不变
CONTINUUM WEALTH ADVISORS, LLC573,108$5,201.53万21.58%218,949加仓
HighTower Advisors, LLC221,501$2,010.34万0.02%-6,325减仓
CULTIVAR CAPITAL, INC.202,173$1,834.92万11.73%6,123加仓
Empirical Finance, LLC187,063$1,697.78万0.80%-4,985重新持有
Wealthcare Advisory Partners LLC186,841$1,695.77万0.33%-11,099减仓
HILL ISLAND FINANCIAL LLC133,831$1,214.65万2.95%-2,623减仓
JPL Wealth Management, LLC131,046$1,189.37万2.74%23,960加仓
Kathmere Capital Management, LLC90,812$824.21万0.51%34,899加仓
Strata Wealth Advisors, LLC86,476$784.86万2.15%86,476新建仓
Maridea Wealth Management LLC82,000$744.23万1.08%13,853加仓
L.K. Benson & Company, P.C.77,012$698.96万2.31%7,397加仓
Bravias Capital Group, LLC36,812$334.11万2.18%15,449加仓
SEEDS INVESTOR LLC34,713$314.26万0.43%12,607加仓
CLG LLC32,481$294.80万0.73%-2,078减仓
World Investment Advisors26,931$244.43万0.04%23,174加仓
Stillwater Private Wealth, LLC25,534$231.70万1.96%——
Sankala Group LLC23,287$211.26万1.73%-974减仓
LPL Financial LLC22,351$202.86万0.00%18,763加仓
CENTAURUS FINANCIAL, INC.17,283$156.90万0.07%454加仓
Roan Capital Partners17,017$154.45万1.43%——
Valley Financial Group, Inc.14,997$136.12万0.73%177加仓
ENTREWEALTH, LLC13,602$123.45万0.55%1,964加仓
IHT Wealth Management, LLC13,269$120.43万0.03%-20,863减仓
BlackDiamond Wealth Management, LLC11,997$108.88万0.52%320加仓
Capstone Financial Advisors, Inc.11,093$100.68万0.05%5,532加仓
WealthCollab, LLC10,014$90.89万0.37%276加仓
Austin Wealth Management, LLC9,187$83.35万0.19%-9,925减仓
Private Advisor Group, LLC8,762$79.52万0.00%390加仓
Wealthcare Capital Partners, LLC8,410$76.33万0.36%125加仓
MML INVESTORS SERVICES, LLC8,381$76.07万0.00%1,909加仓
Federation des caisses Desjardins du Quebec8,310$75.46万0.00%3,384加仓
Dynamic Advisor Solutions LLC8,036$72.93万0.02%304加仓
XY Planning Network, Inc.7,339$66.52万0.11%1,437加仓
McCartney Wealth Management LLC6,315$57.31万0.48%-469减仓
NewEdge Advisors, LLC5,796$52.60万0.00%5,796新建仓
ENVESTNET ASSET MANAGEMENT INC5,226$47.43万0.00%1,985加仓
PNC Financial Services Group, Inc.5,185$47.06万0.00%0不变
Latitude Advisors, LLC4,940$44.84万0.21%-2减仓
Orcam Financial Group4,775$43.34万0.31%1,095加仓
Quantinno Capital Management LP4,374$39.70万0.00%200加仓
Ethos Financial Group, LLC3,936$35.72万0.03%-19,764减仓
Caerus Investment Advisors, LLC3,888$35.29万0.15%3,888新建仓
North Berkeley Wealth Management, LLC3,414$30.99万0.16%0不变
BENJAMIN EDWARDS INC3,228$29.32万0.00%137加仓
Jessup Wealth Management, Inc2,661$24.15万0.09%0不变
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,554$23.18万0.00%2,554新建仓
Betterment LLC2,387$21.70万0.00%2,387新建仓

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