CAOS EA SERIES TRUST
ALPHA ARCHITECT
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 | 67 | 5,260,261 | $4.75亿 | 18 | 27 | 12 | 8 | $3,018.39万 |
| 2026Q1 | 54 | 4,921,296 | $4.47亿 | 8 | 27 | 11 | 4 | $3,508.83万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Stokes Family Office, LLC | 新建仓 | $861.43万 |
| Archford Capital Strategies, LLC | 新建仓 | $620.67万 |
| Vise Technologies, Inc. | 新建仓 | $571.74万 |
| Stillwater Private Wealth, LLC | 加仓 | $488.94万 |
| Encompass More Asset Management | 新建仓 | $359.81万 |
| MATHER GROUP, LLC. | 新建仓 | $211.93万 |
| Wealthcare Advisory Partners LLC | 加仓 | $187.40万 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 加仓 | $184.98万 |
| CULTIVAR CAPITAL, INC. | 加仓 | $182.29万 |
| PMV Capital Advisers, LLC | 新建仓 | $181.70万 |
| CITADEL ADVISORS LLC | 新建仓 | $129.44万 |
| SEEDS INVESTOR LLC | 加仓 | $112.81万 |
| Latitude Advisors, LLC | 加仓 | $110.15万 |
| JPL Wealth Management, LLC | 加仓 | $99.45万 |
| Maridea Wealth Management LLC | 加仓 | $77.17万 |
| Arkadios Wealth Advisors | 新建仓 | $76.84万 |
| MGO ONE SEVEN LLC | 新建仓 | $76.26万 |
| L.K. Benson & Company, P.C. | 加仓 | $73.43万 |
| Well Done, LLC | 新建仓 | $72.45万 |
| Farther Finance Advisors, LLC | 新建仓 | $72.01万 |
2026Q2 卖出最多
| CONTINUUM WEALTH ADVISORS, LLC | 减仓 | -$1,020.35万 |
| Empirical Finance, LLC | 减仓 | -$442.24万 |
| Insight Advisors, LLC/ PA | 减仓 | -$393.09万 |
| Capstone Financial Advisors, Inc. | 清仓 | -$100.68万 |
| BlackDiamond Wealth Management, LLC | 减仓 | -$88.22万 |
| Private Advisor Group, LLC | 清仓 | -$79.52万 |
| Roan Capital Partners | 减仓 | -$45.80万 |
| Quantinno Capital Management LP | 清仓 | -$39.70万 |
| Ethos Financial Group, LLC | 清仓 | -$35.72万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 清仓 | -$23.18万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$22.54万 |
| JANE STREET GROUP, LLC | 清仓 | -$20.70万 |
| CLG LLC | 减仓 | -$20.60万 |
| IHT Wealth Management, LLC | 减仓 | -$6.27万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$3.19万 |
| Sankala Group LLC | 减仓 | -$1.49万 |
| McCartney Wealth Management LLC | 减仓 | -$1.36万 |
| Valley Financial Group, Inc. | 减仓 | -$1.34万 |
| FSA WEALTH PARTNERS, INC. | 清仓 | -$8,168 |
| Ashton Thomas Private Wealth, LLC | 清仓 | -$1,815 |
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 |
|---|---|---|---|---|---|
| WEALTHCARE CAPITAL MANAGEMENT LLC | 1,041,170 | $9,408.01万 | 8.93% | 20,471 | 加仓 |
| Insight Advisors, LLC/ PA | 856,929 | $7,743.21万 | 13.65% | -43,503 | 减仓 |
| Empowered Funds, LLC | 597,146 | $5,395.81万 | 0.28% | 0 | 不变 |
| CONTINUUM WEALTH ADVISORS, LLC | 460,188 | $4,158.26万 | 14.03% | -112,920 | 减仓 |
| HighTower Advisors, LLC | 226,920 | $2,050.45万 | 0.02% | 5,419 | 加仓 |
| CULTIVAR CAPITAL, INC. | 222,347 | $2,009.13万 | 12.94% | 20,174 | 加仓 |
| Wealthcare Advisory Partners LLC | 207,580 | $1,875.69万 | 0.36% | 20,739 | 加仓 |
| JPL Wealth Management, LLC | 142,052 | $1,283.58万 | 2.55% | 11,006 | 加仓 |
| HILL ISLAND FINANCIAL LLC | 141,558 | $1,279.12万 | 2.73% | 7,727 | 加仓 |
| Empirical Finance, LLC | 138,121 | $1,248.06万 | 0.52% | -48,942 | 减仓 |
| Stokes Family Office, LLC | 95,334 | $861.43万 | 1.00% | 95,334 | 新建仓 |
| Strata Wealth Advisors, LLC | 94,341 | $852.47万 | 2.08% | 7,865 | 加仓 |
| Kathmere Capital Management, LLC | 90,812 | $820.58万 | 0.43% | 0 | 不变 |
| Maridea Wealth Management LLC | 90,540 | $818.12万 | 0.89% | 8,540 | 加仓 |
| L.K. Benson & Company, P.C. | 85,138 | $769.31万 | 2.32% | 8,126 | 加仓 |
| Stillwater Private Wealth, LLC | 79,613 | $719.80万 | 4.69% | 54,079 | 加仓 |
| Archford Capital Strategies, LLC | 68,689 | $620.67万 | 0.63% | 68,689 | 新建仓 |
| Vise Technologies, Inc. | 63,274 | $571.74万 | 0.06% | 63,274 | 新建仓 |
| SEEDS INVESTOR LLC | 47,198 | $426.48万 | 0.44% | 12,485 | 加仓 |
| Bravias Capital Group, LLC | 41,627 | $376.14万 | 2.23% | 4,815 | 加仓 |
| Encompass More Asset Management | 39,820 | $359.81万 | 0.52% | 39,820 | 新建仓 |
| CLG LLC | 30,201 | $272.90万 | 0.60% | -2,280 | 减仓 |
| World Investment Advisors | 26,931 | $244.43万 | 0.04% | 0 | 不变 |
| LPL Financial LLC | 26,283 | $237.49万 | 0.00% | 3,932 | 加仓 |
| MATHER GROUP, LLC. | 23,454 | $211.93万 | 0.02% | 23,454 | 新建仓 |
| Sankala Group LLC | 23,122 | $209.16万 | 1.40% | -165 | 减仓 |
| CENTAURUS FINANCIAL, INC. | 20,621 | $186.30万 | 0.07% | 3,338 | 加仓 |
| PMV Capital Advisers, LLC | 20,109 | $181.70万 | 2.73% | 20,109 | 新建仓 |
| Latitude Advisors, LLC | 17,130 | $154.79万 | 0.62% | 12,190 | 加仓 |
| ENTREWEALTH, LLC | 16,739 | $151.27万 | 0.56% | 3,137 | 加仓 |
| Valley Financial Group, Inc. | 14,849 | $134.18万 | 0.66% | -148 | 减仓 |
| CITADEL ADVISORS LLC | 14,325 | $129.44万 | 0.00% | 14,325 | 新建仓 |
| IHT Wealth Management, LLC | 12,575 | $113.63万 | 0.02% | -694 | 减仓 |
| Roan Capital Partners | 11,948 | $107.96万 | 0.90% | -5,069 | 减仓 |
| Austin Wealth Management, LLC | 10,213 | $92.57万 | 0.20% | 1,026 | 加仓 |
| WealthCollab, LLC | 10,029 | $90.62万 | 0.33% | 15 | 加仓 |
| Federation des caisses Desjardins du Quebec | 9,230 | $83.37万 | 0.00% | 920 | 加仓 |
| Dynamic Advisor Solutions LLC | 8,967 | $81.03万 | 0.02% | 931 | 加仓 |
| Wealthcare Capital Partners, LLC | 8,520 | $76.99万 | 0.32% | 110 | 加仓 |
| Arkadios Wealth Advisors | 8,504 | $76.84万 | 0.01% | 8,504 | 新建仓 |
| MGO ONE SEVEN LLC | 8,440 | $76.26万 | 0.01% | 8,440 | 新建仓 |
| XY Planning Network, Inc. | 8,045 | $72.69万 | 0.09% | 706 | 加仓 |
| NewEdge Advisors, LLC | 8,042 | $72.67万 | 0.00% | 2,246 | 加仓 |
| MML INVESTORS SERVICES, LLC | 8,028 | $72.54万 | 0.00% | -353 | 减仓 |
| Well Done, LLC | 8,018 | $72.45万 | 0.10% | 8,018 | 新建仓 |
| Farther Finance Advisors, LLC | 7,969 | $72.01万 | 0.01% | 7,969 | 新建仓 |
| Foundry Financial LLC | 6,978 | $63.06万 | 0.21% | 3,198 | 重新持有 |
| Orcam Financial Group | 6,775 | $61.22万 | 0.30% | 2,000 | 加仓 |
| McCartney Wealth Management LLC | 6,165 | $55.71万 | 0.42% | -150 | 减仓 |
| Composition Wealth, LLC | 5,899 | $53.31万 | 0.01% | 5,899 | 新建仓 |
内部人交易（Form 4）
CAOS 董事、高管和大股东的最新买卖申报。专业版可看 🔒