ESUM STRATEGY SHS
EVENTIDE US MRKT
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 | 39 | 4,466,733 | $1.37亿 | 4 | 22 | 9 | 4 | -$2,731.46万 |
| 2026Q1 | 38 | 5,340,343 | $1.40亿 | 2 | 24 | 9 | 3 | $2,540.82万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| CreativeOne Wealth, LLC | 加仓 | $3,613.53万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $127.91万 |
| EverSource Wealth Advisors, LLC | 加仓 | $97.20万 |
| LPL Financial LLC | 加仓 | $57.63万 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 加仓 | $52.50万 |
| Legacy Wealth Asset Management, LLC | 加仓 | $43.11万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $38.95万 |
| BAM Wealth Management, LLC | 新建仓 | $27.41万 |
| MONEYWISE, INC. | 加仓 | $21.68万 |
| OneAscent Financial Services LLC | 加仓 | $18.05万 |
| Kestra Advisory Services, LLC | 加仓 | $17.62万 |
| PAX Financial Group, LLC | 加仓 | $10.28万 |
| Foundations Investment Advisors, LLC | 加仓 | $9.35万 |
| Merit Financial Group, LLC | 加仓 | $8.65万 |
| Meriwether Wealth & Planning, LLC | 加仓 | $7.84万 |
| First Heartland Consultants, Inc. | 加仓 | $5.58万 |
| Strategic Blueprint, LLC | 加仓 | $3.92万 |
| IFP Advisors, Inc | 加仓 | $3.46万 |
| Betterment LLC | 加仓 | $3.18万 |
| OSAIC HOLDINGS, INC. | 加仓 | $2.42万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$1,315.79万 |
| 49 WEALTH MANAGEMENT, LLC | 减仓 | -$137.24万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$34.43万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 清仓 | -$30.18万 |
| ROYAL BANK OF CANADA | 减仓 | -$26.22万 |
| CENTAURUS FINANCIAL, INC. | 清仓 | -$23.50万 |
| Sanctuary Advisors, LLC | 减仓 | -$17.44万 |
| Strategic Equity Management | 减仓 | -$15.38万 |
| Geneos Wealth Management Inc. | 减仓 | -$12.44万 |
| Values First Advisors, Inc. | 减仓 | -$11.07万 |
| TrueWealth Advisors, LLC | 减仓 | -$6.55万 |
| O'Connor Financial Group LLC | 减仓 | -$5.24万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒内部人交易（Form 4）
ESUM 董事、高管和大股东的最新买卖申报。专业版可看 🔒