FRDM EA SERIES TRUST
FREEDOM 100 EM
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 | 318 | 35,471,053 | $25.81亿 | 56 | 140 | 91 | 14 | $1.63亿 |
| 2026Q1 | 280 | 33,462,046 | $18.31亿 | 63 | 119 | 68 | 12 | $3.21亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| WELLS FARGO & COMPANY/MN | 加仓 | $3,518.04万 |
| Heck Capital Advisors, LLC | 加仓 | $2,156.56万 |
| Legacy Financial Advisors, Inc. | 新建仓 | $2,113.35万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,992.18万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,942.10万 |
| LPL Financial LLC | 加仓 | $1,883.52万 |
| MORGAN STANLEY | 加仓 | $1,667.80万 |
| GTS SECURITIES LLC | 加仓 | $1,368.23万 |
| MUHLENKAMP & CO INC | 新建仓 | $1,294.25万 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 新建仓 | $1,249.50万 |
| OLD MISSION CAPITAL LLC | 加仓 | $1,127.70万 |
| Integrated Wealth Concepts LLC | 加仓 | $1,072.67万 |
| KFG WEALTH MANAGEMENT, LLC | 新建仓 | $1,029.94万 |
| Krilogy Financial LLC | 新建仓 | $892.73万 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 加仓 | $858.96万 |
| Retirement Management Systems Inc. | 新建仓 | $822.18万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $745.58万 |
| Retirement Planning Group, LLC | 加仓 | $729.47万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $723.14万 |
| Bank Julius Baer & Co. Ltd, Zurich | 新建仓 | $653.07万 |
2026Q1 卖出最多
| Tanglewood Wealth Management, Inc. | 减仓 | -$1,821.83万 |
| Willis Johnson & Associates, Inc. | 减仓 | -$827.95万 |
| Ellevest, Inc. | 减仓 | -$782.72万 |
| JANE STREET GROUP, LLC | 减仓 | -$748.56万 |
| Intelligence Driven Advisers, LLC | 减仓 | -$631.56万 |
| Investment Planning Advisors, Inc. | 减仓 | -$484.82万 |
| Stokes Family Office, LLC | 减仓 | -$389.72万 |
| Invst, LLC | 减仓 | -$256.61万 |
| Members Advisory Group LLC | 减仓 | -$244.83万 |
| Redhawk Wealth Advisors, Inc. | 减仓 | -$233.99万 |
| Rossby Financial, LCC | 减仓 | -$232.19万 |
| MGO ONE SEVEN LLC | 减仓 | -$228.75万 |
| BANK OF AMERICA CORP /DE/ | 清仓 | -$205.61万 |
| Thrivent Financial for Lutherans | 减仓 | -$204.17万 |
| Yardley Wealth Management LLC | 减仓 | -$158.47万 |
| Clear Creek Financial Management, LLC | 减仓 | -$138.74万 |
| Mariner, LLC | 减仓 | -$134.16万 |
| Kathmere Capital Management, LLC | 减仓 | -$116.46万 |
| Ethos Financial Group, LLC | 减仓 | -$114.51万 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 减仓 | -$88.93万 |
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 |
|---|---|---|---|---|---|
| Retirement Planning Group, LLC | 2,549,629 | $1.39亿 | 4.32% | 133,481 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,144,310 | $1.17亿 | 0.02% | 643,740 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,945,178 | $1.06亿 | 0.07% | 364,535 | 加仓 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,823,216 | $9,963.88万 | 7.68% | 157,174 | 加仓 |
| Ellevest, Inc. | 1,035,228 | $5,657.52万 | 7.87% | -143,225 | 减仓 |
| Willis Johnson & Associates, Inc. | 859,157 | $4,695.29万 | 2.73% | -151,500 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 794,463 | $4,341.74万 | 0.01% | -11,460 | 减仓 |
| Tanglewood Wealth Management, Inc. | 790,796 | $4,321.70万 | 3.58% | -333,363 | 减仓 |
| LPL Financial LLC | 767,211 | $4,192.81万 | 0.01% | 344,651 | 加仓 |
| Aptus Capital Advisors, LLC | 662,086 | $3,618.30万 | 0.28% | -8,056 | 减仓 |
| Heck Capital Advisors, LLC | 614,830 | $3,365.09万 | 2.50% | 394,021 | 加仓 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 610,969 | $3,341.17万 | 2.10% | -16,261 | 减仓 |
| MORGAN STANLEY | 590,365 | $3,226.35万 | 0.00% | 305,179 | 加仓 |
| Coyle Financial Counsel LLC | 583,848 | $3,190.73万 | 6.75% | 3,288 | 加仓 |
| Kathmere Capital Management, LLC | 485,866 | $2,655.26万 | 1.63% | -21,310 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 472,044 | $2,579.72万 | 0.01% | 355,371 | 加仓 |
| Investment Planning Advisors, Inc. | 470,311 | $2,570.25万 | 7.08% | -88,713 | 减仓 |
| Kestra Advisory Services, LLC | 442,531 | $2,418.43万 | 0.09% | 69,312 | 加仓 |
| Janney Montgomery Scott LLC | 440,218 | $2,405.80万 | 0.06% | 19,205 | 加仓 |
| HighTower Advisors, LLC | 403,853 | $2,207.08万 | 0.02% | -14,595 | 减仓 |
| First Heartland Consultants, Inc. | 391,123 | $2,137.49万 | 1.64% | 34,903 | 加仓 |
| Legacy Financial Advisors, Inc. | 386,706 | $2,113.35万 | 2.96% | 386,706 | 新建仓 |
| Integrated Wealth Concepts LLC | 323,392 | $1,767.34万 | 0.14% | 196,280 | 加仓 |
| Beaumont Financial Advisors, LLC | 313,143 | $1,711.33万 | 1.18% | 37,874 | 加仓 |
| MAYPORT, LLC | 296,252 | $1,619.02万 | 3.01% | 17,566 | 加仓 |
| Commonwealth Financial Services, LLC | 293,582 | $1,604.43万 | 2.54% | -13,273 | 减仓 |
| ENZI WEALTH | 293,511 | $1,604.04万 | 5.57% | 20,517 | 加仓 |
| OLD MISSION CAPITAL LLC | 290,229 | $1,586.10万 | 0.25% | 206,350 | 加仓 |
| Compass Ion Advisors, LLC | 287,522 | $1,571.30万 | 1.50% | 9,811 | 加仓 |
| Invst, LLC | 276,703 | $1,512.18万 | 1.71% | -46,956 | 减仓 |
| Yardley Wealth Management LLC | 275,517 | $1,505.70万 | 7.72% | -28,997 | 减仓 |
| GTS SECURITIES LLC | 257,835 | $1,409.07万 | 0.50% | 250,363 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 254,839 | $1,392.70万 | 0.02% | 136,428 | 加仓 |
| WCG Wealth Advisors LLC | 248,950 | $1,360.52万 | 0.38% | -8,289 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 249,464 | $1,333.88万 | 0.01% | 112,972 | 加仓 |
| MUHLENKAMP & CO INC | 236,825 | $1,294.25万 | 3.41% | 236,825 | 新建仓 |
| High Note Wealth, LLC | 235,785 | $1,288.57万 | 2.53% | 9,191 | 加仓 |
| Intelligence Driven Advisers, LLC | 230,078 | $1,257.38万 | 2.19% | -115,564 | 减仓 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 228,637 | $1,249.50万 | 3.30% | 228,637 | 新建仓 |
| Cambridge Investment Research Advisors, Inc. | 190,790 | $1,042.70万 | 0.03% | 132,318 | 加仓 |
| KFG WEALTH MANAGEMENT, LLC | 188,461 | $1,029.94万 | 1.33% | 188,461 | 新建仓 |
| MML INVESTORS SERVICES, LLC | 181,242 | $990.49万 | 0.03% | 114,116 | 加仓 |
| Longview Financial Advisors, Inc. | 177,464 | $969.84万 | 5.93% | 5,392 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 176,949 | $967.01万 | 0.18% | -8,048 | 减仓 |
| Pearl Planning LLC | 176,261 | $963.26万 | 5.15% | -7,176 | 减仓 |
| MGO ONE SEVEN LLC | 175,847 | $961.01万 | 0.19% | -41,858 | 减仓 |
| ROYAL BANK OF CANADA | 174,131 | $951.70万 | 0.00% | 115,875 | 加仓 |
| Watchman Group, Inc. | 171,193 | $935.57万 | 2.26% | -15,138 | 减仓 |
| Rossby Financial, LCC | 164,424 | $918.14万 | 1.88% | -41,581 | 减仓 |
| Krilogy Financial LLC | 144,618 | $892.73万 | 0.28% | 144,618 | 新建仓 |
内部人交易（Form 4）
FRDM 董事、高管和大股东的最新买卖申报。专业版可看 🔒