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 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $2,704.73万 |
| LPL Financial LLC | 加仓 | $2,317.31万 |
| Elwood & Goetz Wealth Advisory Group, LLC | 新建仓 | $2,033.11万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $1,793.92万 |
| Permanens Capital L.P. | 加仓 | $1,540.84万 |
| MORGAN STANLEY | 加仓 | $1,072.98万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $879.28万 |
| Members Advisory Group LLC | 加仓 | $851.33万 |
| HighTower Advisors, LLC | 加仓 | $844.47万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $833.17万 |
| Thrivent Financial for Lutherans | 加仓 | $791.61万 |
| Integrated Wealth Concepts LLC | 加仓 | $766.81万 |
| ASSETMARK, INC | 加仓 | $726.51万 |
| Cetera Investment Advisers | 加仓 | $715.27万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $696.92万 |
| Retirement Planning Group, LLC | 加仓 | $688.82万 |
| Bank Julius Baer & Co. Ltd, Zurich | 加仓 | $648.35万 |
| Ferguson Shapiro LLC | 新建仓 | $637.96万 |
| One Charles Private Wealth Services, LLC | 新建仓 | $603.02万 |
| SWEENEY & MICHEL, LLC | 加仓 | $582.48万 |
2026Q2 卖出最多
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 减仓 | -$1,895.02万 |
| OLD MISSION CAPITAL LLC | 减仓 | -$1,511.21万 |
| Commonwealth Financial Services, LLC | 减仓 | -$1,457.45万 |
| MUHLENKAMP & CO INC | 清仓 | -$1,294.25万 |
| GTS SECURITIES LLC | 减仓 | -$1,186.14万 |
| Krilogy Financial LLC | 清仓 | -$892.73万 |
| JANE STREET GROUP, LLC | 清仓 | -$617.69万 |
| Brookstone Capital Management | 减仓 | -$539.45万 |
| Willis Johnson & Associates, Inc. | 减仓 | -$524.54万 |
| Heck Capital Advisors, LLC | 减仓 | -$431.71万 |
| Investment Planning Advisors, Inc. | 减仓 | -$429.33万 |
| First Heartland Consultants, Inc. | 减仓 | -$407.56万 |
| Stokes Family Office, LLC | 减仓 | -$403.28万 |
| WCG Wealth Advisors LLC | 减仓 | -$375.83万 |
| Watchman Group, Inc. | 减仓 | -$333.73万 |
| Redhawk Wealth Advisors, Inc. | 减仓 | -$302.36万 |
| ENZI WEALTH | 减仓 | -$299.53万 |
| Kathmere Capital Management, LLC | 减仓 | -$292.47万 |
| Yardley Wealth Management LLC | 减仓 | -$239.55万 |
| Ellevest, Inc. | 减仓 | -$234.21万 |
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 |
|---|---|---|---|---|---|
| Retirement Planning Group, LLC | 2,644,118 | $1.93亿 | 4.90% | 94,489 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,390,390 | $1.74亿 | 0.03% | 246,080 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,065,792 | $1.51亿 | 0.08% | 120,614 | 加仓 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,563,268 | $1.14亿 | 8.43% | -259,948 | 减仓 |
| LPL Financial LLC | 1,085,086 | $7,910.28万 | 0.02% | 317,875 | 加仓 |
| Ellevest, Inc. | 1,003,101 | $7,312.60万 | 7.72% | -32,127 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 808,250 | $5,892.14万 | 0.02% | 13,787 | 加仓 |
| Tanglewood Wealth Management, Inc. | 795,880 | $5,801.97万 | 4.93% | 5,084 | 加仓 |
| Willis Johnson & Associates, Inc. | 787,203 | $5,738.71万 | 3.20% | -71,954 | 减仓 |
| MORGAN STANLEY | 737,550 | $5,376.74万 | 0.00% | 147,185 | 加仓 |
| Aptus Capital Advisors, LLC | 664,025 | $4,840.74万 | 0.33% | 1,939 | 加仓 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 610,225 | $4,452.09万 | 2.50% | -744 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 586,334 | $4,274.38万 | 0.01% | 114,290 | 加仓 |
| Coyle Financial Counsel LLC | 576,703 | $4,204.16万 | 7.67% | -7,145 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 561,808 | $4,095.60万 | 0.05% | 371,018 | 加仓 |
| Heck Capital Advisors, LLC | 555,714 | $4,058.23万 | 2.42% | -59,116 | 减仓 |
| HighTower Advisors, LLC | 519,693 | $3,788.56万 | 0.04% | 115,840 | 加仓 |
| Kestra Advisory Services, LLC | 477,013 | $3,477.42万 | 0.11% | 34,482 | 加仓 |
| Janney Montgomery Scott LLC | 446,030 | $3,251.60万 | 0.06% | 5,812 | 加仓 |
| Kathmere Capital Management, LLC | 445,746 | $3,249.49万 | 1.72% | -40,120 | 减仓 |
| Integrated Wealth Concepts LLC | 428,571 | $3,124.51万 | 0.15% | 105,179 | 加仓 |
| Investment Planning Advisors, Inc. | 411,418 | $2,999.24万 | 6.95% | -58,893 | 减仓 |
| Legacy Financial Advisors, Inc. | 394,487 | $2,875.81万 | 3.51% | 7,781 | 加仓 |
| First Heartland Consultants, Inc. | 335,216 | $2,443.72万 | 1.58% | -55,907 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 323,223 | $2,356.30万 | 0.03% | 68,384 | 加仓 |
| Beaumont Financial Advisors, LLC | 307,898 | $2,244.58万 | 1.43% | -5,245 | 减仓 |
| MAYPORT, LLC | 306,597 | $2,235.09万 | 3.47% | 10,345 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 294,226 | $2,121.37万 | 0.01% | 44,762 | 加仓 |
| Compass Ion Advisors, LLC | 288,109 | $2,100.32万 | 1.81% | 587 | 加仓 |
| Elwood & Goetz Wealth Advisory Group, LLC | 278,890 | $2,033.11万 | 3.01% | 278,890 | 新建仓 |
| MML INVESTORS SERVICES, LLC | 276,841 | $2,018.17万 | 0.04% | 95,599 | 加仓 |
| Invst, LLC | 246,488 | $1,796.89万 | 1.75% | -30,215 | 减仓 |
| Yardley Wealth Management LLC | 242,657 | $1,768.97万 | 8.04% | -32,860 | 减仓 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 242,154 | $1,765.31万 | 3.33% | 13,517 | 加仓 |
| High Note Wealth, LLC | 241,141 | $1,757.92万 | 3.00% | 5,356 | 加仓 |
| ENZI WEALTH | 249,495 | $1,697.82万 | 5.38% | -44,016 | 减仓 |
| Permanens Capital L.P. | 219,058 | $1,604.14万 | 1.65% | 210,414 | 加仓 |
| Intelligence Driven Advisers, LLC | 216,704 | $1,579.77万 | 2.56% | -13,374 | 减仓 |
| Baird Financial Group, Inc. | 208,524 | $1,520.14万 | 0.02% | 59,320 | 加仓 |
| Bank Julius Baer & Co. Ltd, Zurich | 208,400 | $1,519.86万 | 0.04% | 88,900 | 加仓 |
| WCG Wealth Advisors LLC | 197,396 | $1,439.01万 | 0.34% | -51,554 | 减仓 |
| KFG WEALTH MANAGEMENT, LLC | 194,857 | $1,420.51万 | 1.60% | 6,396 | 加仓 |
| Longview Financial Advisors, Inc. | 184,625 | $1,345.87万 | 7.87% | 7,161 | 加仓 |
| Koshinski Asset Management, Inc. | 182,016 | $1,326.89万 | 0.71% | 21,599 | 加仓 |
| Signal Advisors Wealth, LLC | 180,075 | $1,312.75万 | 0.66% | 25,559 | 加仓 |
| MGO ONE SEVEN LLC | 175,105 | $1,276.51万 | 0.21% | -742 | 减仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 173,796 | $1,267.01万 | 0.20% | -3,153 | 减仓 |
| Rossby Financial, LCC | 170,469 | $1,242.72万 | 2.27% | 6,045 | 加仓 |
| Prospera Financial Services Inc | 169,457 | $1,235.32万 | 0.18% | 21,980 | 加仓 |
| Pearl Planning LLC | 169,045 | $1,232.34万 | 5.67% | -7,216 | 减仓 |
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 🔒