OACP UNIFIED SER TR
ONEASCENT CORE P
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 | 29 | 11,186,920 | $2.54亿 | 3 | 20 | 4 | 2 | $2,283.16万 |
| 2026Q1 | 28 | 10,181,707 | $2.31亿 | 4 | 18 | 4 | 5 | $2,047.31万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| OneAscent Financial Services LLC | 加仓 | $1,439.14万 |
| OneAscent Wealth Management LLC | 加仓 | $306.81万 |
| Atria Investments, Inc | 加仓 | $138.56万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $93.62万 |
| PATRON PARTNERS, LLC | 加仓 | $73.82万 |
| First Heartland Consultants, Inc. | 加仓 | $42.79万 |
| OneAscent Investment Solutions LLC | 加仓 | $37.80万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $37.27万 |
| RFG Advisory, LLC | 加仓 | $28.88万 |
| JANE STREET GROUP, LLC | 加仓 | $28.87万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 新建仓 | $24.46万 |
| EverSource Wealth Advisors, LLC | 加仓 | $14.85万 |
| Merit Financial Group, LLC | 加仓 | $9.42万 |
| Dynamic Advisor Solutions LLC | 加仓 | $9.02万 |
| Security Financial Services, INC. | 加仓 | $8.39万 |
| LPL Financial LLC | 加仓 | $7.77万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $5.77万 |
| Plan A Wealth LLC | 加仓 | $2.79万 |
| Strategic Blueprint, LLC | 加仓 | $2.09万 |
| Blue Trust, Inc. | 新建仓 | $4,453 |
2026Q1 卖出最多
| Meriwether Wealth & Planning, LLC | 清仓 | -$100.94万 |
| CITADEL ADVISORS LLC | 重新持有 | -$83.11万 |
| OneAscent Family Office, LLC | 减仓 | -$49.77万 |
| WINNACLE WEALTH LLC | 清仓 | -$15.52万 |
| JPMORGAN CHASE & CO | 减仓 | -$6.76万 |
| IFP Advisors, Inc | 减仓 | -$3.22万 |
| Kestra Advisory Services, LLC | 清仓 | -$3.00万 |
| CX Institutional | 清仓 | -$1.70万 |
| UBS Group AG | 清仓 | -$1.06万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$1,817 |
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 |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | 5,524,960 | $1.26亿 | 6.77% | 633,423 | 加仓 |
| OneAscent Wealth Management LLC | 2,561,902 | $5,820.64万 | 19.24% | 135,040 | 加仓 |
| Atria Investments, Inc | 690,717 | $1,569.31万 | 0.18% | 60,987 | 加仓 |
| OneAscent Family Office, LLC | 415,648 | $944.35万 | 6.60% | -21,904 | 减仓 |
| PATRON PARTNERS, LLC | 176,434 | $400.86万 | 1.77% | 32,492 | 加仓 |
| OneAscent Investment Solutions LLC | 124,408 | $282.66万 | 2.83% | 16,639 | 加仓 |
| RFG Advisory, LLC | 114,356 | $259.82万 | 0.05% | 12,713 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 86,793 | $197.19万 | 0.00% | 41,207 | 加仓 |
| First Heartland Consultants, Inc. | 84,003 | $190.86万 | 0.15% | 18,832 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 82,401 | $187.20万 | 0.00% | -80 | 减仓 |
| Dynamic Advisor Solutions LLC | 62,439 | $141.86万 | 0.04% | 3,971 | 加仓 |
| Merit Financial Group, LLC | 37,000 | $84.06万 | 0.01% | 4,146 | 加仓 |
| IFP Advisors, Inc | 32,724 | $74.35万 | 0.02% | -1,419 | 减仓 |
| Security Financial Services, INC. | 28,669 | $65.14万 | 0.10% | 3,693 | 加仓 |
| CITADEL ADVISORS LLC | 27,948 | $63.50万 | 0.00% | -36,582 | 重新持有 |
| JANE STREET GROUP, LLC | 24,562 | $55.80万 | 0.00% | 12,708 | 加仓 |
| Strategic Blueprint, LLC | 20,515 | $46.61万 | 0.03% | 918 | 加仓 |
| Plan A Wealth LLC | 19,134 | $43.47万 | 0.20% | 1,227 | 加仓 |
| LPL Financial LLC | 18,383 | $41.77万 | 0.00% | 3,420 | 加仓 |
| GOLDMAN SACHS GROUP INC | 16,403 | $37.27万 | 0.00% | 16,403 | 新建仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,733 | $24.46万 | 0.00% | 10,733 | 新建仓 |
| EverSource Wealth Advisors, LLC | 10,459 | $23.76万 | 0.01% | 6,536 | 加仓 |
| JPMORGAN CHASE & CO | 4,550 | $10.30万 | 0.00% | -2,985 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 3,435 | $7.78万 | 0.00% | 2,547 | 加仓 |
| SHP Wealth Management | 2,680 | $6.09万 | 0.00% | 0 | 不变 |
| Clarity Asset Management, Inc. | 253 | $5,751 | 0.00% | 3 | 加仓 |
| Blue Trust, Inc. | 196 | $4,453 | 0.00% | 196 | 新建仓 |
| OSAIC HOLDINGS, INC. | 2 | $45 | 0.00% | 2 | 新建仓 |
内部人交易（Form 4）
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