13F 机构持仓

OACP UNIFIED SER TR

ONEASCENT CORE P

持有机构数292026Q2
26Q126Q2
机构合计持股(股)11,186,9202026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q22911,186,920$2.54亿 32042$2,283.16万
2026Q12810,181,707$2.31亿 41845$2,047.31万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

CREATIVE FINANCIAL DESIGNS INC /ADV新建仓$939.04万
Cambridge Investment Research Advisors, Inc.加仓$259.83万
OneAscent Financial Services LLC加仓$228.43万
ENVESTNET ASSET MANAGEMENT INC加仓$125.30万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$124.82万
JPMORGAN CHASE & CO加仓$123.26万
First Heartland Consultants, Inc.加仓$120.90万
TrustWell Financial Advisors, LLC新建仓$80.64万
OneAscent Wealth Management LLC加仓$69.29万
GOLDMAN SACHS GROUP INC加仓$60.66万
OneAscent Family Office, LLC加仓$44.60万
PATRON PARTNERS, LLC加仓$38.65万
JONES FINANCIAL COMPANIES LLLP加仓$30.52万
RFG Advisory, LLC加仓$30.42万
JANE STREET GROUP, LLC加仓$29.95万
EverSource Wealth Advisors, LLC加仓$11.75万
Security Financial Services, INC.加仓$9.73万
Merit Financial Group, LLC加仓$7.47万
LPL Financial LLC加仓$7.39万
OneAscent Investment Solutions LLC加仓$7.22万

2026Q2 卖出最多

Atria Investments, Inc减仓-$40.49万
Dynamic Advisor Solutions LLC减仓-$32.20万
Plan A Wealth LLC减仓-$2.54万
CITADEL ADVISORS LLC减仓-$1.22万
Clarity Asset Management, Inc.清仓-$5,751
Blue Trust, Inc.清仓-$4,453

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
OneAscent Financial Services LLC5,625,523$1.28亿6.11%100,563加仓
OneAscent Wealth Management LLC2,592,408$5,888.65万17.55%30,506加仓
Atria Investments, Inc672,890$1,528.47万0.15%-17,827减仓
OneAscent Family Office, LLC435,281$988.74万4.99%19,633加仓
CREATIVE FINANCIAL DESIGNS INC /ADV413,399$939.04万0.45%413,399新建仓
Cambridge Investment Research Advisors, Inc.196,792$447.00万0.01%114,391加仓
PATRON PARTNERS, LLC193,449$439.42万1.69%17,015加仓
ENVESTNET ASSET MANAGEMENT INC141,955$322.45万0.00%55,162加仓
First Heartland Consultants, Inc.137,229$311.72万0.20%53,226加仓
RFG Advisory, LLC127,746$290.18万0.05%13,390加仓
OneAscent Investment Solutions LLC127,586$289.81万2.74%3,178加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC65,988$149.07万0.00%55,255加仓
JPMORGAN CHASE & CO58,658$133.62万0.00%54,108加仓
Dynamic Advisor Solutions LLC48,263$109.63万0.03%-14,176减仓
GOLDMAN SACHS GROUP INC43,108$97.92万0.00%26,705加仓
Merit Financial Group, LLC40,289$91.52万0.01%3,289加仓
JANE STREET GROUP, LLC37,745$85.74万0.00%13,183加仓
TrustWell Financial Advisors, LLC35,500$80.64万0.68%35,500新建仓
IFP Advisors, Inc33,640$76.41万0.01%916加仓
Security Financial Services, INC.32,951$74.85万0.10%4,282加仓
CITADEL ADVISORS LLC27,413$62.27万0.00%-535减仓
LPL Financial LLC21,637$49.15万0.00%3,254加仓
Strategic Blueprint, LLC21,197$48.15万0.02%682加仓
Plan A Wealth LLC18,015$40.92万0.17%-1,119减仓
JONES FINANCIAL COMPANIES LLLP16,797$38.36万0.00%13,362加仓
EverSource Wealth Advisors, LLC15,631$35.51万0.01%5,172加仓
Mascoma Wealth Management LLC3,148$7.15万0.01%3,148新建仓
SHP Wealth Management2,680$6.09万0.00%0不变
OSAIC HOLDINGS, INC.2$450.00%0不变

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