OAIM UNIFIED SER TR
ONEASCENT INTL
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 | 52 | 7,074,587 | $3.38亿 | 10 | 21 | 15 | 6 | -$232.45万 |
| 2026Q1 | 48 | 7,125,896 | $3.07亿 | 4 | 26 | 11 | 2 | $4,875.77万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| OneAscent Financial Services LLC | 加仓 | $533.50万 |
| OneAscent Wealth Management LLC | 加仓 | $345.45万 |
| LPL Financial LLC | 加仓 | $262.65万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $248.64万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $238.43万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $139.92万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $132.88万 |
| Plan A Wealth LLC | 加仓 | $100.80万 |
| TrueWealth Advisors, LLC | 加仓 | $61.55万 |
| EverSource Wealth Advisors, LLC | 加仓 | $58.36万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $54.39万 |
| Synergy Asset Management, LLC | 新建仓 | $53.63万 |
| Global Strategic Investment Solutions, LLC | 加仓 | $52.62万 |
| Valmark Advisers, Inc. | 加仓 | $46.85万 |
| TrustWell Financial Advisors, LLC | 新建仓 | $39.01万 |
| Cornerstone Financial Management LLC | 加仓 | $35.92万 |
| Abundance Wealth Counselors | 加仓 | $31.74万 |
| Merit Financial Group, LLC | 加仓 | $24.87万 |
| PATRON PARTNERS, LLC | 加仓 | $22.82万 |
| Security Financial Services, INC. | 新建仓 | $21.48万 |
2026Q2 卖出最多
| Atria Investments, Inc | 减仓 | -$1,413.24万 |
| CreativeOne Wealth, LLC | 减仓 | -$1,060.60万 |
| JANE STREET GROUP, LLC | 清仓 | -$78.60万 |
| OneAscent Investment Solutions LLC | 减仓 | -$45.35万 |
| Dynamic Advisor Solutions LLC | 清仓 | -$36.32万 |
| CITADEL ADVISORS LLC | 减仓 | -$33.80万 |
| HARBOUR INVESTMENTS, INC. | 减仓 | -$30.21万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$27.91万 |
| JPMORGAN CHASE & CO | 减仓 | -$16.40万 |
| Cetera Investment Advisers | 减仓 | -$5.97万 |
| Frontier Asset Management, LLC | 减仓 | -$4.83万 |
| Inspire Advisors, LLC | 减仓 | -$4.56万 |
| Investment Research Partners LLC | 减仓 | -$3.56万 |
| First Heartland Consultants, Inc. | 减仓 | -$3.15万 |
| Kestra Advisory Services, LLC | 减仓 | -$2.58万 |
| MATHER GROUP, LLC. | 清仓 | -$1.33万 |
| CX Institutional | 减仓 | -$7,678 |
| Blue Trust, Inc. | 清仓 | -$6,760 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 减仓 | -$5,548 |
| IFP Advisors, Inc | 减仓 | -$861 |
2026Q2 最大持有机构
导出全部持有机构 CSV 🔒内部人交易（Form 4）
OAIM 董事、高管和大股东的最新买卖申报。专业版可看 🔒