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 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $2,621.49万 |
| CreativeOne Wealth, LLC | 加仓 | $988.52万 |
| OneAscent Financial Services LLC | 加仓 | $899.06万 |
| OneAscent Wealth Management LLC | 加仓 | $146.78万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $113.79万 |
| Plan A Wealth LLC | 加仓 | $95.63万 |
| TrueWealth Advisors, LLC | 加仓 | $72.14万 |
| EverSource Wealth Advisors, LLC | 加仓 | $65.86万 |
| Global Strategic Investment Solutions, LLC | 新建仓 | $61.13万 |
| OneAscent Investment Solutions LLC | 加仓 | $36.16万 |
| PATRON PARTNERS, LLC | 加仓 | $29.40万 |
| Cornerstone Financial Management LLC | 加仓 | $25.76万 |
| World Investment Advisors | 加仓 | $21.20万 |
| RFG Advisory, LLC | 加仓 | $15.91万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $10.52万 |
| Inspire Advisors, LLC | 加仓 | $10.21万 |
| Investment Research Partners LLC | 加仓 | $10.08万 |
| Valmark Advisers, Inc. | 加仓 | $7.30万 |
| Firestone Capital Management | 加仓 | $4.98万 |
| Merit Financial Group, LLC | 加仓 | $4.53万 |
2026Q1 卖出最多
| JANE STREET GROUP, LLC | 重新持有 | -$176.70万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$57.58万 |
| CITADEL ADVISORS LLC | 减仓 | -$40.41万 |
| Atria Investments, Inc | 减仓 | -$28.36万 |
| Foundations Investment Advisors, LLC | 清仓 | -$24.89万 |
| CX Institutional | 减仓 | -$24.77万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | -$9.71万 |
| BANK OF AMERICA CORP /DE/ | 清仓 | -$5.86万 |
| Frontier Asset Management, LLC | 减仓 | -$5.34万 |
| Values First Advisors, Inc. | 减仓 | -$8,999 |
| First Heartland Consultants, Inc. | 减仓 | -$6,631 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$5,469 |
| Dynamic Advisor Solutions LLC | 减仓 | -$4,909 |
| JPMORGAN CHASE & CO | 减仓 | -$876 |
| AdvisorNet Financial, Inc | 减仓 | -$689 |
2026Q1 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 🔒