OALC UNIFIED SER TR
ONEASCENT LARGE
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 | 5,457,536 | $2.24亿 | 4 | 12 | 10 | 4 | $603.50万 |
| 2026Q1 | 29 | 5,315,768 | $1.82亿 | 2 | 18 | 6 | 3 | $1,500.86万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| OneAscent Financial Services LLC | 加仓 | $995.27万 |
| Atria Investments, Inc | 加仓 | $149.31万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $145.28万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $90.95万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $77.92万 |
| LPL Financial LLC | 加仓 | $56.78万 |
| PATRON PARTNERS, LLC | 加仓 | $37.39万 |
| OneAscent Wealth Management LLC | 加仓 | $22.78万 |
| RFG Advisory, LLC | 加仓 | $21.64万 |
| OneAscent Investment Solutions LLC | 加仓 | $6.35万 |
| TrueWealth Advisors, LLC | 加仓 | $5.53万 |
| Kestra Advisory Services, LLC | 加仓 | $5.39万 |
| Equitable Holdings, Inc. | 加仓 | $3.99万 |
| First Heartland Consultants, Inc. | 加仓 | $2.41万 |
| Plan A Wealth LLC | 加仓 | $1.00万 |
| Blue Trust, Inc. | 新建仓 | $9,459 |
| IFP Advisors, Inc | 加仓 | $5,483 |
| EverSource Wealth Advisors, LLC | 重新持有 | $2,056 |
| Aptus Capital Advisors, LLC | 加仓 | $1,679 |
| Rockefeller Capital Management L.P. | 加仓 | $206 |
2026Q1 卖出最多
| Meriwether Wealth & Planning, LLC | 清仓 | -$61.63万 |
| JANE STREET GROUP, LLC | 减仓 | -$35.29万 |
| OneAscent Family Office, LLC | 减仓 | -$22.41万 |
| CX Institutional | 清仓 | -$1.40万 |
| Values First Advisors, Inc. | 减仓 | -$1.06万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$5,793 |
| Security Financial Services, INC. | 减仓 | -$4,387 |
| Dynamic Advisor Solutions LLC | 减仓 | -$2,193 |
| MORGAN STANLEY | 清仓 | -$38 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒内部人交易（Form 4）
OALC 董事、高管和大股东的最新买卖申报。专业版可看 🔒