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 🔒 | ||||||||
2026Q2 买入最多
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $320.52万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $281.41万 |
| OneAscent Financial Services LLC | 加仓 | $178.02万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $167.03万 |
| PATRON PARTNERS, LLC | 加仓 | $74.04万 |
| TrueWealth Advisors, LLC | 加仓 | $64.01万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $60.16万 |
| LPL Financial LLC | 加仓 | $45.58万 |
| AQR CAPITAL MANAGEMENT LLC | 新建仓 | $43.42万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 新建仓 | $33.59万 |
| FLOW TRADERS U.S. LLC | 新建仓 | $32.20万 |
| Atria Investments, Inc | 加仓 | $6.27万 |
| RFG Advisory, LLC | 加仓 | $4.76万 |
| Security Financial Services, INC. | 加仓 | $4.26万 |
| OneAscent Investment Solutions LLC | 加仓 | $2.57万 |
| Aptus Capital Advisors, LLC | 加仓 | $1,108 |
2026Q2 卖出最多
| OneAscent Wealth Management LLC | 减仓 | -$401.07万 |
| OneAscent Family Office, LLC | 减仓 | -$132.06万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$90.95万 |
| Dynamic Advisor Solutions LLC | 清仓 | -$54.45万 |
| JANE STREET GROUP, LLC | 减仓 | -$12.81万 |
| Values First Advisors, Inc. | 减仓 | -$11.12万 |
| First Heartland Consultants, Inc. | 减仓 | -$3.06万 |
| Clarity Asset Management, Inc. | 清仓 | -$2.37万 |
| Kestra Advisory Services, LLC | 减仓 | -$2.12万 |
| SHP Wealth Management | 减仓 | -$1.54万 |
| Equitable Holdings, Inc. | 减仓 | -$1.09万 |
| Blue Trust, Inc. | 清仓 | -$9,459 |
| IFP Advisors, Inc | 减仓 | -$8,535 |
| Plan A Wealth LLC | 减仓 | -$328 |
2026Q2 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 🔒