ONEZ ELEVATION SERIES TRUST
TRUESHARES SEASO
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 | 38 | 9,479,865 | $2.62亿 | 9 | 26 | 1 | 7 | $1.57亿 |
| 2026Q1 | 34 | 3,773,796 | $9,463.26万 | 7 | 11 | 10 | 0 | -$76.01万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| AE Wealth Management LLC | 加仓 | $278.93万 |
| Elevated Capital Advisors, LLC | 新建仓 | $217.89万 |
| POM Investment Strategies, LLC | 新建仓 | $117.66万 |
| FSA Advisors, Inc. | 重新持有 | $38.83万 |
| Golden Reserve Retirement LLC | 加仓 | $31.43万 |
| JANE STREET GROUP, LLC | 新建仓 | $26.44万 |
| Triad Wealth Partners, LLC | 新建仓 | $21.07万 |
| Integrated Wealth Management | 加仓 | $17.98万 |
| Aegis Wealth Management, Inc. | 加仓 | $15.58万 |
| Wellment Financial | 加仓 | $13.86万 |
| Mosley Wealth Management | 新建仓 | $9.88万 |
| Authentikos Wealth Advisory, LLC | 加仓 | $4.04万 |
| FWG Investments, LLC. | 加仓 | $3.89万 |
| Key Capital Management, INC | 加仓 | $3.00万 |
| Quest 10 Wealth Builders, Inc. | 加仓 | $2.54万 |
| UBS Group AG | 重新持有 | $2.24万 |
| GeoWealth Management, LLC | 新建仓 | $6,985 |
| Decker Retirement Planning Inc. | 加仓 | $6,810 |
| Csenge Advisory Group | 加仓 | $5,082 |
| US BANCORP \DE\ | 新建仓 | $2,003 |
2026Q1 卖出最多
| Lloyd Advisory Services, LLC. | 减仓 | -$740.96万 |
| Outlook Wealth Advisors, LLC | 减仓 | -$63.47万 |
| LifeWealth Investments, LLC | 减仓 | -$31.89万 |
| SMART Wealth LLC | 减仓 | -$19.53万 |
| B.O.S.S. Retirement Advisors, LLC | 减仓 | -$9.80万 |
| Great Lakes Retirement, Inc. | 减仓 | -$6.44万 |
| Kingdom Financial Group LLC. | 减仓 | -$3.95万 |
| HOWARD BAILEY SECURITIES, LLC | 减仓 | -$3.94万 |
| Centennial Advisors, LLC | 减仓 | -$2.96万 |
| Networth Advisors, LLC | 减仓 | -$4,056 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒内部人交易(Form 4)
ONEZ 董事、高管和大股东的最新买卖申报。专业版可看 🔒