13F 机构持仓

ONEZ ELEVATION SERIES TRUST

TRUESHARES SEASO

持有机构数382026Q2
26Q126Q2
机构合计持股(股)9,479,8652026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2389,479,865$2.62亿 92617$1.57亿
2026Q1343,773,796$9,463.26万 711100-$76.01万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 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 🔒
机构持股市值占该机构组合变动股数操作
AE Wealth Management LLC2,542,160$6,364.68万0.34%111,408加仓
Mid-American Wealth Advisory Group, Inc.154,728$401.83万1.70%0不变
Wellment Financial138,627$347.07万4.29%5,536加仓
SMART Wealth LLC122,673$307.13万0.90%-7,800减仓
FWG Investments, LLC.87,917$220.11万1.40%1,553加仓
Elevated Capital Advisors, LLC87,029$217.89万0.55%87,029新建仓
B.O.S.S. Retirement Advisors, LLC74,171$185.70万0.57%-3,915减仓
HOWARD BAILEY SECURITIES, LLC69,222$173.31万0.71%-1,574减仓
Integrated Wealth Management55,094$137.94万1.58%7,180加仓
FSA Advisors, Inc.50,376$126.12万0.83%15,511重新持有
POM Investment Strategies, LLC46,995$117.66万1.46%46,995新建仓
LifeWealth Investments, LLC37,580$94.09万0.28%-12,737减仓
Great Lakes Retirement, Inc.36,949$92.51万0.10%-2,573减仓
Aegis Wealth Management, Inc.30,348$75.98万0.60%6,223加仓
Csenge Advisory Group30,075$75.30万0.03%203加仓
Quest 10 Wealth Builders, Inc.28,743$71.96万0.63%1,013加仓
Centennial Advisors, LLC28,584$71.57万0.91%-1,184减仓
Outlook Wealth Advisors, LLC26,107$65.36万0.16%-25,351减仓
Golden Reserve Retirement LLC20,667$51.74万0.11%12,553加仓
Networth Advisors, LLC18,922$47.37万0.33%-162减仓
Authentikos Wealth Advisory, LLC15,180$38.01万0.26%1,612加仓
Lloyd Advisory Services, LLC.14,905$37.32万0.11%-295,958减仓
Kingdom Financial Group LLC.14,905$37.32万0.11%-1,576减仓
Weaver Consulting Group11,950$29.92万0.07%0不变
JANE STREET GROUP, LLC10,561$26.44万0.00%10,561新建仓
Triad Wealth Partners, LLC8,417$21.07万0.02%8,417新建仓
Mosley Wealth Management3,725$9.88万0.04%3,725新建仓
EVOLUTION WEALTH MANAGEMENT INC.2,417$6.05万0.04%0不变
Key Capital Management, INC2,375$5.95万0.04%1,197加仓
UBS Group AG1,284$3.21万0.00%896重新持有
Decker Retirement Planning Inc.701$1.76万0.01%272加仓
GeoWealth Management, LLC279$6,9850.00%279新建仓
US BANCORP \DE\80$2,0030.00%80新建仓
Triumph Capital Management50$1,2520.00%0不变

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