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 🔒

2026Q2 买入最多

AE Wealth Management LLC加仓$8,981.27万
Lloyd Advisory Services, LLC.加仓$1,874.12万
Wellment Financial加仓$540.07万
POM Investment Strategies, LLC加仓$464.96万
HOWARD BAILEY SECURITIES, LLC加仓$350.85万
B.O.S.S. Retirement Advisors, LLC加仓$336.85万
Integrated Wealth Management加仓$283.15万
TOUNJIAN ADVISORY PARTNERS, LLC新建仓$276.58万
FWG Investments, LLC.加仓$273.38万
Richmond Brothers, Inc.新建仓$270.55万
Outlook Wealth Advisors, LLC加仓$244.96万
ENVESTNET ASSET MANAGEMENT INC新建仓$224.51万
SMART Wealth LLC加仓$199.73万
FSA Advisors, Inc.加仓$178.53万
Mosley Wealth Management加仓$171.18万
Networth Advisors, LLC加仓$158.39万
Elevated Capital Advisors, LLC加仓$154.57万
Great Lakes Retirement, Inc.加仓$153.22万
Centennial Advisors, LLC加仓$135.98万
LifeWealth Investments, LLC加仓$109.19万

2026Q2 卖出最多

Mid-American Wealth Advisory Group, Inc.减仓-$80.87万
Weaver Consulting Group清仓-$29.92万
JANE STREET GROUP, LLC清仓-$26.44万
Triad Wealth Partners, LLC清仓-$21.07万
UBS Group AG清仓-$3.21万
GeoWealth Management, LLC清仓-$6,985
US BANCORP \DE\清仓-$2,003
Triumph Capital Management清仓-$1,252

2026Q2 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 LLC5,797,424$1.60亿0.75%3,255,264加仓
Lloyd Advisory Services, LLC.694,179$1,915.24万7.42%679,274加仓
Wellment Financial334,374$922.54万10.51%195,747加仓
POM Investment Strategies, LLC215,521$594.62万6.74%168,526加仓
HOWARD BAILEY SECURITIES, LLC196,388$541.84万2.03%127,166加仓
B.O.S.S. Retirement Advisors, LLC196,263$541.49万1.46%122,092加仓
SMART Wealth LLC195,065$538.18万1.16%72,392加仓
FWG Investments, LLC.187,004$515.95万2.73%99,087加仓
Integrated Wealth Management157,722$435.15万4.60%102,628加仓
Elevated Capital Advisors, LLC143,052$394.68万1.09%56,023加仓
Mid-American Wealth Advisory Group, Inc.125,415$346.02万1.25%-29,313减仓
FSA Advisors, Inc.115,085$317.52万1.46%64,709加仓
Outlook Wealth Advisors, LLC115,043$316.87万0.68%88,936加仓
TOUNJIAN ADVISORY PARTNERS, LLC100,246$276.58万1.18%100,246新建仓
Richmond Brothers, Inc.98,061$270.55万1.41%98,061新建仓
Great Lakes Retirement, Inc.92,484$255.16万0.23%55,535加仓
ENVESTNET ASSET MANAGEMENT INC81,374$224.51万0.00%81,374新建仓
Centennial Advisors, LLC77,868$214.84万2.56%49,284加仓
LifeWealth Investments, LLC77,154$212.87万0.57%39,574加仓
Networth Advisors, LLC76,330$210.60万1.22%57,408加仓
Mosley Wealth Management65,768$181.45万0.58%62,043加仓
Quest 10 Wealth Builders, Inc.56,277$155.27万1.21%27,534加仓
Csenge Advisory Group49,075$135.40万0.05%19,000加仓
Golden Reserve Retirement LLC40,450$111.60万0.18%19,783加仓
Kingdom Financial Group LLC.35,845$98.90万0.25%20,940加仓
Aegis Wealth Management, Inc.32,997$91.04万0.59%2,649加仓
Blackston Financial Advisory Group, LLC26,225$72.35万0.41%26,225新建仓
Montgomery Financial Services LLC22,698$62.62万0.54%——
IFG Advisory, LLC21,507$59.34万0.02%21,507新建仓
Authentikos Wealth Advisory, LLC21,384$59.00万0.38%6,204加仓
McAdam, LLC8,246$22.75万0.01%8,246新建仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP7,681$21.19万0.00%7,681新建仓
Decker Retirement Planning Inc.6,138$16.93万0.06%5,437加仓
Key Capital Management, INC5,506$15.19万0.08%3,131加仓
EVOLUTION WEALTH MANAGEMENT INC.2,972$8.20万0.05%555加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO418$1.15万0.00%418新建仓
COMPASS FINANCIAL MANAGEMENT LLC370$1.04万0.00%——
CoreCap Advisors, LLC256$7,0630.00%256新建仓

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