QVAL EA SERIES TRUST
US QUAN VALUE
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 | 64 | 5,495,907 | $3.07亿 | 2 | 27 | 25 | 3 | $315.32万 |
| 2026Q1 | 65 | 5,658,581 | $2.95亿 | 6 | 27 | 17 | 9 | -$3,634.46万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Strid Group, LLC | 加仓 | $658.41万 |
| Stillwater Private Wealth, LLC | 加仓 | $444.99万 |
| Vise Technologies, Inc. | 加仓 | $393.91万 |
| JPL Wealth Management, LLC | 加仓 | $219.63万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $142.17万 |
| Well Done, LLC | 加仓 | $72.50万 |
| BWM Planning, LLC | 加仓 | $57.93万 |
| One Degree Advisors Inc | 加仓 | $50.61万 |
| Pathstone Holdings, LLC | 加仓 | $42.23万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $39.26万 |
| Innova Wealth Partners | 加仓 | $38.62万 |
| OSAIC HOLDINGS, INC. | 加仓 | $37.81万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $33.05万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $27.97万 |
| Valley Financial Group, Inc. | 加仓 | $26.52万 |
| Empowered Funds, LLC | 加仓 | $25.28万 |
| &PARTNERS | 新建仓 | $23.22万 |
| LPL Financial LLC | 加仓 | $22.93万 |
| Equitable Holdings, Inc. | 加仓 | $14.63万 |
| MORGAN STANLEY | 加仓 | $13.65万 |
2026Q2 卖出最多
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$685.36万 |
| Stokes Family Office, LLC | 减仓 | -$437.97万 |
| Ethos Financial Group, LLC | 减仓 | -$339.71万 |
| Empirical Finance, LLC | 减仓 | -$311.25万 |
| Stratos Wealth Advisors, LLC | 减仓 | -$171.79万 |
| Independent Advisor Alliance | 减仓 | -$48.53万 |
| XY Planning Network, Inc. | 减仓 | -$16.22万 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 减仓 | -$15.60万 |
| JPMORGAN CHASE & CO | 减仓 | -$15.01万 |
| ROYAL BANK OF CANADA | 减仓 | -$10.94万 |
| Mariner, LLC | 减仓 | -$10.40万 |
| Foundry Financial LLC | 重新持有 | -$7.99万 |
| MAI Capital Management | 清仓 | -$7.82万 |
| L.K. Benson & Company, P.C. | 减仓 | -$7.61万 |
| CENTAURUS FINANCIAL, INC. | 减仓 | -$6.21万 |
| Kathmere Capital Management, LLC | 减仓 | -$4.47万 |
| Redwood Family Wealth LLC | 减仓 | -$4.30万 |
| Federation des caisses Desjardins du Quebec | 减仓 | -$4.26万 |
| GWN SECURITIES INC. | 减仓 | -$3.46万 |
| Waverly Advisors, LLC | 减仓 | -$2.99万 |
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 |
|---|---|---|---|---|---|
| Strid Group, LLC | 1,821,009 | $1.01亿 | 11.21% | 118,737 | 加仓 |
| Valley Financial Group, Inc. | 333,192 | $1,847.55万 | 9.11% | 4,782 | 加仓 |
| BWM Planning, LLC | 300,787 | $1,667.87万 | 3.87% | 10,447 | 加仓 |
| Empirical Finance, LLC | 219,682 | $1,218.14万 | 0.51% | -56,132 | 减仓 |
| Ethos Financial Group, LLC | 203,329 | $1,200.45万 | 0.80% | -57,540 | 减仓 |
| Waverly Advisors, LLC | 208,210 | $1,154.53万 | 0.07% | -539 | 减仓 |
| Stillwater Private Wealth, LLC | 175,036 | $1,059.10万 | 6.90% | 73,543 | 加仓 |
| One Degree Advisors Inc | 188,514 | $1,048.70万 | 2.34% | 9,097 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 187,337 | $1,038.78万 | 0.00% | 5,044 | 加仓 |
| Well Done, LLC | 165,606 | $918.28万 | 1.24% | 13,075 | 加仓 |
| Kathmere Capital Management, LLC | 152,637 | $846.37万 | 0.45% | -807 | 减仓 |
| Stokes Family Office, LLC | 131,695 | $730.25万 | 0.85% | -78,985 | 减仓 |
| JPL Wealth Management, LLC | 127,564 | $707.34万 | 1.40% | 39,608 | 加仓 |
| ROYAL BANK OF CANADA | 110,464 | $612.50万 | 0.00% | -1,973 | 减仓 |
| Empowered Funds, LLC | 104,967 | $582.04万 | 0.03% | 4,559 | 加仓 |
| Stratos Wealth Advisors, LLC | 97,797 | $542.29万 | 0.30% | -30,981 | 减仓 |
| LPL Financial LLC | 92,275 | $511.66万 | 0.00% | 4,136 | 加仓 |
| Vise Technologies, Inc. | 77,055 | $427.27万 | 0.05% | 71,039 | 加仓 |
| Vestment Financial LLC | 66,778 | $375.89万 | 1.68% | 1,954 | 加仓 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 64,813 | $359.39万 | 1.55% | -2,814 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 62,911 | $348.84万 | 0.00% | -123,598 | 减仓 |
| Mariner, LLC | 56,119 | $311.18万 | 0.00% | -1,876 | 减仓 |
| QUARRY HILL ADVISORS, LLC | 53,176 | $294.86万 | 1.13% | 0 | 不变 |
| OneDigital Investment Advisors LLC | 52,221 | $289.57万 | 0.02% | 1,724 | 加仓 |
| Equitable Holdings, Inc. | 37,530 | $208.10万 | 0.01% | 2,638 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 36,648 | $203.20万 | 0.00% | 25,641 | 加仓 |
| L.K. Benson & Company, P.C. | 36,625 | $203.09万 | 0.61% | -1,373 | 减仓 |
| Innova Wealth Partners | 27,922 | $154.83万 | 0.63% | 6,965 | 加仓 |
| BAKER BOYER NATIONAL BANK | 24,969 | $138.45万 | 0.38% | -37 | 减仓 |
| Meredith Wealth Planning | 24,883 | $137.98万 | 0.33% | 43 | 加仓 |
| Pathstone Holdings, LLC | 23,223 | $128.77万 | 0.00% | 7,615 | 加仓 |
| XY Planning Network, Inc. | 21,920 | $121.55万 | 0.15% | -2,925 | 减仓 |
| Warren Street Wealth Advisors, LLC | 19,545 | $108.37万 | 0.24% | 519 | 加仓 |
| Redwood Family Wealth LLC | 16,734 | $92.79万 | 0.81% | -775 | 减仓 |
| Sankala Group LLC | 13,529 | $82.54万 | 0.55% | 997 | 加仓 |
| Quantinno Capital Management LP | 14,020 | $77.74万 | 0.00% | 1,659 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 12,461 | $69.10万 | 0.00% | 5,961 | 加仓 |
| CENTAURUS FINANCIAL, INC. | 12,191 | $67.60万 | 0.03% | -1,120 | 减仓 |
| Belpointe Asset Management LLC | 11,889 | $65.93万 | 0.02% | -216 | 减仓 |
| Independent Advisor Alliance | 9,550 | $52.95万 | 0.01% | -8,752 | 减仓 |
| Aspect Partners, LLC | 8,077 | $44.79万 | 0.17% | 0 | 不变 |
| LBMC INVESTMENT ADVISORS, LLC | 8,000 | $44.36万 | 0.02% | 0 | 不变 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7,901 | $43.81万 | 0.00% | 1,785 | 加仓 |
| OSAIC HOLDINGS, INC. | 7,427 | $41.18万 | 0.00% | 6,819 | 加仓 |
| AQR CAPITAL MANAGEMENT LLC | 7,339 | $40.69万 | 0.00% | -71 | 减仓 |
| TWO SIGMA INVESTMENTS, LP | 7,080 | $39.26万 | 0.00% | 7,080 | 新建仓 |
| Almanack Investment Partners, LLC. | 6,354 | $35.23万 | 0.04% | 0 | 不变 |
| GWN SECURITIES INC. | 6,018 | $33.37万 | 0.06% | -624 | 减仓 |
| Intrepid Financial Planning Group LLC | 5,285 | $29.31万 | 0.10% | -15 | 减仓 |
| QUANTIFY CHAOS ADVISORS, LLC | 5,086 | $28.20万 | 0.79% | 30 | 加仓 |
内部人交易（Form 4）
QVAL 董事、高管和大股东的最新买卖申报。专业版可看 🔒