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 🔒 | ||||||||
2026Q1 买入最多
| Strid Group, LLC | 加仓 | $824.25万 |
| Mariner, LLC | 新建仓 | $302.39万 |
| JPL Wealth Management, LLC | 加仓 | $289.27万 |
| Well Done, LLC | 加仓 | $127.04万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $77.79万 |
| Innova Wealth Partners | 加仓 | $68.94万 |
| Quantinno Capital Management LP | 新建仓 | $64.45万 |
| Belpointe Asset Management LLC | 新建仓 | $63.12万 |
| Cambridge Investment Research Advisors, Inc. | 新建仓 | $57.40万 |
| Valley Financial Group, Inc. | 加仓 | $49.50万 |
| Independent Advisor Alliance | 加仓 | $45.63万 |
| One Degree Advisors Inc | 加仓 | $39.71万 |
| Stratos Wealth Advisors, LLC | 加仓 | $38.91万 |
| LPL Financial LLC | 加仓 | $38.37万 |
| Intrepid Financial Planning Group LLC | 新建仓 | $27.63万 |
| Equitable Holdings, Inc. | 加仓 | $23.91万 |
| L.K. Benson & Company, P.C. | 加仓 | $21.47万 |
| JPMORGAN CHASE & CO | 加仓 | $16.12万 |
| Waverly Advisors, LLC | 加仓 | $9.94万 |
| Empowered Funds, LLC | 加仓 | $9.88万 |
2026Q1 卖出最多
| Empirical Finance, LLC | 减仓 | -$5,193.84万 |
| Ethos Financial Group, LLC | 减仓 | -$158.04万 |
| Stokes Family Office, LLC | 减仓 | -$123.75万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$96.95万 |
| BWM Planning, LLC | 减仓 | -$60.15万 |
| CWM, LLC | 减仓 | -$42.78万 |
| ROYAL BANK OF CANADA | 减仓 | -$36.86万 |
| Roble, Belko & Company, Inc | 清仓 | -$32.80万 |
| Lifeworks Advisors, LLC | 清仓 | -$30.84万 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 减仓 | -$23.62万 |
| Cetera Investment Advisers | 重新持有 | -$11.86万 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 减仓 | -$10.33万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$9.38万 |
| Kestra Advisory Services, LLC | 清仓 | -$8.26万 |
| American Capital Advisory, LLC | 清仓 | -$4.42万 |
| OneDigital Investment Advisors LLC | 减仓 | -$3.55万 |
| Vestment Financial LLC | 减仓 | -$2.79万 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 减仓 | -$1.95万 |
| Redwood Family Wealth LLC | 减仓 | -$1.83万 |
| BAKER BOYER NATIONAL BANK | 减仓 | -$1.69万 |
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 |
|---|---|---|---|---|---|
| Strid Group, LLC | 1,702,272 | $8,875.88万 | 11.00% | 158,079 | 加仓 |
| Valley Financial Group, Inc. | 328,410 | $1,712.38万 | 9.24% | 9,494 | 加仓 |
| BWM Planning, LLC | 290,340 | $1,513.87万 | 3.99% | -11,536 | 减仓 |
| Empirical Finance, LLC | 275,814 | $1,438.13万 | 0.68% | -996,107 | 减仓 |
| Ethos Financial Group, LLC | 260,869 | $1,360.21万 | 0.99% | -30,309 | 减仓 |
| CWM, LLC | 217,002 | $1,131.48万 | 0.03% | -8,204 | 减仓 |
| Stokes Family Office, LLC | 210,680 | $1,098.51万 | 1.13% | -23,734 | 减仓 |
| Waverly Advisors, LLC | 208,749 | $1,088.45万 | 0.08% | 1,907 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 186,509 | $972.49万 | 0.01% | 14,919 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 182,293 | $950.50万 | 0.00% | -1,799 | 减仓 |
| One Degree Advisors Inc | 179,417 | $935.50万 | 2.45% | 7,616 | 加仓 |
| Kathmere Capital Management, LLC | 153,444 | $800.08万 | 0.49% | 1,365 | 加仓 |
| Well Done, LLC | 152,531 | $795.32万 | 1.17% | 24,365 | 加仓 |
| Stratos Wealth Advisors, LLC | 128,778 | $671.47万 | 0.41% | 7,462 | 加仓 |
| ROYAL BANK OF CANADA | 112,437 | $586.30万 | 0.00% | -7,069 | 减仓 |
| Stillwater Private Wealth, LLC | 101,493 | $529.10万 | 4.48% | — | — |
| Empowered Funds, LLC | 100,408 | $523.54万 | 0.03% | 1,895 | 加仓 |
| LPL Financial LLC | 88,139 | $459.57万 | 0.00% | 7,358 | 加仓 |
| JPL Wealth Management, LLC | 87,956 | $458.62万 | 1.05% | 55,477 | 加仓 |
| Vestment Financial LLC | 64,824 | $358.05万 | 1.69% | -506 | 减仓 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 67,627 | $352.62万 | 1.49% | -4,530 | 减仓 |
| Mariner, LLC | 57,995 | $302.39万 | 0.00% | 57,995 | 新建仓 |
| QUARRY HILL ADVISORS, LLC | 53,176 | $293.02万 | 1.21% | -145 | 减仓 |
| OneDigital Investment Advisors LLC | 50,497 | $263.30万 | 0.03% | -680 | 减仓 |
| L.K. Benson & Company, P.C. | 37,998 | $198.13万 | 0.65% | 4,117 | 加仓 |
| Equitable Holdings, Inc. | 34,892 | $170.26万 | 0.01% | 4,901 | 加仓 |
| BAKER BOYER NATIONAL BANK | 25,006 | $130.38万 | 0.39% | -325 | 减仓 |
| XY Planning Network, Inc. | 24,845 | $130.27万 | 0.21% | 499 | 加仓 |
| Meredith Wealth Planning | 24,840 | $129.52万 | 0.35% | 20 | 加仓 |
| Innova Wealth Partners | 20,957 | $109.27万 | 0.52% | 13,221 | 加仓 |
| Warren Street Wealth Advisors, LLC | 19,026 | $99.21万 | 0.25% | 726 | 加仓 |
| Independent Advisor Alliance | 18,302 | $95.43万 | 0.01% | 8,752 | 加仓 |
| Redwood Family Wealth LLC | 17,509 | $91.30万 | 0.89% | -351 | 减仓 |
| Pathstone Holdings, LLC | 15,608 | $81.38万 | 0.00% | 63 | 加仓 |
| CENTAURUS FINANCIAL, INC. | 13,311 | $69.40万 | 0.03% | 708 | 加仓 |
| Sankala Group LLC | 12,532 | $64.80万 | 0.53% | 126 | 加仓 |
| Quantinno Capital Management LP | 12,361 | $64.45万 | 0.00% | 12,361 | 新建仓 |
| Belpointe Asset Management LLC | 12,105 | $63.12万 | 0.02% | 12,105 | 新建仓 |
| Cambridge Investment Research Advisors, Inc. | 11,007 | $57.40万 | 0.00% | 11,007 | 新建仓 |
| Aspect Partners, LLC | 8,077 | $42.11万 | 0.17% | 0 | 不变 |
| LBMC INVESTMENT ADVISORS, LLC | 8,000 | $41.71万 | 0.03% | 0 | 不变 |
| AQR CAPITAL MANAGEMENT LLC | 7,410 | $38.64万 | 0.00% | 180 | 加仓 |
| GWN SECURITIES INC. | 6,642 | $34.64万 | 0.07% | 0 | 不变 |
| COMMONWEALTH EQUITY SERVICES, LLC | 6,500 | $33.89万 | 0.00% | 0 | 不变 |
| Almanack Investment Partners, LLC. | 6,354 | $33.13万 | 0.06% | 0 | 不变 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,116 | $31.89万 | 0.00% | -1,982 | 减仓 |
| Vise Technologies, Inc. | 6,016 | $29.36万 | 0.01% | 0 | 不变 |
| Intrepid Financial Planning Group LLC | 5,300 | $27.63万 | 0.11% | 5,300 | 新建仓 |
| QUANTIFY CHAOS ADVISORS, LLC | 5,056 | $26.36万 | 0.82% | 21 | 加仓 |
| Moisand Fitzgerald Tamayo, LLC | 4,430 | $23.10万 | 0.02% | 0 | 不变 |
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 🔒