13F 机构持仓

ROE EA SERIES TRUST

ASTORIA US EQUAL

持有机构数702026Q2
26Q126Q2
机构合计持股(股)4,953,9122026Q2
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
2026Q2704,953,912$2.11亿 1517244$818.22万
2026Q1554,632,975$1.64亿 819226$3,281.59万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

POTOMAC FUND MANAGEMENT INC /ADV新建仓$2,415.36万
Greenwich Wealth Management LLC加仓$338.42万
EXCHANGE TRADED CONCEPTS, LLC新建仓$325.42万
HighTower Advisors, LLC加仓$101.31万
Cambridge Investment Research Advisors, Inc.新建仓$96.80万
Belpointe Asset Management LLC加仓$93.23万
ENVESTNET ASSET MANAGEMENT INC加仓$76.57万
Compound Planning, Inc.加仓$55.80万
Beacon Capital Management, Inc.加仓$47.66万
Vermillion & White Wealth Management Group, LLC加仓$45.25万
LPL Financial LLC加仓$39.96万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$27.08万
Sanctuary Advisors, LLC新建仓$25.50万
Hobbs Group Advisors, LLC加仓$21.73万
LANARK FINANCIAL, INC.加仓$15.12万
Sound Income Strategies, LLC新建仓$13.67万
Ashton Thomas Private Wealth, LLC新建仓$12.09万
Janney Montgomery Scott LLC加仓$9.33万
SILVERLAKE WEALTH MANAGEMENT LLC加仓$7.42万
Latitude Advisors, LLC加仓$7.03万

2026Q1 卖出最多

WELLS FARGO & COMPANY/MN减仓-$138.80万
GTS SECURITIES LLC重新持有-$66.61万
Oregon Pacific Wealth Management, LLC减仓-$49.78万
Legacy Capital Group California, Inc.减仓-$33.51万
AMERIPRISE FINANCIAL INC清仓-$32.11万
Kestra Advisory Services, LLC清仓-$30.36万
HRT FINANCIAL LP清仓-$26.10万
Lloyd Advisory Services, LLC.减仓-$20.80万
Outlook Wealth Advisors, LLC清仓-$20.77万
HOWARD BAILEY SECURITIES, LLC清仓-$20.37万
Atria Investments, Inc减仓-$12.70万
Orion Porfolio Solutions, LLC减仓-$11.83万
Legacy Capital Wealth Partners, LLC减仓-$11.68万
BLUEDOOR PRIVATE WEALTH, LLC减仓-$7.32万
Town Capital LLC减仓-$5.96万
Wellington Grp LLC清仓-$2.22万
Bank of New York Mellon Corp减仓-$2.20万
Onyx Bridge Wealth Group LLC减仓-$2.15万
&PARTNERS减仓-$1.57万
CreativeOne Wealth, LLC减仓-$1.30万

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
POTOMAC FUND MANAGEMENT INC /ADV681,726$2,415.36万0.84%681,726新建仓
Hobbs Group Advisors, LLC667,973$2,366.63万7.08%6,134加仓
WELLS FARGO & COMPANY/MN602,031$2,133.00万0.00%-39,176减仓
Janney Montgomery Scott LLC294,060$1,041.90万0.03%2,632加仓
ENVESTNET ASSET MANAGEMENT INC293,411$1,039.55万0.00%21,613加仓
Vermillion & White Wealth Management Group, LLC291,098$1,031.36万5.94%12,773加仓
Beacon Capital Management, Inc.290,859$1,030.51万0.58%13,452加仓
Greenwich Wealth Management LLC290,081$1,027.80万0.42%95,514加仓
Belpointe Asset Management LLC122,427$433.76万0.16%26,314加仓
Oregon Pacific Wealth Management, LLC117,253$415.43万4.33%-14,049减仓
Atria Investments, Inc104,855$371.50万0.04%-3,585减仓
EXCHANGE TRADED CONCEPTS, LLC91,849$325.42万0.02%91,849新建仓
Legacy Capital Group California, Inc.73,877$261.75万1.00%-9,457减仓
HighTower Advisors, LLC62,551$221.62万0.00%28,594加仓
World Investment Advisors59,956$212.42万0.03%-245减仓
BlackDiamond Wealth Management, LLC47,241$167.38万0.80%88加仓
BLUEDOOR PRIVATE WEALTH, LLC41,335$146.45万0.68%-2,067减仓
Latitude Advisors, LLC37,588$133.17万0.61%1,985加仓
Compound Planning, Inc.37,210$131.84万0.04%15,750加仓
LPL Financial LLC36,958$130.94万0.00%11,279加仓
AE Wealth Management LLC36,772$130.28万0.01%-257减仓
GeoWealth Management, LLC33,196$117.61万0.04%1,021加仓
Orion Porfolio Solutions, LLC32,499$115.14万0.01%-3,338减仓
SILVERLAKE WEALTH MANAGEMENT LLC31,315$110.95万0.23%2,095加仓
Cambridge Investment Research Advisors, Inc.27,333$96.80万0.00%27,333新建仓
Omnitrust Wealth Management, Inc23,260$82.41万1.07%462加仓
&PARTNERS20,482$72.57万0.00%-444减仓
CreativeOne Wealth, LLC18,360$65.05万0.02%-367减仓
Medallion Wealth Advisors, LLC16,964$60.10万0.20%232加仓
LANARK FINANCIAL, INC.15,401$54.57万0.04%4,267加仓
Clark Asset Management, LLC15,225$53.94万0.05%0不变
Town Capital LLC14,289$50.63万0.41%-1,682减仓
DAVENPORT & Co LLC13,889$49.21万0.00%0不变
Legacy Capital Wealth Partners, LLC11,934$42.28万0.08%-3,297减仓
Onyx Bridge Wealth Group LLC11,729$41.56万0.04%-607减仓
GTS SECURITIES LLC10,000$35.43万0.01%-18,801重新持有
Empire Financial Management Company, LLC8,319$29.47万0.07%50加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP7,643$27.08万0.00%7,643新建仓
Sanctuary Advisors, LLC7,199$25.50万0.00%7,199新建仓
Raleigh Capital Management Inc.6,687$23.69万0.08%-80减仓
Bank of New York Mellon Corp6,372$22.58万0.00%-620减仓
Ausdal Financial Partners, Inc.6,283$22.26万0.01%-137减仓
Sound Income Strategies, LLC3,837$13.67万0.01%3,837新建仓
Ashton Thomas Private Wealth, LLC3,413$12.09万0.00%3,413新建仓
Signature Equity Partners, LLC1,524$5.40万0.03%-107减仓
OSAIC HOLDINGS, INC.1,145$4.06万0.00%425加仓
Quest 10 Wealth Builders, Inc.1,106$3.92万0.03%-26减仓
Global Trust Asset Management, LLC723$2.56万0.01%0不变
Triumph Capital Management437$1.55万0.00%0不变
Kingdom Financial Group LLC.421$1.49万0.00%-59减仓

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