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 🔒

2026Q2 买入最多

SYKON CAPITAL LLC新建仓$583.52万
NEW WAVE WEALTH ADVISORS LLC新建仓$179.46万
EXCHANGE TRADED CONCEPTS, LLC加仓$141.79万
CARY STREET PARTNERS FINANCIAL LLC新建仓$80.36万
Beacon Capital Management, Inc.加仓$74.45万
Sound Income Strategies, LLC加仓$72.89万
Vermillion & White Wealth Management Group, LLC加仓$71.86万
HighTower Advisors, LLC加仓$62.14万
Ameritas Advisory Services, LLC新建仓$50.26万
Ashton Thomas Private Wealth, LLC加仓$44.81万
Greenwich Wealth Management LLC加仓$42.66万
Stillwater Private Wealth, LLC新建仓$42.40万
STIFEL FINANCIAL CORP新建仓$36.33万
Equitable Holdings, Inc.新建仓$30.88万
LPL Financial LLC加仓$30.62万
WealthTrak Capital Management LLC新建仓$25.43万
Bryn Mawr Trust Advisors, LLC新建仓$23.94万
Lloyd Advisory Services, LLC.加仓$23.42万
Rareview Capital LLC新建仓$15.93万
JPMORGAN CHASE & CO重新持有$11.59万

2026Q2 卖出最多

Belpointe Asset Management LLC减仓-$167.32万
POTOMAC FUND MANAGEMENT INC /ADV减仓-$104.13万
ENVESTNET ASSET MANAGEMENT INC减仓-$101.48万
Cambridge Investment Research Advisors, Inc.清仓-$96.80万
BlackDiamond Wealth Management, LLC减仓-$90.86万
Legacy Capital Wealth Partners, LLC清仓-$42.28万
Legacy Capital Group California, Inc.减仓-$40.72万
GTS SECURITIES LLC清仓-$35.43万
SILVERLAKE WEALTH MANAGEMENT LLC减仓-$28.57万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$27.08万
Orion Porfolio Solutions, LLC减仓-$18.97万
Hobbs Group Advisors, LLC减仓-$15.21万
GeoWealth Management, LLC减仓-$14.78万
CreativeOne Wealth, LLC减仓-$12.63万
WELLS FARGO & COMPANY/MN减仓-$10.49万
Atria Investments, Inc减仓-$10.19万
Oregon Pacific Wealth Management, LLC减仓-$9.62万
AE Wealth Management LLC减仓-$6.01万
Medallion Wealth Advisors, LLC减仓-$5.96万
Raleigh Capital Management Inc.减仓-$4.48万

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
Hobbs Group Advisors, LLC664,406$2,832.36万7.45%-3,567减仓
POTOMAC FUND MANAGEMENT INC /ADV657,300$2,802.07万0.71%-24,426减仓
WELLS FARGO & COMPANY/MN599,571$2,555.97万0.00%-2,460减仓
Vermillion & White Wealth Management Group, LLC307,900$1,316.79万6.66%16,802加仓
Beacon Capital Management, Inc.308,323$1,314.38万0.80%17,464加仓
Greenwich Wealth Management LLC300,089$1,279.30万0.47%10,008加仓
Janney Montgomery Scott LLC294,650$1,256.10万0.02%590加仓
ENVESTNET ASSET MANAGEMENT INC269,605$1,149.33万0.00%-23,806减仓
SYKON CAPITAL LLC136,879$583.52万1.80%136,879新建仓
EXCHANGE TRADED CONCEPTS, LLC125,110$533.34万0.02%33,261加仓
Oregon Pacific Wealth Management, LLC114,997$490.23万4.60%-2,256减仓
Atria Investments, Inc102,464$436.80万0.04%-2,391减仓
Belpointe Asset Management LLC83,177$354.59万0.12%-39,250减仓
Bellars Harris Wealth Management, LLC80,755$344.26万0.70%——
HighTower Advisors, LLC77,128$328.79万0.00%14,577加仓
PUFF WEALTH MANAGEMENT, LLC65,724$280.18万2.86%——
Legacy Capital Group California, Inc.64,325$274.22万0.83%-9,552减仓
World Investment Advisors59,956$212.42万0.04%0不变
LPL Financial LLC44,140$188.17万0.00%7,182加仓
NEW WAVE WEALTH ADVISORS LLC42,096$179.46万0.24%42,096新建仓
BLUEDOOR PRIVATE WEALTH, LLC41,645$177.53万0.75%310加仓
Latitude Advisors, LLC37,294$158.99万0.63%-294减仓
Compound Planning, Inc.37,256$158.82万0.04%46加仓
AE Wealth Management LLC35,362$150.75万0.01%-1,410减仓
GeoWealth Management, LLC29,730$126.74万0.04%-3,466减仓
Orion Porfolio Solutions, LLC28,049$119.57万0.01%-4,450减仓
BlackDiamond Wealth Management, LLC26,530$116.39万0.47%-20,711减仓
SILVERLAKE WEALTH MANAGEMENT LLC24,614$104.93万0.20%-6,701减仓
Sound Income Strategies, LLC20,934$89.24万0.04%17,097加仓
&PARTNERS20,314$86.60万0.00%-168减仓
CARY STREET PARTNERS FINANCIAL LLC18,852$80.36万0.02%18,852新建仓
LANARK FINANCIAL, INC.17,497$74.59万0.05%2,096加仓
Medallion Wealth Advisors, LLC15,566$66.36万0.20%-1,398减仓
CreativeOne Wealth, LLC15,397$65.64万0.01%-2,963减仓
Clark Asset Management, LLC15,225$64.90万0.05%0不变
Town Capital LLC14,289$60.91万0.39%0不变
Ashton Thomas Private Wealth, LLC13,923$59.36万0.01%10,510加仓
DAVENPORT & Co LLC13,889$59.21万0.00%0不变
AXXCESS WEALTH MANAGEMENT, LLC11,949$50.94万0.01%-183重新持有
Onyx Bridge Wealth Group LLC11,884$50.66万0.05%155加仓
Ameritas Advisory Services, LLC11,790$50.26万0.01%11,790新建仓
Stillwater Private Wealth, LLC9,620$42.40万0.28%9,620新建仓
STIFEL FINANCIAL CORP8,522$36.33万0.00%8,522新建仓
Empire Financial Management Company, LLC8,319$35.46万0.14%0不变
Sanctuary Advisors, LLC7,856$33.49万0.00%657加仓
Equitable Holdings, Inc.7,243$30.88万0.00%7,243新建仓
Bank of New York Mellon Corp5,974$25.47万0.00%-398减仓
WealthTrak Capital Management LLC5,965$25.43万0.17%5,965新建仓
Lloyd Advisory Services, LLC.5,915$25.22万0.10%5,494加仓
Ausdal Financial Partners, Inc.5,881$25.07万0.01%-402减仓

内部人交易(Form 4)

ROE 董事、高管和大股东的最新买卖申报。专业版可看 🔒