ONEH — Elevation Series Trust 机构持仓 · 2026年Q2
谁持有 Elevation Series Trust（ONEH）？2026年Q2（报告期截至 2026-06-30）共有 19 家机构在 SEC 13F 申报中报告持有，合计 980.36 万美元。前几大持有机构：AE Wealth Management LLC（530.00 万美元）、Lloyd Advisory Services, LLC.（150.00 万美元）、Mid-American Wealth Advisory Group, Inc.（100.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $5.3M | 213,613 | 增持 |
| 2 | Lloyd Advisory Services, LLC. | $1.5M | 59,760 | 增持 |
| 3 | Mid-American Wealth Advisory Group, Inc. | $1.0M | 41,053 | 新建仓 |
| 4 | B.O.S.S. Retirement Advisors, LLC | $446,846 | 18,106 | 减持 |
| 5 | HOWARD BAILEY SECURITIES, LLC | $425,665 | 17,248 | 减持 |
| 6 | Elevated Capital Advisors, LLC | $314,860 | 12,758 | 增持 |
| 7 | Great Lakes Retirement, Inc. | $221,053 | 8,957 | 减持 |
| 8 | Integrated Wealth Management | $204,419 | 8,283 | 新建仓 |
| 9 | TOUNJIAN ADVISORY PARTNERS, LLC | $159,487 | 6,462 | 新建仓 |
| 10 | IFG Advisory, LLC | $82,355 | 3,337 | 新建仓 |
| 11 | Kingdom Financial Group LLC. | $76,037 | 3,081 | 减持 |
| 12 | Montgomery Financial Services LLC | $54,616 | 2,213 | 新建仓 |
| 13 | Networth Advisors, LLC | $23,125 | 937 | 增持 |
| 14 | POM Investment Strategies, LLC | $10,069 | 408 | 新建仓 |
| 15 | Decker Retirement Planning Inc. | $9,107 | 369 | 新建仓 |
| 16 | UBS Group AG | $7,157 | 290 | 增持 |
| 17 | Quest 10 Wealth Builders, Inc. | $5,726 | 232 | 减持 |
| 18 | Key Capital Management, INC | $3,258 | 132 | 新建仓 |
| 19 | CITADEL ADVISORS LLC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30