PAYM — Elevation Series Trust 机构持仓 · 2026年Q2

Name: 谁持有 PAYM？36 家机构、1 亿美元（2026年Q2）
Creator: ko.io

谁持有 Elevation Series Trust（PAYM）？2026年Q2（报告期截至 2026-06-30）共有 36 家机构在 SEC 13F 申报中报告持有，合计 1.03 亿美元。前几大持有机构：Mid-American Wealth Advisory Group, Inc.（4,550.00 万美元）、AE Wealth Management LLC（3,030.00 万美元）、Lloyd Advisory Services, LLC.（540.00 万美元）。

排名	机构	市值	股数	变动
1	Mid-American Wealth Advisory Group, Inc.	$45.5M	1.8M	新建仓
2	AE Wealth Management LLC	$30.3M	1.2M	增持
3	Lloyd Advisory Services, LLC.	$5.4M	212,996	增持
4	Authentikos Wealth Advisory, LLC	$4.9M	193,152	增持
5	B.O.S.S. Retirement Advisors, LLC	$1.5M	57,768	减持
6	HOWARD BAILEY SECURITIES, LLC	$1.4M	55,228	减持
7	Elevated Capital Advisors, LLC	$1.4M	54,234	增持
8	Aegis Wealth Management, Inc.	$1.1M	43,326	增持
9	FSA Advisors, Inc.	$1.0M	41,737	增持
10	Great Lakes Retirement, Inc.	$983,807	38,844	减持
11	Integrated Wealth Management	$926,351	36,877	增持
12	FSR Wealth Management Ltd.	$854,057	33,999	增持
13	POM Investment Strategies, LLC	$841,693	33,507	增持
14	Csenge Advisory Group	$768,225	30,582	增持
15	TOUNJIAN ADVISORY PARTNERS, LLC	$650,583	25,899	新建仓
16	ENVESTNET ASSET MANAGEMENT INC	$600,619	23,910	新建仓
17	EVOLUTION WEALTH MANAGEMENT INC.	$596,198	23,734	增持
18	Centennial Advisors, LLC	$560,415	22,309	增持
19	SMART Wealth LLC	$487,807	19,419	减持
20	LifeWealth Investments, LLC	$484,123	19,272	减持
21	FWG Investments, LLC.	$356,480	14,191	增持
22	Outlook Wealth Advisors, LLC	$350,438	13,951	增持
23	Networth Advisors, LLC	$296,978	11,822	增持
24	Kingdom Financial Group LLC.	$292,214	11,633	减持
25	MORGAN STANLEY	$289,408	11,521	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30