13F 机构持仓

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

持有机构数7092026Q2
26Q126Q2
机构合计持股(股)147,071,3022026Q2
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
2026Q2709147,071,302$151.52亿 8235017233$9.28亿
2026Q1659138,532,412$137.13亿 8329918515$4.96亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Creative Planning加仓$1.19亿
Empowered Funds, LLC新建仓$5,425.22万
EP Wealth Advisors, LLC加仓$5,052.82万
BANK OF AMERICA CORP /DE/加仓$4,919.65万
CITADEL ADVISORS LLC重新持有$4,330.98万
Angeles Investment Advisors, LLC新建仓$2,946.37万
ENVESTNET ASSET MANAGEMENT INC加仓$2,804.69万
Focus Partners Wealth加仓$2,567.65万
Bleakley Financial Group, LLC加仓$2,509.35万
MORGAN STANLEY加仓$2,256.87万
Focus Partners Advisor Solutions, LLC加仓$2,125.12万
SATOVSKY ASSET MANAGEMENT LLC加仓$2,119.23万
LPL Financial LLC加仓$2,097.23万
Penserra Capital Management LLC新建仓$1,717.10万
AMERICAN CENTURY COMPANIES INC加仓$1,637.50万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$1,618.36万
Barry Investment Advisors, LLC新建仓$1,353.11万
RAYMOND JAMES FINANCIAL INC加仓$1,157.02万
Avior Wealth Management, LLC加仓$1,114.86万
B&D White Capital Company, LLC加仓$1,093.85万

2026Q1 卖出最多

Corient Private Wealth LP减仓-$1.21亿
JONES FINANCIAL COMPANIES LLLP减仓-$5,597.11万
JANE STREET GROUP, LLC重新持有-$5,233.16万
Annex Advisory Services, LLC减仓-$3,528.45万
Henrickson Nauta Wealth Advisors, Inc.减仓-$1,459.08万
Efficient Advisors, LLC减仓-$891.36万
Klaas Financial Asset Advisors, LLC减仓-$743.26万
Horizon Investments, LLC减仓-$656.96万
Pure Financial Advisors, LLC减仓-$640.84万
HighTower Advisors, LLC减仓-$615.19万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$578.09万
Mason Investment Advisory Services, Inc.减仓-$555.06万
Foster Group, Inc.减仓-$512.41万
Destiny Wealth Partners, LLC重新持有-$503.83万
Cresset Asset Management, LLC减仓-$485.57万
STIFEL FINANCIAL CORP减仓-$376.42万
IHT Wealth Management, LLC减仓-$375.11万
Foundations Investment Advisors, LLC减仓-$358.85万
BENJAMIN EDWARDS INC减仓-$314.20万
Opus Capital Group, LLC减仓-$282.81万

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
JONES FINANCIAL COMPANIES LLLP30,361,872$29.34亿1.41%-579,230减仓
Creative Planning23,779,849$23.75亿1.61%1,187,441加仓
Savant Capital, LLC11,522,222$11.51亿5.56%82,353加仓
Focus Partners Wealth4,375,680$4.37亿0.49%256,938加仓
Focus Partners Advisor Solutions, LLC4,117,972$4.11亿4.14%212,979加仓
Accredited Investors Inc.2,633,904$2.63亿14.17%23,628加仓
ENVESTNET ASSET MANAGEMENT INC2,562,549$2.56亿0.07%280,862加仓
Mason Investment Advisory Services, Inc.2,360,214$2.36亿10.88%-55,584减仓
Modera Wealth Management, LLC2,188,303$2.19亿2.62%108,785加仓
Haverford Trust Co1,660,500$1.66亿1.52%20,980加仓
Pure Financial Advisors, LLC1,647,863$1.65亿2.36%-64,174减仓
LPL Financial LLC1,636,238$1.63亿0.04%210,017加仓
Cerity Partners LLC1,423,552$1.42亿0.20%89,620加仓
Corient Private Wealth LP1,330,144$1.33亿0.19%-1,213,351减仓
AMERICAN CENTURY COMPANIES INC1,201,875$1.20亿0.06%163,980加仓
MORGAN STANLEY1,093,841$1.09亿0.01%226,003加仓
BANK OF MONTREAL /CAN/957,139$9,557.99万0.04%19,654加仓
Unison Advisors LLC827,530$8,263.71万6.27%-1,428减仓
BANK OF AMERICA CORP /DE/800,212$7,990.91万0.01%492,655加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO762,781$7,617.13万0.05%162,063加仓
TCI Wealth Advisors, Inc.697,531$6,965.54万3.70%-2,219减仓
Frontier Asset Management, LLC660,273$6,593.48万13.82%76,400加仓
Sequoia Financial Advisors, LLC647,182$6,462.76万0.36%10,637加仓
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management630,579$6,296.96万1.09%18,165加仓
Wealth Management Nebraska565,044$5,642.54万5.72%12,355加仓
Burton Enright Welch557,390$5,566.10万7.57%-10,107减仓
Empowered Funds, LLC543,283$5,425.22万0.35%543,283新建仓
EP Wealth Advisors, LLC532,125$5,313.80万0.26%505,991加仓
Apella Capital, LLC489,839$5,283.41万0.78%19,440加仓
Horizon Investments, LLC527,553$5,268.14万0.59%-65,788减仓
HighTower Advisors, LLC517,400$5,166.74万0.05%-61,605减仓
Hill Investment Group Partners, LLC506,111$5,054.03万5.58%-2,904减仓
Petersen Hastings Wealth Advisors Inc.505,685$5,049.77万4.63%-3,308减仓
Foster Group, Inc.495,563$4,948.69万1.47%-51,313减仓
PARK AVENUE SECURITIES LLC478,967$4,783.00万0.37%-13,855减仓
Brickley Wealth Management451,270$4,506.38万7.73%-1,900减仓
Cetera Investment Advisers448,414$4,477.87万0.05%49,846加仓
CITADEL ADVISORS LLC443,056$4,424.36万0.01%433,705重新持有
Beaird Harris Wealth Management, LLC426,729$4,261.31万2.90%-10,351减仓
Greenline Partners, LLC411,922$4,113.45万4.42%8,641加仓
RAYMOND JAMES FINANCIAL INC402,129$4,015.67万0.01%115,864加仓
STIFEL FINANCIAL CORP384,046$3,835.09万0.04%-37,695减仓
Moisand Fitzgerald Tamayo, LLC378,227$3,776.98万4.06%-20,337减仓
Cresset Asset Management, LLC340,704$3,402.27万0.15%-48,625减仓
Allegiance Financial Group Advisory Services LLC339,046$3,384.72万6.73%4,126加仓
Symmetry Partners, LLC337,844$3,373.71万1.93%3,428加仓
Marquette Asset Management, LLC330,321$3,298.59万4.93%2,345加仓
Werba Rubin Papier Wealth Management327,494$3,270.35万4.55%11,094重新持有
AlphaCore Capital LLC322,571$3,221.19万0.76%-11,855减仓
Meredith Wealth Planning313,555$3,131.16万8.48%-8,808减仓

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