AVDV AMERICAN CENTY ETF TR
INTL SMCP VLU
26Q126Q2
26Q126Q2
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 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 709 | 147,071,302 | $151.52亿 | 82 | 350 | 172 | 33 | $9.28亿 |
| 2026Q1 | 659 | 138,532,412 | $137.13亿 | 83 | 299 | 185 | 15 | $4.96亿 |
| 付费方案可看全部 11 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 LLLP | 30,361,872 | $29.34亿 | 1.41% | -579,230 | 减仓 |
| Creative Planning | 23,779,849 | $23.75亿 | 1.61% | 1,187,441 | 加仓 |
| Savant Capital, LLC | 11,522,222 | $11.51亿 | 5.56% | 82,353 | 加仓 |
| Focus Partners Wealth | 4,375,680 | $4.37亿 | 0.49% | 256,938 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 4,117,972 | $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 INC | 2,562,549 | $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, LLC | 2,188,303 | $2.19亿 | 2.62% | 108,785 | 加仓 |
| Haverford Trust Co | 1,660,500 | $1.66亿 | 1.52% | 20,980 | 加仓 |
| Pure Financial Advisors, LLC | 1,647,863 | $1.65亿 | 2.36% | -64,174 | 减仓 |
| LPL Financial LLC | 1,636,238 | $1.63亿 | 0.04% | 210,017 | 加仓 |
| Cerity Partners LLC | 1,423,552 | $1.42亿 | 0.20% | 89,620 | 加仓 |
| Corient Private Wealth LP | 1,330,144 | $1.33亿 | 0.19% | -1,213,351 | 减仓 |
| AMERICAN CENTURY COMPANIES INC | 1,201,875 | $1.20亿 | 0.06% | 163,980 | 加仓 |
| MORGAN STANLEY | 1,093,841 | $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 LLC | 827,530 | $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 CO | 762,781 | $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, LLC | 660,273 | $6,593.48万 | 13.82% | 76,400 | 加仓 |
| Sequoia Financial Advisors, LLC | 647,182 | $6,462.76万 | 0.36% | 10,637 | 加仓 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 630,579 | $6,296.96万 | 1.09% | 18,165 | 加仓 |
| Wealth Management Nebraska | 565,044 | $5,642.54万 | 5.72% | 12,355 | 加仓 |
| Burton Enright Welch | 557,390 | $5,566.10万 | 7.57% | -10,107 | 减仓 |
| Empowered Funds, LLC | 543,283 | $5,425.22万 | 0.35% | 543,283 | 新建仓 |
| EP Wealth Advisors, LLC | 532,125 | $5,313.80万 | 0.26% | 505,991 | 加仓 |
| Apella Capital, LLC | 489,839 | $5,283.41万 | 0.78% | 19,440 | 加仓 |
| Horizon Investments, LLC | 527,553 | $5,268.14万 | 0.59% | -65,788 | 减仓 |
| HighTower Advisors, LLC | 517,400 | $5,166.74万 | 0.05% | -61,605 | 减仓 |
| Hill Investment Group Partners, LLC | 506,111 | $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 LLC | 478,967 | $4,783.00万 | 0.37% | -13,855 | 减仓 |
| Brickley Wealth Management | 451,270 | $4,506.38万 | 7.73% | -1,900 | 减仓 |
| Cetera Investment Advisers | 448,414 | $4,477.87万 | 0.05% | 49,846 | 加仓 |
| CITADEL ADVISORS LLC | 443,056 | $4,424.36万 | 0.01% | 433,705 | 重新持有 |
| Beaird Harris Wealth Management, LLC | 426,729 | $4,261.31万 | 2.90% | -10,351 | 减仓 |
| Greenline Partners, LLC | 411,922 | $4,113.45万 | 4.42% | 8,641 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 402,129 | $4,015.67万 | 0.01% | 115,864 | 加仓 |
| STIFEL FINANCIAL CORP | 384,046 | $3,835.09万 | 0.04% | -37,695 | 减仓 |
| Moisand Fitzgerald Tamayo, LLC | 378,227 | $3,776.98万 | 4.06% | -20,337 | 减仓 |
| Cresset Asset Management, LLC | 340,704 | $3,402.27万 | 0.15% | -48,625 | 减仓 |
| Allegiance Financial Group Advisory Services LLC | 339,046 | $3,384.72万 | 6.73% | 4,126 | 加仓 |
| Symmetry Partners, LLC | 337,844 | $3,373.71万 | 1.93% | 3,428 | 加仓 |
| Marquette Asset Management, LLC | 330,321 | $3,298.59万 | 4.93% | 2,345 | 加仓 |
| Werba Rubin Papier Wealth Management | 327,494 | $3,270.35万 | 4.55% | 11,094 | 重新持有 |
| AlphaCore Capital LLC | 322,571 | $3,221.19万 | 0.76% | -11,855 | 减仓 |
| Meredith Wealth Planning | 313,555 | $3,131.16万 | 8.48% | -8,808 | 减仓 |
内部人交易(Form 4)
AVDV 董事、高管和大股东的最新买卖申报。专业版可看 🔒