AVGE AMERICAN CENTY ETF TR
AVANTIS ALL EQT
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 | 159 | 3,373,533 | $3.34亿 | 35 | 79 | 26 | 6 | $4,967.72万 |
| 2026Q1 | 129 | 2,888,178 | $2.54亿 | 9 | 70 | 32 | 5 | -$3.00亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $1,451.99万 |
| IEQ CAPITAL, LLC | 新建仓 | $881.35万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $881.35万 |
| Meredith Wealth Planning | 加仓 | $403.99万 |
| CreativeOne Wealth, LLC | 新建仓 | $305.07万 |
| Compass Ion Advisors, LLC | 加仓 | $157.83万 |
| LPL Financial LLC | 加仓 | $110.98万 |
| Paragon Advisors, LLC | 加仓 | $95.55万 |
| Index Fund Advisors, Inc. | 加仓 | $93.87万 |
| Independent Advisor Alliance | 新建仓 | $78.74万 |
| ENTREWEALTH, LLC | 加仓 | $60.95万 |
| Cresset Asset Management, LLC | 加仓 | $60.19万 |
| ARQ WEALTH ADVISORS, LLC | 加仓 | $49.81万 |
| HighTower Advisors, LLC | 新建仓 | $42.02万 |
| BIP Wealth, LLC | 加仓 | $40.94万 |
| Werba Rubin Papier Wealth Management | 重新持有 | $36.38万 |
| Pacific Asset Management, LLC | 加仓 | $32.07万 |
| WMG Financial Advisors, LLC | 加仓 | $30.38万 |
| Yardley Wealth Management LLC | 加仓 | $29.98万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 新建仓 | $27.39万 |
2026Q1 卖出最多
| Align Financial, LLC | 减仓 | -$3.38亿 |
| Austin Wealth Management, LLC | 清仓 | -$404.13万 |
| Corient Private Wealth LP | 减仓 | -$314.66万 |
| Collaborative Wealth Managment Inc. | 减仓 | -$249.08万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 清仓 | -$230.40万 |
| Focus Partners Advisor Solutions, LLC | 减仓 | -$97.25万 |
| Henrickson Nauta Wealth Advisors, Inc. | 减仓 | -$21.34万 |
| Magnus Financial Group LLC | 清仓 | -$20.88万 |
| Nova R Wealth, Inc. | 减仓 | -$19.56万 |
| CURIO WEALTH, LLC | 减仓 | -$18.22万 |
| Magnolia Private Wealth, LLC | 减仓 | -$16.90万 |
| Modern Wealth Management, LLC | 减仓 | -$13.96万 |
| Three Arch Wealth Management LLC | 减仓 | -$13.54万 |
| B&D White Capital Company, LLC | 减仓 | -$12.15万 |
| Apella Capital, LLC | 减仓 | -$11.98万 |
| FMB WEALTH MANAGEMENT | 减仓 | -$6.94万 |
| Physician Wealth Advisors, Inc. | 减仓 | -$6.10万 |
| Strategic Blueprint, LLC | 减仓 | -$6.01万 |
| Beacon Pointe Advisors, LLC | 减仓 | -$5.30万 |
| Arax Advisory Partners | 减仓 | -$4.66万 |
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 |
|---|---|---|---|---|---|
| Meredith Wealth Planning | 278,601 | $2,452.25万 | 6.64% | 45,898 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 229,663 | $2,021.49万 | 0.03% | 164,962 | 加仓 |
| Greenspring Advisors, LLC | 174,176 | $1,533.10万 | 0.93% | -100 | 减仓 |
| BIP Wealth, LLC | 108,447 | $954.55万 | 0.39% | 4,651 | 加仓 |
| AQR CAPITAL MANAGEMENT LLC | 108,276 | $953.05万 | 0.00% | 100,131 | 加仓 |
| IEQ CAPITAL, LLC | 100,131 | $881.35万 | 0.04% | 100,131 | 新建仓 |
| Nova R Wealth, Inc. | 97,677 | $859.76万 | 2.74% | -2,222 | 减仓 |
| LPL Financial LLC | 89,653 | $789.13万 | 0.00% | 12,608 | 加仓 |
| Index Fund Advisors, Inc. | 86,746 | $763.54万 | 0.34% | 10,665 | 加仓 |
| Compass Ion Advisors, LLC | 86,197 | $758.70万 | 0.72% | 17,931 | 加仓 |
| Paragon Advisors, LLC | 73,672 | $648.46万 | 1.75% | 10,855 | 加仓 |
| Pacific Asset Management, LLC | 73,563 | $647.50万 | 3.62% | 3,644 | 加仓 |
| Intelligent Financial Strategies | 64,831 | $570.64万 | 2.97% | -463 | 减仓 |
| FMB WEALTH MANAGEMENT | 61,992 | $545.65万 | 2.26% | -788 | 减仓 |
| Sprinkle Financial Consultants LLC | 56,829 | $500.18万 | 2.31% | 953 | 加仓 |
| Frankly Finances, LLC | 53,059 | $467.02万 | 4.23% | 1,420 | 加仓 |
| Align Financial, LLC | 44,493 | $391.63万 | 2.23% | -3,835,584 | 减仓 |
| B&D White Capital Company, LLC | 43,782 | $385.37万 | 0.48% | -1,380 | 减仓 |
| Fermata Advisors, LLC | 43,094 | $379.31万 | 0.85% | 2,505 | 加仓 |
| Corient Private Wealth LP | 38,163 | $335.91万 | 0.00% | -35,749 | 减仓 |
| Werba Rubin Papier Wealth Management | 37,528 | $330.32万 | 0.46% | 4,133 | 重新持有 |
| ENTREWEALTH, LLC | 36,076 | $317.54万 | 1.42% | 6,925 | 加仓 |
| Magnolia Private Wealth, LLC | 35,390 | $311.51万 | 1.23% | -1,920 | 减仓 |
| CreativeOne Wealth, LLC | 34,659 | $305.07万 | 0.07% | 34,659 | 新建仓 |
| Yardley Wealth Management LLC | 33,521 | $295.05万 | 1.51% | 3,406 | 加仓 |
| Cogent Private Wealth, Inc. | 32,474 | $285.84万 | 2.06% | 2,136 | 加仓 |
| Wilkerson Advisory Group LLC | 32,207 | $283.48万 | 0.97% | 1,050 | 加仓 |
| Evanson Asset Management, LLC | 31,936 | $281.10万 | 0.15% | -325 | 减仓 |
| Hutchens & Kramer Investment Management Group, LLC | 30,686 | $270.10万 | 0.85% | 2,227 | 加仓 |
| SC&H Financial Advisors, Inc. | 30,186 | $265.70万 | 0.40% | 2,491 | 加仓 |
| Betterment LLC | 29,062 | $255.80万 | 0.00% | 157 | 加仓 |
| Ridgeline Wealth, LLC | 27,940 | $245.92万 | 1.76% | 61 | 加仓 |
| WCG Wealth Advisors LLC | 24,571 | $216.27万 | 0.06% | -24 | 减仓 |
| CWM, LLC | 21,260 | $187.13万 | 0.00% | 221 | 加仓 |
| Cresset Asset Management, LLC | 20,839 | $183.43万 | 0.01% | 6,838 | 加仓 |
| Modern Wealth Management, LLC | 19,332 | $171.28万 | 0.03% | -1,576 | 减仓 |
| WMG Financial Advisors, LLC | 19,350 | $170.32万 | 0.71% | 3,452 | 加仓 |
| CURIO WEALTH, LLC | 18,500 | $162.84万 | 0.56% | -2,070 | 减仓 |
| Oceanside Advisors LLC | 18,073 | $159.08万 | 0.91% | 615 | 加仓 |
| Integrity Wealth Solutions LLC | 17,345 | $152.67万 | 0.60% | 2,070 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 16,928 | $149.01万 | 0.02% | -11,048 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 16,205 | $142.63万 | 0.00% | -24 | 减仓 |
| ARQ WEALTH ADVISORS, LLC | 15,872 | $139.71万 | 0.25% | 5,659 | 加仓 |
| Apella Capital, LLC | 14,468 | $137.40万 | 0.02% | -1,261 | 减仓 |
| Beacon Pointe Advisors, LLC | 13,659 | $120.22万 | 0.01% | -602 | 减仓 |
| LAM GROUP, INC. | 12,991 | $114.35万 | 0.63% | 524 | 加仓 |
| Avantax Planning Partners, Inc. | 12,756 | $112.28万 | 0.03% | 55 | 加仓 |
| Financial Plan, Inc. | 11,727 | $103.22万 | 0.11% | 1,229 | 加仓 |
| Plancorp, LLC | 11,109 | $102.37万 | 0.03% | 1,564 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 11,407 | $100.40万 | 0.00% | -201 | 减仓 |
内部人交易（Form 4）
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