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 🔒 | ||||||||
2026Q2 买入最多
| GFG Capital, LLC | 新建仓 | $1,621.30万 |
| Savant Capital, LLC | 新建仓 | $383.84万 |
| Compass Ion Advisors, LLC | 加仓 | $323.55万 |
| Cresset Asset Management, LLC | 加仓 | $305.03万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $245.03万 |
| Cogent Private Wealth, Inc. | 加仓 | $191.98万 |
| Meredith Wealth Planning | 加仓 | $184.84万 |
| Hutchens & Kramer Investment Management Group, LLC | 加仓 | $171.23万 |
| ARQ WEALTH ADVISORS, LLC | 加仓 | $128.01万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $125.12万 |
| Arista Wealth Management, LLC | 新建仓 | $108.99万 |
| Diversify Advisory Services, LLC | 新建仓 | $101.39万 |
| BIP Wealth, LLC | 加仓 | $81.87万 |
| Werba Rubin Papier Wealth Management | 加仓 | $78.25万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 加仓 | $72.76万 |
| Frankly Finances, LLC | 加仓 | $58.46万 |
| Steffes Financial, Ltd. | 新建仓 | $55.64万 |
| CIBC WORLD MARKET INC. | 新建仓 | $51.70万 |
| STIFEL FINANCIAL CORP | 新建仓 | $51.34万 |
| Shira Ridge Wealth Management | 新建仓 | $49.74万 |
2026Q2 卖出最多
| Modern Wealth Management, LLC | 减仓 | -$158.31万 |
| Magnolia Private Wealth, LLC | 减仓 | -$100.68万 |
| Greenspring Advisors, LLC | 减仓 | -$86.77万 |
| Independent Advisor Alliance | 清仓 | -$78.74万 |
| Strategic Blueprint, LLC | 减仓 | -$51.18万 |
| Three Arch Wealth Management LLC | 清仓 | -$20.90万 |
| Aspen Capital Management, LLC | 清仓 | -$20.56万 |
| Nova R Wealth, Inc. | 减仓 | -$18.98万 |
| Pacific Asset Management, LLC | 减仓 | -$15.65万 |
| WMG Financial Advisors, LLC | 减仓 | -$10.72万 |
| WCG Wealth Advisors LLC | 减仓 | -$5.51万 |
| Accurate Wealth Management, LLC | 减仓 | -$5.03万 |
| Ridgeline Wealth, LLC | 减仓 | -$3.16万 |
| Intelligent Financial Strategies | 减仓 | -$3.07万 |
| Collaborative Wealth Managment Inc. | 减仓 | -$3.00万 |
| Eaton-Cambridge Inc. | 减仓 | -$2.82万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$2.42万 |
| SAX WEALTH ADVISORS, LLC | 减仓 | -$2.30万 |
| Wilkerson Advisory Group LLC | 减仓 | -$1.92万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$1.90万 |
2026Q2 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 | 297,253 | $2,945.77万 | 6.95% | 18,652 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 254,389 | $2,520.99万 | 0.03% | 24,726 | 加仓 |
| Greenspring Advisors, LLC | 165,420 | $1,639.32万 | 0.91% | -8,756 | 减仓 |
| GFG Capital, LLC | 163,602 | $1,621.30万 | 4.46% | 163,602 | 新建仓 |
| Compass Ion Advisors, LLC | 118,846 | $1,177.76万 | 1.02% | 32,649 | 加仓 |
| BIP Wealth, LLC | 116,708 | $1,156.57万 | 0.33% | 8,261 | 加仓 |
| AQR CAPITAL MANAGEMENT LLC | 108,276 | $1,073.02万 | 0.00% | 0 | 不变 |
| IEQ CAPITAL, LLC | 100,131 | $992.30万 | 0.05% | 0 | 不变 |
| Nova R Wealth, Inc. | 95,762 | $949.00万 | 2.77% | -1,915 | 减仓 |
| LPL Financial LLC | 94,256 | $934.08万 | 0.00% | 4,603 | 加仓 |
| Index Fund Advisors, Inc. | 90,746 | $899.29万 | 0.36% | 4,000 | 加仓 |
| Paragon Advisors, LLC | 73,594 | $729.31万 | 1.53% | -78 | 减仓 |
| Pacific Asset Management, LLC | 71,984 | $713.36万 | 3.50% | -1,579 | 减仓 |
| Intelligent Financial Strategies | 64,521 | $639.40万 | 3.08% | -310 | 减仓 |
| FMB WEALTH MANAGEMENT | 62,065 | $615.06万 | 2.26% | 73 | 加仓 |
| Frankly Finances, LLC | 58,958 | $584.27万 | 4.62% | 5,899 | 加仓 |
| Sprinkle Financial Consultants LLC | 57,470 | $569.54万 | 2.23% | 641 | 加仓 |
| Cogent Private Wealth, Inc. | 51,846 | $513.80万 | 3.21% | 19,372 | 加仓 |
| Cresset Asset Management, LLC | 51,619 | $511.55万 | 0.02% | 30,780 | 加仓 |
| Align Financial, LLC | 48,466 | $480.30万 | 2.37% | 3,973 | 加仓 |
| Hutchens & Kramer Investment Management Group, LLC | 47,965 | $475.33万 | 1.27% | 17,279 | 加仓 |
| Werba Rubin Papier Wealth Management | 45,424 | $450.15万 | 0.55% | 7,896 | 加仓 |
| B&D White Capital Company, LLC | 43,782 | $433.88万 | 0.43% | 0 | 不变 |
| Fermata Advisors, LLC | 43,716 | $433.22万 | 0.88% | 622 | 加仓 |
| Corient Private Wealth LP | 40,717 | $403.51万 | 0.01% | 2,554 | 加仓 |
| ENTREWEALTH, LLC | 38,882 | $392.47万 | 1.45% | 2,806 | 加仓 |
| Savant Capital, LLC | 38,733 | $383.84万 | 0.01% | 38,733 | 新建仓 |
| CreativeOne Wealth, LLC | 35,784 | $354.62万 | 0.08% | 1,125 | 加仓 |
| Yardley Wealth Management LLC | 33,830 | $335.26万 | 1.52% | 309 | 加仓 |
| SC&H Financial Advisors, Inc. | 32,246 | $319.55万 | 0.42% | 2,060 | 加仓 |
| Evanson Financial, LLC | 32,115 | $318.26万 | 0.16% | — | — |
| Wilkerson Advisory Group LLC | 32,013 | $317.26万 | 0.97% | -194 | 减仓 |
| Betterment LLC | 29,116 | $288.50万 | 0.00% | 54 | 加仓 |
| ARQ WEALTH ADVISORS, LLC | 28,783 | $285.39万 | 0.35% | 12,911 | 加仓 |
| Ridgeline Wealth, LLC | 27,621 | $273.73万 | 1.60% | -319 | 减仓 |
| Magnolia Private Wealth, LLC | 25,230 | $250.03万 | 0.84% | -10,160 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 24,028 | $238.20万 | 0.00% | 12,621 | 加仓 |
| WCG Wealth Advisors LLC | 24,015 | $237.99万 | 0.06% | -556 | 减仓 |
| Integrity Wealth Solutions LLC | 20,692 | $205.06万 | 0.76% | 3,347 | 加仓 |
| CURIO WEALTH, LLC | 19,674 | $194.97万 | 0.60% | 1,174 | 加仓 |
| Oceanside Advisors LLC | 18,920 | $187.49万 | 0.95% | 847 | 加仓 |
| WMG Financial Advisors, LLC | 18,268 | $181.04万 | 0.68% | -1,082 | 减仓 |
| Focus Partners Advisor Solutions, LLC | 17,700 | $175.41万 | 0.01% | 772 | 加仓 |
| Apella Capital, LLC | 17,498 | $172.23万 | 0.02% | 3,030 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 16,013 | $158.69万 | 0.00% | -192 | 减仓 |
| Beacon Pointe Advisors, LLC | 14,699 | $145.67万 | 0.01% | 1,040 | 加仓 |
| Modera Wealth Management, LLC | 14,569 | $144.38万 | 0.02% | 4,650 | 加仓 |
| Avantax Planning Partners, Inc. | 14,459 | $143.29万 | 0.04% | 1,703 | 加仓 |
| Financial Plan, Inc. | 14,323 | $141.94万 | 0.13% | 2,596 | 加仓 |
| LAM GROUP, INC. | 14,226 | $140.98万 | 0.70% | 1,235 | 加仓 |
内部人交易（Form 4）
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