13F 机构持仓

AVLC AMERICAN CENTY ETF TR

AVANTIS US LARG

持有机构数1152026Q2
26Q126Q2
机构合计持股(股)14,768,0332026Q2
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
2026Q211514,768,033$13.28亿 2660184$1.42亿
2026Q18913,154,901$10.20亿 1450181$1.36亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Hills Bank & Trust Co加仓$9,106.68万
Canvas Wealth Advisors, LLC新建仓$678.10万
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC新建仓$648.05万
Beaird Harris Wealth Management, LLC加仓$646.99万
Allworth Financial LP加仓$614.82万
ENVESTNET ASSET MANAGEMENT INC加仓$415.18万
GRIMES & Co WEALTH MANAGEMENT, LLC加仓$411.91万
PARK AVENUE SECURITIES LLC加仓$339.50万
Well Done, LLC加仓$325.38万
Cypress Point Wealth Management, LLC加仓$307.01万
GOLDMAN SACHS GROUP INC新建仓$249.87万
LPL Financial LLC加仓$220.32万
UPTICK PARTNERS, LLC加仓$218.40万
Private Wealth Asset Management, LLC加仓$214.57万
Cresset Asset Management, LLC加仓$206.09万
Mendota Financial Group, LLC加仓$145.35万
COMMERCE BANK新建仓$136.52万
JPMORGAN CHASE & CO加仓$128.73万
Betterment LLC新建仓$108.40万
COMMONWEALTH EQUITY SERVICES, LLC加仓$108.06万

2026Q1 卖出最多

Buttonwood Financial Group, LLC减仓-$1,322.38万
Oak Root LLC减仓-$664.60万
Pacific Life Fund Advisors LLC减仓-$254.98万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$164.20万
MML INVESTORS SERVICES, LLC减仓-$121.06万
Global Strategic Investment Solutions, LLC减仓-$93.87万
BFI Wealth Solutions, LLC减仓-$70.29万
Corient Private Wealth LP减仓-$55.56万
Lloyd Advisory Services, LLC.减仓-$51.57万
Visionary Wealth Advisors减仓-$44.27万
CONFLUENCE INVESTMENT MANAGEMENT LLC清仓-$27.19万
WCG Wealth Advisors LLC减仓-$25.89万
Simplicity Wealth,LLC减仓-$20.58万
Western Reserve Capital Management, LLC减仓-$15.60万
MERCER GLOBAL ADVISORS INC /ADV减仓-$7.70万
CITADEL ADVISORS LLC减仓-$1.81万
O'SHAUGHNESSY ASSET MANAGEMENT, LLC减仓-$2,482
Cambridge Investment Research Advisors, Inc.减仓-$2,093
Kingdom Financial Group LLC.减仓-$1,551

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
Oak Root LLC2,351,457$1.82亿22.24%-85,700减仓
Hills Bank & Trust Co1,188,777$9,218.97万4.46%1,174,298加仓
Pacific Life Fund Advisors LLC800,365$6,206.83万7.13%-32,879减仓
Beaird Harris Wealth Management, LLC744,755$5,775.57万3.93%83,429加仓
ENVESTNET ASSET MANAGEMENT INC629,355$4,880.64万0.01%53,537加仓
Cypress Point Wealth Management, LLC497,372$3,857.12万8.31%39,589加仓
Ridgeline Wealth, LLC449,618$3,486.79万24.98%5,435加仓
LPL Financial LLC446,321$3,461.22万0.01%28,410加仓
GRIMES & Co WEALTH MANAGEMENT, LLC443,964$3,442.94万0.95%53,116加仓
PARK AVENUE SECURITIES LLC425,109$3,296.70万0.26%43,778加仓
Simplicity Wealth,LLC371,421$2,880.37万1.63%-2,654减仓
JPMORGAN CHASE & CO361,785$2,727.14万0.00%17,078加仓
Well Done, LLC339,426$2,632.25万3.87%41,957加仓
Allworth Financial LP252,976$1,961.83万0.08%79,280加仓
Networth Advisors, LLC242,663$1,881.85万13.30%3,491加仓
OneDigital Investment Advisors LLC226,149$1,753.79万0.17%404加仓
FAS Wealth Partners, Inc.223,820$1,735.73万1.08%5,134加仓
Global Strategic Investment Solutions, LLC218,787$1,696.70万1.65%-12,105减仓
Buttonwood Financial Group, LLC176,093$1,365.60万8.40%-170,519减仓
AE Wealth Management LLC150,599$1,167.90万0.06%10,513加仓
Prosperity Planning, Inc.143,690$1,114.32万2.82%12,927加仓
Strategic Blueprint, LLC142,300$1,103.54万0.64%1,378加仓
ARCADIA INVESTMENT ADVISORS LLC142,261$1,103.23万5.21%1,150加仓
Cresset Asset Management, LLC140,443$1,089.14万0.05%26,575加仓
HighTower Advisors, LLC135,243$1,048.81万0.01%824加仓
Western Reserve Capital Management, LLC131,178$1,017.29万8.35%-2,012减仓
Visionary Wealth Advisors121,283$940.55万0.42%-5,708减仓
Dogwood Wealth Management LLC115,853$898.44万3.90%2,571加仓
Haven Private, LLC96,042$744.81万3.24%1,973加仓
Mendota Financial Group, LLC92,625$718.31万5.32%18,743加仓
UPTICK PARTNERS, LLC91,310$708.11万1.41%28,162加仓
ShankerValleau Wealth Advisors, Inc.90,743$703.71万1.98%8,486加仓
Herold Advisors, Inc.90,586$702.49万1.54%13,243加仓
Canvas Wealth Advisors, LLC87,440$678.10万1.15%87,440新建仓
MERCER GLOBAL ADVISORS INC /ADV83,672$648.88万0.01%-993减仓
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC83,565$648.05万1.35%83,565新建仓
MML INVESTORS SERVICES, LLC83,182$645.08万0.02%-15,610减仓
CoreCap Advisors, LLC81,570$632.58万0.22%3,277加仓
Private Wealth Asset Management, LLC55,903$433.53万0.46%27,668加仓
COMMONWEALTH EQUITY SERVICES, LLC48,621$377.06万0.01%13,934加仓
Waterfront Wealth Inc.44,545$345.45万0.63%4,210加仓
Plancorp, LLC36,267$293.80万0.08%1,103加仓
ENDEAVOR PRIVATE WEALTH, INC.33,769$261.88万0.75%1,075加仓
GOLDMAN SACHS GROUP INC32,221$249.87万0.00%32,221新建仓
WCG Wealth Advisors LLC30,747$238.44万0.07%-3,338减仓
Rockefeller Capital Management L.P.29,387$227.90万0.00%4,536加仓
SEEDS INVESTOR LLC23,204$191.62万0.26%4,541加仓
Chicago Partners Investment Group LLC20,533$173.59万0.04%46加仓
Armbruster Capital Management, Inc.21,000$162.85万0.27%0不变
BFI Wealth Solutions, LLC20,247$158.80万1.52%-8,962减仓

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