13F 机构持仓

AVMC AMERICAN CENTY ETF TR

AVANTIS US MID C

持有机构数792026Q2
26Q126Q2
机构合计持股(股)4,203,3952026Q2
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
2026Q2794,203,395$3.37亿 1744101$9,285.44万
2026Q1643,813,832$2.76亿 1432122$5,337.83万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Tarbox Family Office, Inc.新建仓$1,160.61万
Independent Advisor Alliance新建仓$836.94万
HighTower Advisors, LLC加仓$568.92万
&PARTNERS新建仓$347.80万
ENVESTNET ASSET MANAGEMENT INC重新持有$258.28万
Elwood & Goetz Wealth Advisory Group, LLC加仓$184.62万
LPL Financial LLC加仓$178.22万
Bleakley Financial Group, LLC新建仓$166.87万
CFS Investment Advisory Services, LLC加仓$145.80万
Balance Wealth Partners LLC新建仓$140.94万
McIlrath & Eck, LLC加仓$134.90万
AMERICAN CENTURY COMPANIES INC加仓$133.10万
COMMERCE BANK新建仓$126.94万
Wealth Management Partners, LLC加仓$105.32万
Berger Financial Group, Inc加仓$100.80万
AE Wealth Management LLC加仓$95.42万
JANE STREET GROUP, LLC新建仓$63.56万
StrongBox Wealth, LLC新建仓$62.67万
SRH ADVISORS, LLC加仓$58.70万
Canvas Wealth Advisors, LLC新建仓$56.63万

2026Q1 卖出最多

Lloyd Advisory Services, LLC.减仓-$35.08万
Madrid Wealth Management, LLC减仓-$28.38万
WMG Financial Advisors, LLC减仓-$21.67万
Arlington Financial Advisors, LLC清仓-$21.25万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$20.21万
CGN Advisors LLC减仓-$16.85万
BANK OF AMERICA CORP /DE/清仓-$7.35万
HB Wealth Management, LLC减仓-$6.48万
Eldridge Investment Advisors, Inc.减仓-$2.82万
JPMORGAN CHASE & CO减仓-$1.34万
MERCER GLOBAL ADVISORS INC /ADV减仓-$1.05万
OSAIC HOLDINGS, INC.减仓-$9,824
IAG Wealth Partners, LLC减仓-$1,950
MCF Advisors LLC减仓-$72

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
McIlrath & Eck, LLC763,230$5,513.58万4.09%18,674加仓
Elwood & Goetz Wealth Advisory Group, LLC419,573$3,031.00万5.14%25,556加仓
Berger Financial Group, Inc244,192$1,764.05万0.99%13,953加仓
Wealth Management Partners, LLC217,157$1,568.74万4.48%14,579加仓
Networth Advisors, LLC178,285$1,287.93万9.10%6,097加仓
CGN Advisors LLC165,461$1,195.29万0.94%-2,332减仓
Tarbox Family Office, Inc.160,661$1,160.61万1.88%160,661新建仓
AMERICAN CENTURY COMPANIES INC159,550$1,152.59万0.01%18,425加仓
Envision Financial Planning, LLC141,457$1,021.89万3.70%3,524加仓
LPL Financial LLC122,110$882.12万0.00%24,671加仓
HighTower Advisors, LLC119,840$865.72万0.01%78,754加仓
Independent Advisor Alliance115,855$836.94万0.09%115,855新建仓
AE Wealth Management LLC113,090$816.96万0.04%13,209加仓
Tiller Private Wealth, Inc.105,533$762.37万2.71%4,159加仓
Chicago Partners Investment Group LLC67,642$522.13万0.11%4,419加仓
Mendota Financial Group, LLC68,505$494.88万3.67%4,557加仓
Kestra Advisory Services, LLC52,161$376.81万0.01%974加仓
ENVESTNET ASSET MANAGEMENT INC48,353$349.30万0.00%35,753重新持有
&PARTNERS48,143$347.80万0.02%48,143新建仓
LexAurum Advisors, LLC43,432$313.75万0.41%——
CFS Investment Advisory Services, LLC37,740$291.05万0.20%18,905加仓
HB Wealth Management, LLC34,076$246.17万0.02%-897减仓
ENDEAVOR PRIVATE WEALTH, INC.25,423$183.66万0.53%4,936加仓
Summit Financial, LLC25,379$183.34万0.02%1,703加仓
Quad-Cities Investment Group, LLC24,537$177.26万0.71%5,681加仓
Bleakley Financial Group, LLC23,100$166.87万0.03%23,100新建仓
Gradient Capital Advisors, LLC22,776$164.53万0.43%2,669加仓
Balance Wealth Partners LLC19,509$140.94万0.44%19,509新建仓
COMMERCE BANK17,572$126.94万0.01%17,572新建仓
Plancorp, LLC16,371$122.39万0.03%1,700加仓
Jacobi Capital Management LLC16,405$118.51万0.07%3,756加仓
WMG Financial Advisors, LLC16,300$117.75万0.49%-3,000减仓
SRH ADVISORS, LLC15,022$108.52万0.31%8,126加仓
Farther Finance Advisors, LLC14,914$108.32万0.01%5,912加仓
Madrid Wealth Management, LLC14,455$104.42万0.79%-3,928减仓
MERCER GLOBAL ADVISORS INC /ADV11,437$82.62万0.00%-145减仓
GEN Financial Management, INC.10,305$74.44万0.46%197加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP10,205$73.72万0.00%-2,797减仓
HTG Investment Advisors, Inc.9,821$70.95万0.20%2,384加仓
COMMONWEALTH EQUITY SERVICES, LLC8,847$63.91万0.00%429加仓
JANE STREET GROUP, LLC8,798$63.56万0.00%8,798新建仓
StrongBox Wealth, LLC8,675$62.67万0.20%8,675新建仓
B&D White Capital Company, LLC8,588$62.04万0.08%2,419加仓
Canvas Wealth Advisors, LLC7,839$56.63万0.10%7,839新建仓
Eldridge Investment Advisors, Inc.6,538$47.23万0.10%-391减仓
IHT Wealth Management, LLC10,000$45.80万0.01%10,000新建仓
Equitable Holdings, Inc.6,161$43.52万0.00%1,776加仓
Team Financial Group, LLC4,398$31.77万0.14%3,141加仓
Avondale Wealth Management3,754$27.12万0.13%3,754新建仓
MOSAIC FAMILY WEALTH PARTNERS, LLC3,715$26.83万0.03%381加仓

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