13F 机构持仓

AVSC AMERICAN CENTY ETF TR

AVANTIS US SMALL

持有机构数2472026Q2
26Q126Q2
机构合计持股(股)35,811,7972026Q2
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
2026Q224735,811,797$26.16亿 381016518-$694.52万
2026Q122035,469,053$22.60亿 27105499$1.38亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

MORGAN STANLEY加仓$5,026.45万
MERCER GLOBAL ADVISORS INC /ADV加仓$2,457.73万
Shore Point Advisors, LLC新建仓$1,880.11万
Wealth Management Nebraska加仓$874.91万
Choice Wealth Advisors LLC新建仓$806.59万
RAYMOND JAMES FINANCIAL INC加仓$700.22万
Foundry Financial Group, Inc.新建仓$632.54万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$487.52万
WCG Wealth Advisors LLC新建仓$481.51万
Mariner, LLC加仓$377.75万
Bauman Advisory Group, LLC新建仓$348.18万
AMERICAN CENTURY COMPANIES INC加仓$302.40万
Elwood & Goetz Wealth Advisory Group, LLC加仓$296.20万
Cornerstone Wealth Partners, LLC加仓$277.36万
B&D White Capital Company, LLC加仓$246.00万
ENVESTNET ASSET MANAGEMENT INC加仓$242.20万
CARDIFF PARK ADVISORS, LLC加仓$204.99万
WELLS FARGO & COMPANY/MN加仓$203.50万
&PARTNERS新建仓$192.12万
AE Wealth Management LLC加仓$191.62万

2026Q1 卖出最多

Wheelhouse Advisory Group LLC清仓-$1,648.67万
Corient Private Wealth LP减仓-$1,446.61万
Berger Financial Group, Inc减仓-$795.86万
Savant Capital, LLC减仓-$402.92万
KMG FIDUCIARY PARTNERS, LLC减仓-$254.18万
Mason Investment Advisory Services, Inc.减仓-$136.41万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$115.27万
MML INVESTORS SERVICES, LLC减仓-$94.39万
WEST PACES ADVISORS INC.减仓-$54.38万
JANE STREET GROUP, LLC清仓-$48.98万
Global Strategic Investment Solutions, LLC减仓-$46.69万
Freedom Investment Management, Inc.减仓-$31.61万
Beaird Harris Wealth Management, LLC减仓-$29.61万
StrongBox Wealth, LLC减仓-$22.57万
JPMORGAN CHASE & CO减仓-$21.59万
Goepper Burkhardt LLC清仓-$20.85万
Lloyd Advisory Services, LLC.减仓-$11.91万
BANK OF AMERICA CORP /DE/清仓-$10.14万
KAVAR CAPITAL PARTNERS GROUP, LLC减仓-$8.37万
Wealth Watch Advisors, INC清仓-$8.32万

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
MERCER GLOBAL ADVISORS INC /ADV14,853,773$9.25亿1.37%394,499加仓
Mason Investment Advisory Services, Inc.3,585,892$2.23亿10.32%-21,895减仓
Wealth Management Nebraska1,089,651$1.20亿12.19%79,199加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,242,635$7,741.62万0.05%78,254加仓
MORGAN STANLEY1,022,442$6,369.82万0.00%806,813加仓
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV922,735$5,748.64万0.92%0不变
ENVESTNET ASSET MANAGEMENT INC713,946$4,447.88万0.01%38,877加仓
Elwood & Goetz Wealth Advisory Group, LLC684,213$4,262.65万7.24%47,544加仓
Creative Planning649,414$4,045.85万0.03%14,572加仓
AE Wealth Management LLC636,918$3,968.00万0.21%30,758加仓
Three Arch Wealth Management LLC469,247$2,923.41万5.26%15,434加仓
LPL Financial LLC467,437$2,912.13万0.01%21,625加仓
AMERICAN CENTURY COMPANIES INC461,745$2,876.67万0.01%48,540加仓
RETIREMENT FINANCIAL SOLUTIONS, LLC376,850$2,347.78万6.71%6,967加仓
Cornerstone Wealth Partners, LLC326,613$2,034.80万11.54%44,520加仓
Savant Capital, LLC310,261$1,932.92万0.09%-64,675减仓
Shore Point Advisors, LLC403,181$1,880.11万7.43%403,181新建仓
FAS Wealth Partners, Inc.277,447$1,728.49万1.08%5,394加仓
Corient Private Wealth LP227,303$1,670.21万0.02%-196,873减仓
PARK AVENUE SECURITIES LLC257,946$1,607.00万0.13%24,757加仓
WEST PACES ADVISORS INC.254,079$1,582.91万3.07%-8,728减仓
Simplicity Wealth,LLC217,948$1,357.81万0.77%-893减仓
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC201,160$1,253.23万2.11%12,653加仓
Foundations Investment Advisors, LLC198,628$1,237.45万0.15%8,518加仓
KILNER CAPITAL ADVISORS, LLC195,960$1,220.83万11.70%-1,219减仓
CWM, LLC194,322$1,210.63万0.03%12,691加仓
Atlantic Union Bankshares Corp175,838$1,095.47万0.21%-421减仓
Focus Partners Advisor Solutions, LLC165,009$1,028.01万0.10%15,754加仓
Freedom Investment Management, Inc.161,226$1,004.44万2.98%-5,074减仓
Berger Financial Group, Inc153,015$953.28万0.53%-127,747减仓
RAYMOND JAMES FINANCIAL INC147,447$918.59万0.00%112,395加仓
OneDigital Investment Advisors LLC143,427$893.55万0.09%388加仓
NORTHWEST WEALTH MANAGEMENT, LLC141,788$883.34万1.33%14,510加仓
B&D White Capital Company, LLC140,853$877.51万1.08%39,487加仓
Aprio Wealth Management, LLC136,075$847.75万0.46%6,411加仓
Choice Wealth Advisors LLC129,469$806.59万3.17%129,469新建仓
Savvy Advisors, Inc.125,355$780.96万0.21%11,597加仓
Beaird Harris Wealth Management, LLC115,744$721.09万0.49%-4,753减仓
LexAurum Advisors, LLC109,057$679.43万0.88%——
Foundry Financial Group, Inc.101,532$632.54万3.14%101,532新建仓
WEBSTERROGERS FINANCIAL ADVISORS, LLC98,542$613.92万1.76%3,717加仓
COMMONWEALTH EQUITY SERVICES, LLC96,688$602.37万0.01%3,862加仓
Level Financial Advisors89,950$560.39万1.43%4,868加仓
Chicago Partners Investment Group LLC80,236$542.31万0.11%14,228加仓
Mariner, LLC86,089$536.33万0.01%60,635加仓
Paul R. Ried Financial Group, LLC80,610$502.20万2.33%-582减仓
Strategic Blueprint, LLC78,181$487.07万0.28%-540减仓
WCG Wealth Advisors LLC77,289$481.51万0.13%77,289新建仓
Ridgeline Wealth, LLC72,445$451.33万3.23%2,259加仓
MML INVESTORS SERVICES, LLC68,331$425.70万0.01%-15,151减仓

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