AVSD AMERICAN CENTY ETF TR
AVANTIS RESPONSI
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 | 97 | 4,714,057 | $3.77亿 | 11 | 39 | 24 | 3 | -$105.16万 |
| 2026Q1 | 89 | 4,834,285 | $3.50亿 | 11 | 29 | 28 | 1 | $6,379.95万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| MASECO LLP | 新建仓 | $5,168.71万 |
| Strategic Financial Planning, Inc. | 新建仓 | $1,678.67万 |
| MENORA MIVTACHIM HOLDINGS LTD. | 新建仓 | $856.96万 |
| EP Wealth Advisors, LLC | 新建仓 | $391.47万 |
| NewEdge Advisors, LLC | 新建仓 | $232.45万 |
| Capital Analysts, LLC | 新建仓 | $147.30万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $102.23万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $94.14万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $93.57万 |
| FMR LLC | 加仓 | $78.66万 |
| Burton Enright Welch | 加仓 | $65.90万 |
| Bank of New York Mellon Corp | 新建仓 | $50.14万 |
| Riverwater Partners LLC | 加仓 | $44.64万 |
| OSAIC HOLDINGS, INC. | 加仓 | $31.64万 |
| Mariner, LLC | 加仓 | $30.14万 |
| Kestra Advisory Services, LLC | 加仓 | $25.46万 |
| JANE STREET GROUP, LLC | 加仓 | $20.19万 |
| Mason & Associates Inc | 加仓 | $19.52万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $18.36万 |
| Financial Plan, Inc. | 加仓 | $12.86万 |
2026Q1 卖出最多
| Clarity Asset Management, Inc. | 减仓 | -$1,068.66万 |
| Corient Private Wealth LP | 减仓 | -$1,004.77万 |
| CITADEL ADVISORS LLC | 减仓 | -$377.08万 |
| Henrickson Nauta Wealth Advisors, Inc. | 减仓 | -$125.27万 |
| AlTi Global, Inc. | 清仓 | -$118.80万 |
| Trademark Financial Management, LLC | 减仓 | -$84.77万 |
| HB Wealth Management, LLC | 减仓 | -$16.57万 |
| HighTower Advisors, LLC | 减仓 | -$8.73万 |
| Trellis Wealth Advisors LLC | 减仓 | -$8.22万 |
| Greenspring Advisors, LLC | 减仓 | -$7.39万 |
| Northland Capital Management LLC | 减仓 | -$7.36万 |
| Revolve Wealth Partners, LLC | 减仓 | -$6.55万 |
| Austin Asset Management Co Inc | 减仓 | -$4.42万 |
| HARBOUR INVESTMENTS, INC. | 减仓 | -$4.21万 |
| JOURNEY STRATEGIC WEALTH LLC | 减仓 | -$2.36万 |
| CALTON & ASSOCIATES, INC. | 减仓 | -$2.36万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$2.04万 |
| Oak Wealth Advisors LLC | 减仓 | -$1.83万 |
| Team Hewins, LLC | 减仓 | -$1.63万 |
| Torren Management, LLC | 减仓 | -$1.61万 |
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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 1,981,400 | $1.46亿 | 3.38% | 0 | 不变 |
| MASECO LLP | 701,841 | $5,168.71万 | 1.62% | 701,841 | 新建仓 |
| Strategic Financial Planning, Inc. | 310,632 | $1,678.67万 | 10.19% | 310,632 | 新建仓 |
| FMR LLC | 159,724 | $1,176.32万 | 0.00% | 10,681 | 加仓 |
| Corient Private Wealth LP | 137,807 | $1,014.90万 | 0.01% | -136,431 | 减仓 |
| HUB Investment Partners, LLC | 122,186 | $899.86万 | 0.22% | 69 | 加仓 |
| MENORA MIVTACHIM HOLDINGS LTD. | 116,360 | $856.96万 | 0.04% | 116,360 | 新建仓 |
| Trailhead Planners LLC | 80,304 | $591.41万 | 5.68% | -114 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 79,189 | $583.20万 | 0.01% | 13,881 | 加仓 |
| Riverwater Partners LLC | 75,873 | $558.78万 | 1.86% | 6,062 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 70,283 | $517.62万 | 0.01% | 12,705 | 加仓 |
| Clarity Asset Management, Inc. | 63,832 | $470.12万 | 2.38% | -145,099 | 减仓 |
| LPL Financial LLC | 60,498 | $445.55万 | 0.00% | 1,363 | 加仓 |
| HighTower Advisors, LLC | 54,157 | $398.85万 | 0.00% | -1,186 | 减仓 |
| EP Wealth Advisors, LLC | 53,156 | $391.47万 | 0.02% | 53,156 | 新建仓 |
| CITADEL ADVISORS LLC | 49,995 | $368.20万 | 0.00% | -51,201 | 减仓 |
| Waverly Advisors, LLC | 40,326 | $296.99万 | 0.02% | -115 | 减仓 |
| Focus Partners Wealth | 40,070 | $295.10万 | 0.00% | 0 | 不变 |
| NewEdge Advisors, LLC | 31,563 | $232.45万 | 0.01% | 31,563 | 新建仓 |
| Greenspring Advisors, LLC | 30,875 | $227.38万 | 0.14% | -1,003 | 减仓 |
| Mason & Associates Inc | 28,734 | $204.52万 | 0.40% | 2,743 | 加仓 |
| Northland Capital Management LLC | 27,670 | $203.78万 | 1.11% | -1,000 | 减仓 |
| Highland Financial Advisors, LLC | 27,396 | $201.76万 | 0.53% | 1,657 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 26,301 | $193.70万 | 0.00% | 12,783 | 加仓 |
| Trellis Wealth Advisors LLC | 24,945 | $183.72万 | 0.70% | -1,116 | 减仓 |
| JANE STREET GROUP, LLC | 21,326 | $157.06万 | 0.00% | 2,741 | 加仓 |
| Revolve Wealth Partners, LLC | 20,697 | $152.43万 | 0.20% | -889 | 减仓 |
| Capital Analysts, LLC | 19,998 | $147.30万 | 0.04% | 19,998 | 新建仓 |
| MB Generational Wealth, LLC | 19,791 | $145.75万 | 0.81% | 0 | 不变 |
| Vestment Financial LLC | 16,111 | $128.69万 | 0.61% | 702 | 加仓 |
| Henrickson Nauta Wealth Advisors, Inc. | 17,010 | $125.27万 | 0.35% | -17,010 | 减仓 |
| Focus Partners Advisor Solutions, LLC | 16,037 | $118.11万 | 0.01% | 2,493 | 加仓 |
| Burton Enright Welch | 15,195 | $111.91万 | 0.15% | 8,948 | 加仓 |
| Mariner, LLC | 13,847 | $101.98万 | 0.00% | 4,092 | 加仓 |
| Opes Wealth Management LLC | 12,634 | $93.05万 | 0.15% | 435 | 加仓 |
| Savant Capital, LLC | 12,351 | $90.96万 | 0.00% | -60 | 减仓 |
| Bridgewater Advisors Inc. | 11,351 | $90.37万 | 0.05% | 150 | 加仓 |
| Team Hewins, LLC | 12,269 | $90.36万 | 0.27% | -222 | 减仓 |
| TRUIST FINANCIAL CORP | 11,965 | $88.12万 | 0.00% | 950 | 加仓 |
| JOURNEY STRATEGIC WEALTH LLC | 11,022 | $81.17万 | 0.02% | -321 | 减仓 |
| Trademark Financial Management, LLC | 10,321 | $76.01万 | 0.37% | -11,511 | 减仓 |
| CALTON & ASSOCIATES, INC. | 10,175 | $74.93万 | 0.11% | -321 | 减仓 |
| Dynamic Advisor Solutions LLC | 9,329 | $68.71万 | 0.02% | -87 | 减仓 |
| Diversified Portfolios, Inc. | 9,309 | $68.56万 | 0.06% | 0 | 不变 |
| Financial Plan, Inc. | 8,952 | $65.93万 | 0.07% | 1,746 | 加仓 |
| Steward Partners Investment Advisory, LLC | 7,992 | $58.86万 | 0.00% | -277 | 减仓 |
| HB Wealth Management, LLC | 7,395 | $54.46万 | 0.00% | -2,250 | 减仓 |
| Bank of New York Mellon Corp | 6,808 | $50.14万 | 0.00% | 6,808 | 新建仓 |
| Signature Resources Capital Management, LLC | 6,480 | $47.73万 | 0.23% | 0 | 不变 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,431 | $47.36万 | 0.00% | 1,041 | 重新持有 |
内部人交易（Form 4）
AVSD 董事、高管和大股东的最新买卖申报。专业版可看 🔒