13F 机构持仓

AVSE AMERICAN CENTY ETF TR

AVANTIS RESPONSI

持有机构数702026Q2
26Q126Q2
机构合计持股(股)1,645,9642026Q2
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
2026Q2701,645,964$1.35亿 926224-$1,008.41万
2026Q1641,917,607$1.18亿 724184$3,166.99万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

MASECO LLP新建仓$2,899.57万
CITADEL ADVISORS LLC加仓$700.80万
OLD MISSION CAPITAL LLC重新持有$634.21万
Strategic Financial Planning, Inc.新建仓$626.33万
EP Wealth Advisors, LLC加仓$231.03万
RAYMOND JAMES FINANCIAL INC加仓$157.04万
Accurate Wealth Management, LLC加仓$63.38万
Riverwater Partners LLC加仓$47.97万
Burton Enright Welch加仓$37.82万
Dunhill Financial, LLC加仓$35.08万
Private Advisor Group, LLC新建仓$29.00万
MERCER GLOBAL ADVISORS INC /ADV加仓$26.85万
Apollon Wealth Management, LLC加仓$11.60万
Highland Financial Advisors, LLC加仓$11.60万
Clarity Asset Management, Inc.新建仓$9.31万
ENVESTNET ASSET MANAGEMENT INC加仓$8.97万
LPL Financial LLC加仓$7.26万
Focus Partners Advisor Solutions, LLC加仓$4.90万
Level Financial Advisors加仓$3.71万
Trailhead Planners LLC加仓$3.46万

2026Q1 卖出最多

Northwest & Ethical Investments L.P.清仓-$1,453.72万
Corient Private Wealth LP减仓-$756.13万
AlTi Global, Inc.清仓-$54.79万
Trademark Financial Management, LLC减仓-$53.63万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$31.11万
HB Wealth Management, LLC减仓-$9.35万
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC清仓-$7.80万
Kestra Advisory Services, LLC清仓-$7.80万
MORGAN STANLEY减仓-$7.33万
Northland Capital Management LLC减仓-$3.57万
Trellis Wealth Advisors LLC减仓-$2.54万
MB Generational Wealth, LLC减仓-$2.31万
Walkner Condon Financial Advisors LLC减仓-$2.28万
Greenspring Advisors, LLC减仓-$1.95万
JOURNEY STRATEGIC WEALTH LLC减仓-$1.55万
Team Hewins, LLC减仓-$1.46万
Opes Wealth Management LLC减仓-$1.07万
TCI Wealth Advisors, Inc.减仓-$7,456
True Wealth Design, LLC减仓-$2,396
ABLE Financial Group, LLC减仓-$1,997

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
MASECO LLP435,371$2,899.57万0.91%435,371新建仓
CITADEL ADVISORS LLC172,968$1,151.42万0.00%105,275加仓
Focus Partners Wealth151,473$1,008.33万0.01%0不变
Riverwater Partners LLC132,575$882.53万2.94%7,206加仓
Corient Private Wealth LP113,342$754.50万0.01%-113,588减仓
OLD MISSION CAPITAL LLC107,829$717.80万0.11%95,271重新持有
Strategic Financial Planning, Inc.240,897$626.33万3.80%240,897新建仓
HighTower Advisors, LLC66,136$440.26万0.00%164加仓
Trailhead Planners LLC38,810$258.35万2.48%520加仓
COMMONWEALTH EQUITY SERVICES, LLC38,604$256.98万0.00%-4,673减仓
EP Wealth Advisors, LLC38,570$256.76万0.01%34,705加仓
MERCER GLOBAL ADVISORS INC /ADV36,314$241.74万0.00%4,033加仓
RAYMOND JAMES FINANCIAL INC27,312$181.81万0.00%23,590加仓
Highland Financial Advisors, LLC24,427$162.61万0.43%1,742加仓
Opes Wealth Management LLC22,212$147.86万0.24%-160减仓
Accurate Wealth Management, LLC14,633$104.61万0.13%8,866加仓
JOURNEY STRATEGIC WEALTH LLC15,587$103.76万0.03%-233减仓
Mason & Associates Inc14,356$92.42万0.18%469加仓
Northland Capital Management LLC13,758$91.59万0.50%-536减仓
Savant Capital, LLC13,526$90.04万0.00%0不变
LPL Financial LLC12,961$86.28万0.00%1,090加仓
Burton Enright Welch11,581$77.09万0.10%5,681加仓
Asset Dedication, LLC10,199$67.89万0.05%93加仓
Greenspring Advisors, LLC9,156$60.95万0.04%-293减仓
Vestment Financial LLC7,792$57.85万0.27%306加仓
Trellis Wealth Advisors LLC8,550$56.91万0.22%-382减仓
Apollon Wealth Management, LLC8,523$56.74万0.01%1,743加仓
LexAurum Advisors, LLC7,571$50.40万0.07%——
Walkner Condon Financial Advisors LLC7,055$46.96万0.06%-342减仓
Team Hewins, LLC6,791$45.20万0.13%-220减仓
ENVESTNET ASSET MANAGEMENT INC6,446$42.91万0.00%1,347加仓
MB Generational Wealth, LLC6,361$42.34万0.23%-347减仓
Plancorp, LLC5,755$41.14万0.01%0不变
Level Financial Advisors6,172$41.09万0.10%558加仓
Tarbox Family Office, Inc.6,105$40.64万0.07%-5减仓
Focus Partners Advisor Solutions, LLC5,883$39.16万0.00%736加仓
Leonard Rickey Investment Advisors P.L.L.C.5,632$37.49万0.06%83加仓
Dunhill Financial, LLC5,286$35.20万0.08%5,268加仓
CURIO WEALTH, LLC5,176$34.46万0.12%0不变
HB Wealth Management, LLC4,987$33.20万0.00%-1,404减仓
Private Advisor Group, LLC4,356$29.00万0.00%4,356新建仓
Cambridge Financial Group, LLC4,101$27.30万0.09%63重新持有
TRUIST FINANCIAL CORP3,982$26.51万0.00%296加仓
ABLE Financial Group, LLC3,945$26.26万0.05%-30减仓
Kelman-Lazarov, Inc.3,718$24.75万0.04%-14减仓
TCI Wealth Advisors, Inc.3,617$24.08万0.01%-112减仓
Addison Advisors LLC3,563$23.72万0.05%0不变
Financial Plan, Inc.3,166$21.08万0.02%0不变
Trademark Financial Management, LLC3,073$20.46万0.10%-8,056减仓
True Wealth Design, LLC2,546$16.95万0.05%-36减仓

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