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 🔒

2026Q2 买入最多

Orgel Wealth Management, LLC新建仓$1,045.77万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$332.44万
FIDUCIARY FINANCIAL ADVISORS新建仓$184.79万
Freedom Day Solutions, LLC新建仓$177.33万
EP Wealth Advisors, LLC加仓$166.19万
COMMONWEALTH EQUITY SERVICES, LLC加仓$59.81万
LPL Financial LLC加仓$58.56万
Bridgewater Advisors Inc.新建仓$54.45万
Highland Financial Advisors, LLC加仓$53.52万
Accurate Wealth Management, LLC加仓$52.53万
PEAPACK GLADSTONE FINANCIAL CORP新建仓$49.10万
Focus Partners Advisor Solutions, LLC加仓$25.97万
MERCER GLOBAL ADVISORS INC /ADV加仓$22.01万
Mason & Associates Inc加仓$20.44万
HighTower Advisors, LLC加仓$14.45万
Farther Finance Advisors, LLC新建仓$12.84万
Dunhill Financial, LLC加仓$12.35万
Apollon Wealth Management, LLC加仓$12.33万
Tarbox Family Office, Inc.加仓$10.93万
ENVESTNET ASSET MANAGEMENT INC加仓$9.01万

2026Q2 卖出最多

CITADEL ADVISORS LLC减仓-$1,082.61万
Strategic Financial Planning, Inc.清仓-$626.33万
Corient Private Wealth LP减仓-$587.27万
OLD MISSION CAPITAL LLC减仓-$491.49万
JANE STREET GROUP, LLC重新持有-$175.11万
Trailhead Planners LLC减仓-$162.62万
Riverwater Partners LLC减仓-$100.66万
RAYMOND JAMES FINANCIAL INC减仓-$62.32万
Northland Capital Management LLC减仓-$39.98万
Asset Dedication, LLC减仓-$25.59万
Addison Advisors LLC减仓-$16.96万
Clarity Asset Management, Inc.清仓-$9.31万
WealthShield Partners, LLC清仓-$8.65万
Focus Partners Wealth减仓-$6.39万
LexAurum Advisors, LLC减仓-$6.33万
TCI Wealth Advisors, Inc.减仓-$2.80万
Burton Enright Welch减仓-$2.01万
ROYAL BANK OF CANADA重新持有-$1.81万
MB Generational Wealth, LLC减仓-$1.25万
ELEVATION WEALTH PARTNERS, LLC减仓-$1.06万

2026Q2 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 LLP436,282$3,569.87万1.00%911加仓
Focus Partners Wealth150,692$1,233.22万0.01%-781减仓
Orgel Wealth Management, LLC127,788$1,045.77万0.20%127,788新建仓
Riverwater Partners LLC120,275$984.28万2.92%-12,300减仓
HighTower Advisors, LLC67,902$555.69万0.01%1,766加仓
EP Wealth Advisors, LLC58,878$481.84万0.02%20,308加仓
OLD MISSION CAPITAL LLC47,772$390.95万0.06%-60,057减仓
COMMONWEALTH EQUITY SERVICES, LLC45,913$375.74万0.00%7,309加仓
Corient Private Wealth LP41,581$340.29万0.00%-71,761减仓
CITADEL ADVISORS LLC40,679$332.90万0.00%-132,289减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP40,623$332.44万0.00%40,623新建仓
MERCER GLOBAL ADVISORS INC /ADV39,004$319.20万0.00%2,690加仓
Highland Financial Advisors, LLC30,967$253.42万0.56%6,540加仓
JANE STREET GROUP, LLC27,718$226.83万0.00%-21,397重新持有
FIDUCIARY FINANCIAL ADVISORS22,581$184.79万0.19%22,581新建仓
Freedom Day Solutions, LLC21,669$177.33万0.39%21,669新建仓
Accurate Wealth Management, LLC21,222$169.20万0.16%6,589加仓
LPL Financial LLC20,117$164.63万0.00%7,156加仓
RAYMOND JAMES FINANCIAL INC19,697$161.19万0.00%-7,615减仓
Trailhead Planners LLC18,939$154.99万1.50%-19,871减仓
Mason & Associates Inc16,854$137.93万0.22%2,498加仓
Savant Capital, LLC13,892$113.68万0.00%366加仓
Burton Enright Welch11,335$92.76万0.11%-246减仓
Apollon Wealth Management, LLC10,030$82.08万0.01%1,507加仓
Greenspring Advisors, LLC9,156$74.93万0.04%0不变
Focus Partners Advisor Solutions, LLC9,056$74.11万0.01%3,173加仓
Northland Capital Management LLC8,873$72.62万0.39%-4,885减仓
Trellis Wealth Advisors LLC8,552$69.99万0.24%2加仓
Vestment Financial LLC8,098$64.39万0.29%306加仓
ENVESTNET ASSET MANAGEMENT INC7,547$61.76万0.00%1,101加仓
Tarbox Family Office, Inc.7,441$60.89万0.09%1,336加仓
Walkner Condon Financial Advisors LLC7,352$60.17万0.07%297加仓
Asset Dedication, LLC7,072$57.87万0.04%-3,127减仓
LexAurum Advisors, LLC6,797$55.62万0.06%-774减仓
Dunhill Financial, LLC6,796$55.57万0.11%1,510加仓
Team Hewins, LLC6,755$55.28万0.15%-36减仓
Bridgewater Advisors Inc.7,181$54.45万0.03%7,181新建仓
MB Generational Wealth, LLC6,208$50.80万0.25%-153减仓
Level Financial Advisors6,174$50.52万0.11%2加仓
PEAPACK GLADSTONE FINANCIAL CORP6,000$49.10万0.01%6,000新建仓
Leonard Rickey Investment Advisors P.L.L.C.5,840$47.79万0.08%208加仓
Plancorp, LLC5,755$44.26万0.01%0不变
CURIO WEALTH, LLC5,088$41.64万0.13%-88减仓
HB Wealth Management, LLC4,987$40.82万0.00%0不变
AXXCESS WEALTH MANAGEMENT, LLC4,623$37.83万0.01%18重新持有
Private Advisor Group, LLC4,487$36.72万0.00%131加仓
Cambridge Financial Group, LLC4,101$33.56万0.11%0不变
TRUIST FINANCIAL CORP4,095$33.51万0.00%113加仓
ABLE Financial Group, LLC3,927$32.14万0.05%-18减仓
Kelman-Lazarov, Inc.3,621$29.63万0.04%-97减仓

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