AVSF AMERICAN CENTY ETF TR
AVANTIS SHFXDINC
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 | 91 | 11,685,092 | $5.44亿 | 10 | 46 | 22 | 33 | -$8,513.20万 |
| 2026Q1 | 110 | 13,376,020 | $6.26亿 | 37 | 35 | 24 | 6 | $1.73亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| MASECO LLP | 新建仓 | $9,155.71万 |
| LPL Financial LLC | 加仓 | $3,481.95万 |
| CoreCap Advisors, LLC | 加仓 | $862.84万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $795.15万 |
| HERITAGE OAK WEALTH ADVISORS LLC | 新建仓 | $724.82万 |
| Atria Investments, Inc | 新建仓 | $649.88万 |
| Financial Plan, Inc. | 加仓 | $518.37万 |
| Allworth Financial LP | 重新持有 | $467.03万 |
| Werba Rubin Papier Wealth Management | 重新持有 | $328.18万 |
| RAYMOND JAMES FINANCIAL INC | 新建仓 | $307.24万 |
| Simplicity Wealth,LLC | 加仓 | $306.78万 |
| Global View Capital Management LLC | 新建仓 | $259.31万 |
| PARK AVENUE SECURITIES LLC | 重新持有 | $232.56万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $210.60万 |
| Concurrent Investment Advisors, LLC | 新建仓 | $203.99万 |
| Valued Wealth Advisors LLC | 加仓 | $202.98万 |
| Allodium Investment Consultants, LLC | 加仓 | $182.10万 |
| United Advisor Group, LLC | 新建仓 | $157.40万 |
| Balefire, LLC | 新建仓 | $136.71万 |
| Virtue Capital Management, LLC | 新建仓 | $126.84万 |
2026Q1 卖出最多
| Savant Capital, LLC | 减仓 | -$1,962.54万 |
| Wilkerson Advisory Group LLC | 减仓 | -$1,020.45万 |
| Corient Private Wealth LP | 减仓 | -$373.95万 |
| Pacific Life Fund Advisors LLC | 减仓 | -$230.08万 |
| ROYAL BANK OF CANADA | 减仓 | -$149.49万 |
| Creative Planning | 减仓 | -$79.42万 |
| WELLS FARGO & COMPANY/MN | 清仓 | -$77.41万 |
| ENDEAVOR PRIVATE WEALTH, INC. | 减仓 | -$32.27万 |
| AMERIPRISE FINANCIAL INC | 清仓 | -$30.74万 |
| Evanson Asset Management, LLC | 清仓 | -$29.26万 |
| CARDIFF PARK ADVISORS, LLC | 减仓 | -$28.85万 |
| AE Wealth Management LLC | 减仓 | -$26.97万 |
| BANK OF AMERICA CORP /DE/ | 清仓 | -$26.40万 |
| Trajan Wealth LLC | 减仓 | -$24.03万 |
| Factor Wealth Management LTD | 减仓 | -$16.71万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$16.11万 |
| Clearwater Capital Advisors, LLC | 减仓 | -$13.79万 |
| Mariner, LLC | 减仓 | -$9.69万 |
| PCG Wealth Advisors, LLC | 减仓 | -$7.13万 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 清仓 | -$4.71万 |
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 |
|---|---|---|---|---|---|
| MASECO LLP | 1,955,930 | $9,155.71万 | 2.87% | 1,955,930 | 新建仓 |
| Savant Capital, LLC | 1,764,025 | $8,255.64万 | 0.40% | -419,346 | 减仓 |
| Verus Financial Partners, Inc. | 1,355,906 | $6,343.94万 | 5.69% | 13,308 | 加仓 |
| LPL Financial LLC | 883,281 | $4,133.75万 | 0.01% | 744,007 | 加仓 |
| Financial Plan, Inc. | 851,252 | $3,983.86万 | 4.27% | 110,763 | 加仓 |
| Simplicity Wealth,LLC | 731,683 | $3,424.28万 | 1.94% | 65,552 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 658,767 | $3,083.03万 | 0.01% | 169,904 | 加仓 |
| Creative Planning | 399,433 | $1,869.35万 | 0.01% | -16,970 | 减仓 |
| Pacific Life Fund Advisors LLC | 312,408 | $1,462.07万 | 1.68% | -49,163 | 减仓 |
| PARK AVENUE SECURITIES LLC | 270,922 | $1,267.90万 | 0.10% | 49,693 | 重新持有 |
| CoreCap Advisors, LLC | 233,395 | $1,092.29万 | 0.37% | 184,368 | 加仓 |
| Mattern Wealth Management LLC | 205,258 | $960.61万 | 1.87% | 11,298 | 加仓 |
| Werba Rubin Papier Wealth Management | 202,236 | $946.46万 | 1.32% | 70,125 | 重新持有 |
| Ferguson Johnson Wealth Management Inc | 191,720 | $897.20万 | 7.28% | 12,618 | 加仓 |
| Allworth Financial LP | 180,922 | $846.71万 | 0.03% | 99,792 | 重新持有 |
| Fort Vancouver Investment Management, LLC | 177,514 | $830.77万 | 4.22% | 26,737 | 加仓 |
| Strategic Blueprint, LLC | 163,583 | $765.57万 | 0.45% | 3,811 | 加仓 |
| HERITAGE OAK WEALTH ADVISORS LLC | 154,877 | $724.82万 | 2.30% | 154,877 | 新建仓 |
| Atria Investments, Inc | 138,863 | $649.88万 | 0.07% | 138,863 | 新建仓 |
| AMERICAN CENTURY COMPANIES INC | 130,082 | $608.78万 | 0.00% | 10,967 | 加仓 |
| McCartney Wealth Management LLC | 93,028 | $435.37万 | 3.67% | 1,463 | 加仓 |
| Allodium Investment Consultants, LLC | 89,394 | $418.36万 | 2.00% | 38,910 | 加仓 |
| Plancorp, LLC | 85,675 | $400.19万 | 0.11% | 0 | 不变 |
| Corient Private Wealth LP | 83,429 | $390.45万 | 0.01% | -79,905 | 减仓 |
| Trajan Wealth LLC | 82,348 | $385.39万 | 0.16% | -5,134 | 减仓 |
| MAIMON WEALTH MANAGEMENT LTD. | 79,380 | $370.75万 | 3.25% | 5,200 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 74,212 | $347.31万 | 0.03% | 4,528 | 加仓 |
| ENDEAVOR PRIVATE WEALTH, INC. | 73,325 | $343.16万 | 0.98% | -6,895 | 减仓 |
| Networth Advisors, LLC | 68,271 | $319.51万 | 2.26% | 2,636 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 65,649 | $307.24万 | 0.00% | 65,649 | 新建仓 |
| B&D White Capital Company, LLC | 63,003 | $294.85万 | 0.36% | 2,723 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 62,229 | $291.23万 | 0.00% | 1,445 | 加仓 |
| Integrated Advisors Network LLC | 61,953 | $289.94万 | 0.15% | -865 | 减仓 |
| Arcadia Wealth Management, Inc. | 60,810 | $284.59万 | 1.54% | 11,168 | 加仓 |
| Navigoe, LLC | 59,698 | $279.30万 | 1.65% | 10,716 | 加仓 |
| Cogent Private Wealth, Inc. | 59,559 | $278.74万 | 2.01% | 21,704 | 加仓 |
| Global View Capital Management LLC | 55,409 | $259.31万 | 0.69% | 55,409 | 新建仓 |
| Valued Wealth Advisors LLC | 53,409 | $249.95万 | 1.01% | 43,373 | 加仓 |
| Pacific Asset Management, LLC | 52,440 | $245.42万 | 1.37% | 8,295 | 加仓 |
| McMill Wealth Management | 50,578 | $236.71万 | 0.57% | 3,182 | 加仓 |
| MML INVESTORS SERVICES, LLC | 49,565 | $231.97万 | 0.01% | -3,442 | 减仓 |
| Mariner, LLC | 46,634 | $218.25万 | 0.00% | -2,071 | 减仓 |
| Approach Retirement Advisors, LLC | 45,404 | $212.49万 | 1.77% | 113 | 加仓 |
| GOLDMAN SACHS GROUP INC | 44,999 | $210.60万 | 0.00% | 44,999 | 新建仓 |
| Concurrent Investment Advisors, LLC | 43,587 | $203.99万 | 0.02% | 43,587 | 新建仓 |
| Tillman Hartley LLC | 40,850 | $191.18万 | 0.48% | 0 | 不变 |
| Factor Wealth Management LTD | 35,936 | $168.18万 | 0.32% | -3,570 | 减仓 |
| AE Wealth Management LLC | 33,939 | $158.83万 | 0.01% | -5,762 | 减仓 |
| Eaton-Cambridge Inc. | 33,742 | $157.91万 | 0.49% | 0 | 不变 |
| United Advisor Group, LLC | 33,632 | $157.40万 | 0.19% | 33,632 | 新建仓 |
内部人交易（Form 4）
AVSF 董事、高管和大股东的最新买卖申报。专业版可看 🔒