13F 机构持仓

AVSU AMERICAN CENTY ETF TR

AVANTIS RESPON U

持有机构数902026Q2
26Q126Q2
机构合计持股(股)3,461,2892026Q2
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
2026Q2903,461,289$3.06亿 1130333-$3,095.67万
2026Q1823,817,464$2.83亿 732250$7,505.89万
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$9,559.17万
EP Wealth Advisors, LLC新建仓$278.08万
MERCER GLOBAL ADVISORS INC /ADV加仓$232.95万
COMMONWEALTH EQUITY SERVICES, LLC加仓$183.70万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$178.04万
Modern Wealth Management, LLC加仓$123.72万
Highland Financial Advisors, LLC加仓$105.65万
MORGAN STANLEY加仓$97.94万
Beacon Pointe Advisors, LLC新建仓$70.97万
HighTower Advisors, LLC加仓$38.98万
Indivisible Partners新建仓$27.09万
GOLDMAN SACHS GROUP INC新建仓$22.97万
Hill Investment Group Partners, LLC加仓$22.46万
ENVESTNET ASSET MANAGEMENT INC加仓$20.84万
TRUIST FINANCIAL CORP加仓$19.19万
Vestment Financial LLC加仓$18.59万
BFSG, LLC加仓$15.65万
Trailhead Planners LLC加仓$12.23万
Kelman-Lazarov, Inc.加仓$11.25万
Greenspring Advisors, LLC加仓$7.48万

2026Q1 卖出最多

Clarity Asset Management, Inc.减仓-$2,146.36万
Corient Private Wealth LP减仓-$710.39万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$218.33万
CITADEL ADVISORS LLC减仓-$160.03万
Mariner, LLC减仓-$58.08万
Henrickson Nauta Wealth Advisors, Inc.减仓-$45.03万
Waverly Advisors, LLC减仓-$35.55万
HB Wealth Management, LLC减仓-$29.89万
Northland Capital Management LLC减仓-$29.56万
Kestra Advisory Services, LLC减仓-$29.16万
LPL Financial LLC减仓-$21.35万
QUARRY HILL ADVISORS, LLC减仓-$19.66万
Torren Management, LLC减仓-$16.52万
Cetera Investment Advisers减仓-$10.38万
Trellis Wealth Advisors LLC减仓-$9.68万
Orion Porfolio Solutions, LLC减仓-$7.06万
Wealth Enhancement Trust Services, Inc.减仓-$6.45万
JOURNEY STRATEGIC WEALTH LLC减仓-$5.77万
Werba Rubin Papier Wealth Management重新持有-$3.96万
Austin Asset Management Co Inc减仓-$2.66万

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 LLP1,292,915$9,559.17万3.00%1,292,915新建仓
Focus Partners Wealth351,223$2,596.42万0.03%0不变
MERCER GLOBAL ADVISORS INC /ADV184,748$1,365.75万0.02%31,512加仓
Highland Financial Advisors, LLC151,038$1,116.55万2.95%14,292加仓
COMMONWEALTH EQUITY SERVICES, LLC139,975$1,034.77万0.01%24,850加仓
LPL Financial LLC132,029$976.02万0.00%-2,888减仓
Clarity Asset Management, Inc.128,901$952.97万4.82%-290,323减仓
Waverly Advisors, LLC128,440$949.49万0.07%-4,809减仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC124,415$929.50万0.02%-29,224减仓
Trailhead Planners LLC109,404$808.77万7.76%1,655加仓
Corient Private Wealth LP95,601$706.73万0.01%-96,097减仓
Northland Capital Management LLC71,851$531.16万2.90%-3,999减仓
AlTi Global, Inc.50,529$373.53万0.08%0不变
SUSQUEHANNA INTERNATIONAL GROUP, LLP44,764$330.92万0.00%24,084加仓
Greenspring Advisors, LLC43,195$319.32万0.19%1,012加仓
Mariner, LLC38,603$285.38万0.00%-7,856减仓
EP Wealth Advisors, LLC37,617$278.08万0.01%37,617新建仓
HighTower Advisors, LLC37,506$277.26万0.00%5,273加仓
ENVESTNET ASSET MANAGEMENT INC35,190$260.14万0.00%2,819加仓
AWM CAPITAL, LLC33,080$244.54万0.22%10加仓
Trellis Wealth Advisors LLC31,909$235.89万0.90%-1,310减仓
Vestment Financial LLC26,459$215.76万1.02%2,280加仓
TRUIST FINANCIAL CORP29,101$215.13万0.00%2,596加仓
Hill Investment Group Partners, LLC26,722$197.54万0.22%3,038加仓
Savant Capital, LLC25,342$187.34万0.01%-328减仓
BFSG, LLC21,730$160.64万0.15%2,117加仓
MORGAN STANLEY21,618$159.81万0.00%13,249加仓
Diversified Portfolios, Inc.21,393$158.15万0.13%0不变
Modern Wealth Management, LLC21,006$156.81万0.03%16,573加仓
HB Wealth Management, LLC21,130$156.21万0.01%-4,043减仓
Kelman-Lazarov, Inc.21,059$155.68万0.22%1,522加仓
Burton Enright Welch19,366$143.16万0.19%711加仓
Orion Porfolio Solutions, LLC19,067$140.95万0.01%-955减仓
VISTA CAPITAL PARTNERS, INC.18,216$134.66万0.03%0不变
Bridgewater Advisors Inc.15,590$132.30万0.08%88加仓
Financial Plan, Inc.14,204$105.00万0.11%324加仓
JOURNEY STRATEGIC WEALTH LLC12,507$92.46万0.02%-781减仓
FMB WEALTH MANAGEMENT11,581$85.61万0.35%318加仓
ABLE Financial Group, LLC11,416$84.39万0.17%-11减仓
Focus Partners Advisor Solutions, LLC10,920$80.73万0.01%-54减仓
LexAurum Advisors, LLC9,912$73.28万0.10%——
Beacon Pointe Advisors, LLC9,600$70.97万0.00%9,600新建仓
Orion Capital Management LLC9,221$68.17万0.23%65加仓
EnRich Financial Partners LLC9,065$67.01万0.18%-147减仓
Oak Wealth Advisors LLC8,635$63.83万0.35%0不变
Signature Resources Capital Management, LLC8,420$62.24万0.29%0不变
QUARRY HILL ADVISORS, LLC7,606$62.06万0.26%-2,410减仓
North Ridge Wealth Advisors, Inc.7,868$58.16万0.33%0不变
Trademark Financial Management, LLC6,658$49.22万0.24%-321减仓
Henrickson Nauta Wealth Advisors, Inc.6,091$45.03万0.13%-6,091减仓

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