AVUV AMERICAN CENTY ETF TR
US SML CP VALU
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 | 1,138 | 162,419,428 | $202.53亿 | 111 | 589 | 319 | 45 | $17.87亿 |
| 2026Q1 | 1,059 | 149,146,344 | $164.76亿 | 112 | 554 | 269 | 34 | $11.46亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Creative Planning | 加仓 | $1.49亿 |
| LPL Financial LLC | 加仓 | $1.16亿 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $5,245.37万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $4,442.13万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $3,957.29万 |
| Independent Advisor Alliance | 加仓 | $3,862.46万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $3,650.16万 |
| MORGAN STANLEY | 加仓 | $3,489.30万 |
| 3EDGE Asset Management, LP | 新建仓 | $3,458.10万 |
| Savvy Advisors, Inc. | 加仓 | $3,453.83万 |
| Savant Capital, LLC | 加仓 | $2,139.61万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $2,013.95万 |
| UBS Group AG | 加仓 | $1,904.11万 |
| Wheelhouse Advisory Group LLC | 新建仓 | $1,809.81万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,725.74万 |
| HHM Wealth Advisors, LLC | 新建仓 | $1,661.79万 |
| Foundations Investment Advisors, LLC | 加仓 | $1,461.07万 |
| L2 Asset Management, LLC | 加仓 | $1,444.16万 |
| Capital Advisors Wealth Management, LLC | 新建仓 | $1,406.35万 |
| Gateway Wealth Partners, LLC | 加仓 | $1,371.04万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$5,305.72万 |
| Prime Capital Investment Advisors, LLC | 减仓 | -$3,184.77万 |
| McMill Wealth Management | 清仓 | -$2,876.83万 |
| OXFORD FINANCIAL GROUP, LTD. LLC | 减仓 | -$1,166.25万 |
| Henrickson Nauta Wealth Advisors, Inc. | 减仓 | -$1,161.95万 |
| SEVEN MILE ADVISORY | 清仓 | -$1,084.93万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$945.87万 |
| Klaas Financial Asset Advisors, LLC | 减仓 | -$928.28万 |
| Onyx Bridge Wealth Group LLC | 减仓 | -$644.71万 |
| TIAA TRUST, NATIONAL ASSOCIATION | 减仓 | -$510.67万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$491.49万 |
| FIRST CITIZENS BANK & TRUST CO | 减仓 | -$470.71万 |
| Family Investment Center, Inc. | 减仓 | -$445.97万 |
| Intelligence Driven Advisers, LLC | 减仓 | -$375.07万 |
| High Probability Advisors, LLC | 减仓 | -$335.20万 |
| Foundry Financial Group, Inc. | 减仓 | -$330.51万 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 清仓 | -$327.55万 |
| Modern Wealth Management, LLC | 减仓 | -$288.68万 |
| Foster Group, Inc. | 减仓 | -$273.77万 |
| Investor's Fiduciary Advisor Network, LLC | 清仓 | -$273.10万 |
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 |
|---|---|---|---|---|---|
| Creative Planning | 20,195,491 | $22.31亿 | 1.51% | 1,350,729 | 加仓 |
| Focus Partners Wealth | 6,665,990 | $7.37亿 | 0.82% | 123,961 | 加仓 |
| LPL Financial LLC | 6,527,850 | $7.21亿 | 0.19% | 1,052,611 | 加仓 |
| MORGAN STANLEY | 3,300,915 | $3.65亿 | 0.02% | 315,859 | 加仓 |
| Truepoint, Inc. | 2,871,933 | $3.17亿 | 7.07% | 24,783 | 加仓 |
| Mason Investment Advisory Services, Inc. | 2,833,098 | $3.13亿 | 14.45% | -11,740 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 2,823,632 | $3.12亿 | 0.02% | 330,421 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,494,305 | $2.76亿 | 0.07% | 156,218 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 2,484,516 | $2.74亿 | 2.76% | 475,137 | 加仓 |
| AMERIPRISE FINANCIAL INC | 2,480,157 | $2.74亿 | 0.06% | 402,128 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,392,956 | $2.64亿 | 0.16% | 79,764 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,742,086 | $1.92亿 | 0.04% | 358,223 | 加仓 |
| Plancorp, LLC | 1,469,326 | $1.69亿 | 4.77% | 109,142 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,486,333 | $1.64亿 | 0.05% | 182,307 | 加仓 |
| UBS Group AG | 1,449,790 | $1.60亿 | 0.02% | 172,364 | 加仓 |
| HighTower Advisors, LLC | 1,412,354 | $1.56亿 | 0.17% | 94,340 | 加仓 |
| Waverly Advisors, LLC | 1,410,331 | $1.56亿 | 1.16% | 97,783 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,366,089 | $1.51亿 | 0.22% | 27,740 | 加仓 |
| Unison Advisors LLC | 1,328,533 | $1.47亿 | 11.13% | 14,894 | 加仓 |
| TCI Wealth Advisors, Inc. | 1,212,762 | $1.34亿 | 7.11% | 67,767 | 加仓 |
| Evensky & Katz LLC | 1,200,901 | $1.33亿 | 7.55% | -24,065 | 减仓 |
| Sequoia Financial Advisors, LLC | 1,087,142 | $1.20亿 | 0.67% | 72,849 | 加仓 |
| Alesco Advisors, LLC, An ESL Co | 1,051,667 | $1.16亿 | 2.96% | -21,057 | 减仓 |
| Savant Capital, LLC | 960,379 | $1.06亿 | 0.51% | 193,682 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 952,248 | $1.05亿 | 0.15% | 51,528 | 加仓 |
| RW Investment Management LLC | 914,627 | $1.01亿 | 9.78% | — | — |
| ROYAL BANK OF CANADA | 885,613 | $9,783.30万 | 0.02% | 87,371 | 加仓 |
| AMERICAN CENTURY COMPANIES INC | 875,683 | $9,673.67万 | 0.05% | 80,034 | 加仓 |
| Avantax Planning Partners, Inc. | 862,566 | $9,528.77万 | 2.62% | 3,795 | 加仓 |
| JPMORGAN CHASE & CO | 867,864 | $9,396.37万 | 0.01% | 19,248 | 加仓 |
| Cetera Investment Advisers | 755,647 | $8,347.63万 | 0.09% | 96,966 | 加仓 |
| Beaird Harris Wealth Management, LLC | 748,037 | $8,263.57万 | 5.62% | 10,711 | 加仓 |
| Foster Group, Inc. | 702,392 | $7,759.33万 | 2.31% | -24,782 | 减仓 |
| Symmetry Partners, LLC | 677,534 | $7,484.72万 | 4.28% | 14,740 | 加仓 |
| Moisand Fitzgerald Tamayo, LLC | 632,849 | $6,991.09万 | 7.51% | -12,698 | 减仓 |
| Cresset Asset Management, LLC | 623,763 | $6,890.71万 | 0.30% | -16,174 | 减仓 |
| SATOVSKY ASSET MANAGEMENT LLC | 619,938 | $6,848.45万 | 12.09% | 102 | 加仓 |
| Petersen Hastings Wealth Advisors Inc. | 610,884 | $6,748.44万 | 6.18% | 14,431 | 加仓 |
| PDS Planning, Inc | 603,359 | $6,665.30万 | 4.40% | 1,440 | 加仓 |
| Meredith Wealth Planning | 591,966 | $6,539.45万 | 17.72% | 8,399 | 加仓 |
| Krilogy Financial LLC | 562,877 | $6,513.05万 | 2.07% | -9,834 | 减仓 |
| OXFORD FINANCIAL GROUP, LTD. LLC | 563,090 | $6,220.46万 | 3.35% | -105,572 | 减仓 |
| Farther Finance Advisors, LLC | 558,513 | $6,181.06万 | 0.58% | 113,595 | 加仓 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 543,168 | $6,000.38万 | 3.87% | -2,558 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 540,480 | $5,970.69万 | 0.33% | -44,491 | 减仓 |
| Corient Private Wealth LP | 532,605 | $5,609.49万 | 0.08% | -503,763 | 减仓 |
| Mariner, LLC | 499,530 | $5,518.31万 | 0.06% | 109,108 | 加仓 |
| Burton Enright Welch | 487,601 | $5,386.53万 | 7.32% | 14,502 | 加仓 |
| PNC Financial Services Group, Inc. | 470,834 | $5,201.31万 | 0.03% | 28,900 | 加仓 |
| Cornerstone Wealth Partners, LLC | 467,881 | $5,168.68万 | 29.32% | 61,671 | 加仓 |
内部人交易（Form 4）
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