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AVANTIS INTL · 13F 机构持仓分析
期权收益计算器 机构排行

AVANTIS INTL

NGG
持有机构数
725
机构合计市值 (Q2 2026)
$146.20亿
机构合计股数 (Q2 2026)
1.64亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,585.8万股
477 · 90 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-708.5万股
197 · 32 清仓 · ≈
⚖️ 净额
+1,877.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$146.20亿
持有机构数
725
新买入
90
加仓
387
减仓
165
清仓
32
持股不变
83
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.16%0.15%#405$7.88亿883.1万股$6.37亿750.2万股+132.9万股+17.71%加仓
美国世纪投资AMERICAN CENTURY COMPANIES INC
0.24%0.22%#354$5.48亿613.9万股$4.27亿502.7万股+111.1万股+22.10%加仓
LPL金融LPL Financial LLC
0.11%0.1%#435$5.03亿563.4万股$3.62亿427.1万股+136.3万股+31.92%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.79%0.87%#230$4.79亿536.9万股$3.98亿468.0万股+69.0万股+14.74%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.11%0.11%#437$4.68亿524.9万股$4.17亿491.7万股+33.2万股+6.76%加仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
5.59%5.94%#52$4.59亿514.9万股$2.89亿340.8万股+174.2万股+51.11%加仓
美国银行BANK OF AMERICA CORP /DE/
0.03%0.02%#564$3.92亿439.8万股$3.40亿400.3万股+39.4万股+9.85%加仓
摩根士丹利MORGAN STANLEY
0.02%0.01%#573$3.91亿438.8万股$1.62亿204.9万股+233.9万股+114.14%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.06%0.01%#493$3.89亿435.7万股$6,835.6万80.6万股+355.1万股+440.73%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.2%0.18%#379$3.70亿414.8万股$3.00亿354.0万股+60.8万股+17.18%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.14%0.15%#411$2.91亿326.7万股$2.63亿309.6万股+17.1万股+5.53%加仓
Rockwood Wealth Management, LLC
17.85%18.27%#1$2.82亿316.6万股$2.55亿300.8万股+15.8万股+5.24%加仓
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
1.95%2.09%#153$2.60亿292.0万股$2.47亿291.0万股+9,943股+0.34%加仓
富国银行WELLS FARGO & COMPANY/MN
0.04%0.03%#531$2.57亿288.6万股$1.54亿181.7万股+106.9万股+58.84%加仓
HighTower顾问HighTower Advisors, LLC
0.23%0.24%#362$2.38亿267.4万股$2.23亿262.7万股+4.7万股+1.78%加仓
Corient私人财富Corient Private Wealth LLC
0.15%0.61%#407$2.03亿227.5万股$4.24亿499.9万股-272.4万股-54.49%减仓
MASECO LLP
5.04%5.21%#61$1.79亿200.8万股$1.66亿195.8万股+5.1万股+2.58%加仓
Advance Capital Management, Inc.
5.35%5.57%#56$1.65亿185.4万股$1.47亿173.2万股+12.2万股+7.02%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.04%0.04%#527$1.57亿175.5万股$1.28亿151.2万股+24.4万股+16.11%加仓
瑞银集团UBS Group AG
0.02%0.02%#579$1.54亿172.7万股$1.35亿158.8万股+13.9万股+8.77%加仓
HB财富管理HB Wealth Management, LLC
0.85%0.91%#226$1.51亿169.3万股$1.41亿166.5万股+2.8万股+1.70%加仓
现代财富管理Modern Wealth Management, LLC
1.64%1.19%#169$1.38亿154.2万股$6,969.8万80.9万股+73.3万股+90.63%加仓
附件咨询服务Annex Advisory Services, LLC
2.29%2.47%#138$1.34亿150.5万股$1.32亿155.6万股-5.1万股-3.29%减仓
梯度投资Gradient Investments LLC
1.78%1.86%#160$1.29亿144.6万股$1.20亿141.5万股+3.1万股+2.18%加仓
Oak Root LLC
14.05%14.76%#3$1.27亿142.7万股$1.21亿142.7万股00.00%持仓不变
五三银行FIFTH THIRD BANCORP
0.18%0.17%#387$1.13亿126.3万股$9,219.7万108.7万股+17.6万股+16.21%加仓
Waverly顾问Waverly Advisors, LLC
0.63%0.55%#247$1.09亿122.2万股$7,334.2万86.4万股+35.8万股+41.41%加仓
Financial Plan, Inc.
10.23%10.79%#14$1.08亿120.9万股$1.01亿118.6万股+2.3万股+1.91%加仓
Focus Partners财富Focus Partners Wealth
0.11%0.13%#439$1.05亿117.9万股$1.14亿129.0万股-11.1万股-8.61%减仓
GREENUP STREET WEALTH MANAGEMENT LLC
11.5%12.98%#8$9,445.7万105.9万股$9,217.8万108.6万股-2.8万股-2.54%减仓
平行顾问Parallel Advisors, LLC
1.42%1.41%#184$9,331.6万104.6万股$7,849.7万92.5万股+12.1万股+13.07%加仓
GW HENSSLER & ASSOCIATES LTD
4.09%4.02%#84$9,191.7万103.0万股$8,544.6万100.7万股+2.3万股+2.31%加仓
FIRST NATIONAL 信托FIRST NATIONAL TRUST CO
3.06%2.94%#108$9,006.6万101.0万股$8,629.4万101.7万股-7,419股-0.73%减仓
Diversified Portfolios, Inc.
6.43%6.5%#39$8,869.3万99.4万股$7,913.0万93.3万股+6.2万股+6.61%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.38%0.42%#292$8,263.2万92.6万股$7,927.1万93.4万股-7,992股-0.86%减仓
Werba Rubin Papier Wealth Management
9.49%9.87%#19$7,816.4万87.6万股$7,084.7万83.5万股+4.1万股+4.94%加仓
Plancorp, LLC
1.88%2.2%#156$7,700.3万86.3万股$7,733.5万86.5万股-1,985股-0.23%减仓
&Partners&PARTNERS
0.31%0.33%#315$7,658.2万85.9万股$6,751.9万79.4万股+6.5万股+8.13%加仓
Cerity合伙人Cerity Partners LLC
0.09%0.1%#456$7,553.2万84.7万股$7,275.0万85.7万股-1.1万股-1.25%减仓
Apella资本Apella Capital, LLC
1.05%1.02%#211$7,435.9万82.9万股$6,897.0万75.7万股+7.1万股+9.42%加仓
CORRECT CAPITAL WEALTH MANAGEMENT
12.45%12.64%#7$7,223.8万81.0万股$6,771.8万79.8万股+1.2万股+1.46%加仓
Simplicity Wealth,LLC
2.39%3.11%#133$7,097.6万79.6万股$5,496.1万64.8万股+14.8万股+22.83%加仓
Cambridge Investment Research Advisors, Inc.
0.16%0.13%#402$7,007.8万78.6万股$4,922.2万58.0万股+20.5万股+35.41%加仓
Savant资本Savant Capital, LLC
0.2%0.3%#374$6,902.4万77.4万股$6,112.9万72.1万股+5.3万股+7.40%加仓
ATWOOD & PALMER INC
3.67%3.67%#98$6,881.4万77.1万股$6,511.1万76.7万股+4,010股+0.52%加仓
JNBA Financial Advisors
5.2%5%#58$6,867.6万77.0万股$6,008.5万70.8万股+6.2万股+8.71%加仓
ESL Trust Services, LLC
11.38%12.12%#9$6,674.2万74.8万股$6,346.9万74.8万股+125股+0.02%加仓
HUB投资合伙人HUB Investment Partners, LLC
1.18%1.38%#200$6,571.5万73.7万股$5,780.4万68.1万股+5.5万股+8.13%加仓
Cresset资产管理Cresset Asset Management, LLC
0.23%0.25%#359$6,456.2万72.4万股$5,744.6万67.7万股+4.7万股+6.89%加仓
JSF Financial, LLC
10.09%11.17%#16$6,376.1万71.5万股$5,699.0万67.2万股+4.3万股+6.41%加仓

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