13FBOX
AMERICAN CENTY ETF TR · 13F 机构持仓分析
期权收益计算器 机构排行
A

AMERICAN CENTY ETF TR

AVGV
持有机构数
31
机构合计市值 (Q2 2026)
$9,462.5万
机构合计股数 (Q2 2026)
111.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+19.4万股
22 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3.7万股
7 · 2 清仓 · ≈
⚖️ 净额
+15.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,462.5万
持有机构数
31
新买入
7
加仓
15
减仓
5
清仓
2
持股不变
4
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
Meredith Wealth Planning
12.3%11.23%#1$5,212.2万61.3万股$4,145.1万53.5万股+7.8万股+14.68%加仓
Paul R. Ried Financial Group, LLC
4.37%3.8%#2$1,000.6万11.8万股$817.5万10.5万股+1.2万股+11.63%加仓
B&D White Capital Company, LLC
0.43%0.49%#7$435.5万5.1万股$397.2万5.1万股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#20$328.4万3.8万股$294.2万3.8万股+731股+1.94%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#26$267.7万3.1万股$179.3万2.3万股+8,361股+36.15%加仓
McCartney Wealth Management LLC
1.89%1.86%#3$248.7万2.9万股$221.3万2.9万股+712股+2.49%加仓
FIG FINANCIAL ADVISORY SERVICES INC /ADV
1.46%#5$248.6万2.9万股$00股+2.9万股新买入
Evanson Financial, LLC
0.12%#11$240.3万2.8万股$00股+2.8万股新买入
M Wealth Management, LLC
1.8%1.76%#4$228.8万2.7万股$208.5万2.7万股+24股+0.09%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#25$198.3万2.3万股$178.6万2.3万股+288股+1.25%加仓
MAIMON WEALTH MANAGEMENT LTD.
1.04%#6$137.5万1.6万股$00股+1.6万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#27$132.4万1.6万股$190.5万2.5万股-9,005股-36.64%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#21$112.7万1.3万股$71.1万9,171股+4,084股+44.53%加仓
ENTREWEALTH, LLC
0.36%0.33%#9$96.1万1.1万股$74.1万9,562股+1,425股+14.90%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#24$91.8万1.1万股$41.3万5,328股+5,465股+102.57%加仓
Ridgeline Wealth, LLC
0.42%0.46%#8$71.8万8,445股$64.7万8,338股+107股+1.28%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#30$65.2万7,674股$60.8万8,040股-366股-4.55%减仓
Asset One Wealth Management LLC
0.06%0.05%#13$53.0万6,195股$49.2万6,020股+175股+2.91%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#29$47.3万5,565股$27.1万3,496股+2,069股+59.18%加仓
Empirical Finance, LLC
0.02%0.02%#15$44.7万5,260股$40.8万5,260股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#22$38.3万4,504股$34.8万4,458股+46股+1.03%加仓
Copper Harbor Investment Advisors, LLC
0.08%#12$38.2万4,490股$00股+4,490股新买入
Vawter Financial, Ltd.
0.13%0.14%#10$35.3万4,147股$33.6万4,338股-191股-4.40%减仓
Compound Planning, Inc.
0.01%0.01%#19$31.1万3,662股$28.5万3,669股-7股-0.19%减仓
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
0.01%0.01%#17$28.0万3,610股$28.1万3,845股-235股-6.11%减仓
Mosley Wealth Management
0.04%#14$11.4万1,345股$00股+1,345股新买入
Rialto Wealth Management, LLC
0.02%0.02%#16$9.0万1,062股$7.3万938股+124股+13.22%加仓
Allworth金融Allworth Financial LP
<0.01%#28$5.1万605股$00股+605股新买入
Orion Capital Management LLC
0.01%0.01%#18$2.7万315股$2.4万315股00.00%持仓不变
Moisand Fitzgerald Tamayo, LLC
<0.01%<0.01%#23$1.7万195股$1.5万195股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%#31$811股$00股+1股新买入

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