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Avantis·U S · 13F 机构持仓分析
期权收益计算器 机构排行
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Avantis·U S

AVANTIS U SAVUV
持有机构数
1138
机构合计市值 (Q2 2026)
$205.24亿
机构合计股数 (Q2 2026)
1.61亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,809.9万股
723 · 152 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-511.2万股
380 · 64 清仓 · ≈
⚖️ 净额
+1,298.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$205.24亿
持有机构数
1138
新买入
152
加仓
571
减仓
316
清仓
64
持股不变
99
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
Creative Planning财富管理Creative Planning
1.58%1.51%#280$26.95亿2,160.3万股$22.31亿2,019.5万股+140.8万股+6.97%加仓
LPL金融LPL Financial LLC
0.22%0.19%#608$9.81亿786.4万股$7.21亿652.8万股+133.7万股+20.48%加仓
Focus Partners财富Focus Partners Wealth
0.84%0.82%#365$8.19亿656.3万股$7.37亿666.6万股-10.3万股-1.54%减仓
美国银行BANK OF AMERICA CORP /DE/
0.03%0.02%#909$4.32亿345.9万股$3.12亿282.4万股+63.6万股+22.51%加仓
摩根士丹利MORGAN STANLEY
0.02%0.02%#928$4.25亿340.8万股$2.74亿274.9万股+66.0万股+23.99%加仓
Roehl & Yi Investment Advisors, LLC
0.14%#686$4.00亿3,210股$00股+3,210股新买入
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.08%0.06%#779$3.86亿309.2万股$2.74亿248.0万股+61.2万股+24.67%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
3.17%2.76%#159$3.74亿300.0万股$2.74亿248.5万股+51.5万股+20.74%加仓
Mason Investment Advisory Services, Inc.
13.4%14.45%#9$3.52亿282.4万股$3.13亿283.3万股-9,009股-0.32%减仓
Truepoint, Inc.
6.91%7.08%#52$3.31亿265.4万股$3.17亿287.2万股-21.8万股-7.59%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.17%0.16%#648$3.26亿261.3万股$2.64亿239.3万股+22.0万股+9.20%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.07%0.07%#796$2.99亿239.9万股$2.76亿249.4万股-9.6万股-3.83%减仓
富国银行WELLS FARGO & COMPANY/MN
0.05%0.04%#855$2.85亿228.6万股$1.92亿174.2万股+54.4万股+31.20%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.07%0.05%#804$2.41亿192.9万股$1.64亿148.6万股+44.3万股+29.81%加仓
Waverly顾问Waverly Advisors, LLC
1.3%1.16%#304$2.25亿180.2万股$1.56亿141.0万股+39.1万股+27.75%加仓
瑞银集团UBS Group AG
0.03%0.02%#917$2.01亿160.8万股$1.60亿145.0万股+15.8万股+10.89%加仓
Plancorp, LLC
4.67%4.79%#97$1.92亿154.5万股$1.69亿146.9万股+7.6万股+5.15%加仓
HighTower顾问HighTower Advisors, LLC
0.17%0.17%#650$1.79亿143.3万股$1.56亿141.2万股+2.1万股+1.46%加仓
TCI Wealth Advisors, Inc.
7.5%7.11%#43$1.73亿138.9万股$1.34亿121.3万股+17.6万股+14.51%加仓
Unison Advisors LLC
11.62%11.13%#19$1.67亿133.6万股$1.47亿132.9万股+7,308股+0.55%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.19%0.22%#630$1.62亿130.1万股$1.51亿136.6万股-6.6万股-4.80%减仓
Evensky & Katz LLC
7.47%7.55%#44$1.45亿116.0万股$1.33亿120.1万股-4.1万股-3.40%减仓
Wealth Management Nebraska
12.61%#14$1.41亿113.3万股$00股+113.3万股新买入
Plante Moran Financial Advisors, LLC
6.49%<0.01%#62$1.40亿111.9万股$4.4万402股+111.9万股+278,286.32%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.66%0.67%#410$1.33亿106.4万股$1.20亿108.7万股-2.3万股-2.15%减仓
Cetera投资顾问Cetera Investment Advisers
0.12%0.09%#710$1.32亿106.1万股$8,347.6万75.6万股+30.5万股+40.34%加仓
美国世纪投资AMERICAN CENTURY COMPANIES INC
0.06%0.05%#828$1.29亿103.4万股$9,673.7万87.6万股+15.8万股+18.08%加仓
Alesco Advisors, LLC, An ESL Co
2.92%2.96%#175$1.27亿102.2万股$1.16亿105.2万股-3.0万股-2.83%减仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#1017$1.21亿96.9万股$9,396.4万86.8万股+10.1万股+11.67%加仓
Savant资本Savant Capital, LLC
0.35%0.51%#518$1.18亿94.9万股$1.06亿96.0万股-1.2万股-1.24%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.02%#950$1.15亿91.8万股$9,783.3万88.6万股+3.2万股+3.66%加仓
RW Investment Management LLC
9.89%9.78%#28$1.13亿90.3万股$1.01亿91.5万股-1.2万股-1.31%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.14%0.15%#685$1.11亿88.9万股$1.05亿95.2万股-6.3万股-6.61%减仓
Avantax Planning Partners, Inc.
2.68%2.62%#190$1.08亿86.4万股$9,528.8万86.3万股+1,890股+0.22%加仓
Beaird Harris Wealth Management, LLC
5.86%5.62%#70$9,355.6万75.0万股$8,263.6万74.8万股+1,854股+0.25%加仓
Foster Group, Inc.
2.27%2.31%#216$8,555.5万68.6万股$7,759.3万70.2万股-1.7万股-2.37%减仓
Private Advisor集团Private Advisor Group, LLC
0.39%0.09%#497$8,554.0万68.6万股$1,936.7万17.5万股+51.0万股+291.10%加仓
Cresset资产管理Cresset Asset Management, LLC
0.31%0.3%#536$8,516.8万68.3万股$6,890.7万62.4万股+5.9万股+9.44%加仓
Symmetry Partners, LLC
4.25%4.28%#115$8,332.2万66.8万股$7,484.7万67.8万股-9,673股-1.43%减仓
Moisand Fitzgerald Tamayo, LLC
7.7%7.51%#39$7,879.8万63.2万股$6,991.1万63.3万股-1,254股-0.20%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.61%0.58%#423$7,856.9万63.0万股$6,181.1万55.9万股+7.1万股+12.76%加仓
SATOVSKY ASSET MANAGEMENT LLC
12.3%12.09%#17$7,712.2万61.8万股$6,848.5万62.0万股-1,772股-0.29%减仓
PDS Planning, Inc
4.44%4.4%#106$7,672.1万61.5万股$6,665.3万60.3万股+1.2万股+1.92%加仓
Petersen Hastings Wealth Advisors Inc.
6.25%6.18%#67$7,452.1万59.7万股$6,748.4万61.1万股-1.4万股-2.22%减仓
Meredith Wealth Planning
17.33%17.72%#3$7,341.5万58.8万股$6,539.5万59.2万股-3,519股-0.59%减仓
Krilogy Financial LLC
2.12%2.1%#230$7,158.3万57.4万股$6,513.0万56.3万股+1.1万股+1.93%加仓
Corient私人财富Corient Private Wealth LLC
0.05%0.08%#839$6,983.0万56.0万股$5,609.5万53.3万股+2.7万股+5.09%加仓
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
4.08%3.87%#121$6,811.3万54.6万股$6,000.4万54.3万股+2,788股+0.51%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.33%0.33%#527$6,804.6万54.5万股$5,970.7万54.0万股+4,934股+0.91%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.03%0.02%#915$6,582.3万52.7万股$4,489.8万41.1万股+11.6万股+28.18%加仓

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