13FBOX
美国世纪ETF信托 · 13F 机构持仓分析
期权收益计算器 机构排行
A

美国世纪ETF信托

AMERICAN CENTY ETF TRAVUS
持有机构数
581
机构合计市值 (Q2 2026)
$117.99亿
机构合计股数 (Q2 2026)
9,229.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,022.9万股
310 · 57 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-210.4万股
194 · 28 清仓 · ≈
⚖️ 净额
+812.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$117.99亿
持有机构数
581
新买入
57
加仓
253
减仓
166
清仓
28
持股不变
105
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
HB财富管理HB Wealth Management, LLC
4.33%4.13%#79$7.72亿602.6万股$6.39亿574.5万股+28.2万股+4.90%加仓
美国世纪投资AMERICAN CENTURY COMPANIES INC
0.26%0.24%#266$5.83亿454.9万股$4.61亿414.3万股+40.6万股+9.81%加仓
Oak Root LLC
41.07%39.4%#1$3.72亿290.6万股$3.23亿290.6万股00.00%持仓不变
LPL金融LPL Financial LLC
0.07%0.07%#352$3.26亿254.2万股$2.66亿238.9万股+15.3万股+6.41%加仓
MASECO LLP
8.56%8.15%#40$3.05亿237.8万股$2.60亿233.8万股+3.9万股+1.68%加仓
附件咨询服务Annex Advisory Services, LLC
4.43%4.02%#77$2.59亿202.5万股$2.14亿192.9万股+9.6万股+4.99%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.06%0.05%#362$2.57亿200.9万股$2.04亿183.1万股+17.8万股+9.71%加仓
Focus Partners财富Focus Partners Wealth
0.26%0.26%#267$2.50亿195.5万股$2.33亿195.9万股-4,386股-0.22%减仓
五三银行FIFTH THIRD BANCORP
0.37%<0.01%#239$2.26亿176.4万股$8.9万801股+176.3万股+220,128.34%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
2.19%#121$2.26亿176.3万股$00股+176.3万股新买入
HighTower顾问HighTower Advisors, LLC
0.19%0.19%#285$2.01亿157.3万股$1.79亿161.3万股-4.0万股-2.48%减仓
Financial Plan, Inc.
17.36%16.61%#12$1.83亿142.8万股$1.55亿139.4万股+3.4万股+2.46%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.23%0.21%#274$1.81亿141.3万股$1.51亿135.4万股+5.9万股+4.34%加仓
Great Point Wealth Advisors, LLC
24.46%23.5%#8$1.51亿118.3万股$1.27亿114.5万股+3.8万股+3.30%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.67%0.64%#203$1.44亿112.6万股$1.21亿109.0万股+3.5万股+3.23%加仓
Corient私人财富Corient Private Wealth LLC
0.11%0.21%#323$1.41亿110.4万股$1.49亿133.8万股-23.4万股-17.49%减仓
Modera财富管理Modera Wealth Management, LLC
1.47%1.37%#145$1.38亿107.6万股$1.14亿102.8万股+4.9万股+4.73%加仓
TRAPHAGEN INVESTMENT ADVISORS LLC
9.29%9.49%#38$1.30亿101.6万股$1.17亿105.4万股-3.8万股-3.61%减仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#490$1.28亿99.9万股$1.16亿107.1万股-7.2万股-6.69%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.16%0.16%#294$1.26亿98.2万股$1.11亿99.4万股-1.2万股-1.23%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#402$1.24亿97.1万股$9,226.3万83.0万股+14.2万股+17.07%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#485$1.24亿96.7万股$9,730.0万87.5万股+9.2万股+10.54%加仓
Creative Planning财富管理Creative Planning
0.07%0.07%#355$1.20亿93.8万股$1.08亿96.9万股-3.1万股-3.23%减仓
PARK AVENUE SECURITIES LLC
0.73%0.7%#193$1.17亿91.5万股$8,968.7万80.7万股+10.8万股+13.40%加仓
Quantum Financial Advisors, LLC
10.11%10.95%#32$1.16亿90.8万股$9,763.2万87.8万股+2.9万股+3.35%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.02%0.02%#439$1.13亿87.9万股$8,691.6万78.2万股+9.8万股+12.48%加仓
RVW Wealth, LLC
6.97%6.95%#54$1.06亿82.6万股$8,922.8万80.3万股+2.4万股+2.98%加仓
Bridgewater Advisors Inc.
5.7%5.67%#62$1.05亿81.1万股$9,535.0万76.2万股+4.8万股+6.34%加仓
Cetera投资顾问Cetera Investment Advisers
0.1%0.07%#333$1.05亿81.7万股$6,435.9万57.9万股+23.8万股+41.06%加仓
Werba Rubin Papier Wealth Management
11.93%11.35%#24$9,827.9万76.7万股$8,152.9万73.3万股+3.4万股+4.64%加仓
Magnolia Private Wealth, LLC
27.64%8.16%#5$9,731.1万76.0万股$1,225.0万76.5万股-5,244股-0.69%减仓
McLean Asset Management Corp
12.67%14.42%#21$9,584.5万75.1万股$8,243.6万74.1万股+9,674股+1.30%加仓
B&D White Capital Company, LLC
9.4%10.07%#35$9,443.2万73.7万股$8,143.3万73.2万股+4,851股+0.66%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.05%0.05%#377$9,371.1万73.2万股$8,373.6万75.3万股-2.1万股-2.85%减仓
Simplicity Wealth,LLC
3.03%4.35%#107$8,994.3万70.2万股$7,669.5万69.0万股+1.2万股+1.80%加仓
BCR Wealth Strategies, LLC
24.8%24.36%#7$8,828.0万68.9万股$7,771.4万69.9万股-9,737股-1.39%减仓
Cresset资产管理Cresset Asset Management, LLC
0.31%0.31%#252$8,536.1万66.6万股$7,248.4万65.2万股+1.5万股+2.23%加仓
Savant资本Savant Capital, LLC
0.25%0.29%#269$8,390.3万65.5万股$5,999.1万54.0万股+11.5万股+21.40%加仓
SC&H Financial Advisors, Inc.
10.93%10.66%#28$8,242.5万64.4万股$7,068.7万63.6万股+7,752股+1.22%加仓
CALIBER WEALTH MANAGEMENT, LLC / KS
7.78%7.37%#47$8,053.4万62.9万股$6,731.1万60.5万股+2.3万股+3.86%加仓
Rockwood Wealth Management, LLC
4.9%4.89%#74$7,761.4万60.6万股$6,831.9万61.4万股-8,507股-1.38%减仓
McGlone Suttner Wealth Management, Inc.
7.95%7.69%#46$6,775.1万52.9万股$5,807.1万52.2万股+6,658股+1.27%加仓
Plancorp, LLC
1.64%1.74%#139$6,741.7万52.8万股$6,129.7万52.8万股-367股-0.07%减仓
ACCREDITED INVESTOR SERVICES, LLC
37.45%36.87%#2$6,628.1万51.7万股$5,742.9万51.7万股+961股+0.19%加仓
WMG Financial Advisors, LLC
24.44%23.26%#9$6,486.7万50.6万股$5,575.8万50.2万股+4,952股+0.99%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.54%0.53%#215$6,359.4万49.7万股$5,416.8万48.7万股+9,314股+1.91%加仓
CPC Advisors, LLC
8.51%8.86%#41$6,313.2万49.3万股$5,461.6万49.1万股+1,674股+0.34%加仓
梯度投资Gradient Investments LLC
0.85%0.62%#180$6,192.7万48.4万股$3,977.5万35.8万股+12.6万股+35.15%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.1%0.11%#331$6,002.2万47.1万股$5,097.7万45.5万股+1.6万股+3.56%加仓
RAFFA WEALTH MANAGEMENT, LLC
7.27%#50$5,770.7万45.1万股$00股+45.1万股新买入

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