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 TRAVSU
持有机构数
90
机构合计市值 (Q2 2026)
$3.06亿
机构合计股数 (Q2 2026)
346.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+22.4万股
46 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-56.1万股
37 · 6 清仓 · ≈
⚖️ 净额
-33.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.06亿
持有机构数
90
新买入
14
加仓
32
减仓
31
清仓
6
持股不变
13
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
MASECO LLP
3.25%3%#3$1.16亿130.5万股$9,559.2万129.3万股+1.3万股+0.97%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.02%0.02%#53$1,822.9万20.6万股$1,365.7万18.5万股+2.1万股+11.46%加仓
Highland Financial Advisors, LLC
3.41%2.95%#2$1,549.5万17.5万股$1,116.5万15.1万股+2.4万股+15.89%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.01%#57$1,214.8万13.7万股$1,034.8万14.0万股-2,746股-1.96%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#74$1,113.4万12.6万股$976.0万13.2万股-6,246股-4.73%减仓
Waverly顾问Waverly Advisors, LLC
0.06%0.07%#43$1,099.6万12.4万股$949.5万12.8万股-4,215股-3.28%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#56$1,090.4万12.3万股$929.5万12.4万股-1,120股-0.90%减仓
Focus Partners财富Focus Partners Wealth
0.01%0.03%#66$579.4万6.5万股$2,596.4万35.1万股-28.6万股-81.36%减仓
Freedom Day Solutions, LLC
1.24%#6$559.9万6.3万股$00股+6.3万股新买入
Clarity Asset Management, Inc.
2.74%4.82%#4$558.6万6.3万股$953.0万12.9万股-6.6万股-51.04%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%0.01%#68$493.3万5.6万股$706.7万9.6万股-4.0万股-41.71%减仓
Trailhead Planners LLC
4.46%7.76%#1$461.8万5.2万股$808.8万10.9万股-5.7万股-52.32%减仓
AlTi全球AlTi Global, Inc.
0.09%0.08%#36$447.3万5.1万股$373.5万5.1万股00.00%持仓不变
Northland Capital Management LLC
2.11%2.9%#5$391.2万4.4万股$531.2万7.2万股-2.8万股-38.50%减仓
Greenspring Advisors, LLC
0.21%0.19%#22$376.3万4.3万股$319.3万4.3万股-680股-1.57%减仓
EP财富顾问EP Wealth Advisors, LLC
0.01%0.01%#58$349.1万3.9万股$278.1万3.8万股+1,822股+4.84%加仓
MarinerMariner, LLC
<0.01%<0.01%#69$338.0万3.8万股$285.4万3.9万股-414股-1.07%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#79$335.1万3.8万股$260.1万3.5万股+2,661股+7.56%加仓
现代财富管理Modern Wealth Management, LLC
0.04%0.03%#48$298.9万3.4万股$156.8万2.1万股+1.3万股+60.72%加仓
AWM CAPITAL, LLC
0.23%0.22%#19$292.9万3.3万股$244.5万3.3万股+11股+0.03%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#72$285.6万3.2万股$277.3万3.8万股-5,244股-13.98%减仓
Trellis Wealth Advisors LLC
0.97%0.9%#8$282.5万3.2万股$235.9万3.2万股+3股+0.01%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#71$281.4万3.2万股$215.1万2.9万股+2,685股+9.23%加仓
Vestment Financial LLC
1.15%1.02%#7$255.5万2.9万股$215.8万2.6万股+2,584股+9.77%加仓
Hill Investment Group Partners, LLC
0.24%0.22%#18$236.3万2.7万股$197.5万2.7万股-33股-0.12%减仓
Savant资本Savant Capital, LLC
0.01%0.01%#65$207.5万2.3万股$187.3万2.5万股-1,899股-7.49%减仓
BFSG, LLC
0.17%0.15%#29$193.7万2.2万股$160.6万2.2万股+156股+0.72%加仓
Diversified Portfolios, Inc.
0.14%0.13%#31$189.4万2.1万股$158.1万2.1万股00.00%持仓不变
Kelman-Lazarov, Inc.
0.25%0.22%#17$187.5万2.1万股$155.7万2.1万股+128股+0.61%加仓
HB财富管理HB Wealth Management, LLC
0.01%0.01%#62$187.1万2.1万股$156.2万2.1万股+2股+0.01%加仓
FIDUCIARY FINANCIAL ADVISORS
0.19%#25$185.1万2.1万股$00股+2.1万股新买入
Burton Enright Welch
0.2%0.19%#24$169.4万1.9万股$143.2万1.9万股-231股-1.19%减仓
VISTA CAPITAL PARTNERS, INC.
0.02%0.04%#52$161.0万1.8万股$134.7万1.8万股-25股-0.14%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.01%0.01%#60$157.8万1.8万股$141.0万1.9万股-1,239股-6.50%减仓
Bridgewater Advisors Inc.
0.08%0.08%#38$143.6万1.6万股$132.3万1.6万股+600股+3.85%加仓
Financial Plan, Inc.
0.12%0.11%#33$126.1万1.4万股$105.0万1.4万股+45股+0.32%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#85$115.7万1.3万股$330.9万4.5万股-3.2万股-70.80%减仓
Passive Capital Management, LLC.
0.33%#11$103.5万1.4万股$00股+1.4万股新买入
FMB WEALTH MANAGEMENT
0.38%0.35%#9$102.5万1.2万股$85.6万1.2万股00.00%持仓不变
ABLE Financial Group, LLC
0.17%0.17%#30$98.7万1.1万股$84.4万1.1万股-265股-2.32%减仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.01%0.01%#63$95.5万1.1万股$80.7万1.1万股-132股-1.21%减仓
LexAurum Advisors, LLC
0.11%0.1%#35$94.1万1.1万股$73.3万9,912股+717股+7.23%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%<0.01%#67$85.0万9,600股$71.0万9,600股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#73$82.1万9,272股$28.2万3,813股+5,459股+143.17%加仓
Orion Capital Management LLC
0.25%0.23%#15$81.8万9,238股$68.2万9,221股+17股+0.18%加仓
EnRich Financial Partners LLC
0.18%0.18%#27$75.7万8,551股$67.0万9,065股-514股-5.67%减仓
Signature Resources Capital Management, LLC
0.29%0.29%#13$74.5万8,420股$62.2万8,420股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#87$74.1万8,369股$29.9万4,064股+4,305股+105.93%加仓
Oak Wealth Advisors LLC
0.32%0.35%#12$67.3万7,608股$63.8万8,635股-1,027股-11.89%减仓
QUARRY HILL ADVISORS, LLC
0.25%0.26%#16$64.4万7,271股$62.1万7,606股-335股-4.40%减仓

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