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 TRAVLC
持有机构数
114
机构合计市值 (Q2 2026)
$13.27亿
机构合计股数 (Q2 2026)
1,475.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+220.3万股
89 · 30 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-60.1万股
23 · 5 清仓 · ≈
⚖️ 净额
+160.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$13.27亿
持有机构数
114
新买入
30
加仓
59
减仓
18
清仓
5
持股不变
7
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
Oak Root LLC
19.94%22.24%#2$1.81亿200.9万股$1.82亿235.1万股-34.3万股-14.58%减仓
Hills Bank & Trust Co
4.31%4.46%#13$1.01亿112.6万股$9,219.0万118.9万股-6.3万股-5.29%减仓
Beaird Harris Wealth Management, LLC
4.74%3.93%#11$7,571.0万84.2万股$5,775.6万74.5万股+9.7万股+13.00%加仓
Pacific Life Fund Advisors LLC
7.32%7.13%#7$6,654.4万74.0万股$6,206.8万80.0万股-6.1万股-7.58%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.01%#73$6,357.2万70.7万股$4,880.6万62.9万股+7.7万股+12.29%加仓
GRIMES & Co 财富管理GRIMES & Co WEALTH MANAGEMENT, LLC
0.96%0.95%#28$4,439.0万49.3万股$3,442.9万44.4万股+4.9万股+11.15%加仓
Cypress Point Wealth Management, LLC
8.84%8.31%#4$4,343.9万48.3万股$3,857.1万49.7万股-1.5万股-2.92%减仓
PARK AVENUE SECURITIES LLC
0.27%0.26%#39$4,321.7万48.0万股$3,296.7万42.5万股+5.5万股+13.01%加仓
Ridgeline Wealth, LLC
23.72%24.98%#1$4,054.4万45.1万股$3,486.8万45.0万股+1,069股+0.24%加仓
LPL金融LPL Financial LLC
0.01%0.01%#80$3,803.4万42.3万股$3,461.2万44.6万股-2.4万股-5.27%减仓
Global Strategic Investment Solutions, LLC
3.31%1.65%#16$3,728.9万41.5万股$1,696.7万21.9万股+19.6万股+89.46%加仓
Simplicity Wealth,LLC
1.15%1.63%#24$3,421.8万38.0万股$2,880.4万37.1万股+8,945股+2.41%加仓
Well Done, LLC
4.4%3.87%#12$3,271.5万36.4万股$2,632.2万33.9万股+2.4万股+7.14%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#101$3,201.5万35.9万股$2,727.1万36.2万股-3,233股-0.89%减仓
Allworth金融Allworth Financial LP
0.12%0.08%#50$2,906.5万32.3万股$1,961.8万25.3万股+7.0万股+27.72%加仓
Networth Advisors, LLC
13.56%13.3%#3$2,333.1万25.9万股$1,881.9万24.3万股+1.7万股+6.88%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.21%0.02%#44$2,190.7万24.4万股$150.1万1.9万股+22.4万股+1,157.83%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.17%0.17%#46$2,067.8万23.0万股$1,753.8万22.6万股+3,713股+1.64%加仓
FAS Wealth Partners, Inc.
1.07%1.08%#27$2,056.9万22.9万股$1,735.7万22.4万股+4,829股+2.16%加仓
美国世纪投资AMERICAN CENTURY COMPANIES INC
0.01%#79$1,964.8万21.8万股$00股+21.8万股新买入
UPTICK PARTNERS, LLC
3.04%1.41%#19$1,951.8万21.7万股$708.1万9.1万股+12.6万股+137.62%加仓
Financial Insights, Inc.
5.03%#10$1,856.4万20.6万股$00股+20.6万股新买入
AE财富管理AE Wealth Management LLC
0.08%0.06%#55$1,621.5万18.0万股$1,167.9万15.1万股+3.0万股+19.69%加仓
Cresset资产管理Cresset Asset Management, LLC
0.06%0.05%#58$1,565.3万17.4万股$1,089.1万14.0万股+3.4万股+23.90%加仓
Buttonwood Financial Group, LLC
8.73%8.4%#6$1,527.4万17.0万股$1,365.6万17.6万股-6,310股-3.58%减仓
Prosperity Planning, Inc.
3.12%2.82%#17$1,361.6万15.1万股$1,114.3万14.4万股+7,662股+5.33%加仓
ARCADIA INVESTMENT ADVISORS LLC
5.52%5.21%#9$1,309.4万14.6万股$1,103.2万14.2万股+3,293股+2.31%加仓
Strategic Blueprint, LLC
0.65%0.64%#31$1,307.9万14.5万股$1,103.5万14.2万股+3,087股+2.17%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#74$1,221.7万13.6万股$1,048.8万13.5万股+557股+0.41%加仓
Western Reserve Capital Management, LLC
8.81%8.35%#5$1,187.9万13.2万股$1,017.3万13.1万股+866股+0.66%加仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.45%0.42%#33$1,152.2万12.8万股$940.6万12.1万股+6,801股+5.61%加仓
B&D White Capital Company, LLC
1.13%#26$1,139.0万12.7万股$00股+12.7万股新买入
Dogwood Wealth Management LLC
3.88%3.9%#14$984.1万10.9万股$898.4万11.6万股-6,462股-5.58%减仓
Mendota Financial Group, LLC
6.07%5.32%#8$979.2万10.9万股$718.3万9.3万股+1.6万股+17.52%加仓
Herold Advisors, Inc.
1.93%1.54%#21$977.6万10.9万股$702.5万9.1万股+1.8万股+19.93%加仓
Waterfront Wealth Inc.
1.46%0.63%#22$941.2万10.4万股$345.4万4.5万股+6.0万股+134.24%加仓
Haven Private, LLC
3.52%3.24%#15$925.0万10.3万股$744.8万9.6万股+6,783股+7.06%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#71$911.0万10.1万股$645.1万8.3万股+1.8万股+21.75%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.01%#87$847.4万9.4万股$00股+9.4万股新买入
CoreCap 顾问CoreCap Advisors, LLC
0.25%0.22%#41$846.4万9.4万股$632.6万8.2万股+1.3万股+15.34%加仓
Canvas Wealth Advisors, LLC
1.15%1.15%#25$826.6万9.2万股$678.1万8.7万股+4,449股+5.09%加仓
美国商务银行COMMERCE BANK
0.04%0.01%#64$820.8万9.1万股$136.5万1.8万股+7.4万股+418.29%加仓
ShankerValleau Wealth Advisors, Inc.
2.1%1.98%#20$797.7万8.9万股$703.7万9.1万股-2,070股-2.28%减仓
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
1.45%1.35%#23$758.3万8.4万股$648.1万8.4万股+727股+0.87%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#81$642.2万7.1万股$648.9万8.4万股-1.2万股-14.68%减仓
Private Wealth Asset Management, LLC
0.57%0.46%#32$592.4万6.6万股$433.5万5.6万股+9,631股+17.23%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#85$504.0万5.6万股$377.1万4.9万股+7,407股+15.23%加仓
BFI Wealth Solutions, LLC
3.1%1.52%#18$418.0万4.6万股$158.8万2.0万股+2.6万股+129.50%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.08%#53$401.7万4.5万股$00股+4.5万股新买入
Apella资本Apella Capital, LLC
0.06%#59$393.3万4.4万股$00股+4.4万股新买入

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