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 TRAVMC
持有机构数
78
机构合计市值 (Q2 2026)
$3.34亿
机构合计股数 (Q2 2026)
415.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+114.8万股
60 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-80.2万股
12 · 2 清仓 · ≈
⚖️ 净额
+34.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.34亿
持有机构数
78
新买入
17
加仓
43
减仓
10
清仓
2
持股不变
8
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
Elwood & Goetz Wealth Advisory Group, LLC
5.24%5.14%#2$3,539.1万44.1万股$3,031.0万42.0万股+2.1万股+5.11%加仓
HighTower顾问HighTower Advisors, LLC
0.03%0.01%#39$3,298.1万41.1万股$865.7万12.0万股+29.1万股+242.94%加仓
Berger Financial Group, Inc
1.1%0.99%#8$2,162.9万27.0万股$1,764.0万24.4万股+2.5万股+10.37%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#55$1,990.7万24.8万股$882.1万12.2万股+12.6万股+103.15%加仓
Tarbox Family Office, Inc.
2.76%1.88%#7$1,926.5万24.0万股$1,160.6万16.1万股+7.9万股+49.42%加仓
Wealth Management Partners, LLC
4.12%4.48%#4$1,751.8万21.8万股$1,568.7万21.7万股+1,130股+0.52%加仓
Networth Advisors, LLC
8.83%9.1%#1$1,519.2万18.9万股$1,287.9万17.8万股+1.1万股+6.19%加仓
美国世纪投资AMERICAN CENTURY COMPANIES INC
0.01%0.01%#53$1,507.1万18.8万股$1,152.6万16.0万股+2.8万股+17.70%加仓
CGN Advisors LLC
1.06%0.94%#9$1,451.3万18.1万股$1,195.3万16.5万股+1.5万股+9.30%加仓
Envision Financial Planning, LLC
3.74%3.7%#5$1,148.4万14.3万股$1,021.9万14.1万股+1,644股+1.16%加仓
AE财富管理AE Wealth Management LLC
0.05%0.04%#35$1,132.9万14.1万股$817.0万11.3万股+2.8万股+24.83%加仓
摩根士丹利MORGAN STANLEY
<0.01%#68$1,019.1万12.7万股$00股+12.7万股新买入
Tiller Private Wealth, Inc.
2.81%2.71%#6$896.4万11.2万股$762.4万10.6万股+6,171股+5.85%加仓
布利克利金融集团Bleakley Financial Group, LLC
0.1%0.03%#31$814.2万10.1万股$166.9万2.3万股+7.8万股+339.20%加仓
Independent Advisor Alliance
0.19%0.09%#24$812.2万10.1万股$836.9万11.6万股-1.5万股-12.65%减仓
Corient私人财富Corient Private Wealth LLC
0.01%#54$717.5万8.9万股$00股+8.9万股新买入
Mendota Financial Group, LLC
4.42%3.67%#3$713.5万8.9万股$494.9万6.9万股+2.0万股+29.79%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.11%0.12%#30$541.4万6.8万股$522.1万6.8万股+842股+1.24%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#47$414.6万5.2万股$376.8万5.2万股-501股-0.96%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#64$405.1万5.0万股$349.3万4.8万股+2,128股+4.40%加仓
&Partners&PARTNERS
0.02%0.02%#43$402.8万5.0万股$347.8万4.8万股+1,803股+3.75%加仓
LexAurum Advisors, LLC
0.44%0.41%#18$384.8万4.8万股$313.8万4.3万股+4,512股+10.39%加仓
美国商务银行COMMERCE BANK
0.01%0.01%#44$339.5万4.2万股$126.9万1.8万股+2.5万股+140.79%加仓
CFS Investment Advisory Services, LLC
0.21%0.2%#22$309.7万3.9万股$291.1万3.8万股+1,073股+2.84%加仓
HB财富管理HB Wealth Management, LLC
0.01%0.02%#45$262.6万3.3万股$246.2万3.4万股-1,348股-3.96%减仓
Balance Wealth Partners LLC
0.69%0.44%#11$257.8万3.2万股$140.9万2.0万股+1.3万股+64.64%加仓
Quad-Cities Investment Group, LLC
0.82%0.71%#10$227.7万2.8万股$177.3万2.5万股+3,833股+15.62%加仓
Gradient Capital Advisors, LLC
0.5%0.43%#14$216.7万2.7万股$164.5万2.3万股+4,231股+18.58%加仓
顶峰金融Summit Financial, LLC
0.02%0.02%#41$209.9万2.6万股$183.3万2.5万股+774股+3.05%加仓
ENDEAVOR PRIVATE WEALTH, INC.
0.5%0.53%#13$206.6万2.6万股$183.7万2.5万股+320股+1.26%加仓
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.13%0.03%#27$194.2万2.4万股$26.8万3,715股+2.0万股+551.49%加仓
Plancorp, LLC
0.04%0.03%#38$143.7万1.8万股$122.4万1.6万股+1,730股+10.57%加仓
Jacobi Capital Management LLC
0.07%0.07%#33$137.3万1.7万股$118.5万1.6万股+710股+4.33%加仓
WMG Financial Advisors, LLC
0.49%0.49%#17$130.8万1.6万股$117.8万1.6万股00.00%持仓不变
SRH ADVISORS, LLC
0.32%0.31%#20$126.8万1.6万股$108.5万1.5万股+776股+5.17%加仓
Canvas Wealth Advisors, LLC
0.17%0.1%#26$125.1万1.6万股$56.6万7,839股+7,746股+98.81%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#49$117.4万1.5万股$108.3万1.5万股-280股-1.88%减仓
Team Financial Group, LLC
0.49%0.14%#16$116.5万1.5万股$31.8万4,398股+1.0万股+230.06%加仓
FIDUCIARY FINANCIAL ADVISORS
0.11%#29$110.8万1.4万股$00股+1.4万股新买入
HTG Investment Advisors, Inc.
0.26%0.2%#21$102.0万1.3万股$70.9万9,821股+2,886股+29.39%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#74$100.3万1.2万股$73.7万1.0万股+2,289股+22.43%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#73$97.5万1.2万股$00股+1.2万股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#62$91.8万1.1万股$82.6万1.1万股00.00%持仓不变
Benjamin EdwardsBENJAMIN EDWARDS INC
0.01%#50$88.7万1.1万股$00股+1.1万股新买入
Madrid Wealth Management, LLC
0.56%0.79%#12$84.7万1.1万股$104.4万1.4万股-3,894股-26.94%减仓
GEN Financial Management, INC.
0.5%0.46%#15$83.3万1.0万股$74.4万1.0万股+77股+0.75%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#63$76.9万9,578股$63.9万8,847股+731股+8.26%加仓
FSA Advisors, Inc.
0.33%#19$72.5万9,033股$00股+9,033股新买入
Ameritas咨询服务Ameritas Advisory Services, LLC
0.01%#46$72.1万8,989股$00股+8,989股新买入
StrongBox Wealth, LLC
0.2%0.2%#23$69.6万8,669股$62.7万8,675股-6股-0.07%减仓

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