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 TRAVGE
持有机构数
157
机构合计市值 (Q2 2026)
$3.32亿
机构合计股数 (Q2 2026)
335.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+58.0万股
117 · 38 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-11.5万股
35 · 9 清仓 · ≈
⚖️ 净额
+46.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.32亿
持有机构数
157
新买入
38
加仓
79
减仓
26
清仓
9
持股不变
14
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
Meredith Wealth Planning
6.95%6.64%#1$2,945.8万29.7万股$2,452.2万27.9万股+1.9万股+6.69%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#81$2,521.0万25.4万股$2,021.5万23.0万股+2.5万股+10.77%加仓
Greenspring Advisors, LLC
0.91%0.93%#19$1,639.3万16.5万股$1,533.1万17.4万股-8,756股-5.03%减仓
GFG Capital, LLC
4.46%#3$1,621.3万16.4万股$00股+16.4万股新买入
Compass Ion Advisors, LLC
1.02%0.72%#16$1,177.8万11.9万股$758.7万8.6万股+3.3万股+37.88%加仓
BIP Wealth, LLC
0.33%0.39%#34$1,156.6万11.7万股$954.6万10.8万股+8,261股+7.62%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#119$1,073.0万10.8万股$953.0万10.8万股00.00%持仓不变
IEQ资本IEQ CAPITAL, LLC
0.05%0.04%#69$992.3万10.0万股$881.4万10.0万股00.00%持仓不变
Nova R Wealth, Inc.
2.77%2.74%#7$949.0万9.6万股$859.8万9.8万股-1,915股-1.96%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#128$934.1万9.4万股$789.1万9.0万股+4,603股+5.13%加仓
Index Fund Advisors, Inc.
0.36%0.34%#31$899.3万9.1万股$763.5万8.7万股+4,000股+4.61%加仓
Paragon Advisors, LLC
1.53%1.75%#12$729.3万7.4万股$648.5万7.4万股-78股-0.11%减仓
Pacific Asset Management, LLC
3.5%3.62%#4$713.4万7.2万股$647.5万7.4万股-1,579股-2.15%减仓
Intelligent Financial Strategies
3.08%2.97%#6$639.4万6.5万股$570.6万6.5万股-310股-0.48%减仓
FMB WEALTH MANAGEMENT
2.26%2.26%#9$615.1万6.2万股$545.7万6.2万股+73股+0.12%加仓
Frankly Finances, LLC
4.62%4.21%#2$584.3万5.9万股$443.6万5.2万股+7,319股+14.17%加仓
Sprinkle Financial Consultants LLC
2.23%2.31%#10$569.5万5.7万股$500.2万5.7万股+641股+1.13%加仓
Cogent Private Wealth, Inc.
3.21%2.06%#5$513.8万5.2万股$285.8万3.2万股+1.9万股+59.65%加仓
Cresset资产管理Cresset Asset Management, LLC
0.02%0.01%#94$511.5万5.2万股$183.4万2.1万股+3.1万股+147.70%加仓
Align Financial, LLC
2.41%2.23%#8$480.3万4.8万股$391.6万4.4万股+3,973股+8.93%加仓
Hutchens & Kramer Investment Management Group, LLC
1.27%0.85%#15$475.3万4.8万股$270.1万3.1万股+1.7万股+56.31%加仓
Werba Rubin Papier Wealth Management
0.55%0.46%#27$450.1万4.5万股$330.3万3.8万股+7,896股+21.04%加仓
B&D White Capital Company, LLC
0.43%0.48%#29$433.9万4.4万股$385.4万4.4万股00.00%持仓不变
Fermata Advisors, LLC
0.88%0.85%#20$433.2万4.4万股$379.3万4.3万股+622股+1.44%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#123$403.5万4.1万股$335.9万3.8万股+2,555股+6.69%加仓
ENTREWEALTH, LLC
1.45%1.42%#14$392.5万3.9万股$317.5万3.6万股+2,806股+7.78%加仓
Savant资本Savant Capital, LLC
0.01%#101$383.8万3.9万股$00股+3.9万股新买入
CreativeOne Wealth, LLC
0.08%0.07%#56$354.6万3.6万股$305.1万3.5万股+1,125股+3.25%加仓
Yardley Wealth Management LLC
1.52%1.51%#13$335.3万3.4万股$295.1万3.4万股+309股+0.92%加仓
SC&H Financial Advisors, Inc.
0.42%0.4%#30$319.6万3.2万股$265.7万3.0万股+2,060股+6.82%加仓
Evanson Financial, LLC
0.16%#45$318.3万3.2万股$00股+3.2万股新买入
Wilkerson Advisory Group LLC
0.97%0.97%#17$317.3万3.2万股$283.5万3.2万股-194股-0.60%减仓
Betterment智能投顾Betterment LLC
<0.01%<0.01%#115$288.5万2.9万股$255.8万2.9万股+54股+0.19%加仓
ARQ WEALTH ADVISORS, LLC
0.35%0.25%#32$285.4万2.9万股$139.7万1.6万股+1.3万股+81.34%加仓
Ridgeline Wealth, LLC
1.6%1.76%#11$273.7万2.8万股$245.9万2.8万股-319股-1.14%减仓
Magnolia Private Wealth, LLC
0.71%2.08%#23$250.0万2.5万股$311.5万3.5万股-1.0万股-28.71%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.06%0.06%#64$238.0万2.4万股$216.3万2.5万股-556股-2.26%减仓
Integrity Wealth Solutions LLC
0.76%0.6%#22$205.1万2.1万股$152.7万1.7万股+3,347股+19.30%加仓
CURIO WEALTH, LLC
0.6%0.56%#26$195.0万2.0万股$162.8万1.9万股+1,174股+6.35%加仓
Oceanside Advisors LLC
0.95%0.91%#18$187.5万1.9万股$159.1万1.8万股+847股+4.69%加仓
WMG Financial Advisors, LLC
0.68%0.71%#25$181.0万1.8万股$170.3万1.9万股-1,082股-5.59%减仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.01%0.02%#99$175.4万1.8万股$149.0万1.7万股+772股+4.56%加仓
Apella资本Apella Capital, LLC
0.02%0.02%#87$172.2万1.7万股$137.4万1.4万股+3,030股+20.94%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#129$158.7万1.6万股$142.6万1.6万股-192股-1.18%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%0.01%#110$145.7万1.5万股$120.2万1.4万股+1,040股+7.61%加仓
Modera财富管理Modera Wealth Management, LLC
0.02%0.01%#98$144.4万1.5万股$87.3万9,919股+4,650股+46.88%加仓
Avantax Planning Partners, Inc.
0.04%0.03%#77$143.3万1.4万股$112.3万1.3万股+1,703股+13.35%加仓
Financial Plan, Inc.
0.13%0.11%#47$141.9万1.4万股$103.2万1.2万股+2,596股+22.14%加仓
LAM GROUP, INC.
0.7%0.63%#24$141.0万1.4万股$114.3万1.3万股+1,235股+9.51%加仓
Plancorp, LLC
0.03%0.03%#79$130.7万1.3万股$102.4万1.1万股+2,150股+19.35%加仓

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