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 TRAVMV
持有机构数
90
机构合计市值 (Q2 2026)
$5.51亿
机构合计股数 (Q2 2026)
684.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+110.7万股
66 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8.6万股
15 · 6 清仓 · ≈
⚖️ 净额
+102.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.51亿
持有机构数
90
新买入
19
加仓
47
减仓
9
清仓
6
持股不变
15
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
Evensky & Katz LLC
3.14%3.11%#7$6,070.7万75.4万股$5,467.0万73.7万股+1.7万股+2.28%加仓
ENZI WEALTH
18.26%17.43%#1$5,765.9万71.6万股$5,022.1万67.7万股+3.9万股+5.74%加仓
美国世纪投资AMERICAN CENTURY COMPANIES INC
0.02%0.02%#46$4,395.6万54.6万股$3,262.1万44.0万股+10.6万股+24.11%加仓
ECLECTIC ASSOCIATES INC /ADV
4.46%4.02%#3$3,915.7万48.6万股$3,025.0万40.8万股+7.8万股+19.22%加仓
Moisand Fitzgerald Tamayo, LLC
3.57%3.55%#5$3,652.1万45.3万股$3,299.0万44.5万股+8,755股+1.97%加仓
Three Arch Wealth Management LLC
4.96%5.12%#2$3,230.8万40.1万股$2,844.9万38.4万股+1.8万股+4.60%加仓
Falcon Wealth Planning
1.66%1.61%#12$2,632.9万32.7万股$2,361.6万31.8万股+8,567股+2.69%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#54$2,382.3万29.6万股$1,711.9万23.1万股+6.5万股+28.18%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#63$1,816.3万22.6万股$882.1万11.9万股+10.7万股+89.65%加仓
美国商务银行COMMERCE BANK
0.07%0.04%#35$1,626.8万20.2万股$917.0万12.4万股+7.8万股+63.41%加仓
FINANCIAL MANAGEMENT NETWORK INC
2.19%1.72%#10$1,527.6万18.9万股$1,124.9万14.7万股+4.1万股+28.08%加仓
Family Investment Center, Inc.
2.31%2.3%#9$1,393.1万17.3万股$1,193.7万16.1万股+1.2万股+7.49%加仓
Prosperity Planning, Inc.
2.9%2.74%#8$1,265.3万15.7万股$1,080.9万14.6万股+1.1万股+7.82%加仓
摩根士丹利MORGAN STANLEY
<0.01%#80$1,106.9万13.7万股$00股+13.7万股新买入
WMG Financial Advisors, LLC
4.14%4.29%#4$1,099.6万13.7万股$1,027.3万13.8万股-1,950股-1.41%减仓
IHT 财富管理IHT Wealth Management, LLC
0.21%0.21%#30$966.0万12.0万股$884.2万11.9万股+746股+0.63%加仓
Corient私人财富Corient Private Wealth LLC
0.01%0.01%#58$906.4万11.3万股$455.5万6.1万股+5.1万股+83.26%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#62$903.3万11.2万股$531.6万7.2万股+4.0万股+56.51%加仓
Rialto Wealth Management, LLC
1.65%1.64%#13$834.1万10.4万股$731.8万9.9万股+4,918股+4.99%加仓
Quadcap Wealth Management, LLC
0.79%0.83%#17$810.7万10.1万股$731.8万9.9万股+2,008股+2.04%加仓
B&D White Capital Company, LLC
0.78%1.01%#18$780.6万9.7万股$819.6万11.0万股-1.4万股-12.28%减仓
Team Financial Group, LLC
3.29%3.08%#6$776.1万9.6万股$679.3万9.2万股+4,789股+5.23%加仓
Maridea Wealth Management LLC
0.73%0.88%#20$673.8万8.4万股$601.7万8.1万股+2,547股+3.14%加仓
Allegheny Financial Group
0.69%0.16%#21$651.7万8.1万股$118.2万1.6万股+6.5万股+407.71%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.04%0.04%#39$509.3万6.3万股$408.6万5.5万股+8,172股+14.84%加仓
Henderson Brothers Financial Partners, LLC
1.72%1.68%#11$362.7万4.5万股$663.2万8.9万股-4.4万股-49.63%减仓
Triangle Securities Wealth Management
0.81%0.8%#14$350.6万4.7万股$350.6万4.7万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#78$331.4万4.1万股$231.8万3.1万股+9,899股+31.67%加仓
Premier Path Wealth Partners, LLC
0.34%0.31%#24$298.2万3.7万股$235.6万3.2万股+5,274股+16.61%加仓
PEAPACK GLADSTONE FINANCIAL CORP
0.03%0.03%#40$293.4万3.6万股$216.2万2.9万股+7,289股+25.01%加仓
FIRST NATIONAL BANK SIOUX FALLS
0.8%0.77%#15$281.6万3.7万股$281.6万3.7万股00.00%持仓不变
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.05%0.05%#37$243.5万3.0万股$228.0万2.9万股+1,071股+3.67%加仓
Haven Private, LLC
0.8%0.73%#16$210.4万2.6万股$167.0万2.3万股+3,611股+16.04%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#75$180.4万2.2万股$00股+2.2万股新买入
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.11%0.1%#33$170.6万2.1万股$100.0万1.3万股+7,701股+57.11%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#70$147.0万1.8万股$120.5万1.6万股+2,015股+12.41%加仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.01%<0.01%#59$142.7万1.8万股$14.4万1,939股+1.6万股+814.13%加仓
WORLD EQUITY GROUP, INC.
0.31%#25$139.2万1.7万股$00股+1.7万股新买入
Atria投资Atria Investments, Inc
0.01%#48$139.2万1.7万股$00股+1.7万股新买入
Herold Advisors, Inc.
0.27%0.24%#26$137.2万1.7万股$108.2万1.5万股+2,465股+16.91%加仓
Nvest Wealth Strategies, Inc.
0.76%0.77%#19$122.2万1.5万股$110.2万1.5万股+317股+2.13%加仓
Networth Advisors, LLC
0.66%#23$113.6万1.4万股$00股+1.4万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#67$103.9万1.3万股$86.8万1.2万股+1,193股+10.19%加仓
Legacy Capital Wealth Partners, LLC
0.18%0.18%#31$96.4万1.2万股$88.9万1.2万股-10股-0.08%减仓
Capital Analysts, LLC
0.02%0.01%#45$91.5万1.1万股$29.3万4,115股+7,241股+175.97%加仓
全球退休合伙人Global Retirement Partners, LLC
0.01%#52$86.0万1.1万股$00股+1.1万股新买入
SEEDS INVESTOR LLC
0.08%0.07%#34$80.4万9,980股$54.9万7,164股+2,816股+39.31%加仓
Wedmont Private 资本Wedmont Private Capital
0.02%0.02%#44$77.6万9,630股$70.1万9,215股+415股+4.50%加仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%0.01%#56$76.7万9,431股$62.3万8,020股+1,411股+17.59%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#86$74.4万9,243股$00股+9,243股新买入

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