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 TRFDG
持有机构数
62
机构合计市值 (Q2 2026)
$3.03亿
机构合计股数 (Q2 2026)
227.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+24.7万股
35 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2.2万股
21 · 8 清仓 · ≈
⚖️ 净额
+22.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.03亿
持有机构数
62
新买入
13
加仓
22
减仓
13
清仓
8
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
美国世纪投资AMERICAN CENTURY COMPANIES INC
0.04%0.04%#18$9,443.0万70.9万股$6,868.8万60.2万股+10.7万股+17.80%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.01%#23$6,558.2万49.3万股$5,596.8万49.1万股+2,001股+0.41%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.01%0.01%#33$3,756.4万28.2万股$2,822.4万24.7万股+3.5万股+14.05%加仓
ERn Financial, LLC
1.56%1.41%#4$945.1万7.1万股$747.9万6.6万股+5,433股+8.29%加仓
Stratos Wealth Advisors, LLC
0.5%0.48%#8$907.3万6.8万股$774.4万6.8万股+269股+0.40%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.04%0.04%#20$715.7万5.4万股$598.8万5.2万股+1,335股+2.55%加仓
Sunpointe, LLC
1.87%1.84%#2$656.6万4.9万股$562.7万4.9万股00.00%持仓不变
CREATIVE FINANCIAL DESIGNS INC /ADV
0.31%0.36%#9$655.1万4.9万股$591.0万5.2万股-2,598股-5.01%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#27$651.6万4.9万股$453.8万4.0万股+9,167股+23.04%加仓
Networth Advisors, LLC
3.03%3.09%#1$521.8万3.9万股$436.9万3.8万股+894股+2.33%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.04%0.04%#19$514.6万3.9万股$441.2万3.8万股+405股+1.06%加仓
Slagle Financial, LLC
1.45%1.05%#5$482.9万3.6万股$317.2万2.8万股+8,465股+30.43%加仓
IFP顾问IFP Advisors, Inc
0.08%0.07%#14$434.9万3.3万股$339.2万3.0万股+2,936股+9.87%加仓
AE财富管理AE Wealth Management LLC
0.02%0.01%#21$375.4万2.8万股$271.1万2.4万股+4,436股+18.66%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#35$337.9万2.5万股$304.5万2.7万股-1,310股-4.91%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#30$331.3万2.5万股$301.9万2.6万股-1,583股-5.98%减仓
Prosperity Financial Group, Inc.
0.99%0.56%#6$318.6万2.4万股$150.8万1.3万股+1.1万股+81.05%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#37$305.0万2.3万股$39.0万3,420股+1.9万股+570.00%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#40$295.3万2.2万股$258.5万2.3万股-485股-2.14%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#43$255.5万1.9万股$00股+1.9万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#50$212.9万1.6万股$174.9万1.5万股+660股+4.30%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#42$208.0万1.6万股$179.7万1.6万股-126股-0.80%减仓
Koenig Investment Advisory, LLC
1.61%1.51%#3$206.8万1.6万股$177.6万1.6万股-32股-0.21%减仓
Dominguez Wealth Management Solutions, Inc.
0.86%0.84%#7$155.6万1.2万股$139.0万1.2万股-492股-4.04%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#54$145.7万1.1万股$74.4万6,521股+4,429股+67.92%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#48$87.9万6,602股$79.0万6,930股-328股-4.73%减仓
Strategies Wealth Advisors, LLC
0.07%0.07%#15$82.8万6,222股$71.0万6,222股00.00%持仓不变
Owen LaRue, LLC
0.27%0.26%#10$77.5万5,824股$66.8万5,859股-35股-0.60%减仓
Geneos财富管理Geneos Wealth Management Inc.
0.01%0.01%#24$64.7万4,858股$55.4万4,858股00.00%持仓不变
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#46$58.4万4,390股$45.3万3,976股+414股+10.41%加仓
Financial Partners Group, Inc
0.06%0.06%#17$58.0万4,358股$50.9万4,462股-104股-2.33%减仓
Joseph P. Lucia & Associates, LLC
0.13%0.13%#11$43.8万3,292股$37.5万3,292股00.00%持仓不变
财富关怀顾问Wealthcare Advisory Partners LLC
0.01%0.01%#29$41.9万3,150股$35.9万3,150股00.00%持仓不变
Realta Investment Advisors
0.13%0.11%#12$40.7万3,060股$31.2万2,738股+322股+11.76%加仓
Kingsview Wealth Management, LLC
0.01%0.01%#32$38.9万3,407股$38.9万3,407股00.00%持仓不变
KeyBank国民银行KEYBANK NATIONAL ASSOCIATION/OH
<0.01%#45$38.6万2,903股$00股+2,903股新买入
OneDigital投资顾问OneDigital Investment Advisors LLC
<0.01%<0.01%#39$36.9万2,776股$31.7万2,776股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#47$29.7万2,229股$46.0万4,030股-1,801股-44.69%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#52$23.2万1,740股$19.8万1,740股00.00%持仓不变
克雷斯特伍德顾问Crestwood Advisors Group, LLC
<0.01%#38$23.0万1,728股$00股+1,728股新买入
J.W.科尔顾问J.W. COLE ADVISORS, INC.
<0.01%#36$22.2万1,667股$00股+1,667股新买入
Pine Valley Investments Ltd Liability Co
0.01%#26$21.6万1,626股$00股+1,626股新买入
FSA Advisors, Inc.
0.09%#13$20.3万1,523股$00股+1,523股新买入
Lloyd Advisory Services, LLC.
0.07%<0.01%#16$18.1万1,358股$1.5万128股+1,230股+960.94%加仓
FAS Wealth Partners, Inc.
0.01%#25$17.5万1,313股$00股+1,313股新买入
FIDUCIARY FINANCIAL ADVISORS
0.02%#22$16.9万1,273股$00股+1,273股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#57$13.3万998股$12.0万998股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#58$12.0万905股$2.7万237股+668股+281.86%加仓
LANARK FINANCIAL, INC.
0.01%0.01%#31$10.5万789股$8.9万784股+5股+0.64%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#55$4.9万368股$00股+368股新买入

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