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 TRVALQ
持有机构数
33
机构合计市值 (Q2 2026)
$2.99亿
机构合计股数 (Q2 2026)
429.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+20.0万股
17 · 0 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-14.0万股
12 · 6 清仓 · ≈
⚖️ 净额
+6.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.99亿
持有机构数
33
新买入
0
加仓
17
减仓
6
清仓
6
持股不变
10
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
0.06%0.06%#10$1.36亿194.9万股$1.23亿188.8万股+6.0万股+3.20%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#14$6,446.3万92.5万股$5,676.2万87.3万股+5.2万股+5.93%加仓
Private Advisor集团Private Advisor Group, LLC
0.2%0.18%#5$4,420.5万63.4万股$3,937.8万60.6万股+2.8万股+4.71%加仓
Pinnacle金融合伙人Pinnacle Financial Partners, Inc.
0.11%0.11%#8$1,556.5万22.3万股$1,484.1万22.8万股-4,893股-2.14%减仓
Stratos Wealth Advisors, LLC
0.56%0.57%#2$1,011.9万14.5万股$920.7万14.2万股+3,549股+2.51%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#18$843.4万12.1万股$757.7万11.7万股+4,456股+3.82%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.12%0.12%#7$583.5万8.4万股$320.9万4.9万股+3.4万股+69.61%加仓
Kingsview Wealth Management, LLC
0.03%0.1%#13$173.1万2.7万股$741.0万11.4万股-8.7万股-76.64%减仓
Rubicon Advisors, GP
1.23%1.9%#1$168.8万2.4万股$218.3万3.4万股-9,350股-27.85%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#22$149.9万2.1万股$108.5万1.7万股+4,815股+28.87%加仓
Heritage Wealth 顾问Heritage Wealth Advisors
0.04%0.04%#12$120.4万1.7万股$112.3万1.7万股00.00%持仓不变
Sunpointe, LLC
0.26%0.28%#3$91.2万1.3万股$85.1万1.3万股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#30$82.6万1.2万股$76.2万1.2万股+129股+1.10%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
<0.01%<0.01%#21$78.0万1.1万股$72.8万1.1万股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#29$77.4万1.1万股$68.5万1.1万股+577股+5.48%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#20$75.0万1.1万股$69.9万1.1万股00.00%持仓不变
BEAM WEALTH ADVISORS, INC.
0.19%0.18%#6$73.5万1.1万股$73.5万1.1万股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#23$67.8万9,723股$62.9万9,666股+57股+0.59%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#28$60.2万8,635股$43.1万6,626股+2,009股+30.32%加仓
Worth Financial Advisory Group, LLC
0.24%1.65%#4$57.7万8,275股$369.0万4,707股+3,568股+75.80%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#31$43.8万6,299股$6.4万1,000股+5,299股+529.90%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#26$41.2万5,908股$47.3万7,270股-1,362股-18.73%减仓
WealthBridge Capital Management, LLC
0.08%0.08%#9$39.3万5,641股$36.7万5,641股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#24$25.9万3,713股$22.9万3,537股+176股+4.98%加仓
Investment Advisory Group, LLC
0.05%0.06%#11$25.1万3,600股$23.4万3,600股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#19$24.2万3,475股$22.5万3,475股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#32$9.1万1,311股$6.3万971股+340股+35.02%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$8.8万1,260股$41.0万6,300股-5,040股-80.00%减仓
PRIVATE TRUST CO NA
<0.01%<0.01%#17$2.9万411股$2.7万411股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#33$1.1万162股$1.0万161股+1股+0.62%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#25$8,338120股$7.2万1,114股-994股-89.23%减仓
Key Capital Management, INC
<0.01%<0.01%#16$4,70968股$4,36767股+1股+1.49%加仓
Harbor Asset Planning, Inc.
<0.01%<0.01%#15$3,61552股$3,35252股00.00%持仓不变

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