13FBOX
AVANTIS SHORT-TERM FIXED INCOME ETF · 13F 机构持仓分析
期权收益计算器 机构排行
A

AVANTIS SHORT-TERM FIXED INCOME ETF

AVSF
持有机构数
91
机构合计市值 (Q2 2026)
$5.44亿
机构合计股数 (Q2 2026)
1,168.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+104.8万股
57 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-273.4万股
53 · 31 清仓 · ≈
⚖️ 净额
-168.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.44亿
持有机构数
91
新买入
12
加仓
45
减仓
22
清仓
31
持股不变
12
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
MASECO LLP
2.67%2.87%#7$9,499.1万204.0万股$9,155.7万195.6万股+8.4万股+4.27%加仓
Verus Financial Partners, Inc.
5.41%5.69%#2$6,325.5万135.8万股$6,343.9万135.6万股+2,432股+0.18%加仓
Financial Plan, Inc.
4.09%4.27%#4$4,315.5万92.7万股$3,983.9万85.1万股+7.5万股+8.86%加仓
Savant资本Savant Capital, LLC
0.12%0.4%#36$4,071.3万87.4万股$8,255.6万176.4万股-89.0万股-50.44%减仓
Simplicity Wealth,LLC
1.16%1.94%#17$3,452.8万74.1万股$3,424.3万73.2万股+9,778股+1.34%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#62$2,739.1万58.8万股$3,083.0万65.9万股-7.1万股-10.71%减仓
Creative Planning财富管理Creative Planning
0.01%0.01%#56$1,936.9万41.6万股$1,869.3万39.9万股+1.7万股+4.13%加仓
Pacific Life Fund Advisors LLC
1.72%1.68%#11$1,560.1万33.5万股$1,462.1万31.2万股+2.3万股+7.23%加仓
PARK AVENUE SECURITIES LLC
0.09%0.1%#41$1,409.3万30.3万股$1,267.9万27.1万股+3.2万股+11.70%加仓
Allworth金融Allworth Financial LP
0.05%0.03%#49$1,078.4万23.2万股$846.7万18.1万股+5.1万股+28.00%加仓
Werba Rubin Papier Wealth Management
1.25%1.32%#16$1,033.3万22.2万股$946.5万20.2万股+2.0万股+9.72%加仓
Fort Vancouver Investment Management, LLC
4.54%4.22%#3$971.5万20.9万股$830.8万17.8万股+3.1万股+17.52%加仓
Ferguson Johnson Wealth Management Inc
6.73%7.28%#1$923.5万19.8万股$897.2万19.2万股+6,585股+3.43%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#76$908.3万19.5万股$307.2万6.6万股+12.9万股+197.10%加仓
Mattern Wealth Management LLC
1.47%1.87%#13$893.8万19.2万股$960.6万20.5万股-1.3万股-6.49%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#80$862.7万18.5万股$210.6万4.5万股+14.0万股+311.67%加仓
Strategic Blueprint, LLC
0.39%0.45%#25$786.6万16.9万股$765.6万16.4万股+5,330股+3.26%加仓
LPL金融LPL Financial LLC
<0.01%0.01%#79$754.3万16.2万股$4,133.8万88.3万股-72.1万股-81.66%减仓
美国世纪投资AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#75$680.3万14.6万股$608.8万13.0万股+1.6万股+12.31%加仓
Allodium Investment Consultants, LLC
1.97%2%#8$464.1万10.0万股$418.4万8.9万股+1.0万股+11.49%加仓
McCartney Wealth Management LLC
3.43%3.67%#5$451.9万9.7万股$435.4万9.3万股+4,010股+4.31%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%0.01%#73$432.2万9.3万股$390.4万8.3万股+9,376股+11.24%加仓
MAIMON WEALTH MANAGEMENT LTD.
3.11%3.25%#6$412.5万8.9万股$349.3万7.4万股+1.4万股+19.41%加仓
ENDEAVOR PRIVATE WEALTH, INC.
0.98%0.98%#18$401.3万8.6万股$343.2万7.3万股+1.3万股+17.52%加仓
Plancorp, LLC
0.1%0.11%#39$396.7万8.6万股$400.2万8.6万股00.00%持仓不变
Trajan Wealth LLC
0.14%0.16%#34$370.5万8.0万股$385.4万8.2万股-2,779股-3.37%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#81$361.6万7.8万股$00股+7.8万股新买入
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.03%0.03%#52$344.4万7.4万股$347.3万7.4万股-257股-0.35%减仓
Navigoe, LLC
1.75%1.65%#10$334.2万7.2万股$279.3万6.0万股+1.2万股+20.21%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.1%0.37%#38$331.6万7.1万股$1,092.3万23.3万股-16.2万股-69.49%减仓
Cogent Private Wealth, Inc.
1.95%2.01%#9$311.5万6.7万股$278.7万6.0万股+7,322股+12.29%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#71$309.4万6.6万股$291.2万6.2万股+4,208股+6.76%加仓
Arcadia Wealth Management, Inc.
1.45%1.54%#14$304.3万6.5万股$284.6万6.1万股+4,526股+7.44%加仓
B&D White Capital Company, LLC
0.3%0.36%#27$302.1万6.5万股$294.9万6.3万股+1,873股+2.97%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.05%#48$294.1万6.3万股$00股+6.3万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#65$288.4万6.2万股$232.0万5.0万股+1.2万股+24.96%加仓
Integrated Advisors Network LLC
0.13%0.15%#35$286.6万6.2万股$289.9万6.2万股-410股-0.66%减仓
Tillman Hartley LLC
0.58%0.48%#22$262.8万5.6万股$191.2万4.1万股+1.6万股+38.14%加仓
Pacific Asset Management, LLC
1.29%1.37%#15$262.3万5.6万股$245.4万5.2万股+3,894股+7.43%加仓
McMill Wealth Management
0.52%0.63%#23$236.7万5.1万股$236.7万5.1万股00.00%持仓不变
Approach Retirement Advisors, LLC
1.57%1.77%#12$216.3万4.6万股$212.5万4.5万股+1,034股+2.28%加仓
Valued Wealth Advisors LLC
0.65%1.01%#21$178.8万3.8万股$250.0万5.3万股-1.5万股-28.10%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#60$176.3万3.8万股$118.9万2.5万股+1.2万股+48.98%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#85$162.1万3.5万股$27.5万5,877股+2.9万股+492.27%加仓
Eaton-Cambridge Inc.
0.44%0.49%#24$157.1万3.4万股$157.9万3.4万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#68$150.3万3.2万股$131.5万2.8万股+4,191股+14.92%加仓
SC&H Financial Advisors, Inc.
0.19%0.2%#31$139.6万3.0万股$134.9万2.9万股+1,146股+3.98%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%#61$139.5万3.0万股$00股+3.0万股新买入
Factor Wealth Management LTD
0.21%0.32%#30$139.1万3.0万股$168.2万3.6万股-6,057股-16.85%减仓
IFP顾问IFP Advisors, Inc
0.02%0.03%#53$119.3万2.6万股$122.5万2.6万股-565股-2.16%减仓

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