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先锋领航·MALVERN FDS · 13F 机构持仓分析
期权收益计算器 机构排行
V

先锋领航·MALVERN FDS

VANGUARD MALVERN FDSVGMS
持有机构数
42
机构合计市值 (Q2 2026)
$6,248.4万
机构合计股数 (Q2 2026)
121.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+41.1万股
37 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-10.4万股
8 · 4 清仓 · ≈
⚖️ 净额
+30.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6,248.4万
持有机构数
42
新买入
19
加仓
18
减仓
4
清仓
4
持股不变
1
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
DAHRING {-} CUSMANO LLC
6.06%6.01%#1$1,148.5万22.4万股$977.5万19.2万股+3.2万股+16.84%加仓
Holos Integrated Wealth LLC
4.65%4.01%#2$996.1万19.5万股$793.1万15.5万股+3.9万股+25.40%加仓
Buska Wealth Management, LLC
1.84%1.21%#3$510.7万10.0万股$302.2万5.9万股+4.0万股+68.04%加仓
Rialto Wealth Management, LLC
0.87%0.78%#6$439.9万8.6万股$349.4万6.9万股+1.7万股+25.20%加仓
New Capital Management LP
1%1.06%#5$438.9万8.6万股$431.4万8.5万股+989股+1.17%加仓
Net Worth Advisory Group
1.08%#4$429.1万8.4万股$00股+8.4万股新买入
GSG Advisors LLC
0.7%0.53%#8$317.7万6.2万股$202.8万4.0万股+2.2万股+55.82%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#35$214.8万4.2万股$137.7万2.7万股+1.5万股+55.12%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#34$186.6万3.6万股$48.1万9,428股+2.7万股+285.95%加仓
现代财富管理Modern Wealth Management, LLC
0.02%0.01%#22$130.5万2.5万股$75.7万1.5万股+1.1万股+71.14%加仓
D.B. Root & Company, LLC
0.24%0.81%#10$112.6万2.2万股$340.5万6.7万股-4.5万股-67.12%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#23$107.8万2.1万股$77.1万1.5万股+5,888股+38.94%加仓
D'Orazio & Associates, Inc.
0.12%0.1%#13$101.6万2.0万股$78.2万1.5万股+4,478股+29.22%加仓
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
0.75%0.01%#7$97.0万1.9万股$96.5万1.9万股+35股+0.18%加仓
CRA Financial Services, LLC
0.1%0.11%#14$89.7万1.7万股$87.1万1.7万股+397股+2.32%加仓
SAGE RHINO CAPITAL LLC
0.14%0.2%#11$86.7万1.7万股$109.0万2.1万股-4,459股-20.87%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%<0.01%#27$85.4万1.7万股$35.8万7,010股+9,650股+137.66%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#37$81.8万1.6万股$159.1万3.1万股-1.5万股-48.85%减仓
SteelPeak Wealth, LLC
0.02%#21$71.9万1.4万股$00股+1.4万股新买入
瑞银集团UBS Group AG
<0.01%#38$68.1万1.3万股$00股+1.3万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#33$61.1万1.2万股$49.7万9,735股+2,184股+22.43%加仓
奥本海默公司OPPENHEIMER & CO INC
0.01%#26$53.5万1.0万股$00股+1.0万股新买入
锚顾问Ancora Advisors LLC
0.01%0.01%#24$42.2万8,231股$14.4万2,816股+5,415股+192.29%加仓
Strategic Family Wealth Counselors, L.L.C.
0.09%#16$40.3万7,853股$00股+7,853股新买入
SageOak Financial, LLC
0.26%#9$39.8万7,760股$00股+7,760股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%#32$38.1万7,431股$00股+7,431股新买入
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
0.09%#15$37.1万7,238股$00股+7,238股新买入
Compound Planning, Inc.
0.01%#25$30.4万5,919股$00股+5,919股新买入
Ballast Rock Private Wealth LLC
0.14%0.16%#12$30.0万5,849股$29.4万5,772股+77股+1.33%加仓
Independence Asset Advisors, LLC
0.08%0.12%#17$29.0万5,661股$33.8万6,629股-968股-14.60%减仓
New England Private Wealth Advisors LLC
0.03%0.03%#19$26.4万5,193股$26.0万5,103股+90股+1.76%加仓
Insight Wealth Strategies, LLC
0.02%#20$24.7万4,831股$00股+4,831股新买入
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#40$20.3万3,959股$00股+3,959股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%#31$15.5万3,020股$00股+3,020股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#29$15.1万2,942股$00股+2,942股新买入
Principia Wealth Advisory, LLC
0.07%#18$12.8万2,520股$00股+2,520股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%#36$8.8万1,714股$00股+1,714股新买入
Physician Wealth Advisors, Inc.
<0.01%<0.01%#28$2.3万448股$2.3万448股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%#42$2.1万400股$00股+400股新买入
AE财富管理AE Wealth Management LLC
<0.01%#39$1.7万341股$00股+341股新买入
FIDUCIARY FINANCIAL ADVISORS
<0.01%#30$1.2万232股$00股+232股新买入
五三银行FIFTH THIRD BANCORP
<0.01%#41$5,796113股$00股+113股新买入

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