13FBOX
VIRTUS TERRANOVA US QUALITY MOMENTUM ETF · 13F 机构持仓分析
期权收益计算器 机构排行
V

VIRTUS TERRANOVA US QUALITY MOMENTUM ETF

JOET
持有机构数
53
机构合计市值 (Q2 2026)
$1.25亿
机构合计股数 (Q2 2026)
270.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+19.8万股
24 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-19.3万股
29 · 9 清仓 · ≈
⚖️ 净额
+5,263股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.25亿
持有机构数
53
新买入
9
加仓
15
减仓
20
清仓
9
持股不变
9
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#28$2,957.8万63.9万股$2,633.2万61.2万股+2.7万股+4.38%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#23$2,085.6万45.1万股$1,833.0万45.8万股-7,317股-1.60%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#22$1,811.6万39.1万股$1,702.4万42.5万股-3.4万股-7.96%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#35$836.2万18.1万股$648.5万16.2万股+1.9万股+11.52%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#19$510.6万11.0万股$462.7万11.6万股-5,271股-4.56%减仓
Main Street Financial Solutions, LLC
0.32%#5$509.7万11.0万股$00股+11.0万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#30$492.9万10.6万股$443.4万11.1万股-4,265股-3.85%减仓
Cassady Wealth & Retirement Planning, LLC
2.08%1.76%#1$446.7万9.7万股$364.6万8.5万股+1.1万股+13.49%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#17$427.8万9.2万股$362.5万9.1万股+1,872股+2.07%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#25$256.6万5.5万股$220.5万5.5万股+347股+0.63%加仓
Apeiron RIA LLC
0.63%0.54%#2$245.2万5.3万股$232.6万5.8万股-5,136股-8.84%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#41$196.6万4.2万股$200.7万5.0万股-7,662股-15.28%减仓
Total Clarity Wealth Management, Inc.
0.38%0.43%#4$196.3万4.2万股$182.9万4.6万股-3,280股-7.18%减仓
Wealth Management Partners, LLC
0.44%0.61%#3$185.2万4.0万股$213.0万5.3万股-1.3万股-24.80%减仓
Institute for Wealth Management, LLC.
0.15%0.16%#9$168.1万3.6万股$147.2万3.7万股-450股-1.22%减仓
布利克利金融集团Bleakley Financial Group, LLC
0.02%0.02%#16$131.0万2.8万股$111.0万2.8万股+569股+2.05%加仓
Palumbo Wealth Management LLC
0.24%0.27%#6$113.3万2.4万股$112.0万2.8万股-3,492股-12.48%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#42$99.1万2.1万股$85.3万2.1万股+103股+0.48%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#18$88.4万1.9万股$76.5万1.9万股-10股-0.05%减仓
Savvy Advisors, Inc.
0.02%0.02%#15$80.7万1.7万股$80.1万2.0万股-2,573股-12.86%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#31$78.7万1.7万股$67.4万1.7万股+165股+0.98%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#46$68.7万1.5万股$98.4万2.5万股-9,731股-39.60%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#38$60.7万1.3万股$47.1万1.2万股+1,345股+11.43%加仓
O'ROURKE & COMPANY, Inc
0.2%0.19%#8$57.7万1.2万股$48.0万1.2万股+465股+3.88%加仓
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
0.01%0.01%#20$56.7万1.2万股$49.0万1.2万股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#48$49.3万1.1万股$18.6万4,642股+6,000股+129.25%加仓
Empirical Asset Management, LLC
0.1%0.11%#11$44.7万9,650股$40.7万1.0万股-519股-5.10%减仓
Triumph Capital Management
0.07%0.04%#12$40.6万8,782股$18.6万4,639股+4,143股+89.31%加仓
DKM Wealth Management, Inc.
0.23%0.22%#7$35.1万7,594股$31.1万7,771股-177股-2.28%减仓
Arax顾问Arax Advisory Partners
<0.01%#26$33.4万7,208股$00股+7,208股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#40$31.6万6,823股$39.0万9,744股-2,921股-29.98%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#24$30.3万6,556股$39.4万9,848股-3,292股-33.43%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#37$27.1万5,848股$23.4万5,855股-7股-0.12%减仓
Clearview Wealth Management LLC
0.13%#10$20.0万4,331股$00股+4,331股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#45$16.2万3,492股$2.2万556股+2,936股+528.06%加仓
DHJJ Financial Advisors, Ltd.
0.04%0.04%#13$13.6万2,946股$11.7万2,918股+28股+0.96%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#39$6.5万1,403股$5.6万1,403股00.00%持仓不变
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#29$4.7万1,031股$4.0万1,031股00.00%持仓不变
Hickory Point Bank & Trust
0.03%0.03%#14$4.6万1,000股$4.0万1,000股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#43$3.0万640股$00股+640股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#50$2.2万482股$7.8万1,944股-1,462股-75.21%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#33$1.9万401股$1.6万401股00.00%持仓不变
美国合众银行US BANCORP \DE\
<0.01%<0.01%#49$1.9万400股$1.6万400股00.00%持仓不变
Spire 财富管理Spire Wealth Management
<0.01%<0.01%#36$1.7万375股$1.5万375股00.00%持仓不变
Centerpoint Advisors, LLC
<0.01%#21$1.7万369股$00股+369股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#52$1.2万271股$2,10354股+217股+401.85%加仓
FIDUCIARY FINANCIAL ADVISORS
<0.01%#34$8,332180股$00股+180股新买入
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#44$5,160111股$00股+111股新买入
MCDONALD PARTNERS LLC
<0.01%#32$4,58299股$00股+99股新买入
VIRTUS ADVISERS, LLC
<0.01%<0.01%#27$4,39795股$3,96399股-4股-4.04%减仓

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