13FBOX
WILLAMETTE VALLEY VINEYARDS · 13F 机构持仓分析
期权收益计算器 机构排行
W

WILLAMETTE VALLEY VINEYARDS

WVVI
持有机构数
36
机构合计市值 (Q2 2026)
$138.3万
机构合计股数 (Q2 2026)
55.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2.2万股
10 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.2万股
11 · 4 清仓 · ≈
⚖️ 净额
-1.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$138.3万
持有机构数
36
新买入
4
加仓
6
减仓
7
清仓
4
持股不变
19
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
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#19$49.9万19.9万股$51.1万19.9万股00.00%持仓不变
文艺复兴科技RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#6$15.9万6.3万股$17.0万6.6万股-2,700股-4.09%减仓
Next Capital Management LLC
0.04%0.04%#1$13.8万5.5万股$14.1万5.5万股00.00%持仓不变
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#22$9.0万3.6万股$9.4万3.7万股-911股-2.48%减仓
维度基金顾问DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#16$7.0万2.8万股$7.3万2.8万股-498股-1.75%减仓
先锋信托VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#15$6.5万2.6万股$6.7万2.6万股-50股-0.19%减仓
Teton Advisors, LLC
0.03%0.04%#2$5.1万2.1万股$5.3万2.1万股00.00%持仓不变
加贝利基金GABELLI FUNDS LLC
<0.01%<0.01%#5$5.0万2.0万股$5.1万2.0万股00.00%持仓不变
EP财富顾问EP Wealth Advisors, LLC
<0.01%<0.01%#8$4.1万1.6万股$4.1万1.6万股+376股+2.38%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#24$3.6万1.4万股$00股+1.4万股新买入
JAMES INVESTMENT RESEARCH, INC.
<0.01%<0.01%#3$3.2万1.3万股$3.3万1.3万股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#10$3.2万1.3万股$3.3万1.3万股00.00%持仓不变
普信集团PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#25$2.7万1.1万股$2.8万1.1万股00.00%持仓不变
道富集团STATE STREET CORP
<0.01%<0.01%#30$2.7万1.1万股$2.7万1.1万股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#12$1.3万5,049股$1.2万4,749股+300股+6.32%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#11$9,4373,760股$1,149436股+3,324股+762.39%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#21$6,6522,650股$00股+2,650股新买入
Tower Research Capital LLC (TRC)
<0.01%<0.01%#9$5,8732,340股$4,5511,771股+569股+32.13%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#29$5,5222,200股$1.9万7,200股-5,000股-69.44%减仓
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#23$5,0402,100股$5,3972,100股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#33$4,8451,930股$2.1万5,875股-3,945股-67.15%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#31$4,6911,869股$3,9061,520股+349股+22.96%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#28$2,6061,190股$3,2381,290股-100股-7.75%减仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#20$2,202877股$2,254877股00.00%持仓不变
富达投资FMR LLC
<0.01%#35$1,004400股$00股+400股新买入
美国合众银行US BANCORP \DE\
<0.01%<0.01%#27$1,004400股$1,028400股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#34$1,000301股$1,000301股00.00%持仓不变
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#18$753300股$771300股00.00%持仓不变
SBI Securities Co., Ltd.
<0.01%<0.01%#17$537214股$416162股+52股+32.10%加仓
WOLFF WIESE MAGANA LLC
<0.01%<0.01%#7$362144股$371144股00.00%持仓不变
Financially Speaking Inc
<0.01%<0.01%#4$257100股$257100股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#32$251100股$257100股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%<0.01%#26$251100股$257100股00.00%持仓不变
Atlantic Edge Private Wealth Management, LLC
<0.01%<0.01%#13$251100股$257100股00.00%持仓不变
Strive Financial Group ,LLC
<0.01%<0.01%#14$11044股$13444股00.00%持仓不变
巴克莱BARCLAYS PLC
<0.01%#36$2510股$00股+10股新买入

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