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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 FDSVCRB
持有机构数
305
机构合计市值 (Q2 2026)
$59.59亿
机构合计股数 (Q2 2026)
7,735.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,055.6万股
237 · 53 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-172.7万股
71 · 20 清仓 · ≈
⚖️ 净额
+882.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$59.59亿
持有机构数
305
新买入
53
加仓
184
减仓
51
清仓
20
持股不变
17
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
HBK索尔斯顾问HBK Sorce Advisory LLC
16.35%16.93%#5$8.64亿1,134.0万股$8.54亿1,104.8万股+29.2万股+2.64%加仓
SignatureFD财富SIGNATUREFD, LLC
5.91%6.46%#34$4.42亿572.8万股$4.21亿544.6万股+28.1万股+5.16%加仓
Advance Capital Management, Inc.
9.62%10.91%#21$2.98亿385.5万股$2.88亿372.2万股+13.3万股+3.57%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.04%0.05%#195$2.62亿339.4万股$2.67亿344.6万股-5.2万股-1.52%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#220$2.25亿291.9万股$1.88亿242.6万股+49.3万股+20.32%加仓
Forvis玛泽财富顾问Forvis Mazars Wealth Advisors, LLC
3.03%3.01%#65$1.81亿234.6万股$1.59亿205.1万股+29.4万股+14.35%加仓
NEPC投资咨询NEPC LLC
3.31%3.59%#58$1.78亿229.9万股$1.80亿233.2万股-3.3万股-1.39%减仓
Martel Wealth Advisors LLC
20.32%20.82%#3$1.29亿167.3万股$1.22亿158.1万股+9.2万股+5.81%加仓
AssetMarkASSETMARK, INC
0.21%0.22%#132$1.22亿157.5万股$1.07亿138.5万股+19.0万股+13.71%加仓
Diversified Portfolios, Inc.
7.7%7.6%#27$1.06亿137.5万股$9,244.5万119.5万股+18.0万股+15.06%加仓
LPL金融LPL Financial LLC
0.02%0.02%#213$1.00亿129.7万股$8,233.9万106.4万股+23.3万股+21.93%加仓
Smith & Howard Wealth Management, LLC
17.48%18.22%#4$8,793.0万113.9万股$8,425.3万108.9万股+5.0万股+4.56%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.15%0.15%#147$8,348.1万108.1万股$7,604.0万98.3万股+9.8万股+10.00%加仓
Verum Partners LLC
12.33%5.94%#14$8,240.8万106.7万股$3,127.5万40.4万股+66.3万股+164.00%加仓
BLB&B 顾问BLB&B Advisors, LLC
3.01%3.05%#66$8,211.2万106.3万股$7,393.1万95.5万股+10.8万股+11.28%加仓
ALERUS FINANCIAL NA
3.25%3.63%#60$7,429.2万96.2万股$7,341.7万94.9万股+1.3万股+1.39%加仓
ORRSTOWN FINANCIAL SERVICES INC
15.74%11.45%#7$6,823.1万88.3万股$6,838.2万88.4万股-281股-0.03%减仓
Heartland Bank & Trust Co
13.4%14.41%#10$6,475.0万83.8万股$6,373.4万82.4万股+1.5万股+1.79%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.46%0.59%#120$5,949.1万77.0万股$6,901.1万89.2万股-12.2万股-13.63%减仓
Zhang Financial LLC
1.64%1.41%#88$5,616.3万72.7万股$4,065.2万52.5万股+20.2万股+38.42%加仓
Magnolia Wealth Management, LLC
28.98%29%#1$5,535.8万71.7万股$4,977.1万64.3万股+7.4万股+11.44%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#225$5,342.0万69.2万股$4,859.6万62.8万股+6.4万股+10.14%加仓
BOK Financial Private Wealth, Inc.
2.6%2.85%#74$5,065.7万65.6万股$4,725.3万61.1万股+4.5万股+7.41%加仓
New England Capital Financial Advisors LLC
11.69%12.52%#16$4,888.6万63.3万股$4,572.2万59.1万股+4.2万股+7.12%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%<0.01%#243$4,594.6万59.5万股$1,958.1万25.3万股+34.2万股+135.10%加仓
Tilson Financial Group, Inc.
12.44%13%#13$4,522.3万58.6万股$4,331.4万56.0万股+2.6万股+4.61%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.21%0.23%#134$4,278.0万55.4万股$4,135.4万53.4万股+1.9万股+3.65%加仓
HUB投资合伙人HUB Investment Partners, LLC
0.77%0.95%#110$4,263.9万55.2万股$3,971.2万51.3万股+3.9万股+7.57%加仓
Essex LLC
6.39%6.34%#33$4,212.2万54.5万股$3,590.7万46.4万股+8.1万股+17.53%加仓
Mills Wealth Advisors LLC
12.49%12.32%#11$3,966.7万51.4万股$3,526.2万45.6万股+5.8万股+12.71%加仓
Tull Financial Group, Inc.
15.21%16.65%#8$3,885.9万50.3万股$3,730.1万48.2万股+2.1万股+4.38%加仓
EVOLVE PRIVATE WEALTH, LLC
2.36%1.93%#77$3,861.5万50.0万股$3,612.7万46.7万股+3.3万股+7.09%加仓
SJS Investment Consulting Inc.
4.07%4.13%#46$3,741.6万48.4万股$3,383.1万43.7万股+4.7万股+10.81%加仓
First Citizens Asset Management, Inc.
11.47%#17$3,588.7万46.5万股$00股+46.5万股新买入
Rise Advisors, LLC
9.99%8.19%#19$3,551.1万46.0万股$2,325.0万30.1万股+15.8万股+52.53%加仓
Alaethes Wealth, LLC
10.15%9.1%#18$3,496.2万45.3万股$3,196.7万41.3万股+4.0万股+9.58%加仓
Leonard Rickey Investment Advisors P.L.L.C.
5.32%5.1%#41$3,387.5万43.9万股$2,946.8万38.1万股+5.8万股+15.17%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.04%#197$3,331.5万43.1万股$2,923.2万37.8万股+5.4万股+14.19%加仓
MarinerMariner, LLC
0.03%0.03%#200$3,271.2万42.4万股$2,782.9万36.0万股+6.4万股+17.77%加仓
AMI INVESTMENT MANAGEMENT INC
6.9%7.39%#31$3,248.1万42.1万股$3,285.3万42.5万股-4,005股-0.94%减仓
Boston Standard Wealth Management, LLC
4.7%1.89%#44$3,237.9万42.1万股$1,154.8万15.0万股+27.1万股+181.36%加仓
SACHEM HILL LLC
5.73%6.08%#36$3,222.8万41.7万股$3,137.0万40.5万股+1.2万股+2.93%加仓
Momentous Wealth Management, Inc.
15.95%16.81%#6$3,112.1万40.3万股$2,941.0万38.0万股+2.3万股+6.02%加仓
Investment Planning Advisors, Inc.
7.2%7.78%#29$3,107.9万40.2万股$2,825.0万36.5万股+3.7万股+10.22%加仓
Quantum Financial Planning Services, Inc.
9.29%10.26%#22$2,994.9万38.8万股$2,855.6万36.9万股+1.9万股+5.08%加仓
SoundView Advisors Inc.
9.67%10.48%#20$2,967.5万38.4万股$2,944.0万38.0万股+3,766股+0.99%加仓
BCR Wealth Strategies, LLC
8.29%8.32%#25$2,949.4万38.2万股$2,654.7万34.3万股+3.9万股+11.31%加仓
TFO Wealth Partners, LLC
3.17%1.48%#63$2,911.1万37.7万股$1,087.0万14.0万股+23.6万股+168.31%加仓
Burton Enright Welch
3.36%3.08%#56$2,861.8万37.1万股$2,264.9万29.3万股+7.8万股+26.59%加仓
Mallini Complete Financial Planning LLC
20.4%#2$2,860.1万37.0万股$00股+37.0万股新买入

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