13FBOX
先锋领航·S&P · 13F 机构持仓分析
期权收益计算器 机构排行
V

先锋领航·S&P

VANGUARD S&PIVOG
持有机构数
299
机构合计市值 (Q2 2026)
$9.27亿
机构合计股数 (Q2 2026)
630.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+60.5万股
128 · 44 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-34.5万股
92 · 16 清仓 · ≈
⚖️ 净额
+26.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.27亿
持有机构数
299
新买入
44
加仓
84
减仓
76
清仓
16
持股不变
95
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
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
1.39%1.38%#18$1.86亿127.1万股$1.63亿130.1万股-3.0万股-2.30%减仓
MarinerMariner, LLC
0.1%0.09%#68$9,243.0万63.2万股$7,947.3万63.6万股-3,843股-0.60%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#218$4,645.3万31.8万股$2,122.7万17.8万股+14.0万股+78.72%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.28%0.2%#38$3,776.9万25.8万股$2,694.6万21.6万股+4.3万股+19.79%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#163$3,342.0万22.8万股$2,811.6万22.5万股+3,558股+1.58%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#177$2,679.9万18.3万股$2,990.8万23.9万股-5.6万股-23.42%减仓
Gryphon Financial Partners LLC
2.06%1.79%#12$2,333.6万16.0万股$1,745.8万14.0万股+2.0万股+14.24%加仓
LPL金融LPL Financial LLC
0.01%<0.01%#180$2,300.2万15.7万股$1,605.6万12.8万股+2.9万股+22.44%加仓
Stordahl Capital Management, Inc.
3.91%3.74%#4$2,137.1万14.6万股$1,818.2万14.5万股+650股+0.45%加仓
Alliance Wealth Advisors, LLC /UT
3.2%2.64%#6$1,698.1万11.1万股$1,221.1万9.8万股+1.3万股+12.81%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#223$1,698.0万11.6万股$1,553.5万12.4万股-8,187股-6.59%减仓
Legacies Wealth LLC
8.46%7.55%#1$1,544.8万10.1万股$1,189.6万9.6万股+5,116股+5.35%加仓
LJI Wealth Management, LLC
2.05%2.43%#13$1,466.3万10.0万股$1,519.0万12.1万股-2.1万股-17.50%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#250$1,360.0万9.3万股$1,146.1万9.2万股+1,292股+1.41%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#154$1,270.1万8.7万股$1,063.4万8.5万股+1,764股+2.07%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#226$1,233.1万8.4万股$560.8万4.5万股+3.9万股+87.92%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.06%0.05%#86$1,231.6万8.0万股$972.1万7.8万股+2,169股+2.78%加仓
PEAPACK GLADSTONE FINANCIAL CORP
0.14%0.12%#56$1,187.5万8.1万股$966.7万7.7万股+3,850股+4.98%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#147$989.3万6.8万股$877.6万7.0万股-2,574股-3.67%减仓
BALANCED WEALTH GROUP LLC
3.06%0.18%#7$967.4万6.6万股$49.1万3,924股+6.2万股+1,585.14%加仓
LMG Wealth Partners, LLC
1.43%1.34%#17$893.9万5.8万股$736.9万5.9万股-943股-1.59%减仓
Code Waechter LLC
4.54%4.06%#2$876.7万5.7万股$683.4万5.5万股+2,236股+4.07%加仓
Baron Wealth Management LLC
2.27%1.88%#10$873.7万6.0万股$630.3万5.0万股+9,308股+18.46%加仓
组成财富Composition Wealth, LLC
0.1%0.1%#69$820.7万5.6万股$702.4万5.6万股-82股-0.15%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#267$740.7万5.1万股$460.9万3.8万股+1.3万股+34.70%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.1%0.09%#67$728.4万5.0万股$597.1万4.8万股+2,030股+4.25%加仓
Savant资本Savant Capital, LLC
0.02%0.02%#126$682.0万5.0万股$313.6万2.5万股+2.5万股+100.41%加仓
Altura Wealth Advisors Inc.
2.19%2.16%#11$650.5万4.4万股$495.3万4.0万股+4,848股+12.24%加仓
KIECKHEFER GROUP LLC
2.52%2.38%#8$620.3万4.0万股$504.5万4.1万股-109股-0.27%减仓
Kingsview Wealth Management, LLC
0.1%0.14%#64$593.8万4.7万股$1,020.3万8.2万股-3.4万股-41.80%减仓
MidFirst Bank
0.39%0.32%#30$555.9万3.8万股$382.2万3.1万股+7,426股+24.29%加仓
STEPHEN J. GARRY & ASSOCIATES, LLC
3.97%3.74%#3$544.4万3.7万股$465.0万3.7万股+18股+0.05%加仓
CLARK FINANCIAL SERVICES GROUP INC /BD
2.45%2.41%#9$518.0万3.5万股$444.1万3.6万股-113股-0.32%减仓
Drucker Wealth 3.0, LLC
0.82%0.8%#21$515.6万3.5万股$458.1万3.7万股-1,400股-3.82%减仓
RWA财富合伙人RWA WEALTH PARTNERS, LLC
0.05%0.05%#95$496.1万3.4万股$427.3万3.4万股-270股-0.79%减仓
KeyBank国民银行KEYBANK NATIONAL ASSOCIATION/OH
0.02%0.02%#136$495.4万3.4万股$412.0万3.3万股+904股+2.74%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.03%#138$495.1万3.4万股$805.2万6.4万股-3.1万股-47.46%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#212$494.8万3.4万股$418.8万3.3万股+332股+0.99%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#199$462.7万3.2万股$390.6万3.1万股+385股+1.23%加仓
Allworth金融Allworth Financial LP
0.02%0.02%#128$442.4万3.0万股$403.1万3.2万股-1,997股-6.19%减仓
富兰克林资源FRANKLIN RESOURCES INC
<0.01%<0.01%#252$400.8万2.7万股$342.5万2.7万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#246$391.6万2.7万股$213.0万1.7万股+9,730股+57.12%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#271$387.0万2.6万股$348.8万2.8万股-1,443股-5.17%减仓
LOWERY THOMAS, LLC
1.88%1.77%#14$385.2万2.5万股$309.3万2.5万股+256股+1.03%加仓
Janney Montgomery Scott LLC
0.01%0.01%#171$357.3万2.3万股$285.6万2.3万股+349股+1.52%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#168$347.4万2.4万股$185.1万1.5万股+8,941股+60.38%加仓
Mendel Capital Management LLC
1.49%1.4%#15$330.8万2.3万股$279.1万2.2万股+290股+1.30%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#265$283.9万1.9万股$242.5万1.9万股+6股+0.03%加仓
SageView Advisory 集团SageView Advisory Group, LLC
0.09%#75$271.3万1.9万股$00股+1.9万股新买入
CAPITAL WEALTH MANAGEMENT, LLC
0.63%0.54%#24$263.2万1.7万股$199.6万1.6万股+1,122股+7.00%加仓

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