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

先锋领航·CALIF TAX FREE FDS

VANGUARD CALIF TAX FREE FDSVTEC
持有机构数
212
机构合计市值 (Q2 2026)
$9.63亿
机构合计股数 (Q2 2026)
957.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+136.0万股
143 · 56 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-56.8万股
45 · 16 清仓 · ≈
⚖️ 净额
+79.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.63亿
持有机构数
212
新买入
56
加仓
87
减仓
29
清仓
16
持股不变
40
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
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.06%0.07%#87$4.21亿418.2万股$4.39亿443.5万股-25.3万股-5.71%减仓
组成财富Composition Wealth, LLC
0.75%0.87%#13$6,377.7万63.4万股$6,304.9万63.6万股-2,379股-0.37%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#173$4,234.1万42.1万股$3,338.0万33.7万股+8.4万股+24.93%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.03%#116$2,649.0万26.3万股$2,505.1万25.3万股+1.0万股+4.15%加仓
Wedmont Private 资本Wedmont Private Capital
0.67%0.63%#17$2,443.6万24.4万股$1,940.9万19.5万股+5.0万股+25.44%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.04%0.04%#106$2,367.1万23.5万股$2,077.6万21.0万股+2.6万股+12.21%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.14%0.14%#56$2,287.0万22.7万股$1,770.5万17.9万股+4.9万股+27.22%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#187$2,207.7万21.9万股$18.3万1,839股+21.8万股+11,833.22%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#158$1,906.7万19.0万股$1,856.2万18.7万股+2,197股+1.17%加仓
Pasadena Private Wealth, LLC
1.8%1.9%#5$1,416.5万14.1万股$1,377.5万13.9万股+1,777股+1.28%加仓
Manhattan West Asset Management, LLC
2.31%0.48%#3$1,382.4万13.7万股$244.1万2.5万股+11.3万股+457.81%加仓
MAI资本管理MAI Capital Management
0.04%#107$960.0万9.5万股$00股+9.5万股新买入
EVOKE WEALTH, LLC
0.18%0.17%#48$940.7万9.5万股$940.7万9.5万股00.00%持仓不变
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.08%0.1%#75$926.7万9.2万股$915.8万9.2万股-317股-0.34%减仓
Corient私人财富Corient Private Wealth LLC
0.01%0.01%#148$922.2万9.2万股$646.8万6.5万股+2.6万股+40.43%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#168$860.8万8.6万股$590.4万6.0万股+2.6万股+43.15%加仓
ECLECTIC ASSOCIATES INC /ADV
0.9%0.85%#9$793.2万7.9万股$638.8万6.4万股+1.4万股+22.30%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#161$700.9万7.0万股$637.7万6.4万股+5,305股+8.24%加仓
Brio Consultants, LLC
0.69%0.7%#15$592.5万5.9万股$574.8万5.8万股+1,210股+2.10%加仓
Ballast Rock Private Wealth LLC
2.33%2.72%#2$503.5万5.0万股$492.0万5.0万股+396股+0.80%加仓
Altiora Financial Group, LLC
0.79%0.82%#12$503.0万5.0万股$495.4万5.0万股00.00%持仓不变
PFG Advisors
0.25%0.23%#37$491.5万4.9万股$473.0万4.8万股+1,118股+2.34%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.02%0.02%#121$480.5万4.8万股$420.3万4.2万股+5,350股+12.61%加仓
Bell Investment Advisors, Inc
0.69%0.72%#16$471.2万4.7万股$458.2万4.6万股+594股+1.28%加仓
Vise科技Vise Technologies, Inc.
0.05%0.05%#92$449.3万4.5万股$254.5万2.5万股+1.9万股+75.96%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.02%0.03%#117$437.0万4.4万股$549.7万5.5万股-1.2万股-21.60%减仓
NDWM LLC
2.56%2.69%#1$435.4万4.3万股$414.2万4.2万股+1,478股+3.54%加仓
BERNZOTT CAPITAL ADVISORS
1.72%1.43%#6$429.5万4.3万股$299.4万3.0万股+1.2万股+41.29%加仓
Fort Point Capital Partners LLC
0.29%0.3%#34$419.0万4.2万股$249.3万2.5万股+1.6万股+65.55%加仓
哥谭资产管理Gotham Asset Management, LLC
0.01%0.01%#143$398.5万4.0万股$392.5万4.0万股00.00%持仓不变
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.05%#93$377.9万3.8万股$00股+3.8万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#157$367.4万3.7万股$198.5万2.0万股+1.6万股+82.28%加仓
Joel Isaacson & Co., LLC
0.11%0.08%#66$366.7万3.6万股$241.4万2.4万股+1.2万股+49.62%加仓
Luminvest Wealth Management LLC
0.83%1.18%#11$355.8万3.5万股$452.3万4.6万股-1.0万股-22.51%减仓
DeLarme Wealth Management, Inc.
1.9%1.65%#4$327.5万3.3万股$256.5万2.6万股+6,672股+25.78%加仓
Root Financial 合伙人Root Financial Partners, LLC
0.12%0.16%#61$318.0万3.2万股$355.8万3.6万股-4,299股-11.97%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#201$294.9万2.9万股$452.1万4.6万股-1.6万股-35.76%减仓
WEDBUSH SECURITIES INC
0.08%0.08%#78$294.5万2.9万股$260.3万2.6万股+3,000股+11.42%加仓
Three Arch Wealth Management LLC
0.45%#24$293.8万2.9万股$00股+2.9万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#192$293.6万2.9万股$305.2万3.1万股-1,617股-5.25%减仓
FLC Capital Advisors
0.46%0.46%#23$285.1万2.8万股$257.8万2.6万股+2,324股+8.93%加仓
NATIXIS ADVISORS, LLC
<0.01%#172$278.4万2.8万股$00股+2.8万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#170$267.9万2.7万股$218.7万2.2万股+4,553股+20.63%加仓
Burton Enright Welch
0.31%0.27%#31$266.3万2.6万股$196.5万2.0万股+6,636股+33.46%加仓
FINANCIAL MANAGEMENT NETWORK INC
0.36%0.35%#26$249.5万2.5万股$229.5万2.3万股+2,072股+9.02%加仓
EVOLVE PRIVATE WEALTH, LLC
0.15%0.12%#55$243.3万2.4万股$224.0万2.3万股+1,572股+6.95%加仓
Apella资本Apella Capital, LLC
0.03%0.03%#108$243.2万2.4万股$170.4万1.7万股+7,262股+42.71%加仓
Entruity Wealth, LLC
1.5%#8$232.2万2.3万股$00股+2.3万股新买入
FF Advisors,LLC
0.87%0.93%#10$231.2万2.3万股$230.2万2.3万股00.00%持仓不变
Tower Research Capital LLC (TRC)
0.06%0.05%#86$230.3万2.3万股$195.4万2.0万股+3,174股+16.10%加仓

🧭 机构资金流板块热力图

净流出 净流入