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先锋领航·WELLINGTON FD · 13F 机构持仓分析
期权收益计算器 机构排行
V

先锋领航·WELLINGTON FD

VANGUARD WELLINGTON FDVFMO
持有机构数
196
机构合计市值 (Q2 2026)
$9.08亿
机构合计股数 (Q2 2026)
364.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+50.1万股
119 · 40 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-17.2万股
57 · 14 清仓 · ≈
⚖️ 净额
+32.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.08亿
持有机构数
196
新买入
40
加仓
79
减仓
43
清仓
14
持股不变
34
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
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
2.75%2.42%#4$1.84亿73.8万股$1.39亿70.7万股+3.0万股+4.30%加仓
Strategic Financial Services, Inc.
2.99%2.68%#3$6,828.0万27.4万股$5,628.0万28.6万股-1.2万股-4.16%减仓
LPL金融LPL Financial LLC
0.01%0.01%#116$4,281.6万17.2万股$2,993.5万15.2万股+2.0万股+12.99%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.65%0.58%#25$4,124.5万16.5万股$3,166.4万16.1万股+4,656股+2.90%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#110$3,917.2万15.7万股$2,957.2万15.0万股+6,962股+4.64%加仓
DAVIDSON 投资顾问DAVIDSON INVESTMENT ADVISORS
1.59%1.31%#12$3,900.9万15.6万股$3,025.8万15.4万股+2,823股+1.84%加仓
ANDERSON HOAGLAND & CO
2.15%1.94%#7$2,741.2万11.0万股$2,251.4万11.4万股-4,361股-3.82%减仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.38%0.37%#31$2,595.4万10.4万股$2,152.5万10.9万股-5,192股-4.75%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#84$2,485.0万10.0万股$1,487.5万7.5万股+2.4万股+31.97%加仓
Systelligence, LLC
3.9%3.95%#2$2,332.5万9.3万股$2,031.1万10.3万股-9,563股-9.28%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#138$2,099.2万8.4万股$1,810.3万9.2万股-7,715股-8.40%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.01%#102$1,639.3万6.6万股$00股+6.6万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#165$1,522.6万6.1万股$658.3万3.3万股+2.8万股+82.71%加仓
Cambridge Investment Research Advisors, Inc.
0.04%0.02%#76$1,516.3万6.1万股$870.7万4.4万股+1.7万股+37.56%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#156$1,438.7万5.8万股$854.0万4.3万股+1.4万股+33.08%加仓
WIN ADVISORS, INC
4.76%5.01%#1$1,335.4万5.4万股$1,094.9万5.6万股-2,028股-3.65%减仓
Financial Partners Group, Inc
1.35%1.24%#16$1,330.3万5.3万股$1,040.2万5.3万股+540股+1.02%加仓
CABOT WEALTH MANAGEMENT INC
1.28%2.66%#17$1,254.6万5.0万股$2,316.4万11.8万股-6.7万股-57.21%减仓
Armbruster Capital Management, Inc.
1.77%1.6%#10$1,185.6万4.8万股$977.9万5.0万股-2,100股-4.23%减仓
&Partners&PARTNERS
0.04%0.04%#73$1,021.8万4.1万股$777.1万3.9万股+1,541股+3.91%加仓
NewEdge顾问NewEdge Advisors, LLC
0.03%0.03%#78$1,021.6万4.1万股$738.6万3.7万股+3,473股+9.27%加仓
奥本海默公司OPPENHEIMER & CO INC
0.11%#55$1,009.4万4.0万股$00股+4.0万股新买入
MarinerMariner, LLC
0.01%<0.01%#112$983.6万3.9万股$265.5万1.3万股+2.6万股+192.65%加仓
BUILDER INVESTMENT GROUP INC /ADV
1.67%0.51%#11$840.6万3.4万股$234.9万1.2万股+2.2万股+182.68%加仓
Hobart Private Capital, LLC
1.38%1.24%#15$806.9万3.2万股$631.6万3.2万股+292股+0.91%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#162$805.9万3.2万股$410.3万2.1万股+1.1万股+55.14%加仓
Private Advisor集团Private Advisor Group, LLC
0.04%0.03%#75$789.2万3.2万股$594.6万3.0万股+1,463股+4.85%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.01%#103$756.1万3.0万股$00股+3.0万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#118$745.3万3.0万股$470.0万2.4万股+6,026股+25.27%加仓
LINCOLN CAPITAL CORP
2.15%1.87%#6$663.0万2.7万股$506.8万2.6万股+860股+3.34%加仓
Financial Freedom, LLC
2.42%1.89%#5$526.2万2.1万股$379.0万1.9万股+1,862股+9.68%加仓
Merit金融集团Merit Financial Group, LLC
0.03%0.04%#77$524.3万2.1万股$523.4万2.7万股-5,543股-20.87%减仓
Betterment智能投顾Betterment LLC
0.01%0.01%#120$516.4万2.1万股$405.7万2.1万股+114股+0.55%加仓
Stratos Wealth Advisors, LLC
0.27%0.33%#36$488.3万2.0万股$539.5万2.7万股-7,800股-28.50%减仓
UMB银行UMB Bank, n.a.
0.06%0.05%#68$483.0万1.9万股$383.9万1.9万股-122股-0.63%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.01%#93$480.8万1.9万股$269.9万1.4万股+5,579股+40.75%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#130$471.1万1.9万股$316.9万1.6万股+2,803股+17.44%加仓
WEDBUSH SECURITIES INC
0.11%0.08%#54$445.9万1.8万股$278.8万1.4万股+3,729股+26.36%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#175$445.3万1.8万股$00股+1.8万股新买入
Wilkins Miller Wealth Management, LLC
2.03%1.7%#8$369.3万1.5万股$280.7万1.4万股+558股+3.92%加仓
Fortis Group Advisors, LLC
0.59%#29$367.3万1.5万股$00股+1.5万股新买入
Redhawk Wealth Advisors, Inc.
0.32%0.48%#33$320.7万1.3万股$433.9万2.2万股-9,159股-41.61%减仓
Compass Ion Advisors, LLC
0.26%0.19%#38$303.7万1.2万股$204.4万1.0万股+1,802股+17.38%加仓
Nova R Wealth, Inc.
0.87%0.76%#22$297.4万1.2万股$237.3万1.2万股-117股-0.97%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.03%#85$278.1万1.1万股$295.8万1.5万股-3,626股-24.54%减仓
IEQ资本IEQ CAPITAL, LLC
0.01%0.01%#101$277.4万1.1万股$198.8万1.0万股+1,030股+10.21%加仓
Archford Capital Strategies, LLC
0.26%0.21%#37$259.7万1.0万股$181.4万9,204股+1,205股+13.09%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#135$258.0万1.0万股$200.3万1.0万股+178股+1.75%加仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.08%0.13%#64$237.7万9,783股$187.2万9,348股+435股+4.65%加仓
Aspect Partners, LLC
0.87%0.79%#21$232.8万9,331股$193.6万9,823股-492股-5.01%减仓

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