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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 FDVFVA
持有机构数
93
机构合计市值 (Q2 2026)
$3.73亿
机构合计股数 (Q2 2026)
251.6万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+11.4万股
39 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-12.0万股
41 · 12 清仓 · ≈
⚖️ 净额
-5,166股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.73亿
持有机构数
93
新买入
11
加仓
28
减仓
29
清仓
12
持股不变
25
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
0.58%0.57%#10$7,787.8万52.5万股$6,719.2万49.9万股+2.6万股+5.11%加仓
Armbruster Capital Management, Inc.
9.55%9.53%#2$6,408.9万43.2万股$5,814.7万43.2万股-188股-0.04%减仓
Equitable控股Equitable Holdings, Inc.
0.22%0.18%#15$3,656.1万24.6万股$2,862.4万21.6万股+3.1万股+14.26%加仓
ANDERSON HOAGLAND & CO
2.84%2.88%#3$3,619.5万24.4万股$3,344.1万24.8万股-4,579股-1.84%减仓
BURRUS FINANCIAL SERVICES, INC.
12.57%12.23%#1$2,894.4万19.5万股$2,671.7万19.8万股-3,473股-1.75%减仓
Menora Mivtachim控股MENORA MIVTACHIM HOLDINGS LTD.
0.05%0.06%#28$1,385.4万9.3万股$1,256.4万9.3万股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#68$1,144.7万7.7万股$982.5万7.3万股+4,134股+5.66%加仓
RWA财富合伙人RWA WEALTH PARTNERS, LLC
0.1%0.11%#21$1,079.0万7.3万股$1,032.4万7.7万股-4,007股-5.22%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#52$1,047.4万7.1万股$902.3万6.7万股+3,534股+5.27%加仓
UMB银行UMB Bank, n.a.
0.09%0.09%#24$725.8万4.9万股$677.2万5.0万股-1,409股-2.80%减仓
Capital Advisors Wealth Management, LLC
0.74%0.76%#4$633.7万4.3万股$569.0万4.2万股+427股+1.01%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#61$493.9万3.3万股$454.8万3.4万股-512股-1.52%减仓
EP财富顾问EP Wealth Advisors, LLC
0.02%0.02%#35$486.9万3.3万股$451.8万3.4万股-755股-2.25%减仓
Lebenthal Global Advisors, LLC
0.62%0.61%#8$461.4万3.1万股$420.0万3.1万股-118股-0.38%减仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.02%0.02%#34$391.3万2.6万股$354.7万2.6万股+11股+0.04%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#73$345.6万2.3万股$255.7万1.9万股+4,291股+22.59%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#45$342.1万2.3万股$331.2万2.5万股-1,553股-6.31%减仓
Savant资本Savant Capital, LLC
0.01%0.01%#42$231.0万1.6万股$117.8万8,750股+7,628股+87.18%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#59$209.3万1.4万股$110.4万8,200股+5,900股+71.95%加仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#51$203.5万1.4万股$196.6万1.5万股-895股-6.13%减仓
Sovereign Financial Group, Inc.
0.28%0.15%#13$189.1万1.3万股$179.1万1.3万股-566股-4.25%减仓
Compass Advisory Group LLC
0.4%0.4%#12$166.7万1.1万股$150.5万1.1万股+49股+0.44%加仓
布朗顾问BROWN ADVISORY INC
<0.01%<0.01%#50$160.1万1.1万股$193.9万1.4万股-3,622股-25.14%减仓
Seven Bridges Advisors LLC
0.72%#5$150.1万1.0万股$00股+1.0万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#79$149.8万1.0万股$133.1万9,888股+204股+2.06%加仓
Long Island Wealth Management, Inc.
0.61%0.54%#9$146.6万9,879股$115.9万8,610股+1,269股+14.74%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#47$145.9万9,827股$138.8万1.0万股-481股-4.67%减仓
Whittier信托WHITTIER TRUST CO
0.01%0.01%#38$137.3万9,091股$123.1万9,058股+33股+0.36%加仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.05%0.06%#29$135.0万9,093股$125.1万9,294股-201股-2.16%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#58$132.9万8,951股$177.0万1.3万股-4,197股-31.92%减仓
CoreFirst Bank & Trust
0.65%0.63%#7$131.2万8,839股$118.9万8,834股+5股+0.06%加仓
Keystone Financial Group
0.07%0.08%#26$130.8万8,815股$117.7万8,744股+71股+0.81%加仓
Hara Capital LLC
0.67%0.51%#6$127.3万8,575股$102.5万7,611股+964股+12.67%加仓
Kathmere Capital Management, LLC
0.06%0.06%#27$111.4万7,508股$101.1万7,508股00.00%持仓不变
Rockingstone Advisors LLC
0.43%0.44%#11$106.7万7,187股$96.7万7,187股00.00%持仓不变
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#75$103.9万7,002股$95.4万7,087股-85股-1.20%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%#67$93.5万6,302股$00股+6,302股新买入
MarinerMariner, LLC
<0.01%<0.01%#65$89.1万6,006股$80.8万6,006股00.00%持仓不变
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#44$82.9万5,585股$75.2万5,585股00.00%持仓不变
Financial Engines顾问Financial Engines Advisors L.L.C.
<0.01%<0.01%#60$80.6万5,433股$73.8万5,481股-48股-0.88%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%#72$78.5万5,290股$00股+5,290股新买入
Financial Partners Group, Inc
0.08%0.08%#25$77.7万5,232股$70.4万5,228股+4股+0.08%加仓
Stonehearth Capital Management, LLC
0.26%0.33%#14$75.9万5,116股$84.4万6,268股-1,152股-18.38%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#66$66.8万4,497股$60.3万4,479股+18股+0.40%加仓
Essex Financial Services, Inc.
0.03%0.03%#32$65.7万4,425股$59.0万4,386股+39股+0.89%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#48$60.1万4,050股$54.5万4,050股00.00%持仓不变
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#69$59.7万4,022股$29.6万2,199股+1,823股+82.90%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#64$59.5万3,925股$21.2万1,568股+2,357股+150.32%加仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.01%0.01%#43$46.3万3,119股$42.0万3,119股00.00%持仓不变
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#54$45.2万3,043股$40.8万3,034股+9股+0.30%加仓

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