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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 FDVFQY
持有机构数
95
机构合计市值 (Q2 2026)
$1.91亿
机构合计股数 (Q2 2026)
111.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+11.6万股
42 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8.0万股
35 · 8 清仓 · ≈
⚖️ 净额
+3.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.91亿
持有机构数
95
新买入
8
加仓
34
减仓
27
清仓
8
持股不变
26
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
Armbruster Capital Management, Inc.
4.87%4.66%#2$3,265.4万19.2万股$2,841.9万19.0万股+1,317股+0.69%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.27%0.27%#10$2,634.6万15.5万股$2,149.9万14.4万股+1.1万股+7.39%加仓
纯粹金融顾问Pure Financial Advisors, LLC
0.3%0.3%#9$2,355.6万13.8万股$2,044.5万13.7万股+1,333股+0.97%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#37$1,276.7万7.5万股$1,123.8万7.5万股-335股-0.44%减仓
Genesis Wealth Advisors, LLC
6.21%5.92%#1$1,038.7万6.1万股$886.4万5.9万股+1,597股+2.69%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#42$695.7万4.1万股$291.2万2.0万股+2.1万股+109.19%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#61$616.3万3.6万股$417.9万2.8万股+8,185股+29.23%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.03%#29$584.5万3.4万股$00股+3.4万股新买入
Cannon Wealth Management Services, LLC
2.92%2.81%#3$533.6万3.1万股$415.2万2.8万股+3,518股+12.65%加仓
Medallion Wealth Advisors, LLC
1.5%1.34%#5$489.7万2.9万股$410.0万2.7万股+1,286股+4.68%加仓
BEACON FINANCIAL PLANNING, INC
1.5%1.62%#4$442.0万2.6万股$419.2万2.8万股-2,134股-7.60%减仓
Capital Advisors, Ltd. LLC
0.36%0.37%#8$357.8万2.1万股$329.1万2.2万股-1,041股-4.72%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#66$355.2万2.1万股$334.0万2.2万股-1,521股-6.80%减仓
Royal Fund Management, LLC
0.26%0.24%#11$310.7万1.8万股$252.2万1.7万股+1,407股+8.36%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#57$291.8万1.7万股$192.9万1.3万股+4,205股+32.52%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#81$286.5万1.7万股$220.9万1.5万股+2,023股+13.67%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#39$247.2万1.1万股$135.4万9,076股+2,177股+23.99%加仓
Coastline Trust Co
0.21%0.21%#14$236.0万1.4万股$212.3万1.4万股-366股-2.57%减仓
Root Financial 合伙人Root Financial Partners, LLC
0.09%0.08%#21$223.1万1.3万股$180.0万1.2万股+1,036股+8.59%加仓
Vise科技Vise Technologies, Inc.
0.02%0.02%#33$195.9万1.2万股$84.9万5,533股+5,972股+107.93%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.04%0.04%#27$194.9万1.2万股$188.3万1.2万股-252股-2.14%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#65$146.4万8,600股$228.3万1.5万股-6,700股-43.79%减仓
INTERACTIVE FINANCIAL ADVISORS, INC.
0.83%0.81%#6$136.6万8,024股$124.0万8,306股-282股-3.40%减仓
Caitlin John, LLC
0.72%0.48%#7$132.5万7,779股$79.6万5,333股+2,446股+45.87%加仓
Hobart Private Capital, LLC
0.18%1.39%#15$102.8万6,034股$708.4万4.7万股-4.1万股-87.29%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#47$83.8万4,922股$73.5万4,922股00.00%持仓不变
美国国家慈善信托National Philanthropic Trust
0.01%#40$82.8万4,862股$00股+4,862股新买入
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#49$74.6万4,380股$72.2万4,837股-457股-9.45%减仓
Kathmere Capital Management, LLC
0.04%0.04%#26$74.1万4,349股$64.9万4,349股00.00%持仓不变
Arrowroot Family Office, LLC
0.21%0.21%#13$73.7万4,329股$63.3万4,242股+87股+2.05%加仓
GSG Advisors LLC
0.16%0.17%#17$73.3万4,307股$64.1万4,296股+11股+0.26%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#60$70.5万4,139股$60.9万4,079股+60股+1.47%加仓
WealthCare Investment Partners, LLC
0.17%0.14%#16$70.1万4,118股$50.9万3,401股+717股+21.08%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
<0.01%<0.01%#51$64.4万3,783股$59.7万4,002股-219股-5.47%减仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#53$60.2万3,537股$52.7万3,534股+3股+0.08%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#76$58.8万3,454股$51.5万3,454股00.00%持仓不变
NWAM LLC
0.03%0.03%#30$57.0万3,349股$49.9万3,341股+8股+0.24%加仓
Security Financial Services, INC.
0.08%0.08%#22$56.1万3,296股$50.6万3,388股-92股-2.72%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#67$54.3万3,168股$34.0万2,261股+907股+40.11%加仓
Kraft, Davis & Associates, LLC
0.11%0.11%#20$52.4万3,120股$49.7万3,119股+1股+0.03%加仓
BIP Wealth, LLC
0.01%0.02%#34$52.4万3,076股$50.8万3,404股-328股-9.64%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#69$51.5万3,022股$49.5万3,318股-296股-8.92%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#85$50.2万2,947股$43.9万2,940股+7股+0.24%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#58$47.9万2,812股$47.0万3,150股-338股-10.73%减仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#71$46.7万2,743股$41.3万2,766股-23股-0.83%减仓
Professional Financial Advisors, LLC
0.07%0.07%#23$40.4万2,373股$35.4万2,373股00.00%持仓不变
Walkner Condon Financial Advisors LLC
0.05%0.05%#25$40.3万2,365股$35.3万2,365股00.00%持仓不变
Dynamic Advisor Solutions LLC
0.01%0.01%#41$37.2万2,185股$32.4万2,172股+13股+0.60%加仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.01%0.01%#36$34.1万2,000股$29.8万2,000股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#88$31.7万1,871股$26.3万1,802股+69股+3.83%加仓

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