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先锋领航市政债券基金 · 13F 机构持仓分析
期权收益计算器 机构排行
V

先锋领航市政债券基金

VANGUARD MUN BD FDSVCRM
持有机构数
153
机构合计市值 (Q2 2026)
$9.90亿
机构合计股数 (Q2 2026)
1,303.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+299.3万股
114 · 40 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-23.1万股
32 · 9 清仓 · ≈
⚖️ 净额
+276.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.90亿
持有机构数
153
新买入
40
加仓
74
减仓
23
清仓
9
持股不变
16
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
HBK索尔斯顾问HBK Sorce Advisory LLC
5.19%5.19%#6$2.74亿365.2万股$2.62亿346.1万股+19.1万股+5.51%加仓
Verum Partners LLC
9.61%8.6%#3$6,426.1万84.1万股$4,526.7万60.2万股+23.9万股+39.64%加仓
Topsail Wealth Management, LLC
6%4.26%#5$4,699.9万61.5万股$2,886.9万38.4万股+23.1万股+60.14%加仓
Karpus Management, Inc.
1.35%1.41%#24$4,688.1万61.4万股$4,434.3万59.0万股+2.4万股+3.99%加仓
Aprio Wealth Management, LLC
2.16%2.59%#18$4,367.8万57.2万股$4,742.8万63.1万股-5.9万股-9.41%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.02%0.01%#109$3,817.8万50.0万股$1,832.7万24.5万股+25.5万股+104.06%加仓
Mills Wealth Advisors LLC
10.85%10.48%#2$3,444.4万45.1万股$3,000.3万39.9万股+5.2万股+12.92%加仓
Confluence Wealth Services, Inc.
0.72%0.79%#34$2,520.5万33.0万股$2,024.8万26.9万股+6.0万股+22.44%加仓
Focus Partners财富Focus Partners Wealth
0.02%0.03%#102$2,201.5万28.8万股$2,312.4万30.8万股-2.0万股-6.35%减仓
Opus Capital Group, LLC
1.84%2.02%#21$1,900.7万24.9万股$1,877.8万25.0万股-1,087股-0.44%减仓
San Luis Wealth Advisors LLC
2.46%2.87%#14$1,635.7万21.4万股$1,731.8万23.0万股-1.6万股-7.09%减仓
Truist金融TRUIST FINANCIAL CORP
0.02%0.01%#106$1,584.5万20.7万股$695.8万9.3万股+11.5万股+124.00%加仓
Elite Life Management LLC
16.76%16.46%#1$1,453.5万19.4万股$1,316.5万17.4万股+2.0万股+11.46%加仓
MB, LEVIS & ASSOCIATES, LLC
5.15%5.7%#7$1,397.2万18.3万股$1,366.8万18.2万股+1,002股+0.55%加仓
CGN Advisors LLC
0.97%1.02%#27$1,322.1万17.3万股$1,294.7万17.2万股+772股+0.45%加仓
Alaethes Wealth, LLC
3.56%#9$1,225.6万16.0万股$00股+16.0万股新买入
Tradewinds Capital Management, LLC
2.09%#20$1,176.5万15.4万股$00股+15.4万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#141$1,174.5万15.4万股$161.8万2.2万股+13.2万股+614.17%加仓
Mallini Complete Financial Planning LLC
7.18%#4$1,006.8万13.2万股$00股+13.2万股新买入
Verus Financial Partners, Inc.
0.78%0.66%#33$908.6万11.9万股$738.6万9.7万股+2.1万股+21.99%加仓
TFO Wealth Partners, LLC
0.96%0.84%#29$879.1万11.5万股$620.4万8.3万股+3.3万股+39.37%加仓
PENNEY FINANCIAL, LLC
3.03%#11$866.7万11.3万股$00股+11.3万股新买入
Keystone Financial Group, Inc.
4.37%2.33%#8$833.6万10.9万股$448.3万6.0万股+4.9万股+82.87%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#137$760.9万10.0万股$419.9万5.6万股+4.4万股+78.26%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.04%0.01%#97$744.5万9.7万股$124.1万1.7万股+8.1万股+489.94%加仓
TAGStone Capital, Inc.
2.32%2.58%#15$731.0万9.6万股$730.3万9.7万股-1,500股-1.54%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#138$704.9万9.2万股$668.5万8.9万股+3,316股+3.73%加仓
Physician Wealth Advisors, Inc.
0.81%0.91%#32$677.6万8.9万股$655.5万8.7万股+1,461股+1.67%加仓
Tilson Financial Group, Inc.
1.84%1.66%#23$669.1万8.8万股$554.4万7.4万股+1.4万股+18.72%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#145$639.0万8.4万股$1.5万204股+8.3万股+40,897.55%加仓
D'Orazio & Associates, Inc.
0.68%0.49%#36$588.2万7.7万股$375.4万5.0万股+2.7万股+54.13%加仓
Physician Wealth Solutions Inc.
2.16%2.21%#17$570.8万7.5万股$534.3万7.1万股+3,621股+5.09%加仓
Blume Capital Management, Inc.
0.83%0.9%#31$568.0万7.4万股$530.9万7.1万股+3,700股+5.24%加仓
EQ WEALTH ADVISORS, LLC
2.75%2.34%#12$500.9万6.6万股$399.4万5.3万股+1.2万股+23.36%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%0.01%#123$499.4万6.5万股$815.4万10.8万股-4.3万股-39.75%减仓
Elequin 资本Elequin Capital, LP
0.15%#65$490.1万6.4万股$00股+6.4万股新买入
QUANTUM FINANCIAL PARTNERS LLC
2.46%#13$481.8万6.3万股$00股+6.3万股新买入
Timmons Wealth Management, LLC
3.49%#10$477.5万6.2万股$00股+6.2万股新买入
Beaird Harris Wealth Management, LLC
0.27%0.13%#53$423.4万5.5万股$197.2万2.6万股+2.9万股+111.21%加仓
Kelman-Lazarov, Inc.
0.55%0.49%#42$421.7万5.5万股$341.2万4.5万股+9,799股+21.58%加仓
S.A. Mason LLC
1.24%1.44%#25$403.2万5.3万股$383.1万5.1万股+1,800股+3.53%加仓
Rehmann Capital Advisory Group
0.2%0.2%#60$385.1万5.1万股$385.1万5.1万股00.00%持仓不变
Brio Consultants, LLC
0.44%0.36%#47$375.0万4.9万股$294.6万3.9万股+1.0万股+25.93%加仓
Gutierrez Wealth Advisory, LLC
2.15%2.51%#19$372.2万4.9万股$404.5万5.4万股-5,104股-9.48%减仓
Balanced Rock Investment Advisors LLC
2.31%2.52%#16$370.7万4.9万股$359.0万4.8万股+742股+1.55%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#113$350.6万4.6万股$278.9万3.7万股+8,773股+23.64%加仓
Rialto Wealth Management, LLC
0.63%#38$319.5万4.2万股$00股+4.2万股新买入
HUB投资合伙人HUB Investment Partners, LLC
0.06%0.05%#90$313.2万4.1万股$211.1万2.8万股+1.3万股+45.93%加仓
TD Capital Management LLC
0.24%#55$289.6万3.8万股$00股+3.8万股新买入
Advyzon Investment Management, LLC
0.21%0.31%#58$289.5万3.8万股$343.1万4.6万股-7,763股-17.00%减仓

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