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Victory组合II · 13F 机构持仓分析
期权收益计算器 机构排行
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Victory组合II

VICTORY PORTFOLIOS IICFO
持有机构数
73
机构合计市值 (Q2 2026)
$2.70亿
机构合计股数 (Q2 2026)
337.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+47.1万股
25 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-22.7万股
36 · 6 清仓 · ≈
⚖️ 净额
+24.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.70亿
持有机构数
73
新买入
11
加仓
14
减仓
30
清仓
6
持股不变
18
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
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#18$3,516.5万43.9万股$3,229.6万43.6万股+3,604股+0.83%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#30$2,951.9万36.9万股$2,791.5万37.6万股-7,822股-2.08%减仓
LPL金融LPL Financial LLC
0.01%0.01%#33$2,405.2万30.0万股$2,281.6万30.8万股-7,334股-2.38%减仓
SILVER OAK SECURITIES, INCORPORATED
1.44%#1$2,367.3万29.6万股$00股+29.6万股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#49$2,039.5万25.5万股$2,089.6万28.3万股-2.8万股-10.06%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#41$1,628.7万20.3万股$1,759.1万23.7万股-3.4万股-14.27%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.08%0.06%#12$1,598.8万20.0万股$754.3万10.2万股+9.8万股+96.27%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#28$1,413.0万17.6万股$1,283.1万17.3万股+3,421股+1.98%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#22$1,314.1万16.4万股$1,228.5万16.6万股-1,573股-0.95%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#53$1,036.3万12.9万股$1,017.4万13.7万股-7,785股-5.67%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#48$754.5万9.4万股$741.1万10.0万股-5,722股-5.73%减仓
Clearstead顾问Clearstead Advisors, LLC
0.05%0.04%#14$508.3万6.3万股$453.2万6.1万股+2,353股+3.85%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.02%#23$465.4万5.8万股$466.5万6.3万股-4,799股-7.63%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#39$444.3万5.5万股$457.0万6.2万股-6,139股-9.96%减仓
Intrua Financial, LLC
0.41%0.43%#3$443.2万5.5万股$414.3万5.6万股-535股-0.96%减仓
Keystone Financial Group
0.25%0.33%#7$436.6万5.5万股$516.9万7.0万股-1.5万股-21.78%减仓
Mather集团MATHER GROUP, LLC.
0.03%0.04%#17$368.7万4.6万股$426.8万5.8万股-1.2万股-20.01%减仓
Vise科技Vise Technologies, Inc.
0.04%#16$318.6万4.0万股$00股+4.0万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#60$255.4万3.2万股$248.4万3.4万股-1,601股-4.78%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#61$222.6万2.8万股$206.5万2.8万股-51股-0.18%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#58$196.9万2.5万股$173.6万2.3万股+1,192股+5.09%加仓
Patriot Financial Group Insurance Agency, LLC
0.19%0.2%#8$185.5万2.3万股$346.8万4.7万股-2.4万股-50.46%减仓
BridgePort Financial Solutions, LLC
0.36%0.37%#5$140.2万1.8万股$129.8万1.8万股00.00%持仓不变
Family Capital Management, Inc.
0.54%0.58%#2$138.5万1.7万股$129.9万1.8万股-217股-1.24%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#43$133.0万1.7万股$104.3万1.4万股+2,546股+18.11%加仓
WORLD EQUITY GROUP, INC.
0.28%0.3%#6$126.6万1.6万股$117.2万1.6万股+1股+0.01%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#44$124.4万1.6万股$98.1万1.3万股+2,310股+17.47%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#38$116.7万1.5万股$110.4万1.5万股-323股-2.17%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#42$115.7万1.4万股$95.5万1.3万股+1,571股+12.20%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#64$115.7万1.4万股$417.1万5.6万股-4.2万股-74.31%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%<0.01%#34$111.2万1.4万股$104.4万1.4万股-183股-1.30%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#56$89.4万1.1万股$101.2万1.4万股-2,482股-18.19%减仓
CALTON & ASSOCIATES, INC.
0.13%0.13%#9$87.3万1.1万股$91.6万1.2万股-1,458股-11.80%减仓
Syntegra Private Wealth Group, LLC
0.05%0.06%#13$62.6万7,819股$58.0万7,819股00.00%持仓不变
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#51$54.5万6,807股$56.9万7,672股-865股-11.27%减仓
StoneX Group Inc.
0.02%#21$51.9万6,634股$00股+6,634股新买入
OneDigital投资顾问OneDigital Investment Advisors LLC
<0.01%<0.01%#35$50.4万6,296股$25.9万3,491股+2,805股+80.35%加仓
共同顾问Mutual Advisors, LLC
0.01%0.01%#31$42.3万5,280股$39.1万5,268股+12股+0.23%加仓
Dynamic Advisor Solutions LLC
0.01%0.01%#27$42.0万5,250股$38.9万5,250股00.00%持仓不变
Advisory Advocates, LLC
0.36%0.39%#4$41.7万5,205股$38.6万5,205股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#63$41.4万5,167股$44.4万5,987股-820股-13.70%减仓
LexAurum Advisors, LLC
0.04%0.05%#15$39.0万4,865股$37.8万5,098股-233股-4.57%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#69$36.8万4,601股$34.1万4,601股00.00%持仓不变
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#57$36.8万4,601股$34.1万4,601股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#65$32.7万4,085股$32.8万4,418股-333股-7.54%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#47$29.3万3,653股$33.3万4,488股-835股-18.61%减仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
<0.01%#36$24.6万3,073股$00股+3,073股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#52$24.2万3,023股$29.6万3,992股-969股-24.27%减仓
LBMC INVESTMENT ADVISORS, LLC
0.01%0.01%#25$23.0万2,872股$21.3万2,872股00.00%持仓不变
Western 财富管理Western Wealth Management, LLC
0.01%0.01%#32$22.2万2,771股$20.5万2,771股00.00%持仓不变

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