13FBOX
VIRTUS EQUITY & CONV INCM FD · 13F 机构持仓分析
期权收益计算器 机构排行
V

VIRTUS EQUITY & CONV INCM FD

NIE
持有机构数
95
机构合计市值 (Q2 2026)
$2.00亿
机构合计股数 (Q2 2026)
748.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+57.8万股
53 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-20.5万股
28 · 4 清仓 · ≈
⚖️ 净额
+37.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.00亿
持有机构数
95
新买入
14
加仓
39
减仓
24
清仓
4
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
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#50$2,607.6万97.1万股$2,222.0万95.1万股+2.0万股+2.06%加仓
顾问资产管理Advisors Asset Management, Inc.
0.27%0.26%#8$1,782.2万66.4万股$1,592.5万68.2万股-1.8万股-2.67%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#59$1,504.7万56.0万股$1,343.5万57.5万股-1.5万股-2.60%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#52$1,468.6万54.7万股$1,215.1万52.0万股+2.7万股+5.11%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#70$1,366.2万50.9万股$1,349.7万53.8万股-2.9万股-5.37%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.08%0.08%#15$1,308.3万48.7万股$1,082.1万46.3万股+2.4万股+5.14%加仓
Saba 资本管理Saba Capital Management, L.P.
0.33%0.23%#6$1,278.1万47.6万股$844.0万36.1万股+11.5万股+31.70%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#60$922.6万34.3万股$679.1万29.1万股+5.3万股+18.15%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#37$741.2万27.7万股$605.6万25.7万股+2.0万股+7.89%加仓
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
1.16%1.06%#1$609.3万22.7万股$510.9万21.9万股+8,118股+3.71%加仓
景顺Invesco Ltd.
<0.01%<0.01%#81$372.1万13.9万股$285.5万12.2万股+1.6万股+13.34%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#77$348.5万13.0万股$306.6万13.1万股-1,510股-1.15%减仓
Allspring环球投资Allspring Global Investments Holdings, LLC
0.01%<0.01%#44$346.0万12.9万股$187.1万8.0万股+4.9万股+60.81%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#84$327.2万12.2万股$278.2万11.9万股+2,738股+2.30%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.02%0.01%#34$278.7万10.4万股$185.3万7.9万股+2.4万股+30.83%加仓
世界投资顾问World Investment Advisors
0.04%0.04%#19$267.3万11.4万股$275.3万11.8万股-3,449股-2.93%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#57$251.4万9.4万股$180.6万7.7万股+1.6万股+21.04%加仓
EVOLVE PRIVATE WEALTH, LLC
0.12%0.1%#12$201.1万7.5万股$186.0万8.0万股-4,746股-5.96%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#47$196.7万7.3万股$187.0万8.0万股-6,794股-8.49%减仓
OxenFree Capital LLC
0.88%0.8%#3$191.2万7.3万股$164.4万6.5万股+7,574股+11.61%加仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
0.02%0.02%#32$180.0万6.7万股$213.5万9.1万股-2.4万股-26.69%减仓
&Partners&PARTNERS
0.01%0.01%#40$176.8万6.6万股$140.6万6.0万股+5,579股+9.25%加仓
资本投资顾问Capital Investment Advisors, LLC
0.02%0.02%#28$147.5万5.5万股$130.2万5.6万股-809股-1.45%减仓
Calamos顾问Calamos Advisors LLC
<0.01%<0.01%#46$137.8万5.1万股$111.9万4.8万股+3,420股+7.14%加仓
Keystone Financial Group
0.07%0.07%#16$128.4万4.8万股$109.2万4.7万股+1,070股+2.29%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#62$124.1万4.6万股$112.4万4.8万股-1,921股-3.99%减仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#71$119.1万4.4万股$78.9万3.4万股+1.1万股+31.20%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#41$117.0万4.4万股$100.4万4.3万股+575股+1.34%加仓
Logan Stone Capital, LLC
0.25%#9$116.7万4.3万股$00股+4.3万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#53$108.7万4.0万股$89.6万3.8万股+2,124股+5.54%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#61$107.0万4.0万股$93.1万4.0万股00.00%持仓不变
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#85$95.9万3.6万股$103.2万4.4万股-8,466股-19.17%减仓
Stolper Co
0.24%0.6%#10$92.5万3.4万股$119.2万3.8万股-3,270股-8.67%减仓
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#36$89.2万3.3万股$77.6万3.3万股-42股-0.13%减仓
PMG Family Office LLC
0.8%0.83%#4$87.0万3.2万股$74.2万3.2万股+645股+2.03%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#49$83.3万3.1万股$73.0万3.1万股-250股-0.80%减仓
Cornerstone Wealth Management, LLC
0.03%0.03%#22$81.4万3.0万股$65.0万2.8万股+2,497股+8.98%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#72$78.7万2.9万股$75.5万3.2万股-3,015股-9.33%减仓
ROTHSCHILD 投资ROTHSCHILD INVESTMENT LLC
0.03%0.04%#24$77.9万2.9万股$67.7万2.9万股00.00%持仓不变
Allworth金融Allworth Financial LP
<0.01%<0.01%#55$75.6万2.8万股$66.9万2.9万股-496股-1.73%减仓
David J Yvars Group
0.33%0.27%#7$69.0万2.6万股$48.2万2.1万股+5,045股+24.43%加仓
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
0.02%0.02%#29$68.8万2.6万股$58.8万2.5万股+439股+1.74%加仓
WEDBUSH SECURITIES INC
0.02%0.02%#31$68.6万2.6万股$59.7万2.6万股+9股+0.04%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.01%#43$65.2万2.4万股$55.9万2.4万股+323股+1.35%加仓
Miller Financial Services LLC
0.5%#5$62.3万2.3万股$00股+2.3万股新买入
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.07%0.03%#17$57.9万2.2万股$23.5万1.0万股+1.1万股+114.26%加仓
Centurion Wealth Management LLC
0.14%0.11%#11$57.8万2.2万股$50.2万2.2万股00.00%持仓不变
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#74$52.6万2.0万股$46.8万2.0万股-466股-2.32%减仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#73$46.5万1.7万股$44.1万1.9万股-1,594股-8.43%减仓
PFG 投资PFG Investments, LLC
0.02%0.02%#33$40.6万1.5万股$35.2万1.5万股+54股+0.36%加仓

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