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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 FDVFMV
持有机构数
88
机构合计市值 (Q2 2026)
$1.83亿
机构合计股数 (Q2 2026)
130.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+15.5万股
52 · 18 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-37.7万股
30 · 12 清仓 · ≈
⚖️ 净额
-22.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.83亿
持有机构数
88
新买入
18
加仓
34
减仓
18
清仓
12
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
ANDERSON HOAGLAND & CO
1.95%2.1%#1$2,492.6万17.9万股$2,444.2万18.3万股-4,604股-2.51%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.25%0.27%#9$2,437.5万17.5万股$2,174.8万16.3万股+1.2万股+7.15%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#40$1,791.6万12.9万股$1,194.5万9.0万股+3.9万股+43.39%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#58$911.9万6.5万股$871.4万6.5万股+28股+0.04%加仓
Equitable控股Equitable Holdings, Inc.
0.05%0.05%#21$854.7万6.1万股$708.0万5.4万股+7,020股+12.93%加仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.03%#25$838.5万6.0万股$812.3万6.1万股-803股-1.32%减仓
UMB银行UMB Bank, n.a.
0.07%0.08%#15$589.3万4.2万股$568.9万4.3万股-420股-0.98%减仓
TITLEIST ASSET MANAGEMENT, LLC
0.39%0.41%#6$574.7万4.1万股$538.5万4.0万股+815股+2.02%加仓
Sculati Wealth Management, LLC
1.63%1.64%#2$489.4万3.4万股$444.6万3.3万股+1,001股+3.00%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.02%0.04%#26$487.0万3.5万股$645.3万4.8万股-1.3万股-27.85%减仓
SMITH, MOORE & CO.
0.31%0.33%#8$479.1万3.4万股$453.5万3.4万股+339股+1.00%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.2%0.24%#12$415.4万3.0万股$400.4万3.0万股-246股-0.82%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#30$406.8万2.9万股$387.1万2.9万股+138股+0.47%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#41$393.1万2.8万股$293.2万2.2万股+6,203股+28.19%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#51$320.5万2.3万股$342.4万2.6万股-2,700股-10.51%减仓
Capital Analysts, LLC
0.07%#16$314.6万2.3万股$00股+2.3万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#63$300.6万2.2万股$228.9万1.7万股+4,393股+25.57%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#35$278.9万2.0万股$257.0万1.9万股+718股+3.72%加仓
Cornerstone Planning, LLC
0.62%0.58%#4$268.6万1.9万股$256.3万1.9万股+40股+0.21%加仓
咨询服务网络Advisory Services Network, LLC
0.03%0.03%#24$260.0万1.9万股$206.8万1.6万股+3,140股+20.23%加仓
Independence Asset Advisors, LLC
0.67%0.89%#3$258.4万1.9万股$247.0万1.9万股00.00%持仓不变
Pathstone控股Pathstone Holdings, LLC
<0.01%0.01%#39$153.1万1.1万股$148.7万1.1万股-177股-1.59%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#76$151.1万1.1万股$144.6万1.1万股-7股-0.06%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#45$150.8万1.1万股$109.1万8,191股+2,631股+32.12%加仓
Glass Jacobson Investment Advisors llc
0.45%0.47%#5$143.4万1.0万股$135.1万1.0万股+148股+1.46%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#54$143.4万1.0万股$135.1万1.0万股+148股+1.46%加仓
Keystone Financial Group
0.07%0.08%#17$125.0万8,973股$121.9万9,152股-179股-1.96%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#74$117.2万8,412股$79.5万5,965股+2,447股+41.02%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#56$116.2万8,335股$105.6万7,926股+409股+5.16%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#81$112.6万8,082股$00股+8,082股新买入
Compass Financial Group, INC/SD
0.12%0.15%#14$105.0万7,532股$107.6万8,074股-542股-6.71%减仓
Signal Advisors Wealth, LLC
0.05%0.04%#20$101.9万7,315股$62.0万4,651股+2,664股+57.28%加仓
MARIPAU WEALTH MANAGEMENT LLC
0.35%0.27%#7$99.2万7,124股$62.0万4,651股+2,473股+53.17%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#57$98.4万7,062股$90.5万6,792股+270股+3.98%加仓
GUYASUTA INVESTMENT ADVISORS INC
0.05%#22$97.9万7,025股$00股+7,025股新买入
道明加拿大TD Waterhouse Canada Inc.
<0.01%<0.01%#48$95.1万6,827股$93.9万7,022股-195股-2.78%减仓
SILVER OAK SECURITIES, INCORPORATED
0.06%0.04%#19$92.1万6,611股$58.1万4,362股+2,249股+51.56%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#82$81.2万5,826股$00股+5,826股新买入
Interchange Capital Partners, LLC
0.15%0.22%#13$77.4万5,556股$70.4万5,556股00.00%持仓不变
Tower Research Capital LLC (TRC)
0.02%#27$73.4万5,265股$00股+5,265股新买入
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.01%<0.01%#37$61.2万4,388股$42.9万3,218股+1,170股+36.36%加仓
Apollon Financial, LLC
0.07%0.08%#18$58.6万4,205股$56.0万4,205股00.00%持仓不变
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#64$56.7万4,066股$54.2万4,066股00.00%持仓不变
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01%0.01%#31$52.9万3,798股$42.4万3,185股+613股+19.25%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#79$50.7万3,641股$51.8万3,887股-246股-6.33%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%#69$46.4万3,327股$00股+3,327股新买入
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#49$44.5万3,190股$42.5万3,190股00.00%持仓不变
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#67$42.3万3,038股$40.5万3,038股00.00%持仓不变
Caitlin John, LLC
0.23%0.24%#10$41.4万2,969股$40.6万3,046股-77股-2.53%减仓
平行顾问Parallel Advisors, LLC
0.01%0.01%#36$41.3万2,965股$40.8万3,065股-100股-3.26%减仓

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