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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 FDVFMF
持有机构数
105
机构合计市值 (Q2 2026)
$3.13亿
机构合计股数 (Q2 2026)
176.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+26.2万股
68 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-5.3万股
31 · 12 清仓 · ≈
⚖️ 净额
+20.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.13亿
持有机构数
105
新买入
23
加仓
45
减仓
19
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
4.2%4.11%#2$5,352.9万30.2万股$4,775.5万30.8万股-5,474股-1.78%减仓
Systelligence, LLC
4.75%3.25%#1$2,843.5万16.1万股$1,674.1万10.8万股+5.3万股+48.84%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#59$2,633.1万14.9万股$2,563.9万16.5万股-1.7万股-10.01%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#64$2,205.9万12.5万股$1,261.4万8.1万股+4.3万股+53.24%加仓
Opus Capital Group, LLC
1.84%1.77%#7$1,896.0万10.7万股$1,644.4万10.6万股+1,099股+1.04%加仓
Cambridge Investment Research Advisors, Inc.
0.04%0.03%#37$1,536.3万8.7万股$1,197.1万7.7万股+9,614股+12.45%加仓
UMB银行UMB Bank, n.a.
0.15%0.14%#27$1,168.7万6.6万股$1,037.0万6.7万股-836股-1.25%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#76$1,040.1万5.9万股$863.2万5.6万股+3,107股+5.58%加仓
Storen Legacy Partners, LLC
2.76%2.85%#4$1,011.0万5.7万股$910.4万5.9万股-1,579股-2.69%减仓
Rooted Wealth Advisors, Inc.
2.36%2.06%#5$965.7万5.5万股$780.8万4.7万股+7,614股+16.22%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.16%0.16%#26$783.5万4.4万股$678.6万4.4万股+516股+1.18%加仓
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
0.96%0.9%#11$761.8万4.3万股$619.2万4.0万股+3,118股+7.81%加仓
ADVISORTRUST PARTNERS, LLC
2.06%0.2%#6$602.9万3.4万股$48.3万3,115股+3.1万股+993.74%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#60$490.7万2.8万股$307.5万2.0万股+7,897股+39.83%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#88$371.2万2.1万股$256.8万1.7万股+4,413股+26.65%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#67$364.8万2.1万股$258.2万1.7万股+3,958股+23.77%加仓
BARNES PETTEY FINANCIAL ADVISORS, LLC
1.13%1.01%#10$359.9万2.0万股$232.3万1.5万股+5,359股+35.78%加仓
Partners in Financial Planning
0.52%0.5%#14$342.0万1.9万股$299.8万1.9万股-7股-0.04%减仓
TFB Advisors LLC
1.5%1.44%#9$339.9万1.9万股$275.1万1.8万股+1,465股+8.26%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#79$299.1万1.7万股$00股+1.7万股新买入
Cedar Point Capital Partners, LLC
1.62%1.56%#8$281.8万1.6万股$240.3万1.5万股+431股+2.78%加仓
Walkner Condon Financial Advisors LLC
0.31%0.33%#15$271.9万1.5万股$247.1万1.6万股-573股-3.60%减仓
MGO资本MGO ONE SEVEN LLC
0.04%0.05%#35$268.4万1.5万股$226.0万1.5万股+599股+4.11%加仓
VICTORY FINANCIAL GROUP, LLC
0.28%0.29%#19$268.2万1.5万股$238.1万1.5万股-197股-1.28%减仓
Equitable控股Equitable Holdings, Inc.
0.01%#47$228.1万1.3万股$00股+1.3万股新买入
HALBERT HARGROVE GLOBAL ADVISORS, LLC
0.1%0.1%#30$223.3万1.3万股$210.3万1.4万股-939股-6.93%减仓
Onyx Bridge Wealth Group LLC
0.2%0.21%#23$220.5万1.2万股$191.4万1.2万股+116股+0.94%加仓
RESOLUTE WEALTH ADVISOR, INC.
3.51%1.25%#3$220.0万1.4万股$220.0万1.4万股00.00%持仓不变
CALTON & ASSOCIATES, INC.
0.3%0.16%#18$202.1万1.1万股$112.7万7,270股+4,149股+57.07%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.02%0.02%#41$172.4万9,743股$125.5万8,093股+1,650股+20.39%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#87$170.8万9,650股$144.1万9,295股+355股+3.82%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.03%0.03%#38$167.2万9,447股$171.9万1.1万股-1,640股-14.79%减仓
PERRYMAN FINANCIAL ADVISORY INC /AD
0.22%0.21%#20$167.1万9,442股$141.8万9,145股+297股+3.25%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.01%#65$158.8万8,976股$142.9万9,215股-239股-2.59%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#92$156.4万8,835股$143.1万9,225股-390股-4.23%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#91$147.9万8,360股$109.8万7,078股+1,282股+18.11%加仓
第一曼哈顿FIRST MANHATTAN CO. LLC.
<0.01%<0.01%#71$147.6万8,339股$129.3万8,339股00.00%持仓不变
Centric Wealth Management
0.22%#21$141.8万7,610股$00股+7,610股新买入
RHS Financial, LLC
0.57%0.47%#13$141.0万7,967股$98.4万6,347股+1,620股+25.52%加仓
MarinerMariner, LLC
<0.01%<0.01%#83$139.3万7,870股$33.0万2,127股+5,743股+270.00%加仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.03%0.02%#39$138.9万7,849股$95.2万6,139股+1,710股+27.85%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#86$128.3万7,250股$117.2万7,558股-308股-4.08%减仓
Seed Wealth Management, Inc.
0.74%0.71%#12$117.7万6,650股$103.1万6,650股00.00%持仓不变
Clark Asset Management, LLC
0.09%0.09%#31$112.4万6,350股$98.4万6,344股+6股+0.09%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.01%0.01%#54$108.7万6,143股$116.8万7,533股-1,390股-18.45%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#82$84.8万4,794股$73.1万4,715股+79股+1.68%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%<0.01%#57$65.3万3,689股$37.4万2,409股+1,280股+53.13%加仓
Physician Wealth Advisors, Inc.
0.08%0.08%#32$64.8万3,659股$59.1万3,809股-150股-3.94%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%#53$54.3万3,071股$00股+3,071股新买入
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#78$53.9万3,047股$46.9万3,025股+22股+0.73%加仓

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