13FBOX
先锋领航·MALVERN FDS · 13F 机构持仓分析
期权收益计算器 机构排行
V

先锋领航·MALVERN FDS

VANGUARD MALVERN FDSVSDB
持有机构数
55
机构合计市值 (Q2 2026)
$7.12亿
机构合计股数 (Q2 2026)
932.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+514.6万股
37 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.1万股
14 · 4 清仓 · ≈
⚖️ 净额
+510.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.12亿
持有机构数
55
新买入
15
加仓
22
减仓
10
清仓
4
持股不变
8
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
奥格尔财富管理Orgel Wealth Management, LLC
11.87%5.73%#1$6.26亿819.9万股$2.66亿348.9万股+471.0万股+135.00%加仓
Beaird Harris Wealth Management, LLC
0.98%0.7%#4$1,557.3万20.4万股$1,026.7万13.5万股+6.9万股+51.49%加仓
CGN Advisors LLC
0.53%0.43%#8$722.6万9.5万股$541.5万7.1万股+2.4万股+33.30%加仓
Werba Rubin Papier Wealth Management
0.86%0.71%#6$709.5万9.3万股$508.5万6.7万股+2.6万股+39.35%加仓
TD Capital Management LLC
0.51%#9$623.9万8.2万股$00股+8.2万股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.03%#27$522.0万6.8万股$426.8万5.6万股+1.2万股+22.15%加仓
Keystone Financial Group, Inc.
2.42%1.91%#3$460.4万6.0万股$368.0万4.8万股+1.2万股+24.99%加仓
Entruity Wealth, LLC
2.98%#2$460.1万6.0万股$00股+6.0万股新买入
Bell 银行Bell Bank
0.16%#17$423.6万5.5万股$00股+5.5万股新买入
Pinnacle Financial Group, LLC / IL
0.76%0.81%#7$310.7万4.1万股$295.0万3.9万股+2,015股+5.21%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#38$202.8万2.7万股$142.1万1.9万股+7,930股+42.56%加仓
道明加拿大TD Waterhouse Canada Inc.
<0.01%0.01%#34$167.0万2.2万股$208.1万2.7万股-5,487股-20.05%减仓
Robertson Stephens 财富管理Robertson Stephens Wealth Management, LLC
0.04%0.04%#24$162.0万2.1万股$160.3万2.1万股+200股+0.95%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#32$161.5万2.1万股$154.0万2.0万股+958股+4.74%加仓
Eldridge Investment Advisors, Inc.
0.25%0.18%#13$125.5万1.6万股$82.4万1.1万股+5,638股+52.19%加仓
North Star Investment Management Corp.
0.07%0.08%#22$124.0万1.6万股$128.4万1.7万股-585股-3.48%减仓
Mills Wealth Advisors LLC
0.35%0.46%#10$110.8万1.5万股$132.0万1.7万股-2,805股-16.20%减仓
Balboa Wealth Partners
0.15%#18$109.4万1.4万股$00股+1.4万股新买入
HAZLETT, BURT & WATSON, INC.
0.28%0.25%#12$105.2万1.4万股$80.4万1.0万股+3,287股+31.32%加仓
BARNES PETTEY FINANCIAL ADVISORS, LLC
0.31%0.43%#11$99.2万1.3万股$99.1万1.3万股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#40$94.2万1.2万股$74.4万9,770股+2,629股+26.91%加仓
American Investment Services, Inc.
0.19%0.18%#15$90.9万1.2万股$82.6万1.1万股+1,079股+9.96%加仓
Englebert Financial Advisers, LLC
0.89%1.46%#5$90.9万1.2万股$128.5万1.7万股-4,957股-29.40%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#49$90.8万1.2万股$100.6万1.3万股-1,310股-9.92%减仓
STEEL GROVE CAPITAL ADVISORS, LLC
0.08%0.04%#20$87.8万1.2万股$34.3万4,500股+7,000股+155.56%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#48$84.4万1.1万股$42.3万5,553股+5,499股+99.03%加仓
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#31$80.6万1.1万股$83.6万1.1万股-400股-3.65%减仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#46$76.7万1.0万股$76.6万1.0万股00.00%持仓不变
Worth Asset Management, LLC
0.23%#14$72.8万9,541股$00股+9,541股新买入
Betterment智能投顾Betterment LLC
<0.01%<0.01%#42$53.8万7,050股$58.2万7,627股-577股-7.57%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#39$52.3万6,848股$51.2万6,719股+129股+1.92%加仓
Essex Financial Services, Inc.
0.02%#29$43.4万5,690股$00股+5,690股新买入
Crusonia Wealth Advisors LLC
0.07%#21$42.3万5,545股$00股+5,545股新买入
MarinerMariner, LLC
<0.01%<0.01%#45$41.4万5,418股$51.9万6,823股-1,405股-20.59%减仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
<0.01%<0.01%#35$38.9万5,100股$38.9万5,100股00.00%持仓不变
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.01%0.01%#30$35.0万4,585股$33.1万4,340股+245股+5.65%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%#36$34.4万4,503股$00股+4,503股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#37$33.2万4,344股$11.8万1,549股+2,795股+180.44%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#43$31.8万4,172股$27.5万3,606股+566股+15.70%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#51$30.6万4,013股$00股+4,013股新买入
Gutierrez Wealth Advisory, LLC
0.17%0.18%#16$29.2万3,819股$28.9万3,789股+30股+0.79%加仓
Burton Enright Welch
0.03%#25$27.5万3,596股$00股+3,596股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#44$26.1万3,416股$00股+3,416股新买入
Aegis Wealth Management LLC
0.12%0.14%#19$25.0万3,275股$25.0万3,275股00.00%持仓不变
HBK索尔斯顾问HBK Sorce Advisory LLC
<0.01%<0.01%#33$24.8万3,265股$24.9万3,265股00.00%持仓不变
Concord Wealth Partners
0.03%0.03%#26$23.4万3,060股$23.1万3,031股+29股+0.96%加仓
CRA Financial Services, LLC
0.02%#28$20.4万2,671股$00股+2,671股新买入
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#41$18.7万2,446股$23.4万3,074股-628股-20.43%减仓
Cornerstone National Bank & Trust Co
0.06%0.06%#23$16.3万2,151股$16.4万2,151股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%#50$6.3万820股$00股+820股新买入

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