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

先锋领航·NY TAX FREE FDS

VANGUARD NY TAX FREE FDSMUNY
持有机构数
58
机构合计市值 (Q2 2026)
$1.18亿
机构合计股数 (Q2 2026)
113.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+28.7万股
45 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-14.0万股
15 · 8 清仓 · ≈
⚖️ 净额
+14.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.18亿
持有机构数
58
新买入
25
加仓
20
减仓
7
清仓
8
持股不变
6
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
Bridgewater Advisors Inc.
1.59%1.63%#2$2,922.9万28.7万股$2,736.0万26.6万股+2.2万股+8.11%加仓
Francis Financial, Inc.
2.9%2.84%#1$1,772.1万17.0万股$1,532.9万15.0万股+2.1万股+13.88%加仓
WNY Asset Management, LLC
0.76%0.84%#5$848.3万8.2万股$813.4万7.9万股+2,167股+2.73%加仓
IEQ资本IEQ CAPITAL, LLC
0.04%0.04%#26$800.9万7.7万股$844.1万8.2万股-5,382股-6.53%减仓
OGOREK ANTHONY JOSEPH /NY/ /ADV
1.49%0.14%#3$602.1万5.8万股$49.9万4,879股+5.3万股+1,086.51%加仓
Rialto Wealth Management, LLC
0.87%0.59%#4$437.2万4.2万股$262.6万2.6万股+1.6万股+64.04%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.03%0.02%#30$423.3万4.1万股$289.5万2.8万股+1.2万股+44.04%加仓
Savvy Advisors, Inc.
0.07%#23$335.6万3.2万股$00股+3.2万股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#41$297.9万2.9万股$322.7万3.2万股-2,859股-9.08%减仓
Tortoise Investment Management, LLC
0.2%0.23%#15$264.3万2.5万股$274.5万2.7万股-1,387股-5.18%减仓
Rise Advisors, LLC
0.66%0.89%#6$235.5万2.3万股$252.6万2.5万股-2,025股-8.21%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#54$219.6万2.1万股$140.0万1.4万股+7,448股+54.50%加仓
SATOVSKY ASSET MANAGEMENT LLC
0.34%0.31%#9$214.4万2.1万股$173.7万1.7万股+3,663股+21.61%加仓
Arax顾问Arax Advisory Partners
0.01%#35$202.3万1.9万股$00股+1.9万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#44$175.5万1.7万股$161.0万1.6万股+1,163股+7.40%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#50$169.0万1.6万股$68.5万6,689股+9,563股+142.97%加仓
Hennion & Walsh Asset Management, Inc.
0.04%0.04%#25$144.0万1.4万股$111.9万1.1万股+2,919股+26.72%加仓
Family Manage LLC
0.1%#19$99.9万9,610股$00股+9,610股新买入
Prospect Financial Services LLC
0.49%#7$96.0万9,234股$00股+9,234股新买入
LifeGoal Investments, LLC
0.41%0.5%#8$88.8万8,536股$86.7万8,468股+68股+0.80%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#49$85.0万8,170股$83.7万8,170股00.00%持仓不变
Richard C. Young & CO., LTD.
0.05%#24$70.3万6,758股$00股+6,758股新买入
Joel Isaacson & Co., LLC
0.02%0.02%#32$61.8万5,941股$52.8万5,153股+788股+15.29%加仓
CHATHAM CAPITAL GROUP, INC.
0.08%0.09%#20$61.4万5,900股$59.4万5,800股+100股+1.72%加仓
克雷斯特伍德顾问Crestwood Advisors Group, LLC
0.01%0.01%#37$61.3万5,895股$70.4万6,875股-980股-14.25%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#47$60.6万5,823股$62.9万6,136股-313股-5.10%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#53$59.8万5,750股$48.7万4,750股+1,000股+21.05%加仓
Graney & King, LLC
0.21%0.27%#13$58.0万5,580股$50.7万4,949股+631股+12.75%加仓
Main Street Financial Solutions, LLC
0.03%#28$55.6万5,345股$00股+5,345股新买入
AMERICAN FINANCIAL & TAX STRATEGIES INC
0.23%0.25%#12$52.0万5,000股$51.2万5,000股00.00%持仓不变
Bell Investment Advisors, Inc
0.07%0.08%#21$49.7万4,783股$48.6万4,745股+38股+0.80%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.01%#38$49.2万4,731股$00股+4,731股新买入
平行顾问Parallel Advisors, LLC
0.01%<0.01%#39$46.4万4,461股$2.9万280股+4,181股+1,493.21%加仓
Compass Planning Associates Inc
0.24%0.29%#11$45.3万4,357股$44.6万4,357股00.00%持仓不变
Quantinno资本管理Quantinno Capital Management LP
<0.01%#48$44.4万4,272股$00股+4,272股新买入
SageView Advisory 集团SageView Advisory Group, LLC
0.01%#33$43.5万4,182股$00股+4,182股新买入
Wealthspire顾问Wealthspire Advisors, LLC
<0.01%<0.01%#43$42.8万4,119股$42.2万4,119股00.00%持仓不变
Equitable控股Equitable Holdings, Inc.
<0.01%#42$42.5万4,090股$00股+4,090股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#52$40.1万3,851股$00股+3,851股新买入
MYECFO, LLC
0.14%#18$37.0万3,560股$00股+3,560股新买入
Sandhill Capital Partners LLC
0.03%#29$36.0万3,461股$00股+3,461股新买入
OakTrust Wealth Advisors, LLC
0.3%#10$34.3万3,298股$00股+3,298股新买入
Strategic Advisors LLC
0.07%#22$33.4万3,213股$00股+3,213股新买入
Two West Capital Advisors LLC
0.15%0.16%#17$30.1万2,930股$30.1万2,907股+23股+0.79%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#55$29.7万2,851股$721.9万7.0万股-6.8万股-95.95%减仓
CANANDAIGUA NATIONAL BANK & TRUST CO
0.02%#31$28.4万2,728股$00股+2,728股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%#51$26.9万2,583股$00股+2,583股新买入
Platt Wealth Management LLC
0.2%0.24%#14$25.0万2,400股$24.6万2,400股00.00%持仓不变
CWA Asset Management 集团CWA Asset Management Group, LLC
0.01%#40$21.8万2,100股$00股+2,100股新买入
Bouchey Financial Group, Ltd.
0.01%0.01%#34$21.7万2,086股$20.3万1,972股+114股+5.78%加仓

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