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

先锋领航·SMALL

VANGUARD SMALLVBR
持有机构数
1766
机构合计市值 (Q2 2026)
$209.15亿
机构合计股数 (Q2 2026)
8,615.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+432.2万股
784 · 150 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-350.1万股
728 · 80 清仓 · ≈
⚖️ 净额
+82.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$209.15亿
持有机构数
1766
新买入
150
加仓
634
减仓
648
清仓
80
持股不变
334
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
美国银行BANK OF AMERICA CORP /DE/
0.21%0.21%#637$33.24亿1,368.0万股$29.11亿1,340.1万股+27.9万股+2.08%加仓
AssetMarkASSETMARK, INC
2.04%1.81%#129$11.84亿487.3万股$8.86亿407.9万股+79.4万股+19.46%加仓
摩根士丹利MORGAN STANLEY
0.05%0.05%#1200$9.39亿386.4万股$8.00亿383.1万股+3.3万股+0.86%加仓
Betterment智能投顾Betterment LLC
1.16%1.2%#213$6.84亿281.3万股$6.34亿291.7万股-10.4万股-3.57%减仓
ASPIRIANT, LLC
10.47%10.76%#4$4.24亿174.6万股$3.78亿174.0万股+6,009股+0.35%加仓
富国银行WELLS FARGO & COMPANY/MN
0.07%0.07%#1117$4.07亿167.6万股$3.67亿169.0万股-1.4万股-0.81%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.09%0.09%#988$3.87亿159.3万股$3.50亿161.3万股-2.0万股-1.23%减仓
LPL金融LPL Financial LLC
0.08%0.09%#1026$3.75亿154.4万股$3.22亿148.1万股+6.3万股+4.24%加仓
SEI投资SEI INVESTMENTS CO
0.32%0.29%#499$3.68亿151.5万股$3.23亿148.7万股+2.9万股+1.94%加仓
瑞银集团UBS Group AG
0.05%0.05%#1224$3.56亿146.7万股$3.21亿147.6万股-9,734股-0.66%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.48%0.49%#389$3.14亿129.4万股$2.80亿129.0万股+4,192股+0.32%加仓
Cetera投资顾问Cetera Investment Advisers
0.27%0.27%#570$2.92亿120.2万股$2.53亿116.5万股+3.7万股+3.16%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.1%0.1%#951$2.51亿103.5万股$2.10亿98.4万股+5.1万股+5.16%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.07%0.07%#1106$2.49亿102.5万股$2.22亿102.3万股+2,046股+0.20%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.24%0.26%#600$2.08亿85.4万股$1.76亿80.9万股+4.5万股+5.55%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.1%0.11%#948$2.05亿84.4万股$1.84亿84.6万股-1,820股-0.22%减仓
Focus Partners财富Focus Partners Wealth
0.21%0.2%#648$2.02亿83.3万股$1.80亿82.9万股+3,944股+0.48%加仓
Choreo资本CHOREO, LLC
2.13%2.19%#124$1.98亿81.5万股$1.79亿82.2万股-6,672股-0.81%减仓
Savant资本Savant Capital, LLC
0.55%0.29%#361$1.88亿79.4万股$6,040.3万27.8万股+51.6万股+185.58%加仓
HighTower顾问HighTower Advisors, LLC
0.18%0.18%#708$1.85亿76.1万股$1.67亿77.1万股-9,839股-1.28%减仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#1560$1.71亿70.2万股$1.60亿75.3万股-5.0万股-6.69%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.03%0.03%#1308$1.64亿67.5万股$1.47亿67.5万股-311股-0.05%减仓
Allworth金融Allworth Financial LP
0.68%0.72%#307$1.60亿65.8万股$1.78亿81.8万股-15.9万股-19.50%减仓
Pathstone控股Pathstone Holdings, LLC
0.45%0.14%#407$1.55亿63.9万股$3,414.2万15.7万股+48.2万股+306.68%加仓
Mather集团MATHER GROUP, LLC.
1.33%1.36%#182$1.52亿62.7万股$1.37亿62.9万股-2,974股-0.47%减仓
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
0.52%0.55%#373$1.50亿61.8万股$1.42亿65.3万股-3.5万股-5.36%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.17%0.17%#741$1.34亿55.1万股$1.22亿56.3万股-1.2万股-2.17%减仓
PARK AVENUE SECURITIES LLC
0.82%0.88%#274$1.31亿53.9万股$1.12亿51.8万股+2.1万股+4.08%加仓
RWA财富合伙人RWA WEALTH PARTNERS, LLC
1.25%1.24%#198$1.30亿53.5万股$1.14亿52.3万股+1.3万股+2.42%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.91%0.81%#259$1.24亿50.9万股$1.08亿49.5万股+1.4万股+2.78%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.02%0.02%#1463$1.18亿48.5万股$1.05亿48.3万股+2,699股+0.56%加仓
MarinerMariner, LLC
0.12%0.12%#889$1.15亿47.5万股$1.03亿47.4万股+974股+0.21%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.17%0.18%#721$1.14亿46.8万股$1.01亿46.4万股+4,138股+0.89%加仓
STEPHENS GROUP ASSET MANAGEMENT, LLC
6.36%6.41%#26$1.13亿46.3万股$1.01亿46.3万股+323股+0.07%加仓
Retirement Investment Advisors, Inc.
6.87%6.72%#20$9,633.0万39.8万股$8,343.7万39.4万股+4,459股+1.13%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.05%0.05%#1198$9,375.0万38.6万股$8,251.0万38.0万股+6,026股+1.59%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.03%0.03%#1329$9,305.2万38.3万股$8,126.9万37.4万股+8,866股+2.37%加仓
阿拉巴马州退休系统Retirement Systems of Alabama
0.28%0.28%#555$9,293.9万38.2万股$8,309.4万38.2万股00.00%持仓不变
JMG Financial Group, Ltd.
2.23%2.37%#115$9,228.7万38.0万股$8,520.8万39.2万股-1.2万股-3.16%减仓
Stifel金融STIFEL FINANCIAL CORP
0.07%0.07%#1072$8,926.4万36.7万股$8,065.4万37.1万股-3,888股-1.05%减仓
Creative Planning财富管理Creative Planning
0.05%0.05%#1206$8,307.8万34.2万股$6,845.6万31.5万股+2.7万股+8.51%加仓
Modera财富管理Modera Wealth Management, LLC
0.86%0.88%#265$8,061.2万33.2万股$7,369.7万33.9万股-7,477股-2.20%减仓
Mokosak Advisory Group, LLC
17.26%17.65%#2$7,968.4万32.8万股$7,050.9万32.4万股+3,424股+1.06%加仓
Cresset资产管理Cresset Asset Management, LLC
0.29%0.3%#541$7,880.8万32.4万股$6,889.6万31.7万股+7,201股+2.27%加仓
Rodgers & Associates, LTD
7.11%7.02%#18$7,828.6万32.2万股$6,894.4万31.7万股+4,826股+1.52%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.13%0.15%#865$7,683.9万31.7万股$7,093.4万32.5万股-7,069股-2.18%减仓
SOA Wealth Advisors, LLC.
5.95%1.33%#33$7,596.3万31.3万股$722.2万35.6万股-4.3万股-12.08%减仓
斯蒂芬斯公司STEPHENS INC /AR/
0.82%0.74%#273$7,360.6万30.3万股$5,946.8万27.4万股+2.9万股+10.66%加仓
1832资产管理1832 Asset Management L.P.
0.04%0.06%#1288$7,229.4万29.8万股$6,461.1万29.7万股+112股+0.04%加仓
Bragg Financial 顾问Bragg Financial Advisors, Inc
1.89%2.04%#141$7,063.5万29.1万股$6,438.4万29.6万股-5,670股-1.91%减仓

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