13F 机构持仓

CDL VICTORY PORTFOLIOS II

VCSHS US LRG CAP

持有机构数642026Q2
26Q126Q2
机构合计持股(股)2,773,9772026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q2642,773,977$2.15亿 521244$1,096.59万
2026Q1612,633,146$1.96亿 413252-$3,487.33万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Integrated Wealth Concepts LLC加仓$434.13万
Vise Technologies, Inc.新建仓$344.07万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$190.54万
Cambridge Investment Research Advisors, Inc.加仓$112.15万
JONES FINANCIAL COMPANIES LLLP加仓$72.32万
Summit Financial, LLC加仓$60.83万
Cetera Investment Advisers新建仓$49.84万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$48.45万
ATLANTIC FAMILY WEALTH, LLC加仓$46.90万
LPL Financial LLC加仓$32.85万
Nuveen, LLC新建仓$26.57万
Fifth Third Wealth Advisors LLC加仓$23.22万
NICOLET BANKSHARES INC新建仓$21.82万
ENVESTNET ASSET MANAGEMENT INC加仓$16.97万
OSAIC HOLDINGS, INC.加仓$7.35万
Arax Advisory Partners新建仓$4.31万
KELLEHER FINANCIAL ADVISORS加仓$1.09万
YARGER WEALTH STRATEGIES, LLC加仓$3,478
Eagle Bay Advisors LLC加仓$2,094
EverSource Wealth Advisors, LLC加仓$1,551

2026Q2 卖出最多

CITADEL ADVISORS LLC清仓-$87.80万
AMERIPRISE FINANCIAL INC减仓-$57.50万
HighTower Advisors, LLC减仓-$46.28万
BANK OF AMERICA CORP /DE/减仓-$43.95万
NewEdge Advisors, LLC减仓-$33.22万
Investors Research Corp减仓-$18.85万
RAYMOND JAMES FINANCIAL INC减仓-$16.04万
MPWM ADVISORY SOLUTIONS, LLC减仓-$11.19万
MORGAN STANLEY减仓-$10.07万
Golden State Wealth Management, LLC减仓-$9.02万
ROYAL BANK OF CANADA减仓-$8.29万
Private Advisor Group, LLC减仓-$7.94万
WELLS FARGO & COMPANY/MN减仓-$7.37万
Steward Partners Investment Advisory, LLC清仓-$7.08万
MAI Capital Management清仓-$5.48万
Creative Planning减仓-$4.61万
SageView Advisory Group, LLC减仓-$4.60万
Rockefeller Capital Management L.P.减仓-$4.12万
Smith Thornton Advisors LLC减仓-$4.06万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$3.88万

2026Q2 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
MORGAN STANLEY617,131$4,787.32万0.00%-1,298减仓
ATLANTIC FAMILY WEALTH, LLC381,018$2,955.69万18.91%6,046加仓
BANK OF AMERICA CORP /DE/262,365$2,035.26万0.00%-5,666减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO213,493$1,656.14万0.01%6,246加仓
LPL Financial LLC156,681$1,215.43万0.00%4,235加仓
HighTower Advisors, LLC106,787$828.39万0.01%-5,966减仓
Summit Financial, LLC106,380$825.23万0.09%7,841加仓
Integrated Wealth Concepts LLC97,936$759.79万0.04%55,958加仓
JONES FINANCIAL COMPANIES LLLP95,636$751.01万0.00%9,209加仓
AMERIPRISE FINANCIAL INC93,806$727.67万0.00%-7,412减仓
MPWM ADVISORY SOLUTIONS, LLC48,395$375.41万1.67%-1,443减仓
Vise Technologies, Inc.44,354$344.07万0.04%44,354新建仓
NewEdge Advisors, LLC44,103$342.12万0.01%-4,282减仓
COMMONWEALTH EQUITY SERVICES, LLC42,779$331.85万0.00%-500减仓
GOLDMAN SACHS GROUP INC40,311$312.71万0.00%0不变
SUSQUEHANNA INTERNATIONAL GROUP, LLP37,614$291.79万0.00%24,563加仓
RAYMOND JAMES FINANCIAL INC33,976$263.56万0.00%-2,068减仓
WELLS FARGO & COMPANY/MN30,914$239.81万0.00%-950减仓
Cambridge Investment Research Advisors, Inc.29,072$225.60万0.00%14,452加仓
TRUIST FINANCIAL CORP27,506$213.37万0.00%-193减仓
Private Advisor Group, LLC24,993$193.88万0.01%-1,023减仓
ENVESTNET ASSET MANAGEMENT INC22,076$171.25万0.00%2,188加仓
Fifth Third Wealth Advisors LLC19,521$151.43万0.04%2,993加仓
ROYAL BANK OF CANADA17,842$138.40万0.00%-1,069减仓
UBS Group AG17,732$137.55万0.00%-71减仓
Sloy Dahl & Holst, LLC17,674$137.10万0.17%3加仓
Rockefeller Capital Management L.P.16,681$129.41万0.00%-531减仓
Smith Thornton Advisors LLC14,344$113.90万0.50%-511减仓
Investors Research Corp13,386$103.84万0.19%-2,430减仓
VICUS CAPITAL8,416$65.28万0.04%-89减仓
Creative Planning7,814$60.62万0.00%-594减仓
Cetera Investment Advisers6,425$49.84万0.00%6,425新建仓
YARGER WEALTH STRATEGIES, LLC5,874$46.43万0.17%44加仓
Stratos Wealth Partners, LTD.5,926$45.97万0.00%4加仓
SageView Advisory Group, LLC5,193$40.29万0.01%-593减仓
Western Wealth Management, LLC5,133$39.82万0.01%3加仓
FIFTH THIRD BANCORP4,713$36.56万0.00%-100减仓
NORTHEAST PLANNING ASSOCIATES, INC. / NH /5,685$35.00万0.26%0不变
OSAIC HOLDINGS, INC.4,461$34.61万0.00%947加仓
Rossmore Private Capital4,224$32.77万0.03%0不变
Concurrent Investment Advisors, LLC4,119$31.95万0.00%4加仓
North Star Investment Management Corp.3,735$28.97万0.02%0不变
Nuveen, LLC3,425$26.57万0.00%3,425新建仓
Eagle Bay Advisors LLC3,342$25.93万0.19%27加仓
SEI INVESTMENTS CO3,338$25.89万0.00%0不变
Keystone Financial Group3,002$23.29万0.01%0不变
IHT Wealth Management, LLC2,846$22.08万0.00%-327减仓
NICOLET BANKSHARES INC2,768$21.82万0.01%2,768新建仓
EverSource Wealth Advisors, LLC2,408$18.68万0.01%20加仓
Golden State Wealth Management, LLC1,946$15.10万0.01%-1,163减仓

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