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 🔒

2026Q1 买入最多

MORGAN STANLEY加仓$323.80万
Fifth Third Wealth Advisors LLC新建仓$123.16万
Creative Planning新建仓$62.65万
Integrated Wealth Concepts LLC加仓$54.27万
CITADEL ADVISORS LLC加仓$50.94万
JONES FINANCIAL COMPANIES LLLP加仓$50.71万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$38.60万
FIFTH THIRD BANCORP新建仓$35.86万
Keystone Financial Group新建仓$22.37万
ATLANTIC FAMILY WEALTH, LLC加仓$4.30万
COMMONWEALTH EQUITY SERVICES, LLC加仓$2.91万
Concurrent Investment Advisors, LLC加仓$8,420
VICUS CAPITAL加仓$4,247
Stratos Wealth Partners, LTD.加仓$1,491
EverSource Wealth Advisors, LLC加仓$1,043
Eagle Bay Advisors LLC加仓$224
Western Wealth Management, LLC加仓$224

2026Q1 卖出最多

MPWM ADVISORY SOLUTIONS, LLC减仓-$3,264.05万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$244.50万
HighTower Advisors, LLC减仓-$160.32万
BANK OF AMERICA CORP /DE/减仓-$155.07万
AMERIPRISE FINANCIAL INC减仓-$90.63万
LPL Financial LLC减仓-$88.67万
StoneX Group Inc.清仓-$60.83万
Summit Financial, LLC减仓-$42.15万
RAYMOND JAMES FINANCIAL INC减仓-$34.90万
JPMORGAN CHASE & CO减仓-$13.32万
YARGER WEALTH STRATEGIES, LLC减仓-$12.97万
NewEdge Advisors, LLC减仓-$12.52万
OSAIC HOLDINGS, INC.减仓-$10.99万
ROYAL BANK OF CANADA减仓-$10.71万
WELLS FARGO & COMPANY/MN减仓-$10.19万
ENVESTNET ASSET MANAGEMENT INC减仓-$10.01万
Rockefeller Capital Management L.P.减仓-$9.62万
UBS Group AG减仓-$7.88万
SageView Advisory Group, LLC减仓-$5.90万
TRUIST FINANCIAL CORP减仓-$3.77万

2026Q1 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 STANLEY618,429$4,608.27万0.00%43,454加仓
ATLANTIC FAMILY WEALTH, LLC374,972$2,794.03万20.18%577加仓
BANK OF AMERICA CORP /DE/268,031$1,997.25万0.00%-20,811减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO207,247$1,544.31万0.01%5,180加仓
LPL Financial LLC152,446$1,135.96万0.00%-11,900减仓
HighTower Advisors, LLC112,753$840.18万0.01%-21,515减仓
AMERIPRISE FINANCIAL INC101,218$754.23万0.00%-12,162减仓
Summit Financial, LLC98,539$734.27万0.09%-5,656减仓
JONES FINANCIAL COMPANIES LLLP86,427$635.67万0.00%6,894加仓
MPWM ADVISORY SOLUTIONS, LLC49,838$371.37万1.97%-438,040减仓
NewEdge Advisors, LLC48,385$360.55万0.01%-1,680减仓
COMMONWEALTH EQUITY SERVICES, LLC43,279$322.50万0.00%390加仓
Integrated Wealth Concepts LLC41,978$312.80万0.02%7,283加仓
GOLDMAN SACHS GROUP INC40,311$300.38万0.00%-75减仓
RAYMOND JAMES FINANCIAL INC36,044$268.58万0.00%-4,684减仓
WELLS FARGO & COMPANY/MN31,864$237.44万0.00%-1,368减仓
TRUIST FINANCIAL CORP27,699$206.40万0.00%-506减仓
Private Advisor Group, LLC26,016$193.86万0.01%-224减仓
ENVESTNET ASSET MANAGEMENT INC19,888$148.20万0.00%-1,343减仓
ROYAL BANK OF CANADA18,911$140.90万0.00%-1,438减仓
UBS Group AG17,803$132.66万0.00%-1,058减仓
Sloy Dahl & Holst, LLC17,671$131.68万0.18%-429减仓
Rockefeller Capital Management L.P.17,212$128.26万0.00%-1,291减仓
Fifth Third Wealth Advisors LLC16,528$123.16万0.04%16,528新建仓
Investors Research Corp15,816$117.85万0.23%-90减仓
Smith Thornton Advisors LLC14,855$110.69万0.56%0不变
Cambridge Investment Research Advisors, Inc.14,620$108.90万0.00%-361减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP13,051$97.25万0.00%-32,812减仓
CITADEL ADVISORS LLC11,783$87.80万0.00%6,836加仓
VICUS CAPITAL8,505$63.37万0.05%57加仓
Creative Planning8,408$62.65万0.00%8,408新建仓
Stratos Wealth Partners, LTD.5,922$44.13万0.01%20加仓
YARGER WEALTH STRATEGIES, LLC5,830$43.45万0.17%-1,741减仓
SageView Advisory Group, LLC5,786$43.12万0.02%-792减仓
NORTHEAST PLANNING ASSOCIATES, INC. / NH /5,685$42.36万0.28%0不变
Western Wealth Management, LLC5,130$38.22万0.01%3加仓
FIFTH THIRD BANCORP4,813$35.86万0.00%4,813新建仓
Rossmore Private Capital4,224$31.48万0.03%0不变
Concurrent Investment Advisors, LLC4,115$30.66万0.00%113加仓
North Star Investment Management Corp.3,735$27.83万0.02%0不变
OSAIC HOLDINGS, INC.3,514$26.19万0.00%-1,475减仓
SEI INVESTMENTS CO3,338$24.87万0.00%0不变
Eagle Bay Advisors LLC3,315$24.70万0.22%3加仓
IHT Wealth Management, LLC3,173$23.65万0.01%0不变
Golden State Wealth Management, LLC3,109$23.17万0.03%-87减仓
Keystone Financial Group3,002$22.37万0.02%3,002新建仓
EverSource Wealth Advisors, LLC2,388$17.79万0.01%14加仓
PRIVATE TRUST CO NA1,306$9.73万0.01%0不变
Steward Partners Investment Advisory, LLC950$7.08万0.00%0不变
FMR LLC741$5.52万0.00%0不变

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