IVOV VANGUARD ADMIRAL FDS INC
MIDCP 400 VAL
26Q126Q2
26Q126Q2
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 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 173 | 6,451,100 | $7.35亿 | 19 | 44 | 47 | 11 | $1,194.28万 |
| 2026Q1 | 165 | 6,351,611 | $6.48亿 | 12 | 35 | 51 | 9 | $6,069.17万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| TRUST POINT INC. | 新建仓 | $6,541.36万 |
| MORGAN STANLEY | 加仓 | $492.71万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $232.97万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | $221.84万 |
| FIFTH THIRD BANCORP | 加仓 | $187.10万 |
| Independent Advisor Alliance | 新建仓 | $143.20万 |
| MidFirst Bank | 加仓 | $139.79万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $138.82万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $105.81万 |
| Avior Wealth Management, LLC | 加仓 | $79.14万 |
| UBS Group AG | 加仓 | $54.64万 |
| LPL Financial LLC | 加仓 | $53.51万 |
| GHP Investment Advisors, Inc. | 新建仓 | $48.00万 |
| ROCKLAND TRUST CO | 加仓 | $43.11万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $42.43万 |
| AE Wealth Management LLC | 新建仓 | $38.29万 |
| Wealthquest Corp | 加仓 | $35.82万 |
| CITADEL ADVISORS LLC | 新建仓 | $25.77万 |
| Regal Investment Advisors LLC | 新建仓 | $22.20万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $22.04万 |
2026Q1 卖出最多
| Octavia Wealth Advisors, LLC | 减仓 | -$1,591.67万 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 减仓 | -$354.83万 |
| Horizon Investment Services, LLC | 减仓 | -$95.66万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$87.50万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$83.45万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$75.07万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$70.96万 |
| Mariner, LLC | 减仓 | -$62.85万 |
| Cambridge Financial Group, LLC | 清仓 | -$39.23万 |
| Rise Advisors, LLC | 清仓 | -$30.73万 |
| TRITONPOINT WEALTH, LLC | 清仓 | -$26.18万 |
| Lido Advisors, LLC | 清仓 | -$25.21万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$23.66万 |
| Corient Private Wealth LP | 减仓 | -$23.51万 |
| Mutual Advisors, LLC | 减仓 | -$22.49万 |
| &PARTNERS | 减仓 | -$21.41万 |
| Lutz Financial Services LLC | 减仓 | -$16.86万 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 减仓 | -$16.40万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$14.38万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 清仓 | -$11.15万 |
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 |
|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,055,090 | $1.08亿 | 0.91% | -34,804 | 减仓 |
| Mariner, LLC | 862,573 | $8,793.93万 | 0.10% | -6,165 | 减仓 |
| ROCKLAND TRUST CO | 815,334 | $8,312.33万 | 3.33% | 4,229 | 加仓 |
| TRUST POINT INC. | 641,623 | $6,541.36万 | 5.68% | 641,623 | 新建仓 |
| MORGAN STANLEY | 378,657 | $3,860.41万 | 0.00% | 48,329 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 221,988 | $2,263.17万 | 0.00% | -7,363 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 210,498 | $2,146.03万 | 0.01% | -8,185 | 减仓 |
| Stordahl Capital Management, Inc. | 174,434 | $1,778.36万 | 3.66% | 2,128 | 加仓 |
| Avior Wealth Management, LLC | 158,534 | $1,616.25万 | 0.46% | 7,763 | 加仓 |
| LPL Financial LLC | 121,596 | $1,239.67万 | 0.00% | 5,249 | 加仓 |
| Aberdeen Wealth Management LLC | 117,922 | $1,202.22万 | 5.48% | -681 | 减仓 |
| Lutz Financial Services LLC | 114,826 | $1,170.65万 | 0.79% | -1,654 | 减仓 |
| UBS Group AG | 108,223 | $1,103.33万 | 0.00% | 5,359 | 加仓 |
| WELLS FARGO & COMPANY/MN | 89,162 | $909.01万 | 0.00% | 13,616 | 加仓 |
| MidFirst Bank | 84,045 | $856.84万 | 0.71% | 13,712 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 82,055 | $836.55万 | 0.01% | 2,162 | 加仓 |
| Kestra Advisory Services, LLC | 76,040 | $775.23万 | 0.03% | 1,572 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 73,193 | $746.21万 | 0.01% | 22,851 | 加仓 |
| HighTower Advisors, LLC | 54,796 | $558.64万 | 0.01% | -692 | 减仓 |
| TRUIST FINANCIAL CORP | 45,487 | $463.74万 | 0.01% | -445 | 减仓 |
| Savant Capital, LLC | 36,576 | $372.89万 | 0.02% | -386 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 36,410 | $371.20万 | 0.00% | -8,583 | 减仓 |
| Allworth Financial LP | 33,869 | $345.30万 | 0.01% | -706 | 减仓 |
| &PARTNERS | 33,201 | $339.26万 | 0.02% | -2,095 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31,742 | $325.80万 | 0.01% | -6,914 | 减仓 |
| EP Wealth Advisors, LLC | 29,635 | $302.13万 | 0.01% | -90 | 减仓 |
| FRANKLIN RESOURCES INC | 28,700 | $292.60万 | 0.00% | 0 | 不变 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,666 | $292.25万 | 0.00% | 21,760 | 重新持有 |
| JPMORGAN CHASE & CO | 28,568 | $284.54万 | 0.00% | 1,051 | 加仓 |
| Composition Wealth, LLC | 24,933 | $254.20万 | 0.03% | -76 | 减仓 |
| FIFTH THIRD BANCORP | 20,228 | $206.22万 | 0.00% | 18,352 | 加仓 |
| Thrivent Financial for Lutherans | 19,202 | $195.80万 | 0.00% | -265 | 减仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 18,343 | $187.01万 | 0.01% | 1,897 | 加仓 |
| Cetera Investment Advisers | 15,786 | $160.94万 | 0.00% | 442 | 加仓 |
| Cornerstone Financial Management LLC | 15,121 | $154.16万 | 1.41% | 216 | 加仓 |
| Independent Advisor Alliance | 14,047 | $143.20万 | 0.02% | 14,047 | 新建仓 |
| JONES FINANCIAL COMPANIES LLLP | 13,708 | $136.97万 | 0.00% | 4,246 | 加仓 |
| Fortitude Family Office, LLC | 13,160 | $134.17万 | 0.30% | 0 | 不变 |
| Creative Planning | 13,149 | $134.06万 | 0.00% | 675 | 加仓 |
| Private Advisor Group, LLC | 12,398 | $126.40万 | 0.01% | -830 | 减仓 |
| AMERIPRISE FINANCIAL INC | 12,251 | $124.90万 | 0.00% | -1,410 | 减仓 |
| SHUFRO ROSE & CO LLC | 10,985 | $111.99万 | 0.08% | 0 | 不变 |
| KEYBANK NATIONAL ASSOCIATION/OH | 10,380 | $105.82万 | 0.00% | 433 | 加仓 |
| GOLDMAN SACHS GROUP INC | 10,379 | $105.81万 | 0.00% | 10,379 | 新建仓 |
| HUNTINGTON NATIONAL BANK | 10,037 | $102.33万 | 0.01% | 0 | 不变 |
| AQR CAPITAL MANAGEMENT LLC | 9,983 | $101.78万 | 0.00% | 0 | 不变 |
| PFG Advisors | 9,582 | $97.69万 | 0.05% | -1,016 | 减仓 |
| Heritage Investment Group, Inc. | 9,572 | $97.59万 | 0.15% | 0 | 不变 |
| Corient Private Wealth LP | 9,404 | $95.87万 | 0.00% | -2,306 | 减仓 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 9,236 | $94.16万 | 0.46% | -183 | 减仓 |
内部人交易（Form 4）
IVOV 董事、高管和大股东的最新买卖申报。专业版可看 🔒