UBND VICTORY PORTFOLIOS II
CORE INTRMEDIATE
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 | 53 | 86,189,350 | $18.72亿 | 14 | 30 | 7 | 2 | $1.37亿 |
| 2026Q1 | 43 | 80,395,333 | $17.51亿 | 12 | 21 | 5 | 3 | $2.18亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Annex Advisory Services, LLC | 加仓 | $2,658.58万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,974.66万 |
| Retirement Planning Group, LLC | 加仓 | $1,751.06万 |
| Arax Advisory Partners | 新建仓 | $1,173.32万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $930.70万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $873.29万 |
| CAHABA WEALTH MANAGEMENT, INC. | 加仓 | $830.81万 |
| FIDUCIARY FINANCIAL ADVISORS | 新建仓 | $817.62万 |
| TRUIST FINANCIAL CORP | 加仓 | $657.93万 |
| Corient Private Wealth LP | 加仓 | $600.40万 |
| Merit Financial Group, LLC | 加仓 | $492.66万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $444.05万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $414.50万 |
| Goldstein Advisors, LLC | 加仓 | $286.41万 |
| LPL Financial LLC | 加仓 | $264.46万 |
| Madison Wealth Partners, Inc | 加仓 | $225.82万 |
| Cornerstone Wealth Management, LLC | 新建仓 | $136.67万 |
| FLOW TRADERS U.S. LLC | 加仓 | $100.39万 |
| Impact Investors, Inc | 加仓 | $100.13万 |
| AMERIPRISE FINANCIAL INC | 新建仓 | $95.04万 |
2026Q2 卖出最多
| Huntleigh Advisors, Inc. | 减仓 | -$680.72万 |
| 1900 WEALTH MANAGEMENT LLC | 减仓 | -$599.18万 |
| JANE STREET GROUP, LLC | 减仓 | -$237.97万 |
| Elk River Wealth Management LLC | 减仓 | -$69.79万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$30.66万 |
| Kestra Advisory Services, LLC | 清仓 | -$20.69万 |
| Comprehensive Financial Planning, Inc./PA | 减仓 | -$11.39万 |
| CITADEL ADVISORS LLC | 减仓 | -$2.70万 |
| ASSETMARK, INC | 减仓 | -$1.36万 |
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 |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 22,967,672 | $4.99亿 | 0.28% | 0 | 不变 |
| Annex Advisory Services, LLC | 18,906,834 | $4.11亿 | 7.01% | 1,223,743 | 加仓 |
| CAHABA WEALTH MANAGEMENT, INC. | 8,561,595 | $1.86亿 | 11.22% | 382,419 | 加仓 |
| Retirement Planning Group, LLC | 8,164,569 | $1.77亿 | 4.51% | 806,012 | 加仓 |
| Merit Financial Group, LLC | 6,613,845 | $1.44亿 | 0.88% | 226,770 | 加仓 |
| 1900 WEALTH MANAGEMENT LLC | 4,103,679 | $8,915.24万 | 4.96% | -275,801 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,669,245 | $5,798.93万 | 0.03% | 908,934 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,084,261 | $4,530.01万 | 0.05% | 30,579 | 加仓 |
| TRUIST FINANCIAL CORP | 1,840,500 | $3,998.49万 | 0.05% | 302,843 | 加仓 |
| Goldstein Advisors, LLC | 1,824,886 | $3,964.56万 | 3.62% | 131,835 | 加仓 |
| Madison Wealth Partners, Inc | 1,707,703 | $3,709.98万 | 4.72% | 103,945 | 加仓 |
| Corient Private Wealth LP | 1,484,759 | $3,225.64万 | 0.04% | 276,364 | 加仓 |
| CORRECT CAPITAL WEALTH MANAGEMENT | 1,175,240 | $2,553.21万 | 4.40% | 10,405 | 加仓 |
| Arax Advisory Partners | 540,076 | $1,173.32万 | 0.08% | 540,076 | 新建仓 |
| GOLDMAN SACHS GROUP INC | 428,401 | $930.70万 | 0.00% | 428,401 | 新建仓 |
| WELLS FARGO & COMPANY/MN | 411,443 | $893.86万 | 0.00% | 401,974 | 加仓 |
| FIDUCIARY FINANCIAL ADVISORS | 376,350 | $817.62万 | 0.83% | 376,350 | 新建仓 |
| Elk River Wealth Management LLC | 329,014 | $714.78万 | 1.14% | -32,124 | 减仓 |
| Impact Investors, Inc | 304,138 | $660.74万 | 4.83% | 46,092 | 加仓 |
| LPL Financial LLC | 273,047 | $593.19万 | 0.00% | 121,732 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 259,045 | $562.78万 | 0.00% | 190,794 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 225,634 | $490.19万 | 0.00% | 204,398 | 加仓 |
| OneDigital Investment Advisors LLC | 202,726 | $440.42万 | 0.04% | 26,597 | 加仓 |
| Tandem Financial, LLC | 106,198 | $230.72万 | 0.69% | 22,466 | 加仓 |
| Cornerstone Wealth Management, LLC | 62,911 | $136.67万 | 0.06% | 62,911 | 新建仓 |
| FLOW TRADERS U.S. LLC | 62,675 | $136.20万 | 0.06% | 46,197 | 加仓 |
| AMERIPRISE FINANCIAL INC | 43,745 | $95.04万 | 0.00% | 43,745 | 新建仓 |
| CITADEL ADVISORS LLC | 43,210 | $93.87万 | 0.00% | -1,244 | 减仓 |
| JANE STREET GROUP, LLC | 42,148 | $91.57万 | 0.00% | -109,537 | 减仓 |
| Trademark Financial Management, LLC | 40,429 | $87.83万 | 0.36% | 1,794 | 加仓 |
| Huntleigh Advisors, Inc. | 40,302 | $87.56万 | 0.12% | -313,334 | 减仓 |
| Integrated Investment Consultants, LLC | 39,925 | $86.74万 | 0.17% | 329 | 加仓 |
| JUNCTURE WEALTH STRATEGIES, LLC | 34,906 | $75.83万 | 0.20% | 34,906 | 新建仓 |
| LANDMARK WEALTH MANAGEMENT, INC. | 32,152 | $69.85万 | 0.23% | 32,152 | 新建仓 |
| LexAurum Advisors, LLC | 31,540 | $68.52万 | 0.08% | 4,917 | 加仓 |
| Stonebridge Financial Group, LLC / MO | 26,912 | $58.47万 | 0.39% | 2,747 | 加仓 |
| OneAscent Financial Services LLC | 23,886 | $51.89万 | 0.02% | 1,219 | 加仓 |
| Clarity Asset Management, Inc. | 18,674 | $40.58万 | 0.20% | 3,377 | 加仓 |
| COMMERCE BANK | 15,346 | $33.34万 | 0.00% | 15,346 | 新建仓 |
| Vise Technologies, Inc. | 13,586 | $29.52万 | 0.00% | 582 | 加仓 |
| Steward Partners Investment Advisory, LLC | 12,711 | $27.61万 | 0.00% | 3,827 | 加仓 |
| REDW Wealth LLC | 10,651 | $23.14万 | 0.08% | 10,651 | 新建仓 |
| Axis Wealth Partners, LLC | 9,968 | $21.66万 | 0.10% | 9,968 | 新建仓 |
| JPMORGAN CHASE & CO | 9,334 | $20.35万 | 0.00% | 7,393 | 加仓 |
| Park Place Capital Corp | 4,286 | $9.31万 | 0.01% | 54 | 加仓 |
| FIFTH THIRD BANCORP | 3,575 | $7.77万 | 0.00% | 20 | 加仓 |
| Johnson Financial Group, Inc. | 2,501 | $5.43万 | 0.00% | 0 | 不变 |
| HARBOUR INVESTMENTS, INC. | 1,292 | $2.81万 | 0.00% | 1,292 | 新建仓 |
| Comprehensive Financial Planning, Inc./PA | 696 | $1.51万 | 0.01% | -5,244 | 减仓 |
| Blue Trust, Inc. | 607 | $1.32万 | 0.00% | 607 | 新建仓 |
内部人交易（Form 4）
UBND 董事、高管和大股东的最新买卖申报。专业版可看 🔒