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 🔒 | ||||||||
2026Q1 买入最多
| VICTORY CAPITAL MANAGEMENT INC | 加仓 | $5,681.89万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 新建仓 | $3,833.96万 |
| TRUIST FINANCIAL CORP | 新建仓 | $3,358.24万 |
| Madison Wealth Partners, Inc | 加仓 | $2,677.60万 |
| Retirement Planning Group, LLC | 加仓 | $1,859.30万 |
| Annex Advisory Services, LLC | 加仓 | $1,533.60万 |
| Merit Financial Group, LLC | 加仓 | $1,236.14万 |
| CAHABA WEALTH MANAGEMENT, INC. | 加仓 | $689.17万 |
| Goldstein Advisors, LLC | 加仓 | $608.74万 |
| U.S. Capital Wealth Advisors, LLC | 加仓 | $442.79万 |
| LPL Financial LLC | 新建仓 | $329.56万 |
| 1900 WEALTH MANAGEMENT LLC | 加仓 | $197.56万 |
| OSAIC HOLDINGS, INC. | 加仓 | $195.65万 |
| Tandem Financial, LLC | 新建仓 | $182.37万 |
| Trademark Financial Management, LLC | 新建仓 | $84.15万 |
| JANE STREET GROUP, LLC | 加仓 | $71.74万 |
| CITADEL ADVISORS LLC | 加仓 | $62.58万 |
| CORRECT CAPITAL WEALTH MANAGEMENT | 加仓 | $54.39万 |
| OneAscent Financial Services LLC | 新建仓 | $49.37万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $45.75万 |
2026Q1 卖出最多
| Corient Private Wealth LP | 减仓 | -$1,454.97万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | -$110.42万 |
| Elk River Wealth Management LLC | 减仓 | -$56.10万 |
| ASSETMARK, INC | 减仓 | -$4.62万 |
| N.E.W. Advisory Services LLC | 清仓 | -$2.63万 |
| Kestra Advisory Services, LLC | 减仓 | -$1.31万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$4,944 |
| Allworth Financial LP | 清仓 | -$2,838 |
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 |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 22,967,672 | $5.00亿 | 0.32% | 2,608,764 | 加仓 |
| Annex Advisory Services, LLC | 17,683,091 | $3.85亿 | 7.22% | 704,134 | 加仓 |
| CAHABA WEALTH MANAGEMENT, INC. | 8,179,176 | $1.78亿 | 12.09% | 316,424 | 加仓 |
| Retirement Planning Group, LLC | 7,358,557 | $1.60亿 | 4.97% | 853,671 | 加仓 |
| Merit Financial Group, LLC | 6,387,075 | $1.39亿 | 1.03% | 567,558 | 加仓 |
| 1900 WEALTH MANAGEMENT LLC | 4,379,480 | $9,538.51万 | 6.12% | 90,707 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,053,682 | $4,473.85万 | 0.07% | 89,813 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,760,311 | $3,833.96万 | 0.02% | 1,760,311 | 新建仓 |
| Goldstein Advisors, LLC | 1,693,051 | $3,687.47万 | 4.10% | 279,496 | 加仓 |
| Madison Wealth Partners, Inc | 1,603,758 | $3,492.98万 | 5.57% | 1,229,384 | 加仓 |
| TRUIST FINANCIAL CORP | 1,537,657 | $3,358.24万 | 0.05% | 1,537,657 | 新建仓 |
| Corient Private Wealth LP | 1,208,395 | $2,630.89万 | 0.04% | -668,283 | 减仓 |
| CORRECT CAPITAL WEALTH MANAGEMENT | 1,164,835 | $2,537.01万 | 4.74% | 24,971 | 加仓 |
| U.S. Capital Wealth Advisors, LLC | 467,972 | $1,019.24万 | 0.26% | 203,299 | 加仓 |
| Elk River Wealth Management LLC | 361,138 | $786.56万 | 1.28% | -25,758 | 减仓 |
| Huntleigh Advisors, Inc. | 353,636 | $770.22万 | 1.32% | 20,309 | 加仓 |
| Impact Investors, Inc | 258,046 | $562.02万 | 3.90% | 19,264 | 加仓 |
| OneDigital Investment Advisors LLC | 176,129 | $383.61万 | 0.04% | 4,435 | 加仓 |
| JANE STREET GROUP, LLC | 151,685 | $330.37万 | 0.00% | 32,940 | 加仓 |
| LPL Financial LLC | 151,315 | $329.56万 | 0.00% | 151,315 | 新建仓 |
| Tandem Financial, LLC | 83,732 | $182.37万 | 0.58% | 83,732 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 68,251 | $148.65万 | 0.00% | 21,004 | 加仓 |
| CITADEL ADVISORS LLC | 44,454 | $96.82万 | 0.00% | 28,735 | 加仓 |
| Integrated Investment Consultants, LLC | 39,596 | $86.24万 | 0.18% | 0 | 不变 |
| Trademark Financial Management, LLC | 38,635 | $84.15万 | 0.41% | 38,635 | 新建仓 |
| LexAurum Advisors, LLC | 26,623 | $57.98万 | 0.08% | — | — |
| Stonebridge Financial Group, LLC / MO | 24,165 | $52.63万 | 0.44% | 8,342 | 加仓 |
| CWM, LLC | 23,779 | $51.79万 | 0.00% | 0 | 不变 |
| OneAscent Financial Services LLC | 22,667 | $49.37万 | 0.03% | 22,667 | 新建仓 |
| ENVESTNET ASSET MANAGEMENT INC | 21,236 | $46.25万 | 0.00% | 1,823 | 加仓 |
| FLOW TRADERS U.S. LLC | 16,478 | $35.90万 | 0.01% | 16,478 | 新建仓 |
| Clarity Asset Management, Inc. | 15,297 | $33.32万 | 0.17% | 15,297 | 新建仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,079 | $30.66万 | 0.00% | -50,699 | 重新持有 |
| Vise Technologies, Inc. | 13,004 | $28.61万 | 0.01% | 0 | 不变 |
| Kestra Advisory Services, LLC | 9,500 | $20.69万 | 0.00% | -600 | 减仓 |
| WELLS FARGO & COMPANY/MN | 9,469 | $20.62万 | 0.00% | 9,469 | 新建仓 |
| Steward Partners Investment Advisory, LLC | 8,884 | $19.35万 | 0.00% | -227 | 减仓 |
| Comprehensive Financial Planning, Inc./PA | 5,940 | $12.94万 | 0.09% | 4,804 | 加仓 |
| Park Place Capital Corp | 4,232 | $9.22万 | 0.02% | 36 | 加仓 |
| FIFTH THIRD BANCORP | 3,555 | $7.74万 | 0.00% | 3,555 | 新建仓 |
| Johnson Financial Group, Inc. | 2,501 | $5.45万 | 0.00% | 2,501 | 新建仓 |
| JPMORGAN CHASE & CO | 1,941 | $4.21万 | 0.00% | 1,941 | 新建仓 |
| ASSETMARK, INC | 654 | $1.42万 | 0.00% | -2,120 | 减仓 |
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 🔒