UITB VICTORY PORTFOLIOS II
CORE INTERMEDIAT
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 | 142 | 52,525,082 | $24.59亿 | 7 | 74 | 36 | 6 | -$7,445.08万 |
| 2026Q1 | 136 | 54,001,009 | $25.39亿 | 7 | 81 | 33 | 11 | $7,487.85万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Calamos Advisors LLC | 加仓 | $6,015.32万 |
| NICOLET BANKSHARES INC | 加仓 | $2,142.27万 |
| LeClair Wealth Partners LLC | 新建仓 | $2,062.93万 |
| MORGAN STANLEY | 加仓 | $1,171.20万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $1,009.52万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $921.32万 |
| JANE STREET GROUP, LLC | 新建仓 | $801.66万 |
| UBS Group AG | 加仓 | $761.99万 |
| Calamos Wealth Management LLC | 加仓 | $614.24万 |
| Cetera Investment Advisers | 加仓 | $432.90万 |
| Allen Capital Group, LLC | 加仓 | $397.12万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $385.66万 |
| Bogart Wealth, LLC | 加仓 | $333.44万 |
| MBL Wealth, LLC | 加仓 | $274.23万 |
| OLD MISSION CAPITAL LLC | 新建仓 | $248.48万 |
| Oath Planning, LLC | 加仓 | $239.82万 |
| Envision Financial LLC | 加仓 | $207.57万 |
| Pine Valley Investments Ltd Liability Co | 加仓 | $195.77万 |
| CITADEL ADVISORS LLC | 加仓 | $184.50万 |
| Alliance Wealth Advisors, LLC | 加仓 | $175.56万 |
2026Q1 卖出最多
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 清仓 | -$1.15亿 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$616.44万 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 减仓 | -$432.78万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$245.61万 |
| LPL Financial LLC | 减仓 | -$223.98万 |
| Pinnacle Wealth Management Group, Inc. | 减仓 | -$171.57万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$126.36万 |
| Crusonia Wealth Advisors LLC | 减仓 | -$118.56万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$67.17万 |
| Thrivent Financial for Lutherans | 减仓 | -$48.00万 |
| Marks Group Wealth Management, Inc | 清仓 | -$44.41万 |
| Newman Dignan & Sheerar, Inc. | 减仓 | -$44.01万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$39.34万 |
| NewEdge Wealth, LLC | 减仓 | -$38.87万 |
| World Investment Advisors | 减仓 | -$32.34万 |
| CAPTRUST FINANCIAL ADVISORS | 清仓 | -$22.79万 |
| Concorde Asset Management, LLC | 清仓 | -$22.65万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$22.06万 |
| Indivisible Partners | 减仓 | -$19.83万 |
| HORAN Wealth, LLC | 减仓 | -$19.72万 |
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 |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 14,850,508 | $6.98亿 | 0.45% | 0 | 不变 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,528,670 | $2.60亿 | 0.04% | -92,047 | 减仓 |
| MORGAN STANLEY | 3,762,424 | $1.77亿 | 0.01% | 249,102 | 加仓 |
| LPL Financial LLC | 2,098,996 | $9,868.85万 | 0.03% | -47,639 | 减仓 |
| Bogart Wealth, LLC | 2,060,745 | $9,689.00万 | 3.73% | 70,918 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,951,454 | $9,175.15万 | 0.02% | 195,954 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,396,762 | $6,567.16万 | 0.00% | 82,026 | 加仓 |
| Calamos Advisors LLC | 1,333,192 | $6,268.27万 | 0.22% | 1,279,392 | 加仓 |
| Cetera Investment Advisers | 1,283,225 | $6,033.34万 | 0.06% | 92,074 | 加仓 |
| Calamos Wealth Management LLC | 1,273,569 | $5,987.94万 | 2.06% | 130,642 | 加仓 |
| Allen Capital Group, LLC | 1,113,941 | $5,237.42万 | 4.68% | 84,462 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,032,550 | $4,854.74万 | 0.01% | -131,109 | 减仓 |
| Meeder Advisory Services, Inc. | 771,328 | $3,626.55万 | 1.52% | 35,071 | 加仓 |
| MBL Wealth, LLC | 720,875 | $3,389.34万 | 2.56% | 58,326 | 加仓 |
| Allworth Financial LP | 584,821 | $2,749.65万 | 0.11% | 1,521 | 加仓 |
| Alliance Wealth Advisors, LLC | 579,723 | $2,725.69万 | 11.94% | 37,339 | 加仓 |
| Pine Valley Investments Ltd Liability Co | 577,056 | $2,713.14万 | 1.24% | 41,638 | 加仓 |
| NICOLET BANKSHARES INC | 485,308 | $2,280.80万 | 0.83% | 455,832 | 加仓 |
| Newman Dignan & Sheerar, Inc. | 473,674 | $2,227.07万 | 4.69% | -9,360 | 减仓 |
| GREENUP STREET WEALTH MANAGEMENT LLC | 445,796 | $2,096.00万 | 2.95% | 2,061 | 加仓 |
| Blue Water Asset Management | 438,763 | $2,062.93万 | 7.13% | 24,955 | 加仓 |
| LeClair Wealth Partners LLC | 438,763 | $2,062.93万 | 7.13% | 438,763 | 新建仓 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 431,535 | $2,028.95万 | 13.63% | 21,132 | 加仓 |
| HORAN Wealth, LLC | 411,102 | $1,933.68万 | 1.84% | -4,192 | 减仓 |
| Sargent Investment Group, LLC | 405,265 | $1,905.43万 | 2.51% | 3,083 | 加仓 |
| Pathway Financial Advisors LLC | 402,069 | $1,893.54万 | 2.34% | 20,145 | 加仓 |
| SouthState Bank Corp | 373,589 | $1,756.50万 | 0.82% | -3,362 | 减仓 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 361,104 | $1,697.80万 | 1.03% | 5,447 | 加仓 |
| Sanctuary Advisors, LLC | 336,477 | $1,582.02万 | 0.09% | 32,122 | 加仓 |
| UBS Group AG | 321,001 | $1,509.25万 | 0.00% | 162,067 | 加仓 |
| Crusonia Wealth Advisors LLC | 320,164 | $1,505.31万 | 3.10% | -25,216 | 减仓 |
| KLINGENSTEIN FIELDS & CO LP | 313,992 | $1,476.30万 | 0.58% | 36,313 | 加仓 |
| PLANNING DIRECTIONS INC | 298,691 | $1,404.35万 | 7.11% | 17,867 | 加仓 |
| Cyr Financial Inc. | 278,857 | $1,311.10万 | 7.72% | 21,020 | 加仓 |
| Envision Financial LLC | 274,404 | $1,290.17万 | 6.94% | 44,148 | 加仓 |
| Oath Planning, LLC | 272,765 | $1,282.46万 | 11.39% | 51,007 | 加仓 |
| Atlantic Edge Private Wealth Management, LLC | 269,451 | $1,266.88万 | 3.11% | -945 | 减仓 |
| TRUIST FINANCIAL CORP | 226,431 | $1,064.61万 | 0.01% | 4,530 | 加仓 |
| IMA Advisory Services, Inc. | 220,105 | $1,034.87万 | 1.01% | 18,210 | 加仓 |
| Steward Partners Investment Advisory, LLC | 214,913 | $1,010.46万 | 0.05% | 214,713 | 加仓 |
| OSAIC HOLDINGS, INC. | 207,740 | $976.87万 | 0.01% | -8,365 | 减仓 |
| Orion Porfolio Solutions, LLC | 199,512 | $938.05万 | 0.08% | -4,691 | 减仓 |
| TOTH FINANCIAL ADVISORY CORP | 195,919 | $921.15万 | 1.01% | 14,764 | 加仓 |
| Souders Financial Advisors | 177,048 | $832.43万 | 0.95% | 7,166 | 加仓 |
| JPMORGAN CHASE & CO | 174,187 | $816.51万 | 0.00% | 7,748 | 加仓 |
| Fjell Capital, LLC | 173,250 | $814.57万 | 6.26% | 13,410 | 加仓 |
| JANE STREET GROUP, LLC | 170,504 | $801.66万 | 0.00% | 170,504 | 新建仓 |
| GREENWOOD CAPITAL ASSOCIATES LLC | 164,372 | $772.83万 | 0.85% | 29,376 | 加仓 |
| Pinnacle Wealth Management Group, Inc. | 154,735 | $727.52万 | 3.57% | -36,492 | 减仓 |
| ROYAL BANK OF CANADA | 151,408 | $711.90万 | 0.00% | 1,542 | 加仓 |
内部人交易（Form 4）
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