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 🔒 | ||||||||
2026Q2 买入最多
| Steward Partners Investment Advisory, LLC | 加仓 | $1,224.28万 |
| Atlantic Edge Private Wealth Management, LLC | 加仓 | $896.41万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $878.64万 |
| NICOLET BANKSHARES INC | 加仓 | $870.38万 |
| Simplicity Wealth,LLC | 新建仓 | $726.14万 |
| Integrated Wealth Concepts LLC | 加仓 | $696.27万 |
| OSAIC HOLDINGS, INC. | 加仓 | $684.95万 |
| MORGAN STANLEY | 加仓 | $663.61万 |
| GREENUP STREET WEALTH MANAGEMENT LLC | 加仓 | $581.87万 |
| Bogart Wealth, LLC | 加仓 | $524.88万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $505.04万 |
| Pine Valley Investments Ltd Liability Co | 加仓 | $410.05万 |
| Calamos Wealth Management LLC | 加仓 | $353.54万 |
| Allen Capital Group, LLC | 加仓 | $343.75万 |
| Envision Financial LLC | 加仓 | $331.99万 |
| Oath Planning, LLC | 加仓 | $304.04万 |
| KLINGENSTEIN FIELDS & CO LP | 加仓 | $193.40万 |
| MBL Wealth, LLC | 加仓 | $177.50万 |
| Thrivent Financial for Lutherans | 加仓 | $172.93万 |
| LPL Financial LLC | 加仓 | $172.43万 |
2026Q2 卖出最多
| Calamos Advisors LLC | 减仓 | -$5,977.76万 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 减仓 | -$5,777.86万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$2,718.20万 |
| LeClair Wealth Partners LLC | 清仓 | -$2,062.93万 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 减仓 | -$721.05万 |
| JANE STREET GROUP, LLC | 减仓 | -$665.16万 |
| Newman Dignan & Sheerar, Inc. | 减仓 | -$632.70万 |
| Cetera Investment Advisers | 减仓 | -$352.55万 |
| Allworth Financial LP | 减仓 | -$346.07万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$248.48万 |
| SouthState Bank Corp | 减仓 | -$152.09万 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 减仓 | -$112.26万 |
| Patriot Financial Group Insurance Agency, LLC | 减仓 | -$106.94万 |
| FIFTH THIRD BANCORP | 减仓 | -$82.01万 |
| CHOREO, LLC | 清仓 | -$43.18万 |
| PERSONAL CFO SOLUTIONS, LLC | 清仓 | -$41.29万 |
| Sanctuary Advisors, LLC | 减仓 | -$37.45万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$27.36万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$25.97万 |
| Owl Creek Wealth Partners LLC | 减仓 | -$25.66万 |
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 | 14,850,508 | $6.96亿 | 0.39% | 0 | 不变 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,295,086 | $2.01亿 | 0.03% | -1,233,584 | 减仓 |
| MORGAN STANLEY | 3,904,106 | $1.83亿 | 0.01% | 141,682 | 加仓 |
| Bogart Wealth, LLC | 2,172,807 | $1.02亿 | 3.49% | 112,062 | 加仓 |
| LPL Financial LLC | 2,135,811 | $1.00亿 | 0.02% | 36,815 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,584,354 | $7,420.80万 | 0.00% | 187,592 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,371,114 | $6,422.03万 | 0.01% | -580,340 | 减仓 |
| Calamos Wealth Management LLC | 1,349,050 | $6,318.68万 | 1.91% | 75,481 | 加仓 |
| Cetera Investment Advisers | 1,207,956 | $5,657.83万 | 0.05% | -75,269 | 减仓 |
| Allen Capital Group, LLC | 1,187,333 | $5,561.23万 | 4.53% | 73,392 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,140,377 | $5,341.29万 | 0.01% | 107,827 | 加仓 |
| Meeder Advisory Services, Inc. | 792,976 | $3,714.14万 | 1.36% | 21,648 | 加仓 |
| MBL Wealth, LLC | 758,771 | $3,553.93万 | 2.43% | 37,896 | 加仓 |
| NICOLET BANKSHARES INC | 671,256 | $3,142.01万 | 1.00% | 185,948 | 加仓 |
| Pine Valley Investments Ltd Liability Co | 664,602 | $3,112.86万 | 1.23% | 87,546 | 加仓 |
| Alliance Wealth Advisors, LLC | 588,561 | $2,756.70万 | 8.96% | 8,838 | 加仓 |
| GREENUP STREET WEALTH MANAGEMENT LLC | 570,026 | $2,669.89万 | 3.25% | 124,230 | 加仓 |
| Allworth Financial LP | 510,934 | $2,393.11万 | 0.10% | -73,887 | 减仓 |
| Steward Partners Investment Advisory, LLC | 476,300 | $2,230.89万 | 0.11% | 261,387 | 加仓 |
| Atlantic Edge Private Wealth Management, LLC | 460,836 | $2,158.46万 | 4.41% | 191,385 | 加仓 |
| Blue Water Asset Management | 450,385 | $2,109.52万 | 6.81% | 11,622 | 加仓 |
| HORAN Wealth, LLC | 417,413 | $1,955.08万 | 2.44% | 6,311 | 加仓 |
| Sargent Investment Group, LLC | 405,609 | $1,899.79万 | 2.28% | 344 | 加仓 |
| Pathway Financial Advisors LLC | 398,354 | $1,864.55万 | 2.17% | -3,715 | 减仓 |
| KLINGENSTEIN FIELDS & CO LP | 355,284 | $1,664.08万 | 0.58% | 41,292 | 加仓 |
| OSAIC HOLDINGS, INC. | 353,949 | $1,658.15万 | 0.02% | 146,209 | 加仓 |
| Envision Financial LLC | 345,285 | $1,617.25万 | 7.45% | 70,881 | 加仓 |
| SouthState Bank Corp | 341,118 | $1,597.73万 | 0.67% | -32,471 | 减仓 |
| Newman Dignan & Sheerar, Inc. | 338,592 | $1,585.90万 | 3.03% | -135,082 | 减仓 |
| Oath Planning, LLC | 337,678 | $1,581.62万 | 11.74% | 64,913 | 加仓 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 337,136 | $1,579.08万 | 0.75% | -23,968 | 减仓 |
| UBS Group AG | 332,334 | $1,556.59万 | 0.00% | 11,333 | 加仓 |
| Sanctuary Advisors, LLC | 328,482 | $1,538.55万 | 0.07% | -7,995 | 减仓 |
| Crusonia Wealth Advisors LLC | 322,183 | $1,509.04万 | 2.48% | 2,019 | 加仓 |
| PLANNING DIRECTIONS INC | 303,886 | $1,423.34万 | 6.59% | 5,195 | 加仓 |
| Cyr Financial Inc. | 299,590 | $1,403.22万 | 7.31% | 20,733 | 加仓 |
| Integrated Wealth Concepts LLC | 296,493 | $1,388.74万 | 0.07% | 148,652 | 加仓 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 261,783 | $1,111.96万 | 8.33% | -169,752 | 减仓 |
| IMA Advisory Services, Inc. | 227,451 | $1,065.34万 | 0.67% | 7,346 | 加仓 |
| TRUIST FINANCIAL CORP | 222,648 | $1,042.84万 | 0.01% | -3,783 | 减仓 |
| TOTH FINANCIAL ADVISORY CORP | 207,262 | $970.77万 | 0.95% | 11,343 | 加仓 |
| Orion Porfolio Solutions, LLC | 193,968 | $908.51万 | 0.07% | -5,544 | 减仓 |
| Souders Financial Advisors | 192,458 | $901.43万 | 0.91% | 15,410 | 加仓 |
| JPMORGAN CHASE & CO | 181,659 | $854.25万 | 0.00% | 7,472 | 加仓 |
| Fjell Capital, LLC | 181,398 | $849.63万 | 5.80% | 8,148 | 加仓 |
| Thrivent Financial for Lutherans | 180,088 | $843.50万 | 0.01% | 36,920 | 加仓 |
| GREENWOOD CAPITAL ASSOCIATES LLC | 173,049 | $810.53万 | 0.80% | 8,677 | 加仓 |
| Pinnacle Wealth Management Group, Inc. | 155,645 | $729.01万 | 3.40% | 910 | 加仓 |
| Simplicity Wealth,LLC | 155,031 | $726.14万 | 0.25% | 155,031 | 新建仓 |
| Insight Wealth Partners, LLC | 152,068 | $712.26万 | 0.96% | 15,656 | 加仓 |
内部人交易（Form 4）
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