VFMO VANGUARD WELLINGTON FD
US MOMENTUM
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 | 195 | 3,695,786 | $9.22亿 | 35 | 81 | 39 | 15 | $8,571.24万 |
| 2026Q1 | 171 | 3,301,677 | $6.51亿 | 22 | 75 | 38 | 9 | $6,012.02万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,930.32万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $1,639.28万 |
| OPPENHEIMER & CO INC | 重新持有 | $843.92万 |
| RITHOLTZ WEALTH MANAGEMENT | 加仓 | $759.61万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $689.27万 |
| Mariner, LLC | 加仓 | $647.49万 |
| Cetera Investment Advisers | 加仓 | $602.04万 |
| BUILDER INVESTMENT GROUP INC /ADV | 加仓 | $543.23万 |
| LPL Financial LLC | 加仓 | $492.16万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $445.28万 |
| Fortis Group Advisors, LLC | 新建仓 | $367.34万 |
| UBS Group AG | 加仓 | $357.60万 |
| ROYAL BANK OF CANADA | 加仓 | $286.43万 |
| MY Wealth Management Inc. | 新建仓 | $217.49万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $173.71万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $150.36万 |
| Wealth High Governance Asset Management Ltda. | 新建仓 | $144.77万 |
| Kestra Advisory Services, LLC | 加仓 | $139.20万 |
| Madison Wealth Partners, Inc | 新建仓 | $133.76万 |
| GREAT VALLEY ADVISOR GROUP, INC. | 加仓 | $116.17万 |
2026Q2 卖出最多
| CABOT WEALTH MANAGEMENT INC | 减仓 | -$1,677.64万 |
| Strategic Financial Services, Inc. | 减仓 | -$296.47万 |
| Systelligence, LLC | 减仓 | -$238.61万 |
| Redhawk Wealth Advisors, Inc. | 减仓 | -$228.53万 |
| Stratos Wealth Advisors, LLC | 减仓 | -$194.62万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$192.50万 |
| Merit Financial Group, LLC | 减仓 | -$138.31万 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 减仓 | -$129.55万 |
| Elevation Capital Advisory, LLC | 清仓 | -$111.93万 |
| ANDERSON HOAGLAND & CO | 减仓 | -$108.81万 |
| Tidal Investments LLC | 重新持有 | -$105.34万 |
| Farther Finance Advisors, LLC | 减仓 | -$90.47万 |
| JANE STREET GROUP, LLC | 清仓 | -$80.06万 |
| Armbruster Capital Management, Inc. | 减仓 | -$52.40万 |
| WIN ADVISORS, INC | 减仓 | -$50.60万 |
| Riverview Trust Co | 清仓 | -$41.94万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$40.46万 |
| Soltis Investment Advisors LLC | 清仓 | -$37.18万 |
| TWO SIGMA SECURITIES, LLC | 清仓 | -$34.83万 |
| HRT FINANCIAL LP | 减仓 | -$34.14万 |
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 |
|---|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 737,643 | $1.84亿 | 2.75% | 30,444 | 加仓 |
| Strategic Financial Services, Inc. | 273,656 | $6,827.99万 | 2.99% | -11,882 | 减仓 |
| LPL Financial LLC | 171,600 | $4,281.60万 | 0.01% | 19,725 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 165,303 | $4,124.46万 | 0.65% | 4,656 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 156,997 | $3,917.22万 | 0.01% | 6,962 | 加仓 |
| DAVIDSON INVESTMENT ADVISORS | 156,341 | $3,900.86万 | 1.59% | 2,823 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 121,540 | $3,032.60万 | 0.03% | 77,363 | 加仓 |
| ANDERSON HOAGLAND & CO | 109,865 | $2,741.24万 | 2.15% | -4,361 | 减仓 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 104,019 | $2,595.39万 | 0.38% | -5,192 | 减仓 |
| Cetera Investment Advisers | 99,597 | $2,485.04万 | 0.02% | 24,129 | 加仓 |
| Systelligence, LLC | 93,485 | $2,332.54万 | 3.90% | -9,563 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 84,133 | $2,099.20万 | 0.00% | -7,715 | 减仓 |
| TWO SIGMA INVESTMENTS, LP | 65,700 | $1,639.28万 | 0.01% | 65,700 | 新建仓 |
| BANK OF AMERICA CORP /DE/ | 61,024 | $1,522.61万 | 0.00% | 27,625 | 加仓 |
| UBS Group AG | 57,661 | $1,438.70万 | 0.00% | 14,332 | 加仓 |
| WIN ADVISORS, INC | 53,521 | $1,335.39万 | 4.76% | -2,028 | 减仓 |
| Financial Partners Group, Inc | 53,315 | $1,330.25万 | 1.35% | 540 | 加仓 |
| CABOT WEALTH MANAGEMENT INC | 50,284 | $1,254.62万 | 1.28% | -67,238 | 减仓 |
| Armbruster Capital Management, Inc. | 47,516 | $1,185.57万 | 1.77% | -2,100 | 减仓 |
| &PARTNERS | 40,952 | $1,021.80万 | 0.04% | 1,541 | 加仓 |
| NewEdge Advisors, LLC | 40,946 | $1,021.64万 | 0.03% | 3,473 | 加仓 |
| OPPENHEIMER & CO INC | 40,457 | $1,009.44万 | 0.11% | 33,823 | 重新持有 |
| Mariner, LLC | 39,420 | $983.58万 | 0.01% | 25,950 | 加仓 |
| BUILDER INVESTMENT GROUP INC /ADV | 33,690 | $840.59万 | 1.67% | 21,772 | 加仓 |
| Hobart Private Capital, LLC | 32,338 | $806.87万 | 1.38% | 292 | 加仓 |
| ROYAL BANK OF CANADA | 32,297 | $805.90万 | 0.00% | 11,479 | 加仓 |
| Private Advisor Group, LLC | 31,630 | $789.20万 | 0.04% | 1,463 | 加仓 |
| Thrivent Financial for Lutherans | 30,305 | $756.10万 | 0.01% | 713 | 重新持有 |
| COMMONWEALTH EQUITY SERVICES, LLC | 29,870 | $745.30万 | 0.01% | 6,026 | 加仓 |
| LINCOLN CAPITAL CORP | 26,571 | $662.98万 | 2.15% | 860 | 加仓 |
| Financial Freedom, LLC | 21,091 | $526.24万 | 2.42% | 1,862 | 加仓 |
| Merit Financial Group, LLC | 21,013 | $524.30万 | 0.03% | -5,543 | 减仓 |
| Betterment LLC | 20,695 | $516.40万 | 0.01% | 114 | 加仓 |
| Stratos Wealth Advisors, LLC | 19,571 | $488.32万 | 0.27% | -7,800 | 减仓 |
| UMB Bank, n.a. | 19,356 | $482.95万 | 0.06% | -122 | 减仓 |
| Kestra Advisory Services, LLC | 19,270 | $480.80万 | 0.02% | 5,579 | 加仓 |
| OSAIC HOLDINGS, INC. | 18,876 | $471.08万 | 0.01% | 2,803 | 加仓 |
| WEDBUSH SECURITIES INC | 17,873 | $445.90万 | 0.11% | 3,729 | 加仓 |
| GOLDMAN SACHS GROUP INC | 17,846 | $445.28万 | 0.00% | 17,846 | 新建仓 |
| Wilkins Miller Wealth Management, LLC | 14,800 | $369.27万 | 2.03% | 558 | 加仓 |
| Fortis Group Advisors, LLC | 14,722 | $367.34万 | 0.59% | 14,722 | 新建仓 |
| Redhawk Wealth Advisors, Inc. | 12,853 | $320.70万 | 0.32% | -9,159 | 减仓 |
| Compass Ion Advisors, LLC | 12,170 | $303.66万 | 0.26% | 1,802 | 加仓 |
| Nova R Wealth, Inc. | 11,920 | $297.42万 | 0.87% | -117 | 减仓 |
| Farther Finance Advisors, LLC | 11,147 | $278.13万 | 0.02% | -3,626 | 减仓 |
| IEQ CAPITAL, LLC | 11,116 | $277.36万 | 0.01% | 1,030 | 加仓 |
| Archford Capital Strategies, LLC | 10,409 | $259.72万 | 0.26% | 1,205 | 加仓 |
| Janney Montgomery Scott LLC | 10,341 | $258.00万 | 0.00% | 178 | 加仓 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9,783 | $237.67万 | 0.08% | 435 | 加仓 |
| Aspect Partners, LLC | 9,331 | $232.82万 | 0.87% | -492 | 减仓 |
内部人交易（Form 4）
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