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 🔒 | ||||||||
2026Q1 买入最多
| RITHOLTZ WEALTH MANAGEMENT | 加仓 | $1,107.52万 |
| WIN ADVISORS, INC | 加仓 | $838.72万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $724.09万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $459.82万 |
| ROYAL BANK OF CANADA | 加仓 | $331.11万 |
| &PARTNERS | 加仓 | $263.34万 |
| BUILDER INVESTMENT GROUP INC /ADV | 新建仓 | $234.90万 |
| LPL Financial LLC | 加仓 | $231.53万 |
| Mariner, LLC | 加仓 | $216.54万 |
| Archford Capital Strategies, LLC | 新建仓 | $181.41万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $151.49万 |
| FIFTH THIRD BANCORP | 新建仓 | $141.34万 |
| DAVIDSON INVESTMENT ADVISORS | 加仓 | $136.57万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $129.95万 |
| Elevation Capital Advisory, LLC | 新建仓 | $111.93万 |
| Quantinno Capital Management LP | 加仓 | $91.87万 |
| Armbruster Capital Management, Inc. | 加仓 | $91.16万 |
| HRT FINANCIAL LP | 新建仓 | $90.90万 |
| Equitable Holdings, Inc. | 加仓 | $90.10万 |
| NewEdge Advisors, LLC | 加仓 | $82.11万 |
2026Q1 卖出最多
| Payne Capital LLC | 减仓 | -$249.00万 |
| Cetera Investment Advisers | 减仓 | -$194.00万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$104.56万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$56.82万 |
| CITADEL ADVISORS LLC | 重新持有 | -$49.77万 |
| TECTONIC ADVISORS LLC | 清仓 | -$44.69万 |
| Systelligence, LLC | 减仓 | -$44.66万 |
| Private Advisor Group, LLC | 减仓 | -$43.88万 |
| Orion Porfolio Solutions, LLC | 清仓 | -$38.12万 |
| Wealthcare Advisory Partners LLC | 减仓 | -$30.16万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 清仓 | -$25.67万 |
| Soltis Investment Advisors LLC | 减仓 | -$23.26万 |
| Clearstead Advisors, LLC | 减仓 | -$23.20万 |
| Caitlin John, LLC | 减仓 | -$18.61万 |
| Redhawk Wealth Advisors, Inc. | 减仓 | -$13.03万 |
| Clark Wealth Partners | 减仓 | -$12.46万 |
| Odyssey Capital Advisors, Inc. | 减仓 | -$11.51万 |
| Federation des caisses Desjardins du Quebec | 清仓 | -$10.23万 |
| Tower Research Capital LLC (TRC) | 清仓 | -$8.99万 |
| Merit Financial Group, LLC | 减仓 | -$6.25万 |
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 |
|---|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 707,199 | $1.39亿 | 2.42% | 56,191 | 加仓 |
| Strategic Financial Services, Inc. | 285,538 | $5,627.95万 | 2.68% | 1,385 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 160,647 | $3,166.38万 | 0.58% | 1,487 | 加仓 |
| DAVIDSON INVESTMENT ADVISORS | 153,518 | $3,025.84万 | 1.31% | 6,929 | 加仓 |
| LPL Financial LLC | 151,875 | $2,993.45万 | 0.01% | 11,747 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 150,035 | $2,957.19万 | 0.01% | 36,737 | 加仓 |
| CABOT WEALTH MANAGEMENT INC | 117,522 | $2,316.37万 | 2.66% | 3,195 | 加仓 |
| ANDERSON HOAGLAND & CO | 114,226 | $2,251.39万 | 1.94% | 543 | 加仓 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 109,211 | $2,152.55万 | 0.37% | 3,090 | 加仓 |
| Systelligence, LLC | 103,048 | $2,031.08万 | 3.95% | -2,266 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 91,848 | $1,810.33万 | 0.00% | 7,686 | 加仓 |
| Cetera Investment Advisers | 75,468 | $1,487.47万 | 0.02% | -9,843 | 减仓 |
| WIN ADVISORS, INC | 55,549 | $1,094.87万 | 5.01% | 42,553 | 加仓 |
| Financial Partners Group, Inc | 52,775 | $1,040.20万 | 1.24% | 3,268 | 加仓 |
| Armbruster Capital Management, Inc. | 49,616 | $977.93万 | 1.60% | 4,625 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 44,177 | $870.70万 | 0.02% | 23,330 | 加仓 |
| UBS Group AG | 43,329 | $854.01万 | 0.00% | 263 | 加仓 |
| &PARTNERS | 39,411 | $777.13万 | 0.04% | 13,355 | 加仓 |
| NewEdge Advisors, LLC | 37,473 | $738.59万 | 0.03% | 4,166 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 33,399 | $658.30万 | 0.00% | 6,593 | 加仓 |
| Hobart Private Capital, LLC | 32,046 | $631.63万 | 1.24% | 588 | 加仓 |
| Private Advisor Group, LLC | 30,167 | $594.60万 | 0.03% | -2,226 | 减仓 |
| Stratos Wealth Advisors, LLC | 27,371 | $539.50万 | 0.33% | 2,058 | 加仓 |
| Merit Financial Group, LLC | 26,556 | $523.42万 | 0.04% | -317 | 减仓 |
| LINCOLN CAPITAL CORP | 25,711 | $506.76万 | 1.87% | -166 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,844 | $469.97万 | 0.01% | 4,136 | 加仓 |
| Redhawk Wealth Advisors, Inc. | 22,012 | $433.86万 | 0.48% | -661 | 减仓 |
| ROYAL BANK OF CANADA | 20,818 | $410.30万 | 0.00% | 16,800 | 加仓 |
| Betterment LLC | 20,581 | $405.70万 | 0.01% | -202 | 减仓 |
| UMB Bank, n.a. | 19,478 | $383.91万 | 0.05% | 170 | 加仓 |
| Financial Freedom, LLC | 19,229 | $379.01万 | 1.89% | 808 | 加仓 |
| OSAIC HOLDINGS, INC. | 16,073 | $316.87万 | 0.00% | -5,304 | 减仓 |
| Farther Finance Advisors, LLC | 14,773 | $295.80万 | 0.03% | 192 | 加仓 |
| Wilkins Miller Wealth Management, LLC | 14,242 | $280.71万 | 1.70% | 417 | 加仓 |
| WEDBUSH SECURITIES INC | 14,144 | $278.80万 | 0.08% | 2,996 | 加仓 |
| Kestra Advisory Services, LLC | 13,691 | $269.85万 | 0.01% | 539 | 加仓 |
| Mariner, LLC | 13,470 | $265.50万 | 0.00% | 10,986 | 加仓 |
| Nova R Wealth, Inc. | 12,037 | $237.26万 | 0.76% | -45 | 减仓 |
| BUILDER INVESTMENT GROUP INC /ADV | 11,918 | $234.90万 | 0.51% | 11,918 | 新建仓 |
| Compass Ion Advisors, LLC | 10,368 | $204.35万 | 0.19% | 2,126 | 加仓 |
| Janney Montgomery Scott LLC | 10,163 | $200.30万 | 0.00% | 875 | 加仓 |
| IEQ CAPITAL, LLC | 10,086 | $198.79万 | 0.01% | 1,907 | 加仓 |
| Aspect Partners, LLC | 9,823 | $193.61万 | 0.79% | 264 | 加仓 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9,348 | $187.18万 | 0.04% | 65 | 加仓 |
| Archford Capital Strategies, LLC | 9,204 | $181.41万 | 0.21% | 9,204 | 新建仓 |
| Valued Retirements, Inc. | 8,627 | $170.04万 | 1.66% | 290 | 加仓 |
| Caitlin John, LLC | 8,216 | $161.93万 | 0.97% | -944 | 减仓 |
| IAM Advisory, LLC | 8,119 | $160.03万 | 0.36% | -157 | 减仓 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 7,799 | $153.70万 | 0.09% | 1,678 | 加仓 |
| BLB&B Advisors, LLC | 7,250 | $142.90万 | 0.06% | 0 | 不变 |
内部人交易（Form 4）
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