VGSR MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
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 | 86 | 36,242,365 | $4.12亿 | 5 | 42 | 22 | 9 | $1,087.67万 |
| 2026Q1 | 89 | 35,282,052 | $3.65亿 | 11 | 46 | 19 | 6 | $1,435.23万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| EP Wealth Advisors, LLC | 新建仓 | $376.69万 |
| Abacus Wealth Partners, LLC | 加仓 | $254.12万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $243.64万 |
| FMR LLC | 加仓 | $148.34万 |
| MASECO LLP | 加仓 | $123.22万 |
| NATURAL INVESTMENTS, LLC | 加仓 | $99.64万 |
| BRIGHTON JONES LLC | 加仓 | $98.80万 |
| JANE STREET GROUP, LLC | 加仓 | $95.18万 |
| Savant Capital, LLC | 加仓 | $55.84万 |
| Boston Common Asset Management, LLC | 新建仓 | $48.55万 |
| Colorado Capital Management, Inc. | 加仓 | $32.71万 |
| First Pacific Financial | 加仓 | $29.25万 |
| Allodium Investment Consultants, LLC | 加仓 | $29.02万 |
| Meritas Wealth Management, LLC | 加仓 | $21.82万 |
| FIDELIS CAPITAL PARTNERS, LLC | 新建仓 | $19.51万 |
| SOA Wealth Advisors, LLC. | 加仓 | $17.30万 |
| Forum Financial Management, LP | 加仓 | $15.07万 |
| Composition Wealth, LLC | 新建仓 | $14.83万 |
| Quantinno Capital Management LP | 新建仓 | $14.13万 |
| WCG Wealth Advisors LLC | 加仓 | $13.04万 |
2026Q1 卖出最多
| Focus Partners Wealth | 减仓 | -$128.89万 |
| GTS SECURITIES LLC | 清仓 | -$91.67万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$54.43万 |
| Prime Capital Investment Advisors, LLC | 减仓 | -$47.95万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$22.62万 |
| Modern Wealth Management, LLC | 减仓 | -$21.66万 |
| HighTower Advisors, LLC | 减仓 | -$14.75万 |
| MISSION WEALTH MANAGEMENT, LP | 减仓 | -$6.52万 |
| AdvisorNet Financial, Inc | 减仓 | -$6.32万 |
| CoreFirst Bank & Trust | 清仓 | -$3.48万 |
| Wheels Up Wealth, Inc. | 减仓 | -$3.24万 |
| AQR CAPITAL MANAGEMENT LLC | 减仓 | -$2.68万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$2.64万 |
| Level Financial Advisors | 减仓 | -$1.89万 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 清仓 | -$1.62万 |
| Sand Hill Global Advisors, LLC | 减仓 | -$1.41万 |
| Ethic Inc. | 减仓 | -$7,665 |
| Silver Oak Advisory Group, Inc. | 减仓 | -$5,990 |
| Spire Wealth Management | 清仓 | -$3,733 |
| SJS Investment Consulting Inc. | 减仓 | -$3,399 |
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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | 12,658,314 | $1.31亿 | 11.94% | 246,027 | 加仓 |
| BRIGHTON JONES LLC | 3,674,039 | $3,795.28万 | 0.84% | 95,642 | 加仓 |
| Focus Partners Wealth | 3,537,057 | $3,718.33万 | 0.04% | -122,609 | 减仓 |
| First Pacific Financial | 1,514,648 | $1,564.63万 | 2.01% | 28,314 | 加仓 |
| FMR LLC | 1,508,438 | $1,558.22万 | 0.00% | 143,598 | 加仓 |
| Forum Financial Management, LP | 1,324,959 | $1,368.68万 | 0.19% | 14,589 | 加仓 |
| PFG Investments, LLC | 919,239 | $949.57万 | 0.44% | 7,799 | 加仓 |
| NATURAL INVESTMENTS, LLC | 812,243 | $839.00万 | 2.07% | 96,464 | 加仓 |
| MISSION WEALTH MANAGEMENT, LP | 631,905 | $652.76万 | 0.13% | -6,307 | 减仓 |
| Colorado Capital Management, Inc. | 590,875 | $610.40万 | 2.28% | 31,666 | 加仓 |
| WCG Wealth Advisors LLC | 546,100 | $564.12万 | 0.16% | 12,626 | 加仓 |
| SOA Wealth Advisors, LLC. | 540,065 | $557.89万 | 0.62% | 16,747 | 加仓 |
| Savant Capital, LLC | 507,143 | $523.88万 | 0.03% | 54,059 | 加仓 |
| MASECO LLP | 501,057 | $519.35万 | 0.16% | 118,881 | 加仓 |
| North Berkeley Wealth Management, LLC | 480,025 | $495.87万 | 2.62% | 8,083 | 加仓 |
| Sand Hill Global Advisors, LLC | 396,605 | $409.69万 | 0.14% | -1,361 | 减仓 |
| EP Wealth Advisors, LLC | 364,658 | $376.69万 | 0.02% | 364,658 | 新建仓 |
| Focus Partners Advisor Solutions, LLC | 351,710 | $363.26万 | 0.04% | 235,890 | 加仓 |
| HighTower Advisors, LLC | 333,587 | $344.60万 | 0.00% | -14,274 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 331,078 | $342.00万 | 0.02% | -2,557 | 减仓 |
| Koss-Olinger Consulting, LLC | 259,627 | $268.19万 | 0.22% | 3,813 | 加仓 |
| Balanced Rock Investment Advisors LLC | 256,090 | $264.54万 | 1.86% | 1,117 | 加仓 |
| Beacon Pointe Advisors, LLC | 248,542 | $256.74万 | 0.01% | 2,801 | 加仓 |
| Allodium Investment Consultants, LLC | 242,850 | $250.86万 | 1.20% | 28,096 | 加仓 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 230,087 | $237.68万 | 0.80% | 2,565 | 加仓 |
| Meritas Wealth Management, LLC | 225,198 | $232.63万 | 1.05% | 21,122 | 加仓 |
| Perigon Wealth Management, LLC | 216,880 | $224.04万 | 0.04% | 4,225 | 加仓 |
| NORTHERN TRUST CORP | 155,612 | $160.75万 | 0.00% | 0 | 不变 |
| Prime Capital Investment Advisors, LLC | 132,200 | $136.56万 | 0.02% | -46,422 | 减仓 |
| US BANCORP \DE\ | 119,065 | $122.99万 | 0.00% | 2,809 | 加仓 |
| Betterment LLC | 113,866 | $117.60万 | 0.00% | 141 | 加仓 |
| JANE STREET GROUP, LLC | 107,892 | $111.45万 | 0.00% | 92,138 | 加仓 |
| Level Financial Advisors | 103,622 | $107.04万 | 0.27% | -1,830 | 减仓 |
| Silver Oak Advisory Group, Inc. | 96,144 | $99.30万 | 0.43% | -580 | 减仓 |
| Dynamic Advisor Solutions LLC | 96,042 | $99.21万 | 0.03% | 7,836 | 加仓 |
| Mason & Associates Inc | 91,992 | $93.46万 | 0.18% | -311 | 减仓 |
| Index Fund Advisors, Inc. | 88,080 | $90.99万 | 0.04% | 3,660 | 加仓 |
| Pine Haven Investment Counsel, Inc | 79,787 | $82.42万 | 0.61% | 9,430 | 加仓 |
| Modera Wealth Management, LLC | 65,310 | $67.47万 | 0.01% | 2,227 | 加仓 |
| Boston Common Asset Management, LLC | 46,995 | $48.55万 | 0.03% | 46,995 | 新建仓 |
| Ariadne Wealth Management, LP | 46,277 | $47.80万 | 0.21% | 260 | 加仓 |
| D.A. DAVIDSON & CO. | 43,044 | $44.46万 | 0.00% | -216 | 减仓 |
| Private Wealth Management Group, LLC | 41,032 | $42.39万 | 0.11% | 1,599 | 加仓 |
| NWAM LLC | 40,503 | $41.84万 | 0.02% | 3,668 | 加仓 |
| Apella Capital, LLC | 35,446 | $40.05万 | 0.01% | 883 | 加仓 |
| AQR CAPITAL MANAGEMENT LLC | 37,989 | $39.24万 | 0.00% | -2,595 | 减仓 |
| Aegis Wealth Management LLC | 37,766 | $39.01万 | 0.22% | 655 | 加仓 |
| Equitable Holdings, Inc. | 33,905 | $35.26万 | 0.00% | 1,411 | 加仓 |
| LPL Financial LLC | 27,693 | $28.61万 | 0.00% | 9,938 | 加仓 |
| Powerhouse Assets LLC | 27,607 | $28.52万 | 0.25% | 2,032 | 加仓 |
内部人交易（Form 4）
VGSR 董事、高管和大股东的最新买卖申报。专业版可看 🔒