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 🔒 | ||||||||
2026Q2 买入最多
| Wealthspire Advisors, LLC | 新建仓 | $1,726.15万 |
| Savant Capital, LLC | 加仓 | $672.48万 |
| FMR LLC | 加仓 | $561.03万 |
| BRIGHTON JONES LLC | 加仓 | $220.48万 |
| SOA Wealth Advisors, LLC. | 加仓 | $97.79万 |
| WCG Wealth Advisors LLC | 加仓 | $89.55万 |
| NATURAL INVESTMENTS, LLC | 加仓 | $78.25万 |
| OSAIC HOLDINGS, INC. | 加仓 | $54.27万 |
| Composition Wealth, LLC | 加仓 | $48.44万 |
| Meritas Wealth Management, LLC | 加仓 | $40.73万 |
| Forum Financial Management, LP | 加仓 | $34.55万 |
| MASECO LLP | 加仓 | $29.56万 |
| Allodium Investment Consultants, LLC | 加仓 | $16.73万 |
| Cetera Investment Advisers | 加仓 | $14.94万 |
| Three Arch Wealth Management LLC | 新建仓 | $14.70万 |
| Mariner, LLC | 新建仓 | $14.69万 |
| Colorado Capital Management, Inc. | 加仓 | $11.67万 |
| Silver Oak Advisory Group, Inc. | 加仓 | $9.81万 |
| Sand Hill Global Advisors, LLC | 加仓 | $8.99万 |
| First Pacific Financial | 加仓 | $7.94万 |
2026Q2 卖出最多
| Abacus Wealth Partners, LLC | 减仓 | -$1,815.40万 |
| Focus Partners Wealth | 减仓 | -$253.39万 |
| NORTHERN TRUST CORP | 清仓 | -$160.75万 |
| MISSION WEALTH MANAGEMENT, LP | 减仓 | -$154.39万 |
| JANE STREET GROUP, LLC | 清仓 | -$111.45万 |
| Koss-Olinger Consulting, LLC | 减仓 | -$77.27万 |
| Focus Partners Advisor Solutions, LLC | 减仓 | -$39.04万 |
| North Berkeley Wealth Management, LLC | 减仓 | -$26.98万 |
| PFG Investments, LLC | 减仓 | -$18.78万 |
| Modern Wealth Management, LLC | 清仓 | -$15.20万 |
| HighTower Advisors, LLC | 减仓 | -$13.01万 |
| Corient Private Wealth LP | 减仓 | -$10.72万 |
| MAI Capital Management | 清仓 | -$9.53万 |
| Mason & Associates Inc | 减仓 | -$9.03万 |
| Index Fund Advisors, Inc. | 减仓 | -$7.34万 |
| TRILLIUM ASSET MANAGEMENT, LLC | 减仓 | -$2.85万 |
| D.A. DAVIDSON & CO. | 减仓 | -$2.19万 |
| MB Generational Wealth, LLC | 减仓 | -$2.11万 |
| Modera Wealth Management, LLC | 减仓 | -$2.06万 |
| AQR CAPITAL MANAGEMENT LLC | 减仓 | -$1.24万 |
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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | 11,063,945 | $1.26亿 | 13.24% | -1,594,369 | 减仓 |
| BRIGHTON JONES LLC | 3,867,693 | $4,403.37万 | 0.82% | 193,654 | 加仓 |
| Focus Partners Wealth | 3,314,493 | $3,773.55万 | 0.04% | -222,564 | 减仓 |
| FMR LLC | 2,001,215 | $2,278.38万 | 0.00% | 492,777 | 加仓 |
| First Pacific Financial | 1,521,618 | $1,732.36万 | 2.06% | 6,970 | 加仓 |
| Wealthspire Advisors, LLC | 1,516,164 | $1,726.15万 | 0.10% | 1,516,164 | 新建仓 |
| Forum Financial Management, LP | 1,355,310 | $1,543.02万 | 0.20% | 30,351 | 加仓 |
| Savant Capital, LLC | 1,123,472 | $1,225.82万 | 0.04% | 616,329 | 加仓 |
| PFG Investments, LLC | 902,746 | $1,027.78万 | 0.40% | -16,493 | 减仓 |
| NATURAL INVESTMENTS, LLC | 880,979 | $1,002.90万 | 2.20% | 68,736 | 加仓 |
| SOA Wealth Advisors, LLC. | 625,963 | $712.66万 | 0.58% | 85,898 | 加仓 |
| WCG Wealth Advisors LLC | 624,753 | $711.28万 | 0.17% | 78,653 | 加仓 |
| Colorado Capital Management, Inc. | 601,126 | $684.40万 | 2.34% | 10,251 | 加仓 |
| MASECO LLP | 527,020 | $600.01万 | 0.17% | 25,963 | 加仓 |
| MISSION WEALTH MANAGEMENT, LP | 496,294 | $565.03万 | 0.07% | -135,611 | 减仓 |
| North Berkeley Wealth Management, LLC | 456,331 | $519.53万 | 2.10% | -23,694 | 减仓 |
| Sand Hill Global Advisors, LLC | 404,502 | $460.53万 | 0.14% | 7,897 | 加仓 |
| EP Wealth Advisors, LLC | 368,065 | $419.04万 | 0.02% | 3,407 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 333,764 | $379.99万 | 0.02% | 2,686 | 加仓 |
| HighTower Advisors, LLC | 322,160 | $366.78万 | 0.00% | -11,427 | 减仓 |
| Focus Partners Advisor Solutions, LLC | 317,422 | $361.39万 | 0.03% | -34,288 | 减仓 |
| Meritas Wealth Management, LLC | 260,974 | $297.12万 | 1.16% | 35,776 | 加仓 |
| Balanced Rock Investment Advisors LLC | 258,929 | $294.79万 | 1.84% | 2,839 | 加仓 |
| Allodium Investment Consultants, LLC | 257,545 | $293.21万 | 1.25% | 14,695 | 加仓 |
| Beacon Pointe Advisors, LLC | 249,156 | $283.66万 | 0.01% | 614 | 加仓 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 231,474 | $263.53万 | 0.79% | 1,387 | 加仓 |
| Perigon Wealth Management, LLC | 216,361 | $246.33万 | 0.04% | -519 | 减仓 |
| Koss-Olinger Consulting, LLC | 191,759 | $218.32万 | 0.17% | -67,868 | 减仓 |
| Prime Capital Investment Advisors, LLC | 132,462 | $150.81万 | 0.01% | 262 | 加仓 |
| US BANCORP \DE\ | 121,079 | $137.85万 | 0.00% | 2,014 | 加仓 |
| Betterment LLC | 118,698 | $135.20万 | 0.00% | 4,832 | 加仓 |
| Silver Oak Advisory Group, Inc. | 104,767 | $119.20万 | 0.47% | 8,623 | 加仓 |
| Level Financial Advisors | 102,899 | $117.15万 | 0.26% | -723 | 减仓 |
| Dynamic Advisor Solutions LLC | 101,998 | $116.12万 | 0.03% | 5,956 | 加仓 |
| Mason & Associates Inc | 84,057 | $95.70万 | 0.15% | -7,935 | 减仓 |
| Index Fund Advisors, Inc. | 81,635 | $92.94万 | 0.04% | -6,445 | 减仓 |
| Pine Haven Investment Counsel, Inc | 81,487 | $92.77万 | 0.62% | 1,700 | 加仓 |
| Modera Wealth Management, LLC | 63,499 | $72.29万 | 0.01% | -1,811 | 减仓 |
| Composition Wealth, LLC | 56,907 | $64.79万 | 0.01% | 42,547 | 加仓 |
| OSAIC HOLDINGS, INC. | 47,996 | $54.64万 | 0.00% | 47,664 | 加仓 |
| Boston Common Asset Management, LLC | 46,995 | $53.50万 | 0.03% | 0 | 不变 |
| Ariadne Wealth Management, LP | 45,222 | $51.49万 | 0.23% | -1,055 | 减仓 |
| Private Wealth Management Group, LLC | 45,151 | $51.40万 | 0.12% | 4,119 | 加仓 |
| Corient Private Wealth LP | 43,780 | $49.84万 | 0.00% | -9,420 | 减仓 |
| NWAM LLC | 41,504 | $47.25万 | 0.02% | 1,001 | 加仓 |
| D.A. DAVIDSON & CO. | 41,117 | $46.81万 | 0.00% | -1,927 | 减仓 |
| Aegis Wealth Management LLC | 37,766 | $43.00万 | 0.20% | 0 | 不变 |
| Equitable Holdings, Inc. | 37,073 | $42.21万 | 0.00% | 3,168 | 加仓 |
| AQR CAPITAL MANAGEMENT LLC | 36,900 | $42.01万 | 0.00% | -1,089 | 减仓 |
| Apella Capital, LLC | 35,446 | $40.69万 | 0.01% | 0 | 不变 |
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 🔒