13F 机构持仓

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

持有机构数1,2402026Q2
26Q126Q2
机构合计持股(股)74,403,7952026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q21,24074,403,795$146.95亿 6646741660$1.39亿
2026Q11,22773,869,623$136.03亿 7746541946-$2.33亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

JONES FINANCIAL COMPANIES LLLP加仓$9,218.98万
OSAIC HOLDINGS, INC.加仓$4,681.60万
EP Wealth Advisors, LLC加仓$4,311.08万
HUB Investment Partners, LLC加仓$2,821.60万
STEPHENS GROUP ASSET MANAGEMENT, LLC加仓$2,158.27万
UBS Group AG加仓$1,348.16万
ENVESTNET ASSET MANAGEMENT INC加仓$1,301.92万
FMR LLC加仓$1,296.10万
MONETA GROUP INVESTMENT ADVISORS LLC加仓$1,237.68万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$1,223.25万
FIRST AMERICAN TRUST, FSB加仓$1,044.44万
IFP Advisors, Inc加仓$987.74万
Ridgepath Capital Management LLC新建仓$981.71万
Orgel Wealth Management, LLC加仓$956.23万
Mesirow Financial Investment Management, Inc.加仓$944.85万
FIFTH THIRD BANCORP加仓$942.78万
AXXCESS WEALTH MANAGEMENT, LLC加仓$819.20万
Arax Advisory Partners加仓$715.79万
BLAIR WILLIAM & CO/IL加仓$688.95万
Cerity Partners LLC加仓$633.11万

2026Q1 卖出最多

TIAA TRUST, NATIONAL ASSOCIATION减仓-$3.07亿
PICTON MAHONEY ASSET MANAGEMENT清仓-$9,707.67万
Corient Private Wealth LP减仓-$5,067.99万
ASSETMARK, INC减仓-$3,527.03万
Betterment LLC减仓-$3,367.33万
ROYAL BANK OF CANADA减仓-$2,349.77万
Falcon Wealth Planning减仓-$2,181.90万
Rockefeller Capital Management L.P.减仓-$2,117.17万
AMERIPRISE FINANCIAL INC减仓-$2,002.40万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$1,787.86万
BANK OF AMERICA CORP /DE/减仓-$1,412.49万
Cresset Asset Management, LLC减仓-$1,329.10万
RAYMOND JAMES FINANCIAL INC减仓-$1,300.85万
Empowered Funds, LLC重新持有-$1,292.83万
TRUIST FINANCIAL CORP减仓-$822.37万
Align Financial, LLC减仓-$708.54万
HIGHLAND CAPITAL MANAGEMENT, LLC减仓-$613.49万
SOL Capital Management CO清仓-$517.30万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$490.83万
COLUMBIA ADVISORY PARTNERS LLC减仓-$477.91万

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
MORGAN STANLEY4,758,402$8.77亿0.05%7,853加仓
ASSETMARK, INC4,333,382$7.99亿1.63%-191,395减仓
EP Wealth Advisors, LLC4,140,038$7.63亿3.75%233,942加仓
Betterment LLC3,741,881$6.90亿1.31%-182,729减仓
JONES FINANCIAL COMPANIES LLLP3,133,089$5.71亿0.27%505,987加仓
BANK OF AMERICA CORP /DE/3,045,401$5.61亿0.04%-76,649减仓
WELLS FARGO & COMPANY/MN2,688,107$4.95亿0.09%-16,297减仓
ROYAL BANK OF CANADA2,421,695$4.46亿0.08%-127,511减仓
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC1,626,649$3.00亿1.15%——
UBS Group AG1,465,381$2.70亿0.04%73,158加仓
PNC Financial Services Group, Inc.1,461,159$2.69亿0.16%-7,211减仓
STEPHENS GROUP ASSET MANAGEMENT, LLC1,221,139$2.25亿14.34%117,119加仓
ENVESTNET ASSET MANAGEMENT INC1,205,341$2.22亿0.06%70,649加仓
FMR LLC1,108,677$2.04亿0.01%70,333加仓
LPL Financial LLC1,093,935$2.02亿0.05%18,692加仓
MONETA GROUP INVESTMENT ADVISORS LLC1,090,118$2.01亿1.22%67,163加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,045,730$1.93亿0.12%66,380加仓
Orgel Wealth Management, LLC899,090$1.66亿3.57%51,890加仓
AMERIPRISE FINANCIAL INC882,986$1.63亿0.04%-108,674减仓
Wellspring Financial Advisors, LLC784,107$1.44亿2.14%-782减仓
RAYMOND JAMES FINANCIAL INC720,227$1.33亿0.04%-70,591减仓
STIFEL FINANCIAL CORP703,111$1.30亿0.12%-4,935减仓
Focus Partners Wealth683,834$1.26亿0.14%6,650加仓
OSAIC HOLDINGS, INC.659,620$1.22亿0.18%253,910加仓
VANTAGEPOINT INVESTMENT ADVISERS LLC612,122$1.13亿0.96%-11,219减仓
Mariner, LLC603,456$1.11亿0.13%-17,857减仓
SYM FINANCIAL Corp567,194$1.05亿10.44%8,074加仓
Waverly Advisors, LLC529,934$9,765.63万0.73%-12,550减仓
Avior Wealth Management, LLC528,225$9,732.29万2.76%-12,601减仓
US BANCORP \DE\505,528$9,317.66万0.11%14,694加仓
Creative Planning433,705$7,992.32万0.05%-657减仓
Cetera Investment Advisers424,294$7,818.89万0.08%6,196加仓
COMMONWEALTH EQUITY SERVICES, LLC401,592$7,400.54万0.10%-26,635减仓
Rockefeller Capital Management L.P.399,175$7,356.00万0.13%-114,889减仓
JPMORGAN CHASE & CO383,976$6,967.65万0.00%1,574加仓
Rodgers & Associates, LTD374,368$6,898.85万7.02%-5,437减仓
McAdam, LLC353,982$6,523.18万2.94%6,718加仓
TRUIST FINANCIAL CORP341,901$6,300.55万0.08%-44,626减仓
HighTower Advisors, LLC326,802$6,022.69万0.06%-2,320减仓
Krilogy Financial LLC299,602$5,713.41万1.81%1,996加仓
Berman McAleer LLC306,169$5,642.09万7.70%5,680加仓
Private Advisor Group, LLC295,737$5,449.84万0.26%1,319加仓
CWM, LLC290,862$5,360.00万0.14%18,571加仓
Corient Private Wealth LP275,034$5,061.69万0.07%-275,376减仓
CIBC Bancorp USA Inc.274,908$5,043.61万0.07%——
INSPIRION WEALTH ADVISORS, LLC265,574$4,894.00万6.09%-5,009减仓
Equitable Holdings, Inc.283,898$4,884.06万0.31%17,448加仓
Trust Co260,990$4,809.52万4.51%1,889加仓
MML INVESTORS SERVICES, LLC241,730$4,454.60万0.12%-790减仓
HUB Investment Partners, LLC235,927$4,347.65万1.04%153,115加仓

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