证券记录 · 已归档季度
VBF
名称等待档案录入
16被追踪持有人
0Δ持有人
1.60M持有股份
$24.27M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +8.0% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | 0 | 1.60M | $24.27M | +1 | −1 |
| Q1 2026 | 16 | 0 | 1.48M | $22.21M | — | — |
| Q4 2025 | 16 | 0 | 1.32M | $20.32M | — | — |
| Q3 2025 | 1 | — | 199.89K | $3.15M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 397.72K | +35.0% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 382.75K | +36.3% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 173.16K | -16.3% | $2.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 173.16K | -16.3% | $2.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 158.07K | +1.6% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 158.07K | +1.6% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 137.61K | -10.1% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 95.26K | +44.3% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 95.26K | +44.3% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 67.48K | -0.9% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 58.76K | -5.6% | $890,847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 35.42K | -6.5% | $537,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 23.39K | 0.0% | $354,610 | 0.0% | Held | 3 | SEC ↗ |
| 14 | UBS Group AG | 23.02K | -9.7% | $348,998 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 23.02K | -9.7% | $348,998 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 23.02K | -9.7% | $348,998 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 22.93K | +13.4% | $347,661 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 12.92K | 新增 | $195,867 | 0.0% | New | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 11.12K | -9.2% | $168,500 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 2.54K | 0.0% | $38,476 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 513 | -87.3% | $7,775 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $195,867 | 0.0% |
已清仓
| Citigroup Inc | $1.06M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 48 持有人, 4.20M 股份, $46.62M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据