证券记录
VFMO
名称等待档案录入
35被追踪持有人
+6Δ持有人
888.70K持有股份
$221.70M报告持仓市值
+10新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +20.7% ·
股份流向 +30.0% ·
净新建仓位 +17.1%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 35 | +6 | 888.70K | $221.70M | +10 | −4 |
| Q1 2026 | 30 | +1 | 670.37K | $132.13M | +4 | −3 |
| Q4 2025 | 29 | 0 | 579.26K | $110.80M | +1 | −1 |
| Q3 2025 | 3 | 0 | 8.95K | $1.72M | +1 | −1 |
| Q2 2025 | 1 | 0 | 29.30K | $5.05M | +1 | −1 |
| Q1 2025 | 1 | +1 | 3.23K | $490,782 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 171.60K | +13.0% | $42.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 157.00K | +4.6% | $39.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 157.00K | +4.6% | $39.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 99.60K | +32.0% | $24.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 84.13K | -8.4% | $20.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 65.70K | 新增 | $16.39M | 0.0% | New | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 61.02K | +82.7% | $15.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 61.02K | +82.7% | $15.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 57.66K | +33.1% | $14.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 57.66K | +33.1% | $14.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mariner, LLC | 39.42K | +192.7% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mariner, LLC | 39.42K | +192.7% | $9.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 32.30K | +55.1% | $8.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 32.30K | +55.1% | $8.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 32.30K | +55.1% | $8.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 29.87K | +25.3% | $7.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 18.88K | +17.4% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 18.88K | +17.4% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 17.85K | 新增 | $4.45M | 0.0% | New | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 7.57K | +51.5% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fifth Third Bancorp | 6.83K | -4.7% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Tidal Investments LLC | 6.25K | 新增 | $1.56M | 0.0% | New | 1 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 5.88K | 0.0% | $1.47M | 0.0% | Held | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 5.74K | +0.1% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Hrt Financial Lp | 3.24K | -29.7% | $809,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 3.19K | +13.3% | $795,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Creative Planning | 3.01K | -5.3% | $752,016 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.77K | +14.6% | $691,891 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 2.77K | +14.6% | $691,891 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 2.56K | +3.3% | $637,748 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Stifel Financial Corp | 2.06K | +48.0% | $513,975 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 1.50K | +0.4% | $353,283 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | CIBC Bancorp USA Inc. | 868 | 新增 | $216,575 | 0.0% | New | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 866 | 新增 | $216,076 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 568 | 新增 | $141,646 | 0.0% | New | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 400 | 0.0% | $99,804 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 331 | 新增 | $64,803 | 0.0% | New | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 20 | 新增 | $4,820 | 0.0% | New | 1 | SEC ↗ |
| 39 | Assetmark, Inc | 15 | 0.0% | $3,743 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 13 | +1200.0% | $3,235 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | BlackRock ✦ (被动) | 1 | 0.0% | $179 | 0.0% | Held | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 0 | 新增 | $130 | 0.0% | New | 1 | SEC ↗ |
| 43 | Belvedere Trading LLC | 0 | 新增 | $0 | 0.0% | New | 1 | 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
| Two Sigma Investments | $16.39M | 0.0% |
| Goldman Sachs Group | $4.45M | 0.0% |
| Tidal Investments LLC | $1.56M | 0.0% |
| CIBC Bancorp USA Inc. | $216,575 | 0.0% |
| Baird Financial Group, Inc. | $216,076 | 0.0% |
| Fidelity (FMR) | $141,646 | 0.0% |
| Bank Of Montreal /Can/ | $64,803 | 0.0% |
| Jones Financial Companies Lllp | $4,820 | 0.0% |
| JPMorgan Chase | $130 | 0.0% |
| Belvedere Trading LLC | $0 | 0.0% |
已清仓
| Jane Street Group, Llc | $800,620 | 曾为 0.0% |
| Susquehanna International… | $404,646 | 曾为 0.0% |
| Citadel Advisors | $276,926 | 曾为 0.0% |
| Russell Investments Group… | $3,548 | 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): 169 持有人, 3.24M 股份, $611.51M 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