证券记录 · 已归档季度
VFQY
名称等待档案录入
25被追踪持有人
0Δ持有人
238.84K持有股份
$36.67M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 -4.6% · 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 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 77.78K | n/a | $11.93M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 39.88K | n/a | $6.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 39.27K | n/a | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 24.38K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 14.14K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 8.86K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 5.31K | n/a | $814,761 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 4.61K | 0.0% | $707,527 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 4.39K | n/a | $693,266 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 4.08K | n/a | $625,390 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Creative Planning | 3.63K | n/a | $556,256 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 3.31K | n/a | $507,941 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.96K | n/a | $455,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 1.79K | -64.7% | $274,604 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cerity Partners LLC | 1.61K | n/a | $246,529 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 1.00K | n/a | $153,410 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 756 | n/a | $115,978 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 457 | +22.5% | $70,108 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cwm, Llc | 245 | n/a | $38,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Blair William & Co/Il | 170 | n/a | $26,080 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 160 | n/a | $24,545 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 42 | n/a | $6,443 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 20 | n/a | $3,108 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | BlackRock ✦ (被动) | 1 | 新增 | $141 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 0 | n/a | $47 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| BlackRock | $141 | 0.0% |
已清仓
| Two Sigma Investments | $1.27M | 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): 96 持有人, 1.08M 股份, $155.54M 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
持有该证券的受追踪机构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: Q4 2025 ·
方法论 ·
通过API获取此数据