证券记录 · 已归档季度
VFVA
名称等待档案录入
27被追踪持有人
+2Δ持有人
315.14K持有股份
$42.42M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +8.0% ·
股份流向 +7.5% ·
净新建仓位 +7.4%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.89K | $600,823 | n/a | n/a |
| Q2 2026 | 27 | 0 | 334.55K | $49.67M | +3 | −3 |
| Q1 2026 | 27 | +2 | 315.14K | $42.42M | +4 | −2 |
| Q4 2025 | 25 | -1 | 293.09K | $38.93M | n/a | −1 |
| Q3 2025 | 4 | 0 | 17.93K | $2.29M | +1 | −1 |
| Q2 2025 | 1 | -1 | 18.64K | $290,349 | n/a | −1 |
| Q1 2025 | 2 | +1 | 66.63K | $2.56M | +1 | n/a |
| Q4 2024 | 1 | 0 | 12.90K | $1.53M | n/a | n/a |
| Q3 2024 | 1 | 0 | 19.80K | $2.39M | +1 | −1 |
| Q2 2024 | 1 | n/a | 6.70K | $757,908 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 72.99K | +8.3% | $9.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 67.03K | +9.4% | $9.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 33.79K | -0.2% | $4.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 24.60K | +21.5% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 18.99K | -3.5% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Cerity Partners LLC | 14.60K | -0.1% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Brown Advisory Inc | 14.41K | 0.0% | $1.94M | 0.0% | Held | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 13.15K | +52.9% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 9.89K | +30.1% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Two Sigma Investments ✦ | 8.20K | -28.1% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 7.09K | 0.0% | $953,927 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 12 | Mariner, LLC | 6.01K | -13.1% | $808,417 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Financial Engines Advisors L.L.C. | 5.48K | -1.4% | $737,797 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 4.48K | +3.1% | $602,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cibc World Market Inc. | 2.70K | 新增 | $363,447 | 0.0% | New | 1 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 2.20K | +29.0% | $296,007 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 2.19K | 新增 | $294,796 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.72K | 新增 | $227,100 | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Citadel Advisors ✦ | 1.68K | 新增 | $225,741 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 1.57K | -41.9% | $211,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 1.13K | -7.0% | $151,571 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 975 | +7.8% | $131,250 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Us Bancorp \De\ | 175 | 0.0% | $23,557 | 0.0% | Held | 2 | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 70 | 0.0% | $9,442 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 46 | 0.0% | $6,192 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Blair William & Co/Il | 2 | -71.4% | $269 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1 | 0.0% | $84 | 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
| Cibc World Market Inc. | $363,447 | 0.0% |
| Susquehanna International… | $294,796 | 0.0% |
| JPMorgan Chase | $227,100 | 0.0% |
| Citadel Advisors | $225,741 | 0.0% |
已清仓
| Goldman Sachs Group | $432,996 | 曾为 0.0% |
| Citigroup Inc | $133 | 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): 92 持有人, 2.51M 股份, $335.46M 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: Q1 2026 ·
方法论 ·
通过API获取此数据