证券记录 · 已归档季度
VIOG
名称等待档案录入
40被追踪持有人
0Δ持有人
1.33M持有股份
$165.79M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -2.1% · 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 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 | 1 | 0 | 28.88K | $4.01M | n/a | n/a |
| Q2 2026 | 39 | 0 | 1.36M | $208.70M | +2 | −2 |
| Q1 2026 | 40 | 0 | 1.33M | $165.79M | +2 | −2 |
| Q4 2025 | 41 | +2 | 1.37M | $165.67M | +2 | n/a |
| Q3 2025 | 5 | 0 | 352.96K | $42.98M | n/a | n/a |
| Q2 2025 | 2 | -1 | 6.89K | $788,514 | n/a | −1 |
| Q1 2025 | 1 | 0 | 22.12K | $2.36M | n/a | n/a |
| Q4 2024 | 1 | +1 | 22.25K | $2.59M | +1 | n/a |
| Q2 2024 | 1 | n/a | 29.34K | $3.23M | 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 | LPL Financial LLC | 225.02K | -3.9% | $28.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 215.59K | -17.1% | $26.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 164.43K | +45.1% | $20.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 118.28K | +3.5% | $14.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Mariner, LLC | 85.27K | -4.2% | $10.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 65.92K | +14.1% | $8.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 50.75K | +1.5% | $6.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 45.68K | +4.7% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 42.51K | -5.0% | $5.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 40.16K | -25.7% | $5.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 31.97K | -50.8% | $3.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Wealth Enhancement Advisory… | 30.14K | +640.0% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Brown Advisory Inc | 29.35K | -2.7% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 26.37K | -11.4% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Cetera Investment Advisers | 21.62K | -1.2% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 20.63K | -3.6% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 21.07K | 0.0% | $2.53M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 18 | Financial Engines Advisors L.L.C. | 20.08K | -8.6% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 17.16K | -14.9% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Mml Investors Services, Llc | 11.01K | +2.9% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 9.29K | +0.9% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 8.91K | +3.6% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 5.93K | +28.4% | $720,271 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 4.58K | -51.0% | $570,027 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cwm, Llc | 4.23K | +3.2% | $525,968 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Creative Planning | 2.43K | +4.8% | $302,964 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citigroup Inc | 2.27K | 0.0% | $283,147 | 0.0% | Held | 2 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 2.25K | -3.4% | $280,159 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Truist Financial Corp | 1.99K | 新增 | $247,053 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 1.89K | +3.2% | $235,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Corient Private Wealth LP | 1.74K | 新增 | $215,946 | 0.0% | New | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.25K | -8.0% | $154,955 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Blair William & Co/Il | 1.06K | 0.0% | $132,550 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 428 | 0.0% | $53,380 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 415 | 0.0% | $51,639 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 36 | Bank Of Montreal /Can/ | 359 | +31.0% | $44,681 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 304 | +6.3% | $37,836 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 154 | +29.4% | $19,149 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 53 | 0.0% | $6,596 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 6 | 0.0% | $747 | 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
| Truist Financial Corp | $247,053 | 0.0% |
| Corient Private Wealth LP | $215,946 | 0.0% |
已清仓
| Citadel Advisors | $527,591 | 曾为 0.0% |
| Qube Research & Technologies… | $76,895 | 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): 178 持有人, 2.52M 股份, $307.15M 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