证券记录 · 已归档季度
VMO
名称等待档案录入
30被追踪持有人
0Δ持有人
6.87M持有股份
$65.34M报告持仓市值
+4新建仓位
−4清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -2.4% · 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.53M | +42.6% | $14.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.53M | +4.0% | $14.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | UBS Group AG | 1.06M | -6.2% | $10.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 788.89K | +3.0% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 604.37K | +2.2% | $5.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 356.17K | -61.7% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 169.57K | +25.6% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 165.75K | +4.8% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 91.91K | -1.4% | $874,040 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 81.12K | -1.7% | $771,463 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Invesco Ltd. | 63.57K | +0.4% | $604,513 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 62.92K | 0.0% | $598,408 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 13 | Goldman Sachs Group ✦ | 50.96K | -5.2% | $484,644 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 42.27K | +32.4% | $402,025 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Allspring Global Investments… | 42.23K | -39.5% | $401,607 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Nuveen, LLC | 32.56K | 0.0% | $309,636 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 29.90K | +52.5% | $284,312 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 28.33K | +1427.2% | $269,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Brown Advisory Inc | 26.76K | 0.0% | $254,497 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 25.83K | -3.3% | $245,681 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Wealth Enhancement Advisory… | 21.12K | 新增 | $200,844 | 0.0% | New | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 16.99K | -17.4% | $161,545 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 16.36K | 0.0% | $155,612 | 0.0% | Held | 2 | SEC ↗ |
| 24 | First Trust Advisors Lp | 10.78K | +5.3% | $102,536 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mariner, LLC | 10.21K | 新增 | $96,079 | 0.0% | New | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 7.36K | -14.8% | $69,999 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | BlackRock ✦ (被动) | 1.05K | 新增 | $9,957 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 140 | 新增 | $1,331 | 0.0% | New | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 103 | 0.0% | $980 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 28 | 0.0% | $266 | 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
| Wealth Enhancement Advisory… | $200,844 | 0.0% |
| Mariner, LLC | $96,079 | 0.0% |
| BlackRock | $9,957 | 0.0% |
| Fifth Third Bancorp | $1,331 | 0.0% |
已清仓
| Bank of New York Mellon Corp | $1.19M | 曾为 0.0% |
| Hrt Financial Lp | $149,000 | 曾为 0.0% |
| Susquehanna International… | $132,047 | 曾为 0.0% |
| Citadel Advisors | $100,083 | 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): 104 持有人, 17.81M 股份, $154.61M 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。
公开市场买入 (P)
Oct 13
Setcavage Rebecca
Other · 3.00K 股 @ 8.64 · $25,920
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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