证券记录 · 已归档季度
VTES
名称等待档案录入
36被追踪持有人
+3Δ持有人
3.35M持有股份
$338.60M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +9.1% ·
股份流向 +1.9% ·
净新建仓位 +8.3%
— 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 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | 0 | 3.50M | $354.24M | +3 | −3 |
| Q1 2026 | 36 | +3 | 3.35M | $338.60M | +4 | −1 |
| Q4 2025 | 33 | 0 | 3.28M | $333.67M | — | — |
| Q3 2025 | 4 | 0 | 42.73K | $4.36M | — | — |
| Q2 2025 | 1 | +1 | 11.12K | $1.12M | +1 | — |
| Q2 2024 | 1 | — | 2.08K | $207,845 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.33M | +1.2% | $134.45M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 378.94K | +35.8% | $38.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 378.94K | +35.8% | $38.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 238.56K | -12.8% | $24.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 238.56K | -12.8% | $24.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 238.56K | -12.8% | $24.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Corient Private Wealth LP | 170.64K | -45.5% | $17.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 154.39K | +10.1% | $15.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 154.39K | +10.1% | $15.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 115.28K | -0.8% | $11.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 114.04K | +323.5% | $11.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 114.04K | +323.5% | $11.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 95.63K | +17.7% | $9.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 92.34K | +31.1% | $9.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 85.53K | -2.4% | $8.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | LPL Financial LLC | 75.56K | +44.9% | $7.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 75.36K | +11.9% | $7.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 75.36K | +11.9% | $7.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 66.14K | -32.4% | $6.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | UBS Group AG | 45.34K | +15.2% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 45.34K | +15.2% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 36.50K | +565.3% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 36.50K | +565.3% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 36.37K | +72.5% | $3.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Financial Engines Advisors L.L.C. | 33.54K | +0.6% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 29.79K | +407.2% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 29.43K | -62.1% | $2.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 27.55K | -30.1% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 27.55K | -30.1% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 20.97K | -29.8% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 20.97K | -29.8% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Brown Advisory Inc | 17.13K | +6.1% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 14.72K | 新增 | $1.49M | 0.0% | New | 1 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 11.42K | +52.0% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 10.82K | +64.6% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Blair William & Co/Il | 10.29K | -5.2% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Focus Partners Wealth | 7.32K | -18.4% | $740,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Cwm, Llc | 6.46K | +0.1% | $652,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 4.73K | -14.3% | $477,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 4.18K | -4.1% | $423,069 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Creative Planning | 2.91K | 新增 | $294,592 | 0.0% | New | 1 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 2.41K | -38.3% | $244,051 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 2.33K | +53.4% | $235,898 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 2.33K | +53.4% | $235,898 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 2.15K | -90.7% | $217,451 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 482 | 新增 | $48,749 | 0.0% | New | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 32 | 新增 | $3,236 | 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
| AQR Capital Management | $1.49M | 0.0% |
| Creative Planning | $294,592 | 0.0% |
| Fidelity (FMR) | $48,749 | 0.0% |
| Pnc Financial Services Group… | $3,236 | 0.0% |
已清仓
| Citadel Advisors | $1.87M | 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): 276 持有人, 8.00M 股份, $802.85M 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: Q1 2026 ·
方法论 ·
通过API获取此数据