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先锋领航斯科茨代尔基金 · 13F 机构持仓分析
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先锋领航斯科茨代尔基金

VANGUARD SCOTTSDALE FDSVTWO
持有机构数
840
机构合计市值 (Q2 2026)
$140.16亿
机构合计股数 (Q2 2026)
1.16亿股
整体趋势
增持
全部机构合计
口径说明:持有机构数与合计市值/股数按同一公司各股份类别(如 A 类/C 类)合并统计,同一机构只计 1 家;市值与股数为各线路相加。
📥 流入(Q1 2026→Q2 2026)
+949.4万股
增持机构 412 · 其中新买入 120
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-524.6万股
减持机构 294 · 其中清仓 43
估算卖出金额
⚖️ 净股数变动
+424.9万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$140.16亿
持有机构数
840
新买入
120
加仓
292
减仓
251
清仓
43
持股不变
177
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
美国银行BANK OF AMERICA CORP /DE/
0.2%0.17%#212$30.49亿2,511.7万股$24.02亿2,398.1万股+113.5万股+4.73%加仓
瑞银集团UBS Group AG
0.21%0.2%#204$16.21亿1,336.2万股$13.14亿1,311.4万股+24.8万股+1.89%加仓
摩根士丹利MORGAN STANLEY
0.06%0.05%#372$11.31亿932.9万股$8.77亿897.0万股+35.9万股+4.01%加仓
NEOS投资管理NEOS Investment Management LLC
3.81%3.34%#12$10.34亿851.4万股$6.62亿660.5万股+190.9万股+28.90%加仓
美国合众银行US BANCORP \DE\
0.78%0.7%#84$7.16亿589.7万股$5.77亿575.8万股+13.8万股+2.40%加仓
富国银行WELLS FARGO & COMPANY/MN
0.08%0.07%#332$5.03亿414.1万股$3.81亿380.0万股+34.0万股+8.96%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.11%0.1%#294$4.45亿366.9万股$3.67亿366.5万股+4,095股+0.11%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.14%0.2%#245$3.55亿295.5万股$4.13亿420.4万股-124.8万股-29.69%减仓
高盛集团GOLDMAN SACHS GROUP INC
0.03%0.03%#458$3.46亿284.9万股$2.95亿294.1万股-9.2万股-3.11%减仓
Stifel金融STIFEL FINANCIAL CORP
0.23%0.14%#188$2.76亿226.9万股$1.48亿148.1万股+78.8万股+53.18%加仓
NATIXIS ADVISORS, LLC
0.26%0.41%#172$2.33亿192.3万股$2.92亿291.6万股-99.4万股-34.07%减仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#586$2.28亿188.6万股$1.82亿188.1万股+4,804股+0.26%加仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.04%0.05%#422$2.19亿180.3万股$2.41亿241.0万股-60.7万股-25.19%减仓
Exchange Traded ConceptsEXCHANGE TRADED CONCEPTS, LLC
0.82%0.9%#82$1.80亿148.0万股$1.27亿126.7万股+21.4万股+16.88%加仓
LPL金融LPL Financial LLC
0.04%0.03%#430$1.65亿136.5万股$1.20亿120.1万股+16.4万股+13.67%加仓
Truist金融TRUIST FINANCIAL CORP
0.16%0.09%#226$1.37亿113.2万股$6,821.2万68.1万股+45.1万股+66.27%加仓
纽伯格伯曼集团Neuberger Berman Group LLC
0.07%0.07%#347$1.05亿86.3万股$8,713.8万87.0万股-7,261股-0.83%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.02%#481$9,624.7万79.5万股$7,731.8万77.1万股+2.4万股+3.06%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.03%0.03%#448$9,403.0万77.4万股$6,896.5万68.8万股+8.6万股+12.48%加仓
AMG国民信托银行AMG National Trust Bank
1.57%1.17%#47$7,636.1万62.9万股$5,384.6万53.8万股+9.1万股+16.99%加仓
MAI资本管理MAI Capital Management
0.29%<0.01%#158$7,623.3万62.8万股$85.3万8,512股+61.9万股+7,276.00%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#564$7,312.8万60.3万股$6,264.2万62.1万股-1.8万股-2.83%减仓
Henshaw 资本Henshaw Capital LLC
2.3%2.16%#31$7,067.3万58.2万股$5,830.4万58.2万股00.00%持仓不变
EVOKE WEALTH, LLC
1.12%1.03%#60$5,717.7万57.1万股$5,717.7万57.1万股00.00%持仓不变
安大略医疗养老基金(HOOPP)HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
0.07%0.08%#345$5,099.6万42.0万股$5,028.5万50.2万股-8.2万股-16.33%减仓
Venturi 财富管理Venturi Wealth Management, LLC
1.95%1.93%#39$5,046.8万41.6万股$4,283.6万42.8万股-1.2万股-2.80%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#649$4,847.5万40.2万股$4,464.0万44.4万股-4.2万股-9.44%减仓
Fort Washington投资顾问FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
0.23%0.25%#189$4,701.5万38.7万股$4,754.8万47.5万股-8.7万股-18.43%减仓
TEXAS TREASURY SAFEKEEPING TRUST CO
6.27%#5$4,328.3万35.6万股$00股+35.6万股新买入
WESBANCO 银行WESBANCO BANK INC
1.06%0.76%#66$4,275.0万35.2万股$2,736.5万27.3万股+7.9万股+28.88%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.18%0.12%#221$3,760.9万31.0万股$2,133.4万21.3万股+9.7万股+45.66%加仓
Waverly顾问Waverly Advisors, LLC
0.21%0.24%#195$3,683.2万30.4万股$3,270.7万32.6万股-2.3万股-6.96%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.04%#415$3,563.1万29.7万股$2,820.2万28.0万股+1.7万股+5.96%加仓
ASPIRIANT, LLC
0.88%0.9%#80$3,546.7万30.2万股$3,164.2万31.1万股-8,999股-2.89%减仓
AE财富管理AE Wealth Management LLC
0.16%0.15%#228$3,515.2万29.0万股$2,826.4万28.2万股+7,349股+2.60%加仓
Janney Montgomery Scott LLC
0.07%0.07%#353$3,451.5万28.5万股$2,847.8万28.4万股+421股+0.15%加仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.01%0.01%#674$3,205.4万26.9万股$2,883.2万28.5万股-1.6万股-5.66%减仓
第一公民银行信托FIRST CITIZENS BANK & TRUST CO
0.48%0.34%#122$3,179.7万26.2万股$1,629.8万16.3万股+9.9万股+60.95%加仓
MOODY NATIONAL BANK TRUST DIVISION
2.62%1.93%#21$3,159.0万26.0万股$2,031.3万20.3万股+5.7万股+28.30%加仓
N.E.W. Advisory Services LLC
2.1%2.26%#36$3,141.4万26.8万股$3,020.4万29.7万股-2.9万股-9.81%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.05%0.04%#398$3,121.0万25.7万股$2,020.1万20.2万股+5.5万股+27.51%加仓
Savant资本Savant Capital, LLC
0.09%0.06%#322$3,047.2万27.5万股$1,257.0万12.4万股+15.2万股+122.63%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#479$2,910.8万24.0万股$2,386.0万23.8万股+2,362股+0.99%加仓
Lido顾问Lido Advisors, LLC
0.08%0.08%#336$2,851.3万23.5万股$2,774.2万27.7万股-4.2万股-15.21%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.23%0.22%#183$2,713.0万23.0万股$2,029.6万20.0万股+3.1万股+15.35%加仓
CSM Advisors, LLC
0.55%0.96%#109$2,585.6万21.3万股$3,805.8万38.0万股-16.7万股-43.95%减仓
RED CEDAR INVESTMENT MANAGEMENT, LLC
2.37%2.39%#27$2,504.9万20.6万股$2,303.3万23.0万股-2.4万股-10.28%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#580$2,469.9万20.4万股$2,025.2万20.2万股+1,793股+0.89%加仓
Pathstone控股Pathstone Holdings, LLC
0.07%0.07%#354$2,287.2万19.1万股$1,866.1万18.5万股+5,355股+2.89%加仓
格伦米德信托GLENMEDE TRUST CO NA
0.1%0.08%#305$2,242.2万18.5万股$1,725.8万17.2万股+1.2万股+7.18%加仓

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