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VANECK PREFERRED SECURITIES EX FINANCIALSETF · 13F 机构持仓分析
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VANECK PREFERRED SECURITIES EX FINANCIALSETF

PFXF
持有机构数
281
机构合计市值 (Q2 2026)
$11.14亿
机构合计股数 (Q2 2026)
6,282.2万股
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)
+1,781.0万股
增持机构 152 · 其中新买入 39
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-250.8万股
减持机构 103 · 其中清仓 26
估算卖出金额
⚖️ 净股数变动
+1,530.2万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$11.14亿
持有机构数
281
新买入
39
加仓
113
减仓
77
清仓
26
持股不变
52
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
Treasurer of the State of North Carolina
0.43%#30$1.67亿935.1万股$00股+935.1万股新买入
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#159$1.36亿765.1万股$1.22亿696.1万股+69.0万股+9.91%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#194$7,410.2万417.8万股$5,423.5万306.2万股+111.6万股+36.45%加仓
LPL金融LPL Financial LLC
0.02%0.02%#131$7,101.0万399.7万股$6,604.3万377.3万股+22.4万股+5.93%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.02%#142$4,753.8万268.7万股$5,167.3万296.0万股-27.3万股-9.23%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#171$4,341.3万245.0万股$4,167.7万238.4万股+6.6万股+2.76%加仓
Allworth金融Allworth Financial LP
0.17%0.17%#55$3,954.5万227.9万股$4,113.6万237.8万股-9.9万股-4.15%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.07%0.06%#77$3,224.5万181.1万股$2,167.0万123.7万股+57.4万股+46.45%加仓
Tanager Wealth Management LLP
2.38%2.69%#6$2,730.1万153.0万股$2,784.7万158.8万股-5.7万股-3.61%减仓
State of Wisconsin - Board of Commissioners of Public Lands
17.81%17.61%#1$2,721.0万152.5万股$2,675.2万152.5万股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#215$1,873.1万106.0万股$1,551.3万88.9万股+17.1万股+19.20%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#238$1,508.5万86.5万股$1,097.9万63.5万股+23.0万股+36.25%加仓
Parkway Wealth Management Group, LLC
1.69%#11$1,461.8万81.9万股$00股+81.9万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#205$1,405.4万79.0万股$1,272.7万72.6万股+6.3万股+8.68%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#216$1,149.9万65.5万股$1,135.6万65.1万股+4,361股+0.67%加仓
Good Steward Wealth Advisors,LLC
6.42%6.77%#3$1,063.6万59.6万股$1,052.4万60.0万股-3,843股-0.64%减仓
Savant资本Savant Capital, LLC
0.03%0.03%#113$1,035.6万59.8万股$551.4万31.9万股+27.9万股+87.55%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#230$1,028.7万57.7万股$872.4万49.7万股+8.0万股+15.98%加仓
Wealth Intelligence, LLC
4.53%4.59%#4$975.4万54.7万股$954.2万54.4万股+2,750股+0.51%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#161$961.3万55.1万股$797.9万46.0万股+9.1万股+19.88%加仓
Dougherty & Associates, LLC
7.27%8.26%#2$908.8万50.9万股$898.9万51.2万股-3,052股-0.60%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#146$889.8万49.9万股$874.6万49.9万股+413股+0.08%加仓
Goldstone Financial Group, LLC
0.78%0.34%#19$855.6万48.0万股$315.5万18.0万股+30.0万股+166.60%加仓
Inspire Advisors, LLC
0.56%0.08%#26$811.9万45.5万股$104.3万5.9万股+39.6万股+665.69%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#155$800.6万45.0万股$708.5万40.4万股+4.6万股+11.31%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#211$717.7万40.7万股$558.0万32.1万股+8.6万股+26.86%加仓
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
0.19%0.21%#53$684.4万38.4万股$641.2万36.6万股+1.8万股+4.94%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.05%0.07%#89$636.9万35.7万股$619.4万35.3万股+4,019股+1.14%加仓
正交资本Quadrature Capital Ltd
0.05%<0.01%#93$595.6万33.4万股$19.4万1.1万股+32.3万股+2,911.10%加仓
LARCH CAPITAL PARTNERS LLC
0.84%0.45%#18$588.6万33.0万股$309.5万17.6万股+15.4万股+87.01%加仓
Investors Research Corp
1%0.99%#17$559.1万31.3万股$516.0万29.4万股+1.9万股+6.54%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%<0.01%#186$551.9万31.0万股$252.6万14.5万股+16.5万股+114.31%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#143$542.0万30.4万股$363.4万20.7万股+9.7万股+46.66%加仓
Mezzasalma Advisors, LLC
1.06%0.06%#15$540.9万30.3万股$24.7万1.4万股+28.9万股+2,052.78%加仓
Silver Coast Investments LLC
1.61%1.7%#12$539.8万30.3万股$532.9万30.4万股-1,253股-0.41%减仓
Carmel Capital Partners, LLC
1.74%2.5%#10$528.5万29.6万股$692.2万39.5万股-9.8万股-24.93%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.1%0.05%#63$519.2万29.6万股$52.7万3.1万股+26.5万股+866.03%加仓
PARK AVENUE SECURITIES LLC
0.03%0.04%#112$494.7万27.7万股$518.8万29.6万股-1.8万股-6.25%减仓
SEI投资SEI INVESTMENTS CO
<0.01%<0.01%#193$470.2万27.1万股$509.7万29.5万股-2.4万股-8.02%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.02%0.02%#122$464.1万26.3万股$456.8万26.2万股+1,030股+0.39%加仓
MY Wealth Management Inc.
3.15%#5$449.2万25.9万股$00股+25.9万股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.02%0.02%#119$445.6万25.0万股$426.1万24.3万股+6,804股+2.80%加仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#180$443.3万25.5万股$430.3万24.9万股+6,567股+2.64%加仓
Sound Income Strategies, LLC
0.2%0.21%#52$435.1万24.4万股$441.6万25.1万股-7,364股-2.93%减仓
Apella资本Apella Capital, LLC
0.06%0.07%#80$433.0万24.4万股$455.3万24.8万股-4,174股-1.68%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#217$432.1万24.2万股$427.1万24.4万股-1,297股-0.53%减仓
Capital Square, LLC
1.83%2.32%#8$415.8万23.3万股$503.3万27.1万股-3.8万股-13.96%减仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.08%0.07%#73$414.2万23.2万股$383.6万21.9万股+1.3万股+6.17%加仓
Janney Montgomery Scott LLC
0.01%0.01%#165$403.9万23.0万股$401.4万23.1万股-450股-0.19%减仓
CONDOR CAPITAL MANAGEMENT
0.3%0.33%#38$396.4万22.8万股$394.2万22.8万股+631股+0.28%加仓

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