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道富 · 13F 机构持仓分析
期权收益计算器 机构排行
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道富

STATE STREETSPSM
持有机构数
1052
机构合计市值 (Q2 2026)
$125.24亿
机构合计股数 (Q2 2026)
2.18亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,418.1万股
538 · 119 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,142.4万股
427 · 61 清仓 · ≈
⚖️ 净额
+1,275.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$125.24亿
持有机构数
1052
新买入
119
加仓
419
减仓
366
清仓
61
持股不变
148
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
LPL金融LPL Financial LLC
0.33%0.32%#269$14.52亿2,517.6万股$11.88亿2,459.1万股+58.5万股+2.38%加仓
Betterment智能投顾Betterment LLC
1.87%1.74%#84$11.06亿1,918.1万股$9.19亿1,901.9万股+16.2万股+0.85%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
1.93%2.03%#81$10.84亿1,880.4万股$9.99亿2,067.3万股-186.9万股-9.04%减仓
美国银行BANK OF AMERICA CORP /DE/
0.04%0.01%#640$7.01亿1,214.7万股$1.90亿392.7万股+822.0万股+209.31%加仓
摩根士丹利MORGAN STANLEY
0.02%0.02%#739$4.39亿761.5万股$2.49亿537.2万股+224.3万股+41.74%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.05%0.05%#616$3.80亿659.7万股$3.18亿658.3万股+1.5万股+0.22%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.09%0.06%#523$3.67亿636.8万股$2.07亿428.3万股+208.5万股+48.68%加仓
Valmark顾问Valmark Advisers, Inc.
3.12%3.11%#41$2.94亿510.2万股$2.62亿541.2万股-31.1万股-5.74%减仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
3.81%3.48%#29$2.90亿502.2万股$2.37亿491.1万股+11.1万股+2.26%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.05%0.05%#615$2.52亿434.9万股$2.15亿445.0万股-10.1万股-2.27%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.05%0.04%#633$1.74亿300.9万股$1.35亿279.7万股+21.3万股+7.60%加仓
Creative Planning财富管理Creative Planning
0.09%0.09%#500$1.60亿277.6万股$1.35亿280.3万股-2.6万股-0.94%减仓
瑞银集团UBS Group AG
0.02%0.02%#768$1.43亿248.3万股$1.14亿235.3万股+13.0万股+5.53%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.14%0.13%#414$1.20亿208.9万股$9,184.0万190.1万股+18.9万股+9.92%加仓
Stifel金融STIFEL FINANCIAL CORP
0.1%0.05%#485$1.20亿208.0万股$5,828.0万120.6万股+87.4万股+72.48%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.06%0.05%#595$1.13亿196.1万股$9,252.5万191.5万股+4.6万股+2.43%加仓
Pinnacle Wealth Planning Services, Inc.
10.55%9.34%#3$1.11亿192.1万股$9,040.9万187.1万股+5.0万股+2.65%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
1.94%1.65%#80$1.02亿177.6万股$8,490.4万175.7万股+1.9万股+1.08%加仓
克雷斯特伍德顾问Crestwood Advisors Group, LLC
1.49%1.4%#102$1.00亿174.3万股$8,342.5万172.7万股+1.6万股+0.92%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.05%0.05%#614$9,551.1万165.6万股$7,874.8万163.0万股+2.6万股+1.62%加仓
道富集团STATE STREET CORP
<0.01%<0.01%#943$9,302.5万161.3万股$9,337.3万193.2万股-31.9万股-16.52%减仓
Cetera投资顾问Cetera Investment Advisers
0.08%0.07%#533$8,964.7万155.4万股$6,775.1万140.2万股+15.2万股+10.87%加仓
达科他财富管理Dakota Wealth Management
1.65%1.45%#94$8,646.3万149.9万股$6,684.9万138.3万股+11.6万股+8.37%加仓
MASON STREET ADVISORS, LLC
7.17%6.26%#7$7,954.1万137.9万股$6,409.3万132.6万股+5.3万股+3.98%加仓
AssetMarkASSETMARK, INC
0.12%0.14%#437$7,149.8万124.0万股$6,947.1万143.8万股-19.8万股-13.77%减仓
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
0.53%0.53%#199$7,050.1万122.2万股$6,223.5万128.8万股-6.5万股-5.08%减仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
1.09%1.05%#128$6,921.7万120.0万股$5,796.5万120.0万股+632股+0.05%加仓
Private Advisor集团Private Advisor Group, LLC
0.3%0.22%#285$6,487.9万112.5万股$4,683.2万96.9万股+15.6万股+16.08%加仓
HighTower顾问HighTower Advisors, LLC
0.06%0.05%#583$6,181.2万107.2万股$5,071.2万105.0万股+2.2万股+2.12%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.07%0.06%#552$5,820.4万100.9万股$4,423.7万91.6万股+9.4万股+10.24%加仓
Davenport公司DAVENPORT & Co LLC
0.28%0.23%#296$5,691.5万98.7万股$4,196.0万86.8万股+11.9万股+13.65%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.27%0.3%#308$5,630.1万97.6万股$5,494.7万113.7万股-16.1万股-14.15%减仓
MIDLAND WEALTH ADVISORS, LLC
2.6%2.4%#52$5,531.7万95.9万股$4,657.4万96.4万股-4,666股-0.48%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#849$5,493.8万95.3万股$4,570.0万94.6万股+6,846股+0.72%加仓
Equitable控股Equitable Holdings, Inc.
0.3%0.29%#281$5,078.7万88.1万股$4,567.7万97.0万股-9.0万股-9.26%减仓
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
2.79%2.5%#47$4,809.6万83.4万股$3,913.2万81.0万股+2.4万股+2.98%加仓
First Command顾问服务First Command Advisory Services, Inc.
0.28%0.24%#295$4,720.1万81.8万股$3,569.9万73.9万股+8.0万股+10.78%加仓
One Day In July LLC
3.23%2.85%#38$4,639.5万80.4万股$3,562.2万73.7万股+6.7万股+9.13%加仓
Stadion Money Management, LLC
3.99%4.19%#26$4,633.5万80.3万股$4,164.7万86.2万股-5.8万股-6.78%减仓
Truist金融TRUIST FINANCIAL CORP
0.05%0.05%#612$4,294.5万74.5万股$3,669.6万75.9万股-1.5万股-1.94%减仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.23%0.2%#337$4,222.5万73.3万股$3,274.4万67.7万股+5.5万股+8.14%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#877$4,109.7万71.3万股$3,558.8万73.6万股-2.4万股-3.24%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.2%0.15%#362$4,052.0万70.3万股$1,942.4万40.2万股+30.1万股+74.78%加仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
1.41%1.34%#106$4,010.9万69.5万股$3,207.6万68.5万股+1.1万股+1.60%加仓
VICUS CAPITAL
2.55%2.43%#53$3,945.6万68.4万股$3,299.6万68.3万股+1,298股+0.19%加仓
Greenleaf信托GREENLEAF TRUST
0.37%0.29%#241$3,854.6万66.8万股$2,962.7万61.3万股+5.5万股+9.01%加仓
Peterson Wealth Advisors, LLC
4.55%4.21%#16$3,851.4万66.8万股$3,165.7万65.5万股+1.3万股+1.94%加仓
Corient私人财富Corient Private Wealth LLC
0.03%0.05%#706$3,783.3万65.6万股$3,165.8万66.5万股-9,407股-1.41%减仓
Morningstar Investment Management LLC
2.29%2.32%#58$3,740.2万77.4万股$3,740.2万77.4万股00.00%持仓不变
BOK金融BOKF, NA
0.51%0.48%#204$3,712.6万64.4万股$3,110.4万64.4万股+50股+0.01%加仓

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