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SCHWAB S&P 500 INDEX · 13F 机构持仓分析
期权收益计算器 机构排行
S

SCHWAB S&P 500 INDEX

SWPPX
持有机构数
24
机构合计市值 (Q2 2026)
$1.17亿
机构合计股数 (Q2 2026)
604.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+479.1万股
12 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-34.7万股
9 · 6 清仓 · ≈
⚖️ 净额
+444.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.17亿
持有机构数
24
新买入
8
加仓
4
减仓
3
清仓
6
持股不变
9
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
eCIO, Inc.
22.53%#1$8,018.6万415.0万股$00股+415.0万股新买入
DUMONT & BLAKE INVESTMENT ADVISORS LLC
2.4%3.45%#3$1,067.1万55.2万股$941.2万56.1万股-8,922股-1.59%减仓
Vermillion Wealth Management, Inc.
1.09%#4$466.6万24.1万股$00股+24.1万股新买入
Ethos Financial Group, LLC
0.21%0.2%#7$310.0万16.4万股$273.1万16.3万股+1,508股+0.93%加仓
NORTH STAR 资产管理NORTH STAR ASSET MANAGEMENT INC
0.12%0.07%#8$298.9万15.5万股$120.0万7.2万股+8.3万股+116.28%加仓
Mosaic Advisors LLC
3.97%#2$298.5万15.5万股$00股+15.5万股新买入
Coston, McIsaac & Partners
0.6%0.47%#5$290.4万15.0万股$199.8万11.9万股+3.1万股+26.09%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.01%#20$234.0万12.1万股$00股+12.1万股新买入
CARRET ASSET MANAGEMENT, LLC
0.08%0.09%#9$94.3万4.9万股$82.2万4.9万股-170股-0.35%减仓
STALEY CAPITAL ADVISERS INC
0.04%0.04%#15$92.6万4.8万股$80.4万4.8万股00.00%持仓不变
EDGAR LOMAX CO/VA
0.06%0.05%#10$80.4万4.2万股$69.8万4.2万股00.00%持仓不变
威廉姆斯·琼斯财富管理Williams Jones Wealth Management, LLC.
0.01%0.01%#22$76.8万4.0万股$70.7万4.2万股-2,417股-5.73%减仓
FULTON BANK, N.A.
0.04%0.01%#14$68.6万3.5万股$59.5万3.5万股00.00%持仓不变
Fortune Financial Group, Inc.
0.51%0.51%#6$65.7万3.4万股$57.0万3.4万股00.00%持仓不变
MOODY LYNN LIEBERSON & WALKER, LLC
0.03%0.03%#17$54.3万2.8万股$47.2万2.8万股00.00%持仓不变
Jackson Wealth Management, LLC
0.05%0.05%#11$51.4万3.1万股$51.4万3.1万股00.00%持仓不变
ROWLANDMILLER & PARTNERS.ADV
0.05%0.05%#12$28.6万1.5万股$24.4万1.5万股+272股+1.87%加仓
Estabrook Capital Management
0.04%0.04%#13$28.1万1.5万股$24.4万1.5万股00.00%持仓不变
Westside Investment Management, Inc.
0.02%0.02%#18$16.0万8,274股$14.0万8,274股00.00%持仓不变
Financial Gravity Companies, Inc.
0.01%#21$5.9万3,039股$00股+3,039股新买入
NBT BANK, N.A.
<0.01%#23$4.2万2,153股$00股+2,153股新买入
Game Plan Financial Advisors, LLC
0.01%0.02%#19$4.0万2,045股$3.4万2,045股00.00%持仓不变
Luminist Capital LLC
0.03%#16$3.0万1,531股$00股+1,531股新买入
DB Fitzpatrick & Co, Inc
<0.01%#24$3,213166股$00股+166股新买入

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