13FBOX
景顺·S&P · 13F 机构持仓分析
期权收益计算器 机构排行
I

景顺·S&P

INVESCO S&PSPHQ
持有机构数
821
机构合计市值 (Q2 2026)
$138.97亿
机构合计股数 (Q2 2026)
1.55亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,058.1万股
454 · 140 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-682.1万股
271 · 58 清仓 · ≈
⚖️ 净额
+1,376.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$138.97亿
持有机构数
821
新买入
140
加仓
314
减仓
213
清仓
58
持股不变
154
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
0.28%0.24%#245$12.42亿1,378.5万股$9.15亿1,216.6万股+161.9万股+13.31%加仓
富达投资FMR LLC
0.04%0.03%#506$8.43亿935.2万股$5.92亿787.2万股+148.0万股+18.81%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.17%0.15%#312$8.22亿912.1万股$6.63亿882.0万股+30.1万股+3.41%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
8.72%8.09%#15$6.64亿736.5万股$5.53亿735.1万股+1.4万股+0.19%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.14%0.04%#328$6.07亿673.2万股$1.50亿199.8万股+473.3万股+236.87%加仓
富国银行WELLS FARGO & COMPANY/MN
0.08%0.07%#398$5.24亿581.4万股$3.74亿496.9万股+84.6万股+17.02%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.86%0.91%#137$5.23亿594.9万股$4.16亿550.7万股+44.1万股+8.02%加仓
摩根士丹利MORGAN STANLEY
0.03%0.03%#546$5.16亿572.8万股$4.50亿614.4万股-41.6万股-6.78%减仓
美国银行BANK OF AMERICA CORP /DE/
0.03%0.03%#539$4.51亿500.3万股$3.68亿489.3万股+11.0万股+2.25%加仓
Heritage Wealth 顾问Heritage Wealth Advisors
15.4%13.77%#5$4.49亿497.9万股$3.53亿468.9万股+29.0万股+6.19%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.11%0.1%#365$4.03亿447.6万股$3.15亿419.5万股+28.1万股+6.71%加仓
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
2.32%2.12%#69$3.10亿343.9万股$2.50亿332.2万股+11.7万股+3.52%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.1%0.09%#372$2.58亿296.8万股$1.83亿246.8万股+50.1万股+20.29%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.29%0.27%#243$2.44亿270.4万股$1.88亿249.6万股+20.8万股+8.34%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.12%0.1%#347$2.29亿254.1万股$1.57亿209.1万股+45.0万股+21.50%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.03%0.03%#534$2.01亿222.7万股$1.64亿218.5万股+4.3万股+1.96%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.03%0.03%#538$1.78亿197.2万股$1.47亿195.6万股+1.6万股+0.81%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.36%0.17%#219$1.77亿196.9万股$6,188.6万82.3万股+114.6万股+139.21%加仓
SFMG, LLC
9.28%8.59%#13$1.54亿171.0万股$1.27亿168.7万股+2.3万股+1.38%加仓
瑞银集团UBS Group AG
0.02%0.02%#586$1.51亿167.6万股$1.20亿159.9万股+7.7万股+4.84%加仓
Cetera投资顾问Cetera Investment Advisers
0.12%0.1%#354$1.30亿144.2万股$9,262.0万123.2万股+21.0万股+17.06%加仓
Equitable控股Equitable Holdings, Inc.
0.77%0.69%#143$1.29亿143.7万股$1.07亿143.1万股+5,560股+0.39%加仓
NorthCoast 资产管理NorthCoast Asset Management LLC
2.51%2.35%#67$1.14亿126.0万股$1.02亿135.0万股-9.0万股-6.66%减仓
First Command顾问服务First Command Advisory Services, Inc.
0.61%0.73%#166$1.03亿114.6万股$1.08亿143.2万股-28.6万股-19.96%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.12%0.11%#346$9,744.8万108.2万股$8,041.5万106.9万股+1.2万股+1.13%加仓
Stifel金融STIFEL FINANCIAL CORP
0.08%0.06%#410$9,219.0万102.3万股$7,029.3万93.5万股+8.8万股+9.45%加仓
Independence Asset Advisors, LLC
23.06%26.7%#2$8,852.8万98.3万股$7,385.6万98.2万股+304股+0.03%加仓
Alvarez & Marsal Private Wealth Partners, LLC
11.26%10.1%#9$8,544.9万94.8万股$7,192.6万95.7万股-8,211股-0.86%减仓
麦迪逊资产管理Madison Asset Management, LLC
1.01%1.2%#124$8,439.7万93.7万股$9,642.1万128.2万股-34.6万股-26.96%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.04%0.04%#496$7,944.2万88.2万股$6,773.4万90.1万股-1.9万股-2.12%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#710$7,655.7万86.2万股$4,394.5万59.8万股+26.4万股+44.12%加仓
Evensky & Katz LLC
3.56%3.32%#47$6,893.2万76.5万股$5,828.3万77.5万股-1.0万股-1.30%减仓
Compass Ion Advisors, LLC
5.92%5.34%#26$6,868.8万76.2万股$5,605.2万74.5万股+1.7万股+2.26%加仓
Demars Financial Group, LLC
18.32%15.44%#3$6,610.1万73.4万股$4,689.6万62.4万股+11.0万股+17.63%加仓
Paragon Capital Management Ltd
11.97%11.4%#8$6,294.1万69.9万股$5,406.0万71.9万股-2.0万股-2.84%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.09%0.09%#381$6,134.4万68.1万股$4,985.3万66.3万股+1.8万股+2.69%加仓
Perennial Investment Advisors, LLC
3.54%4.17%#49$5,332.5万59.2万股$5,231.4万69.6万股-10.4万股-14.93%减仓
Tulsa Wealth Advisors, INC
7.45%9.92%#18$5,290.2万58.7万股$5,660.6万75.3万股-16.6万股-22.01%减仓
Family Investment Center, Inc.
8.01%7.54%#16$4,823.1万53.5万股$3,916.2万52.1万股+1.4万股+2.78%加仓
Milestone Investment Advisors LLC
10.4%9.59%#10$4,811.3万53.4万股$3,970.9万52.8万股+5,876股+1.11%加仓
Private Advisor集团Private Advisor Group, LLC
0.2%0.13%#285$4,452.4万49.4万股$2,777.3万36.9万股+12.5万股+33.78%加仓
UNION SAVINGS BANK
17.8%16.09%#4$4,429.8万49.2万股$3,670.5万48.8万股+3,489股+0.71%加仓
WEALTH MANAGEMENT RESOURCES, INC.
13.31%11.48%#7$4,315.7万47.9万股$3,296.6万43.8万股+4.1万股+9.25%加仓
Baltimore-Washington Financial Advisors, Inc.
1.6%#86$4,281.3万47.5万股$00股+47.5万股新买入
红杉金融顾问Sequoia Financial Advisors, LLC
0.21%0.23%#280$4,220.2万46.8万股$4,127.3万54.9万股-8.1万股-14.67%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.42%0.39%#206$4,214.6万46.8万股$3,418.5万45.5万股+1.3万股+2.89%加仓
Truist金融TRUIST FINANCIAL CORP
0.05%0.04%#465$4,213.7万46.8万股$2,979.8万39.6万股+7.1万股+18.01%加仓
Alpine Bank Wealth Management
5.39%5.85%#28$4,200.2万46.6万股$4,026.4万53.6万股-6.9万股-12.95%减仓
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
1.66%1.63%#85$4,075.7万54.2万股$3,354.4万44.7万股+9.5万股+21.28%加仓
Cambridge Investment Research Advisors, Inc.
0.09%0.08%#385$3,935.9万43.7万股$3,189.7万42.4万股+1.3万股+2.97%加仓

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