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道富 · 13F 机构持仓分析
期权收益计算器 机构排行
S

道富

STATE STREETSPMD
持有机构数
844
机构合计市值 (Q2 2026)
$166.46亿
机构合计股数 (Q2 2026)
2.47亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,152.5万股
440 · 89 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,070.1万股
320 · 51 清仓 · ≈
⚖️ 净额
+1,082.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$166.46亿
持有机构数
844
新买入
89
加仓
351
减仓
269
清仓
51
持股不变
135
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
Creative Planning财富管理Creative Planning
4%3.88%#29$68.40亿1.01亿股$57.23亿9,664.1万股+460.7万股+4.77%加仓
Betterment智能投顾Betterment LLC
2.16%2.27%#68$12.75亿1,886.6万股$11.96亿2,019.9万股-133.4万股-6.60%减仓
LPL金融LPL Financial LLC
0.2%0.2%#297$9.09亿1,345.6万股$7.61亿1,285.3万股+60.4万股+4.70%加仓
美国银行BANK OF AMERICA CORP /DE/
0.04%0.01%#519$5.85亿865.9万股$1.14亿193.2万股+672.8万股+348.25%加仓
Valmark顾问Valmark Advisers, Inc.
5.09%5.08%#16$4.80亿709.9万股$4.27亿721.5万股-11.6万股-1.61%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.07%0.07%#430$3.03亿448.8万股$2.46亿414.8万股+34.0万股+8.20%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#620$2.63亿389.4万股$1.82亿319.0万股+70.4万股+22.06%加仓
AlTi全球AlTi Global, Inc.
3.92%3.64%#30$1.89亿280.3万股$1.67亿282.3万股-2.0万股-0.72%减仓
Facet财富Facet Wealth, Inc.
2.55%2.65%#60$1.78亿263.6万股$1.53亿258.4万股+5.2万股+2.02%加仓
First Command顾问服务First Command Advisory Services, Inc.
0.82%0.73%#133$1.38亿203.9万股$1.08亿182.8万股+21.1万股+11.55%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.07%0.07%#436$1.30亿191.8万股$1.15亿194.8万股-3.0万股-1.55%减仓
瑞银集团UBS Group AG
0.01%0.03%#615$1.16亿171.5万股$2.27亿383.9万股-212.4万股-55.32%减仓
HighTower顾问HighTower Advisors, LLC
0.11%0.13%#382$1.11亿164.8万股$1.18亿199.7万股-34.9万股-17.47%减仓
Koss-Olinger Consulting, LLC
8.19%5.28%#5$1.06亿157.4万股$6,297.1万106.3万股+51.1万股+48.03%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.12%0.12%#363$1.04亿153.6万股$8,005.2万135.2万股+18.4万股+13.62%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.02%#603$1.03亿151.9万股$8,553.1万144.4万股+7.4万股+5.14%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.55%0.52%#161$1.01亿149.2万股$8,485.3万143.4万股+5.8万股+4.06%加仓
MASON STREET ADVISORS, LLC
8.64%9.04%#3$9,587.3万141.9万股$9,250.0万156.2万股-14.3万股-9.15%减仓
汉考克勘探Hancock Prospecting Pty Ltd
1.67%2.51%#84$9,529.1万141.0万股$8,352.8万141.0万股00.00%持仓不变
威廉·布莱尔BLAIR WILLIAM & CO/IL
0.23%0.14%#278$8,746.2万129.5万股$4,967.4万83.9万股+45.6万股+54.34%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
1.58%1.36%#89$8,313.9万123.1万股$7,001.0万118.2万股+4.8万股+4.09%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#578$8,267.2万122.4万股$6,211.0万104.9万股+17.5万股+16.67%加仓
Hills Bank & Trust Co
3.5%3.7%#38$8,215.2万121.6万股$7,660.9万129.4万股-7.8万股-6.00%减仓
Cornerstone Wealth Management, LLC
3.22%3.31%#45$7,485.3万110.8万股$6,609.7万111.6万股-8,168股-0.73%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#652$7,100.4万105.1万股$5,125.7万86.6万股+18.5万股+21.42%加仓
Auto-Owners 保险Auto-Owners Insurance Co
1.59%1.65%#88$7,024.2万104.0万股$7,872.3万133.0万股-29.0万股-21.80%减仓
Greenleaf信托GREENLEAF TRUST
0.64%0.52%#157$6,649.4万98.4万股$5,339.3万90.2万股+8.3万股+9.16%加仓
VICUS CAPITAL
4.05%3.99%#28$6,268.1万92.8万股$5,425.6万91.6万股+1.2万股+1.27%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.01%0.01%#699$6,219.4万92.1万股$5,455.8万92.1万股-696股-0.08%减仓
组成财富Composition Wealth, LLC
0.72%0.6%#149$6,139.5万90.9万股$4,403.9万74.4万股+16.5万股+22.20%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.47%0.45%#172$6,028.1万89.2万股$4,757.4万79.7万股+9.5万股+11.96%加仓
HHM Wealth Advisors, LLC
5.81%5.55%#12$5,786.0万85.6万股$4,822.7万81.4万股+4.2万股+5.16%加仓
BOK金融BOKF, NA
0.77%0.75%#140$5,587.4万82.7万股$4,888.0万82.5万股+1,637股+0.20%加仓
JNBA Financial Advisors
4.17%4.2%#25$5,512.1万81.6万股$5,041.3万85.1万股-3.5万股-4.16%减仓
Private Advisor集团Private Advisor Group, LLC
0.24%0.23%#272$5,258.5万77.8万股$5,011.3万84.6万股-6.8万股-8.02%减仓
1900 WEALTH MANAGEMENT LLC
2.92%2.88%#51$5,233.4万77.5万股$4,481.5万75.7万股+1.8万股+2.36%加仓
Peterson Wealth Advisors, LLC
5.97%5.76%#11$5,055.4万74.8万股$4,327.8万73.1万股+1.7万股+2.39%加仓
AlphaStar Capital Management, LLC
3.19%3.53%#48$5,012.4万74.2万股$4,782.9万80.8万股-6.6万股-8.14%减仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.79%0.79%#138$5,005.3万74.1万股$4,369.5万73.8万股+3,025股+0.41%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#793$4,928.3万72.9万股$3,009.6万50.8万股+22.1万股+43.54%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#744$4,910.2万73.3万股$1,622.0万28.2万股+45.0万股+159.69%加仓
RKL Wealth Management LLC
3.88%3.62%#31$4,865.9万72.0万股$4,023.6万67.9万股+4.1万股+6.00%加仓
Equitable控股Equitable Holdings, Inc.
0.28%0.23%#241$4,755.6万70.4万股$3,550.5万61.3万股+9.1万股+14.81%加仓
Impact Partnership Wealth, LLC
4.52%4.73%#21$4,647.8万68.8万股$3,828.5万64.6万股+4.1万股+6.41%加仓
OARSMAN CAPITAL, INC.
4.59%4.34%#20$4,337.8万64.2万股$3,495.9万59.0万股+5.2万股+8.76%加仓
RETIREMENT INCOME SOLUTIONS, INC
7.51%7.26%#6$4,231.1万71.4万股$4,247.2万71.7万股-2,719股-0.38%减仓
THRIVENT FINANCIAL FOR LUTHERANS
0.07%0.04%#443$4,223.9万62.5万股$2,372.9万40.1万股+22.5万股+56.03%加仓
Atlas Private Wealth Advisors
8.28%7.67%#4$3,782.7万56.0万股$3,258.5万55.0万股+9,664股+1.76%加仓
Savant资本Savant Capital, LLC
0.11%0.09%#378$3,769.5万59.5万股$1,782.8万30.1万股+29.4万股+97.68%加仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
0.94%0.94%#124$3,533.1万52.3万股$2,960.2万49.9万股+2.4万股+4.71%加仓

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