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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 STREETSPIB
持有机构数
585
机构合计市值 (Q2 2026)
$92.49亿
机构合计股数 (Q2 2026)
2.76亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3,716.9万股
353 · 66 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2,420.0万股
204 · 52 清仓 · ≈
⚖️ 净额
+1,296.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$92.49亿
持有机构数
585
新买入
66
加仓
287
减仓
152
清仓
52
持股不变
80
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
0.44%0.46%#143$19.46亿5,814.7万股$17.43亿5,197.5万股+617.2万股+11.87%加仓
美国家庭投资American Family Investments, Inc.
8.83%8.98%#5$4.90亿1,463.0万股$3.41亿1,017.9万股+445.1万股+43.73%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.1%0.1%#257$4.05亿1,210.1万股$3.87亿1,153.4万股+56.7万股+4.91%加仓
Municipal Employees' Retirement System of Michigan
4.39%4.46%#18$3.98亿1,188.0万股$3.93亿1,170.5万股+17.5万股+1.50%加仓
摩根士丹利MORGAN STANLEY
0.02%0.01%#379$3.86亿1,154.0万股$1.79亿529.5万股+624.5万股+117.94%加仓
Creative Planning财富管理Creative Planning
0.15%0.18%#216$2.57亿767.4万股$2.67亿797.5万股-30.1万股-3.78%减仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.03%0.1%#340$2.50亿748.4万股$6.42亿1,913.0万股-1,164.7万股-60.88%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
1.23%1.32%#84$2.23亿666.9万股$2.17亿648.0万股+18.9万股+2.91%加仓
Wealth Management Nebraska
18.83%19.85%#1$2.11亿630.9万股$1.96亿584.3万股+46.6万股+7.97%加仓
Waverly顾问Waverly Advisors, LLC
1.12%1.35%#91$1.92亿574.9万股$1.81亿539.6万股+35.3万股+6.55%加仓
AssetMarkASSETMARK, INC
0.3%0.36%#167$1.77亿529.9万股$1.74亿520.0万股+9.9万股+1.91%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.03%#354$1.77亿528.5万股$1.70亿507.8万股+20.7万股+4.07%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.05%0.05%#317$1.77亿528.2万股$1.72亿513.7万股+14.4万股+2.80%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
1.96%2.1%#62$1.49亿445.1万股$1.43亿427.7万股+17.4万股+4.07%加仓
HighTower顾问HighTower Advisors, LLC
0.11%0.12%#243$1.16亿345.7万股$1.13亿337.7万股+8.0万股+2.36%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.02%#380$9,958.4万297.7万股$1.01亿301.2万股-3.5万股-1.16%减仓
CASTLEARK 管理CASTLEARK MANAGEMENT LLC
2.43%2.98%#56$8,995.3万268.8万股$9,016.8万268.8万股00.00%持仓不变
Capital Analysts, LLC
2.03%1.65%#61$8,825.5万263.8万股$5,794.8万171.4万股+92.4万股+53.89%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.1%0.1%#254$8,288.8万247.7万股$7,017.4万209.2万股+38.5万股+18.40%加仓
新泽西州共同养老基金State of New Jersey Common Pension Fund D
0.26%0.18%#171$7,547.8万225.6万股$4,547.2万135.6万股+90.0万股+66.38%加仓
Cetera投资顾问Cetera Investment Advisers
0.07%0.07%#283$7,365.4万220.1万股$6,939.3万206.9万股+13.2万股+6.39%加仓
Tower Research Capital LLC (TRC)
1.71%0.66%#70$6,969.7万208.3万股$2,534.1万75.6万股+132.7万股+175.69%加仓
资本顾问公司CAPITAL ADVISORS INC/OK
0.97%0.94%#101$6,626.3万198.0万股$5,831.1万173.9万股+24.2万股+13.91%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#442$6,058.6万181.1万股$5,274.6万157.3万股+23.8万股+15.14%加仓
STRATEGIC PLANNING GROUP, LLC
6.37%6.73%#9$5,843.9万174.7万股$4,812.2万143.5万股+31.2万股+21.73%加仓
Dodds Wealth, LLC
13.13%13.8%#2$5,839.4万174.5万股$5,620.7万167.6万股+6.9万股+4.14%加仓
TCV Trust & Wealth Management, Inc.
4.12%4.39%#21$5,436.9万162.5万股$5,243.8万156.3万股+6.1万股+3.93%加仓
Private Advisor集团Private Advisor Group, LLC
0.23%0.23%#181$5,010.8万149.8万股$4,904.4万146.2万股+3.5万股+2.42%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#488$4,977.5万148.8万股$5,189.7万154.7万股-6.0万股-3.86%减仓
Point72资产管理Point72 Asset Management, L.P.
0.05%0.06%#307$4,717.9万141.0万股$4,729.1万141.0万股00.00%持仓不变
苏黎世保险集团Zurich Insurance Group Ltd/FI
0.33%0.37%#162$4,692.7万140.3万股$4,702.5万140.3万股00.00%持仓不变
瑞银集团UBS Group AG
0.01%0.01%#464$4,634.1万138.5万股$4,631.5万138.1万股+4,077股+0.30%加仓
梯度投资Gradient Investments LLC
0.64%0.01%#122$4,607.8万137.7万股$55.5万1.7万股+136.1万股+8,222.37%加仓
Orange Investment Advisors, Inc.
5.45%5.7%#12$4,482.3万134.0万股$4,399.1万131.2万股+2.8万股+2.14%加仓
STEPHENS GROUP ASSET MANAGEMENT, LLC
2.5%2.71%#54$4,426.1万132.3万股$4,247.5万126.6万股+5.6万股+4.46%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#487$4,127.7万123.4万股$385.2万11.5万股+111.9万股+974.23%加仓
CGN Advisors LLC
3%3.12%#40$4,106.0万122.7万股$3,952.9万117.9万股+4.9万股+4.12%加仓
曼宁·纳皮尔顾问MANNING & NAPIER ADVISORS LLC
0.53%0.3%#130$4,097.8万122.5万股$2,107.6万62.8万股+59.6万股+94.90%加仓
Roberts Financial Services LLC
11.57%12.21%#3$3,950.2万118.1万股$3,839.2万114.5万股+3.6万股+3.14%加仓
卡内基投资顾问Carnegie Investment Counsel
0.76%0.74%#114$3,769.5万112.7万股$3,784.8万112.8万股-1,876股-0.17%减仓
Rockwood Wealth Management, LLC
2.27%2.41%#58$3,590.8万107.3万股$3,369.4万100.5万股+6.9万股+6.83%加仓
Advisors资本管理Advisors Capital Management, LLC
0.37%0.39%#150$3,488.5万104.3万股$3,352.4万100.0万股+4.3万股+4.31%加仓
Concord Wealth Partners
3.86%4.23%#24$3,373.8万100.8万股$3,255.8万97.1万股+3.8万股+3.87%加仓
RMG Wealth Management LLC
3.45%3.39%#34$3,341.7万100.9万股$2,936.6万87.7万股+13.2万股+15.07%加仓
Concord Asset Management, LLC/VA
5.1%5.42%#15$3,294.3万98.5万股$3,209.2万95.7万股+2.8万股+2.89%加仓
NOTTINGHAM ADVISORS, INC.
3.84%3.97%#26$3,165.2万68.1万股$3,084.9万92.0万股-23.8万股-25.92%减仓
High Probability Advisors, LLC
3.36%3.82%#35$3,142.2万93.9万股$2,988.0万89.1万股+4.8万股+5.41%加仓
巴特利特财富管理BARTLETT & CO. WEALTH MANAGEMENT LLC
0.39%0.36%#147$3,138.1万93.8万股$2,840.8万84.8万股+9.0万股+10.63%加仓
Dynamic Advisor Solutions LLC
0.89%0.91%#103$3,136.9万93.8万股$2,897.8万86.4万股+7.4万股+8.51%加仓
以色列Migdal保险金融控股Migdal Insurance & Financial Holdings Ltd.
0.2%0.25%#185$3,103.4万92.8万股$2,881.3万85.9万股+6.8万股+7.97%加仓

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