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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 STREETSLYG
持有机构数
555
机构合计市值 (Q2 2026)
$36.31亿
机构合计股数 (Q2 2026)
3,052.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+307.9万股
262 · 69 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-140.6万股
225 · 31 清仓 · ≈
⚖️ 净额
+167.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$36.31亿
持有机构数
555
新买入
69
加仓
193
减仓
194
清仓
31
持股不变
99
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
0.24%0.21%#135$10.55亿885.8万股$8.05亿833.3万股+52.5万股+6.30%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.22%0.21%#141$1.27亿106.2万股$1.06亿109.4万股-3.2万股-2.94%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#398$1.12亿94.0万股$9,561.3万99.0万股-5.0万股-5.04%减仓
摩根士丹利MORGAN STANLEY
0.01%<0.01%#420$1.05亿88.3万股$7,298.2万77.4万股+10.9万股+14.06%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.02%#328$9,600.9万80.4万股$8,185.2万84.7万股-4.3万股-5.04%减仓
北岩合伙人NorthRock Partners, LLC
1.26%1.06%#51$8,725.0万73.2万股$6,592.4万68.2万股+5.0万股+7.34%加仓
Savant资本Savant Capital, LLC
0.2%0.15%#149$6,752.8万62.6万股$3,036.9万31.4万股+31.2万股+99.24%加仓
Diversified Enterprises, LLC
3.2%2.85%#18$6,606.3万55.5万股$5,210.8万53.9万股+1.5万股+2.82%加仓
Everhart Financial Group, Inc.
4.11%0.37%#8$6,418.2万53.9万股$434.2万4.5万股+49.4万股+1,098.84%加仓
Cetera投资顾问Cetera Investment Advisers
0.06%0.05%#253$6,173.8万51.8万股$4,580.3万47.4万股+4.4万股+9.32%加仓
WCG Wealth 顾问WCG Wealth Advisors LLC
1.14%1.17%#55$4,810.0万40.4万股$4,190.5万43.4万股-3.0万股-6.90%减仓
Rodgers & Associates, LTD
4.36%4.11%#6$4,809.2万40.4万股$4,041.8万41.8万股-1.5万股-3.50%减仓
FAS Wealth Partners, Inc.
2.36%2.06%#25$4,531.1万38.0万股$3,313.8万34.3万股+3.7万股+10.90%加仓
Convergence Financial, LLC
3.46%1.99%#16$4,352.3万36.5万股$1,876.9万19.3万股+17.3万股+89.51%加仓
Avantax Planning Partners, Inc.
1.05%0.88%#62$4,199.8万35.3万股$3,222.3万33.3万股+1.9万股+5.71%加仓
Krilogy Financial LLC
1.24%1.18%#52$4,194.6万35.2万股$3,669.2万35.2万股-124股-0.04%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#379$3,784.5万31.8万股$2,860.3万29.6万股+2.2万股+7.31%加仓
HighTower顾问HighTower Advisors, LLC
0.03%0.03%#284$3,582.6万30.1万股$3,040.3万31.5万股-1.4万股-4.43%减仓
Pacific Life Fund Advisors LLC
3.75%#10$3,414.2万28.7万股$00股+28.7万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#431$3,357.1万28.2万股$3,169.5万32.8万股-4.6万股-14.10%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.04%#274$3,255.6万27.3万股$2,751.6万28.5万股-1.2万股-4.04%减仓
MarinerMariner, LLC
0.03%0.03%#287$3,060.9万25.7万股$2,910.6万30.1万股-4.4万股-14.74%减仓
GHP Investment Advisors, Inc.
1.11%0.99%#57$3,027.5万25.4万股$2,413.8万25.0万股+4,309股+1.72%加仓
AIRE ADVISORS, LLC
4.46%4.02%#5$2,741.8万23.0万股$2,199.6万22.8万股+2,496股+1.10%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#375$2,740.3万23.3万股$1,959.0万20.8万股+2.5万股+12.15%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%0.01%#434$2,574.4万21.6万股$2,825.3万29.2万股-7.6万股-26.10%减仓
FIRST NATIONAL 信托FIRST NATIONAL TRUST CO
0.83%0.67%#70$2,457.1万20.6万股$1,968.0万20.4万股+2,576股+1.26%加仓
OpenArc企业顾问OpenArc Corporate Advisory, LLC
0.29%0.29%#118$2,446.8万20.5万股$2,037.5万21.1万股-5,494股-2.61%减仓
Klingman & Associates, LLC
1.03%0.94%#63$2,429.0万20.4万股$1,972.1万20.4万股-208股-0.10%减仓
Grey Fox Wealth Advisors, LLC
3.29%3.3%#17$2,141.8万18.0万股$1,709.0万17.7万股+2,911股+1.65%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#368$2,140.4万18.0万股$1,923.2万19.9万股-1.9万股-9.74%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.02%#306$2,005.3万16.8万股$1,691.0万17.5万股-6,687股-3.82%减仓
VICTORY FINANCIAL GROUP, LLC
2.06%1.94%#31$1,965.5万16.5万股$1,580.1万16.4万股+1,453股+0.89%加仓
Private Advisor集团Private Advisor Group, LLC
0.09%0.07%#211$1,956.1万16.4万股$1,532.5万15.9万股+5,587股+3.52%加仓
Equitable控股Equitable Holdings, Inc.
0.11%0.11%#196$1,803.2万15.1万股$1,715.9万18.2万股-3.1万股-16.91%减仓
Shakespeare Wealth Management, LLC
4.57%4.17%#4$1,761.2万18.2万股$1,761.2万18.2万股00.00%持仓不变
Optimist Retirement Group LLC
6.06%5.7%#1$1,570.6万13.2万股$1,293.0万13.4万股-1,980股-1.48%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#472$1,493.2万12.5万股$966.6万10.0万股+2.5万股+25.29%加仓
Marietta Wealth Management, LLC
1.48%1.36%#47$1,436.6万12.1万股$1,142.4万11.8万股+2,352股+1.99%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.07%0.08%#239$1,430.1万12.0万股$1,024.3万10.6万股+1.4万股+13.20%加仓
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
0.05%0.05%#267$1,376.2万11.6万股$1,173.3万12.1万股-5,914股-4.87%减仓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
1.73%0.41%#41$1,325.1万11.1万股$267.8万2.8万股+8.4万股+301.28%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#458$1,306.9万11.0万股$1,111.5万11.5万股-5,271股-4.58%减仓
MONECO ADVISORS, LLC
0.76%0.69%#74$1,247.6万10.5万股$886.8万9.2万股+1.3万股+14.10%加仓
RAINEY & RANDALL WEALTH ADVISORS INC.
1.74%1.61%#40$1,215.7万10.2万股$992.9万10.3万股-719股-0.70%减仓
Csenge Advisory 集团Csenge Advisory Group
0.49%0.46%#93$1,205.6万10.1万股$1,007.9万10.4万股-3,109股-2.98%减仓
Mather集团MATHER GROUP, LLC.
0.1%0.1%#199$1,177.3万9.9万股$959.1万9.9万股-445股-0.45%减仓
BIP Wealth, LLC
0.32%0.37%#111$1,131.9万9.5万股$910.6万9.4万股+766股+0.81%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#347$1,057.8万8.9万股$777.4万8.0万股+8,337股+10.36%加仓
共同顾问Mutual Advisors, LLC
0.19%0.17%#152$1,018.9万8.6万股$795.9万8.2万股+3,160股+3.84%加仓

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