13FBOX
景顺自营指数基金 · 13F 机构持仓分析
期权收益计算器 机构排行
I

景顺自营指数基金

INVESCO EXCH TRD SLF IDX FDBSCQ
持有机构数
397
机构合计市值 (Q2 2026)
$29.69亿
机构合计股数 (Q2 2026)
1.52亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+768.8万股
153 · 27 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2,333.8万股
211 · 33 清仓 · ≈
⚖️ 净额
-1,565.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$29.69亿
持有机构数
397
新买入
27
加仓
126
减仓
178
清仓
33
持股不变
66
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
Lido顾问Lido Advisors, LLC
2.55%3.2%#17$9.39亿4,808.7万股$10.46亿5,357.2万股-548.6万股-10.24%减仓
LPL金融LPL Financial LLC
0.03%0.04%#226$1.45亿744.9万股$1.53亿785.1万股-40.2万股-5.12%减仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.03%#254$1.16亿593.1万股$1.35亿691.4万股-98.3万股-14.22%减仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#316$1.13亿577.9万股$1.42亿723.8万股-146.0万股-20.16%减仓
景顺Invesco Ltd.
0.01%0.01%#312$7,855.7万402.3万股$7,214.6万369.4万股+32.9万股+8.91%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%0.01%#323$7,451.2万381.6万股$8,039.1万411.6万股-30.0万股-7.29%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#265$5,973.7万306.0万股$6,928.5万354.8万股-48.8万股-13.76%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.11%0.13%#149$5,632.6万288.5万股$4,733.4万242.4万股+46.1万股+19.03%加仓
St. Louis Financial Planners Asset Management, LLC
27.95%7.75%#1$5,242.5万268.4万股$1,366.6万70.0万股+198.4万股+283.51%加仓
MAI资本管理MAI Capital Management
0.17%0.29%#122$4,653.2万238.3万股$5,104.7万261.4万股-23.1万股-8.82%减仓
Fusion Family Wealth, LLC
3.06%3.39%#13$4,601.9万235.7万股$4,543.1万232.6万股+3.1万股+1.32%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#318$3,628.6万185.8万股$3,351.0万171.6万股+14.3万股+8.31%加仓
TLWM
5.51%5.99%#5$3,386.8万173.5万股$3,325.4万170.3万股+3.2万股+1.87%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.05%#215$3,248.2万166.3万股$3,584.0万183.5万股-17.2万股-9.37%减仓
蓝泉财富管理Bluespring Wealth Management, LLC
0.6%2.53%#63$3,147.0万161.2万股$2,934.6万150.3万股+10.9万股+7.27%加仓
Hills Bank & Trust Co
1.25%2.76%#35$2,928.3万150.0万股$5,708.3万292.3万股-142.3万股-48.69%减仓
Brookstone资本管理Brookstone Capital Management
0.28%0.34%#97$2,823.5万144.6万股$2,991.5万153.2万股-8.6万股-5.59%减仓
MONECO ADVISORS, LLC
1.71%2.06%#26$2,795.0万143.2万股$2,653.8万135.9万股+7.3万股+5.35%加仓
瑞银集团UBS Group AG
<0.01%0.01%#337$2,788.2万142.8万股$5,186.5万265.6万股-122.8万股-46.23%减仓
Hudson Capital Management LLC
6.26%6.63%#4$2,589.4万132.6万股$2,566.0万131.4万股+1.2万股+0.94%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#315$2,585.9万132.4万股$2,686.7万137.6万股-5.1万股-3.73%减仓
Asset Dedication, LLC
1.61%1.86%#29$2,564.2万131.3万股$2,654.7万135.9万股-4.6万股-3.38%减仓
Clark Asset Management, LLC
1.8%1.93%#24$2,290.0万117.3万股$2,054.5万105.2万股+12.1万股+11.49%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.03%0.03%#231$2,178.9万111.6万股$1,772.5万90.8万股+20.8万股+22.96%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%0.01%#333$2,011.2万102.9万股$4,145.6万212.3万股-109.4万股-51.54%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.06%0.05%#180$1,978.8万101.3万股$1,389.4万71.1万股+30.2万股+42.46%加仓
KIRR MARBACH & CO LLC /IN/
3.24%3.64%#12$1,924.6万98.6万股$1,996.2万102.2万股-3.6万股-3.56%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.01%#264$1,842.5万94.4万股$1,398.6万71.6万股+22.8万股+31.78%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.03%0.03%#239$1,683.9万86.2万股$1,713.6万87.7万股-1.5万股-1.71%减仓
Arax顾问Arax Advisory Partners
0.1%#155$1,576.8万80.8万股$00股+80.8万股新买入
Cornerstone Wealth Management, LLC
0.65%0.75%#59$1,516.7万77.7万股$1,507.2万77.2万股+5,040股+0.65%加仓
IFS Advisors, LLC
7.17%7.64%#3$1,497.0万76.7万股$1,482.7万75.9万股+7,551股+0.99%加仓
戴维斯公司DAVIS R M INC
0.23%0.36%#105$1,457.4万74.6万股$2,032.7万104.1万股-29.4万股-28.29%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#263$1,351.9万69.2万股$1,381.4万70.7万股-1.5万股-2.11%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#289$1,271.4万65.1万股$1,354.4万69.3万股-4.2万股-6.10%减仓
NewEdge顾问NewEdge Advisors, LLC
0.04%0.05%#217$1,259.0万64.5万股$1,327.1万68.0万股-3.5万股-5.11%减仓
Legacy Private Trust Co.
0.66%0.74%#58$1,184.5万60.7万股$1,209.0万61.9万股-1.2万股-2.00%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.13%0.15%#144$1,168.4万59.8万股$1,237.7万63.4万股-3.5万股-5.58%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#324$1,165.2万59.7万股$972.2万49.8万股+9.9万股+19.79%加仓
Goepper Burkhardt LLC
3.34%4%#10$1,113.6万57.0万股$1,196.9万61.3万股-4.3万股-6.94%减仓
Focus Partners财富Focus Partners Wealth
0.01%0.03%#287$1,089.5万55.8万股$2,848.6万145.9万股-90.1万股-61.74%减仓
CVFG LLC
1.09%1.27%#45$1,037.3万53.1万股$1,017.8万52.1万股+1.0万股+1.94%加仓
BCS Wealth Management
1.86%2.12%#22$1,034.1万53.0万股$1,040.6万53.3万股-3,165股-0.59%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#319$1,002.5万51.3万股$1,197.0万61.3万股-9.9万股-16.23%减仓
Financial Solutions Advisory Group, Inc.
1.24%1.58%#36$984.1万50.3万股$1,141.7万58.5万股-8.1万股-13.87%减仓
Straight Path Wealth Management
2.29%2.52%#18$978.7万50.1万股$942.6万48.3万股+1.9万股+3.85%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#272$964.5万49.4万股$815.4万41.7万股+7.6万股+18.32%加仓
EVEXIA WEALTH LLC
2.6%2.4%#16$962.2万49.2万股$873.4万44.6万股+4.6万股+10.31%加仓
HENGEHOLD CAPITAL MANAGEMENT LLC
0.74%0.8%#53$954.0万48.9万股$915.7万46.9万股+2.0万股+4.22%加仓
Lantz Financial LLC
1.74%1.92%#25$952.8万48.8万股$926.8万47.5万股+1.3万股+2.84%加仓

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