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 FDBSCS
持有机构数
405
机构合计市值 (Q2 2026)
$27.07亿
机构合计股数 (Q2 2026)
1.33亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,672.1万股
258 · 39 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,218.3万股
115 · 28 清仓 · ≈
⚖️ 净额
+453.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$27.07亿
持有机构数
405
新买入
39
加仓
219
减仓
87
清仓
28
持股不变
60
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
摩根士丹利MORGAN STANLEY
0.01%0.01%#296$1.93亿946.1万股$1.64亿795.8万股+150.3万股+18.89%加仓
LPL金融LPL Financial LLC
0.04%0.04%#238$1.64亿806.9万股$1.56亿765.3万股+41.7万股+5.44%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.03%#261$1.57亿771.1万股$1.61亿787.7万股-16.6万股-2.11%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.04%0.04%#240$1.35亿663.9万股$1.27亿620.9万股+43.1万股+6.94%加仓
瑞银集团UBS Group AG
0.01%0.01%#292$9,593.3万471.1万股$9,825.9万481.1万股-10.0万股-2.09%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#322$9,513.8万467.2万股$9,122.3万446.7万股+20.5万股+4.59%加仓
Waverly顾问Waverly Advisors, LLC
0.55%<0.01%#85$9,443.8万463.7万股$57.8万2.8万股+460.9万股+16,298.29%加仓
Lido顾问Lido Advisors, LLC
0.25%0.31%#119$9,291.5万456.2万股$1.01亿492.2万股-35.9万股-7.30%减仓
景顺Invesco Ltd.
0.01%0.01%#321$7,799.4万383.0万股$7,212.9万353.2万股+29.8万股+8.44%加仓
Clearstead顾问Clearstead Advisors, LLC
0.63%0.61%#74$6,669.5万327.5万股$6,648.2万325.5万股+2.0万股+0.61%加仓
MAI资本管理MAI Capital Management
0.19%0.27%#138$5,033.0万247.1万股$4,716.7万230.9万股+16.2万股+7.01%加仓
蓝泉财富管理Bluespring Wealth Management, LLC
0.96%2.99%#51$5,001.9万245.6万股$3,475.0万170.2万股+75.5万股+44.35%加仓
Fusion Family Wealth, LLC
3.1%3.43%#11$4,660.0万228.8万股$4,589.3万224.7万股+4.1万股+1.83%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#316$4,652.8万228.5万股$4,323.7万211.7万股+16.8万股+7.92%加仓
TLWM
5.46%5.95%#1$3,355.0万164.7万股$3,303.1万161.7万股+3.0万股+1.86%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.06%0.06%#211$2,895.7万142.2万股$2,301.0万112.7万股+29.5万股+26.21%加仓
戴维斯公司DAVIS R M INC
0.45%0.47%#94$2,837.0万139.3万股$2,648.4万129.7万股+9.6万股+7.43%加仓
MONECO ADVISORS, LLC
1.7%1.98%#30$2,775.2万136.3万股$2,552.8万125.0万股+11.3万股+9.02%加仓
Cambridge Investment Research Advisors, Inc.
0.06%0.07%#201$2,756.6万135.4万股$2,540.0万124.4万股+11.0万股+8.84%加仓
Brookstone资本管理Brookstone Capital Management
0.28%0.33%#114$2,754.2万135.2万股$2,909.0万142.4万股-7.2万股-5.05%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#320$2,637.3万129.5万股$2,411.1万118.1万股+11.4万股+9.69%加仓
Clark Asset Management, LLC
2.01%2.13%#26$2,566.8万126.0万股$2,267.8万111.0万股+15.0万股+13.51%加仓
Hills Bank & Trust Co
1.08%2.45%#45$2,546.5万125.0万股$5,066.5万248.1万股-123.0万股-49.59%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.04%#251$2,481.2万121.8万股$2,449.2万119.9万股+1.9万股+1.56%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.03%0.03%#247$2,349.5万115.4万股$1,828.1万89.5万股+25.9万股+28.89%加仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#274$2,321.0万114.0万股$2,306.3万112.9万股+1.0万股+0.93%加仓
MANCHESTER FINANCIAL INC
3.8%4.03%#5$2,136.8万104.9万股$2,100.0万102.8万股+2.1万股+2.04%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.07%0.03%#196$2,070.4万101.7万股$888.1万43.5万股+58.2万股+133.79%加仓
Legacy Financial Group LLC
2.16%2.24%#20$1,919.7万94.3万股$1,782.9万87.3万股+7.0万股+7.98%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.03%0.03%#252$1,886.7万92.6万股$1,460.8万71.5万股+21.1万股+29.52%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#344$1,838.2万90.4万股$1,743.8万85.4万股+4.9万股+5.76%加仓
&Partners&PARTNERS
0.07%0.08%#193$1,778.1万87.3万股$1,687.9万82.6万股+4.7万股+5.64%加仓
Cornerstone Wealth Management, LLC
0.76%0.84%#66$1,764.7万86.7万股$1,675.3万82.0万股+4.6万股+5.64%加仓
SHUFRO ROSE & CO LLC
0.94%1.14%#53$1,637.3万80.4万股$1,677.9万82.2万股-1.8万股-2.15%减仓
Asset Dedication, LLC
1%1.1%#50$1,584.9万77.8万股$1,572.2万77.0万股+8,445股+1.10%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#319$1,575.2万77.3万股$1,207.3万59.3万股+18.0万股+30.35%加仓
Arax顾问Arax Advisory Partners
0.1%#174$1,558.3万76.5万股$00股+76.5万股新买入
大西洋联合银行Atlantic Union Bankshares Corp
0.26%0.23%#117$1,558.0万76.5万股$1,183.1万57.9万股+18.6万股+32.06%加仓
Rothschild Wealth LLC
1.16%1.33%#41$1,458.5万71.6万股$1,468.2万71.9万股-2,696股-0.38%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#290$1,401.7万68.8万股$922.2万45.2万股+23.7万股+52.43%加仓
Goepper Burkhardt LLC
4.08%4.23%#4$1,357.7万66.7万股$1,267.4万62.1万股+4.6万股+7.43%加仓
Cornerstone Planning, LLC
3.01%2.88%#13$1,301.9万63.9万股$1,273.7万62.3万股+1.7万股+2.68%加仓
NewEdge顾问NewEdge Advisors, LLC
0.04%0.05%#232$1,295.6万63.6万股$1,297.7万63.5万股+763股+0.12%加仓
KIRR MARBACH & CO LLC /IN/
2.18%2.4%#19$1,295.1万63.6万股$1,317.0万64.5万股-8,908股-1.38%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#279$1,245.3万61.1万股$1,302.5万63.8万股-2.6万股-4.12%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.05%0.07%#218$1,143.2万56.1万股$1,294.4万63.4万股-7.2万股-11.43%减仓
Straight Path Wealth Management
2.66%2.94%#16$1,139.5万56.0万股$1,101.1万53.9万股+2.0万股+3.78%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.12%0.14%#163$1,130.2万55.5万股$1,122.8万55.0万股+5,199股+0.95%加仓
COOKSON PEIRCE & CO INC
0.37%0.47%#105$1,116.1万54.8万股$1,102.2万54.0万股+8,347股+1.55%加仓
CENTRAL VALLEY ADVISORS, LLC
2.81%3.02%#14$1,097.5万53.9万股$1,106.2万54.2万股-2,757股-0.51%减仓

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