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 FDBSCR
持有机构数
405
机构合计市值 (Q2 2026)
$36.10亿
机构合计股数 (Q2 2026)
1.84亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,232.9万股
220 · 37 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2,554.9万股
151 · 30 清仓 · ≈
⚖️ 净额
-1,322.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$36.10亿
持有机构数
405
新买入
37
加仓
183
减仓
121
清仓
30
持股不变
64
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
2.92%4.28%#12$10.77亿5,489.4万股$14.00亿7,069.2万股-1,579.8万股-22.35%减仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#306$2.01亿1,026.4万股$1.84亿935.8万股+90.6万股+9.68%加仓
瑞银集团UBS Group AG
0.02%0.02%#272$1.51亿768.9万股$1.62亿823.1万股-54.2万股-6.58%减仓
LPL金融LPL Financial LLC
0.03%0.04%#241$1.47亿750.4万股$1.41亿717.1万股+33.3万股+4.65%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.03%#264$1.39亿708.4万股$1.43亿728.4万股-20.0万股-2.75%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.04%#240$1.22亿623.5万股$1.18亿603.6万股+19.9万股+3.30%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#327$1.13亿575.0万股$1.10亿558.9万股+16.2万股+2.90%加仓
景顺Invesco Ltd.
0.01%0.01%#332$7,849.8万400.2万股$7,248.5万369.4万股+30.8万股+8.35%加仓
MAI资本管理MAI Capital Management
0.23%0.34%#120$6,183.8万315.3万股$5,996.5万305.6万股+9.7万股+3.18%加仓
蓝泉财富管理Bluespring Wealth Management, LLC
1.02%3.24%#54$5,304.6万270.4万股$3,757.2万191.5万股+79.0万股+41.26%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#322$5,138.9万262.0万股$4,690.9万239.0万股+23.0万股+9.60%加仓
Avior Wealth Management, LLC
1.27%1.23%#42$4,322.1万220.2万股$4,322.1万220.2万股00.00%持仓不变
MML投资者服务MML INVESTORS SERVICES, LLC
0.09%0.1%#180$4,293.3万218.9万股$3,548.8万180.8万股+38.1万股+21.04%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.06%0.04%#212$3,645.0万185.8万股$2,207.6万112.5万股+73.3万股+65.19%加仓
戴维斯公司DAVIS R M INC
0.56%0.6%#81$3,520.2万179.5万股$3,386.9万172.6万股+6.9万股+3.99%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.04%#234$3,145.8万160.3万股$2,574.8万131.1万股+29.2万股+22.24%加仓
MONECO ADVISORS, LLC
1.76%2.09%#28$2,873.9万146.5万股$2,690.3万137.1万股+9.4万股+6.88%加仓
Brookstone资本管理Brookstone Capital Management
0.28%0.34%#108$2,805.2万143.0万股$2,968.6万151.3万股-8.3万股-5.46%减仓
大西洋联合银行Atlantic Union Bankshares Corp
0.46%0.45%#89$2,779.2万141.7万股$2,326.5万118.5万股+23.1万股+19.52%加仓
Hills Bank & Trust Co
1.16%2.51%#47$2,726.6万139.0万股$5,198.9万264.9万股-125.9万股-47.53%减仓
TLWM
4.3%4.65%#5$2,644.4万134.8万股$2,582.0万131.6万股+3.2万股+2.47%加仓
Clark Asset Management, LLC
2.01%2.19%#24$2,564.9万130.8万股$2,333.1万118.9万股+11.9万股+9.99%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.03%0.03%#242$2,372.1万120.9万股$1,849.9万94.3万股+26.7万股+28.29%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.08%0.02%#190$2,368.5万120.7万股$574.8万29.3万股+91.5万股+312.24%加仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#271$2,318.0万118.2万股$2,316.0万118.0万股+1,641股+0.14%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#341$2,314.7万118.1万股$2,089.9万106.6万股+11.5万股+10.83%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#337$2,290.7万116.8万股$2,091.2万106.6万股+10.2万股+9.60%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#270$2,144.7万109.3万股$1,577.8万80.4万股+28.9万股+36.00%加仓
Cornerstone Wealth Management, LLC
0.74%0.83%#69$1,730.0万88.2万股$1,668.9万85.0万股+3.2万股+3.72%加仓
Asset Dedication, LLC
1.05%1.16%#51$1,671.7万85.2万股$1,652.5万84.2万股+1.0万股+1.22%加仓
Financial Solutions Advisory Group, Inc.
2.06%2.29%#22$1,627.1万82.9万股$1,659.5万84.6万股-1.7万股-2.00%减仓
Arax顾问Arax Advisory Partners
0.11%#165$1,602.3万81.7万股$00股+81.7万股新买入
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.02%0.03%#259$1,536.3万78.3万股$1,962.0万100.0万股-21.7万股-21.66%减仓
OLD SECOND NATIONAL BANK OF AURORA
2.85%3.23%#13$1,514.1万77.2万股$1,562.2万79.6万股-2.4万股-3.03%减仓
KIRR MARBACH & CO LLC /IN/
2.49%2.76%#17$1,481.0万75.5万股$1,516.1万77.3万股-1.8万股-2.27%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#336$1,371.1万69.9万股$1,046.5万53.4万股+16.5万股+30.82%加仓
NewEdge顾问NewEdge Advisors, LLC
0.04%0.05%#229$1,351.8万68.9万股$1,453.6万74.1万股-5.2万股-6.95%减仓
Janney Montgomery Scott LLC
0.03%0.03%#254$1,351.2万68.9万股$1,292.8万65.9万股+3.0万股+4.57%加仓
Goepper Burkhardt LLC
3.97%4.2%#6$1,321.1万67.4万股$1,257.7万64.1万股+3.3万股+5.09%加仓
WLTH Capital Management, LLC
8.2%#1$1,279.6万65.2万股$00股+65.2万股新买入
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#293$1,199.1万61.1万股$989.9万50.4万股+10.7万股+21.20%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.13%0.15%#154$1,181.9万60.3万股$1,179.4万60.1万股+1,579股+0.26%加仓
COOKSON PEIRCE & CO INC
0.37%0.47%#100$1,119.4万57.1万股$1,108.6万56.5万股+5,779股+1.02%加仓
Legacy Financial Group LLC
1.25%2.29%#43$1,114.0万56.8万股$1,818.3万92.7万股-35.9万股-38.70%减仓
AA Financial Advisors, LLC
1.34%1.48%#37$1,111.6万56.7万股$1,052.3万53.6万股+3.0万股+5.69%加仓
Straight Path Wealth Management
2.55%2.84%#15$1,091.7万55.7万股$1,063.2万54.2万股+1.5万股+2.73%加仓
Ledgewood Wealth Advisors, LLC
5.72%6.05%#2$1,078.1万55.0万股$1,074.3万54.7万股+2,218股+0.41%加仓
CENTRAL VALLEY ADVISORS, LLC
2.76%2.95%#14$1,075.3万54.8万股$1,080.9万55.1万股-2,549股-0.46%减仓
KICKSTAND VENTURES, LLC.
1.94%2.12%#26$1,067.6万54.4万股$1,004.9万51.2万股+3.2万股+6.30%加仓
Legacy Private Trust Co.
0.57%0.57%#80$1,023.0万52.2万股$932.4万47.5万股+4.6万股+9.77%加仓

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