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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 STREETMDYG
持有机构数
420
机构合计市值 (Q2 2026)
$20.76亿
机构合计股数 (Q2 2026)
1,899.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+156.8万股
178 · 53 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-163.0万股
182 · 28 清仓 · ≈
⚖️ 净额
-6.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$20.76亿
持有机构数
420
新买入
53
加仓
125
减仓
154
清仓
28
持股不变
88
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
0.04%0.04%#176$1.96亿175.2万股$1.50亿156.8万股+18.4万股+11.73%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.28%0.25%#71$1.60亿142.7万股$1.21亿126.4万股+16.4万股+12.94%加仓
AE财富管理AE Wealth Management LLC
0.68%0.63%#40$1.46亿130.5万股$1.17亿121.9万股+8.6万股+7.09%加仓
北岩合伙人NorthRock Partners, LLC
1.87%1.68%#14$1.29亿115.4万股$1.04亿108.3万股+7.0万股+6.49%加仓
摩根士丹利MORGAN STANLEY
0.01%<0.01%#321$9,476.7万84.5万股$6,180.0万67.5万股+17.0万股+25.26%加仓
FAS Wealth Partners, Inc.
3.24%3.03%#6$6,227.8万55.6万股$4,871.7万50.8万股+4.8万股+9.44%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.01%#251$5,737.1万51.2万股$4,809.7万50.1万股+1.1万股+2.12%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#272$5,051.4万45.1万股$4,420.8万46.1万股-1.0万股-2.18%减仓
Convergence Financial, LLC
3.34%5.61%#5$4,195.4万37.4万股$5,288.2万54.9万股-17.5万股-31.80%减仓
FIRST NATIONAL 信托FIRST NATIONAL TRUST CO
1.35%1.17%#27$3,979.7万35.5万股$3,421.6万35.7万股-1,518股-0.43%减仓
Avantax Planning Partners, Inc.
0.97%0.85%#33$3,899.9万34.8万股$3,089.1万32.2万股+2.6万股+8.08%加仓
GHP Investment Advisors, Inc.
1.39%1.3%#24$3,770.6万33.6万股$3,167.5万33.0万股+6,302股+1.91%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.02%#254$3,731.3万33.9万股$3,625.3万38.6万股-4.7万股-12.06%减仓
Private Advisor集团Private Advisor Group, LLC
0.16%0.19%#97$3,468.2万30.9万股$4,083.9万42.6万股-11.6万股-27.30%减仓
Rehmann Capital Advisory Group
1.76%1.76%#15$3,383.8万35.3万股$3,383.8万35.3万股00.00%持仓不变
Klingman & Associates, LLC
1.42%1.49%#22$3,335.3万29.8万股$3,110.8万32.4万股-2.7万股-8.21%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.74%0.82%#38$3,132.8万27.9万股$2,931.4万30.5万股-2.6万股-8.51%减仓
HighTower顾问HighTower Advisors, LLC
0.03%0.03%#202$3,026.0万27.0万股$2,621.3万27.3万股-3,205股-1.17%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#318$2,638.3万23.5万股$2,344.6万24.5万股-9,408股-3.84%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.02%#258$2,636.3万23.5万股$2,475.7万25.8万股-2.3万股-8.84%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#372$2,503.6万22.3万股$2,116.3万22.1万股+2,817股+1.28%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#199$2,407.0万21.5万股$2,171.4万22.6万股-1.2万股-5.10%减仓
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
0.07%0.07%#143$2,100.3万18.7万股$1,733.0万18.1万股+6,772股+3.75%加仓
Rodgers & Associates, LTD
1.9%1.9%#13$2,098.0万18.7万股$1,863.6万19.4万股-7,035股-3.62%减仓
Shakespeare Wealth Management, LLC
5.37%4.9%#2$2,069.6万21.6万股$2,069.6万21.6万股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#341$2,024.8万18.1万股$2,417.0万25.2万股-7.1万股-28.28%减仓
SFG Wealth Management, LLC.
6.72%6.49%#1$1,868.0万16.7万股$1,576.8万16.4万股+2,336股+1.42%加仓
MarinerMariner, LLC
0.02%0.02%#233$1,811.3万16.2万股$1,657.4万17.3万股-1.1万股-6.44%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#256$1,588.8万14.2万股$1,354.4万14.1万股+604股+0.43%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#354$1,553.9万13.9万股$1,353.9万14.1万股-2,451股-1.74%减仓
Truist金融TRUIST FINANCIAL CORP
0.02%0.02%#250$1,313.0万11.7万股$1,131.7万11.8万股-798股-0.68%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#371$1,271.3万11.3万股$1,065.5万11.1万股+2,374股+2.14%加仓
顶峰金融Summit Financial, LLC
0.14%0.14%#105$1,255.5万11.2万股$1,091.4万11.4万股-1,725股-1.52%减仓
Merit金融集团Merit Financial Group, LLC
0.07%0.07%#148$1,122.6万10.0万股$924.8万9.6万股+3,780股+3.92%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#267$1,102.2万9.8万股$858.9万8.9万股+8,823股+9.86%加仓
ERn Financial, LLC
1.7%1.64%#16$1,025.0万9.1万股$873.8万9.1万股+389股+0.43%加仓
MONECO ADVISORS, LLC
0.6%0.55%#44$989.3万8.8万股$702.8万7.3万股+1.5万股+20.51%加仓
Marathon Mission, Inc.
4.65%4.45%#3$931.2万8.3万股$764.3万8.0万股+3,431股+4.31%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.09%0.07%#134$854.9万7.6万股$602.0万6.3万股+1.4万股+21.58%加仓
JNBA Financial Advisors
0.64%0.68%#42$841.5万7.5万股$821.7万8.6万股-1.1万股-12.32%减仓
EP财富顾问EP Wealth Advisors, LLC
0.03%<0.01%#197$818.8万7.3万股$89.2万9,295股+6.4万股+685.90%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.16%0.17%#96$809.1万7.5万股$774.0万7.4万股+601股+0.81%加仓
Pathstone控股Pathstone Holdings, LLC
0.02%0.03%#219$780.6万7.0万股$668.2万7.0万股00.00%持仓不变
Prestige Wealth Management Group LLC
1.38%1.27%#25$762.3万6.8万股$648.8万6.8万股+395股+0.58%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#286$716.8万6.4万股$387.7万4.0万股+2.4万股+58.29%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#260$683.7万6.1万股$444.0万4.6万股+1.5万股+31.82%加仓
UNIVEST FINANCIAL Corp
0.34%0.65%#63$683.5万6.1万股$1,164.4万12.1万股-6.0万股-49.75%减仓
Diligent Investors, LLC
1.48%1.43%#18$665.8万5.9万股$575.3万6.0万股-550股-0.92%减仓
BALANCED WEALTH GROUP LLC
2.07%4.95%#10$653.2万5.8万股$1,384.3万14.4万股-8.6万股-59.60%减仓
McAdam, LLC
0.25%0.77%#73$649.7万5.8万股$1,699.3万17.7万股-11.9万股-67.27%减仓

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