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SPDR道富系列信托 · 13F 机构持仓分析
期权收益计算器 机构排行
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SPDR道富系列信托

SPDR SERIES TRUSTBILS
持有机构数
280
机构合计市值 (Q2 2026)
$23.38亿
机构合计股数 (Q2 2026)
2,352.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+149.9万股
123 · 29 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-483.7万股
153 · 22 清仓 · ≈
⚖️ 净额
-333.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$23.38亿
持有机构数
280
新买入
29
加仓
94
减仓
131
清仓
22
持股不变
26
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
0.08%0.1%#122$3.61亿363.2万股$3.66亿368.4万股-5.1万股-1.39%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#225$1.29亿129.8万股$1.32亿133.1万股-3.3万股-2.50%减仓
Miller Investment Management, LP
11.12%12.99%#1$1.22亿122.5万股$1.25亿126.1万股-3.6万股-2.82%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.03%#188$1.10亿110.8万股$1.41亿142.1万股-31.3万股-22.03%减仓
Sargent Investment Group, LLC
7.76%7.21%#6$6,449.4万64.9万股$5,473.1万55.0万股+9.9万股+17.91%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.07%0.09%#126$6,197.3万62.4万股$6,014.1万60.5万股+1.9万股+3.11%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#221$5,994.9万60.3万股$6,350.9万63.9万股-3.5万股-5.55%减仓
Proficio 资本合伙人Proficio Capital Partners LLC
1.89%1.54%#27$5,266.0万53.0万股$2,878.3万28.9万股+24.1万股+83.39%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#252$4,408.8万44.4万股$2,824.3万28.4万股+16.0万股+56.32%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#217$4,276.7万43.0万股$4,182.5万42.1万股+9,737股+2.32%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.2%0.17%#87$4,029.4万40.5万股$2,119.0万21.3万股+19.2万股+90.27%加仓
瑞银集团UBS Group AG
<0.01%0.01%#245$3,608.9万36.3万股$3,952.2万39.7万股-3.4万股-8.63%减仓
Bell 银行Bell Bank
1.37%2.52%#33$3,598.0万36.2万股$5,949.8万59.8万股-23.6万股-39.49%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#220$3,582.5万36.0万股$4,438.0万44.6万股-8.6万股-19.23%减仓
Marshall Financial Group, LLC
5.13%5.74%#15$3,514.3万35.4万股$3,587.5万36.1万股-7,145股-1.98%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.05%#154$3,437.9万34.6万股$3,518.4万35.4万股-7,887股-2.23%减仓
Truist金融TRUIST FINANCIAL CORP
0.04%0.04%#160$3,344.6万33.7万股$2,830.1万28.5万股+5.2万股+18.26%加仓
One Day In July LLC
2.28%2.61%#23$3,273.2万32.9万股$3,263.7万32.8万股+1,151股+0.35%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#180$2,758.6万27.8万股$2,665.7万26.8万股+9,513股+3.55%加仓
Ashton Thomas Private Wealth, LLC
0.54%0.86%#51$2,605.5万26.2万股$3,632.9万36.5万股-10.3万股-28.24%减仓
PECAUT & CO.
7.86%8.27%#5$2,580.8万26.0万股$2,546.3万25.6万股+3,631股+1.42%加仓
Asset One Wealth Management LLC
2.65%2.5%#21$2,516.2万25.3万股$2,359.8万23.8万股+1.6万股+6.70%加仓
SoundView Advisors Inc.
7.96%9.11%#4$2,443.2万24.6万股$2,558.4万25.7万股-1.1万股-4.45%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.05%0.07%#148$2,430.1万24.5万股$2,575.4万25.9万股-1.4万股-5.58%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#249$2,380.7万24.0万股$2,052.0万20.6万股+3.3万股+16.08%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#226$2,360.1万23.7万股$2,545.7万25.6万股-1.9万股-7.23%减仓
Peak Asset Management, LLC
3.28%3.69%#16$2,231.1万22.4万股$2,091.2万21.0万股+1.4万股+6.75%加仓
Kera Capital Partners, Inc.
2.13%3.24%#26$2,222.4万22.4万股$2,639.3万26.5万股-4.2万股-15.74%减仓
阿尔法核心资本AlphaCore Capital LLC
0.39%0.51%#65$2,130.1万21.4万股$2,168.5万21.8万股-3,734股-1.71%减仓
Cerity合伙人Cerity Partners LLC
0.03%0.03%#179$2,113.5万21.3万股$2,408.9万24.2万股-3.0万股-12.21%减仓
Horizon Family Wealth, Inc.
9.54%9.17%#3$2,090.1万21.0万股$1,735.5万17.5万股+3.6万股+20.50%加仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.68%0.64%#43$1,927.8万19.4万股$1,525.6万15.4万股+4.0万股+26.16%加仓
NewEdge顾问NewEdge Advisors, LLC
0.05%0.11%#142$1,842.6万18.5万股$3,100.1万31.2万股-12.6万股-40.53%减仓
CWA Asset Management 集团CWA Asset Management Group, LLC
0.56%0.64%#49$1,837.1万18.5万股$1,890.9万19.0万股-5,298股-2.79%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.03%0.02%#176$1,801.7万18.1万股$1,297.6万13.0万股+5.1万股+38.93%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#224$1,676.5万16.9万股$1,798.9万18.1万股-1.2万股-6.75%减仓
Birchcreek Wealth Management, LLC
6.32%7.64%#10$1,621.4万16.3万股$1,586.7万16.0万股+3,584股+2.25%加仓
Pacific Sage Partners, LLC
2.24%2.41%#24$1,570.9万15.8万股$1,529.0万15.4万股+4,317股+2.81%加仓
MOKAN Wealth Management Inc.
5.53%5.96%#14$1,446.4万14.6万股$1,346.0万13.5万股+1.0万股+7.53%加仓
Treasure Coast Financial Planning
6.94%7.23%#7$1,423.2万14.3万股$1,405.1万14.1万股+1,912股+1.35%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.02%#200$1,389.3万14.0万股$1,836.2万18.5万股-4.5万股-24.29%减仓
DBK Financial Counsel, LLC
11.02%12.97%#2$1,313.5万13.2万股$1,712.6万17.2万股-4.0万股-23.26%减仓
PROMETHIUM ADVISORS,LLC
6.29%7.29%#11$1,311.5万13.2万股$1,407.1万14.2万股-9,539股-6.74%减仓
Delos Wealth Advisors, LLC
6.47%7.19%#9$1,262.7万12.7万股$1,255.7万12.6万股+781股+0.62%加仓
Equitable控股Equitable Holdings, Inc.
0.07%0.1%#127$1,185.0万11.9万股$1,572.6万15.8万股-3.9万股-24.77%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.23%0.31%#82$1,132.1万11.4万股$806.5万8.1万股+3.3万股+40.46%加仓
PARTNERS CAPITAL INVESTMENT 集团PARTNERS CAPITAL INVESTMENT GROUP, LLP
0.4%0.45%#62$1,124.4万11.3万股$1,185.3万11.9万股-6,053股-5.08%减仓
LaSalle St. Investment Advisors, LLC
1.37%1.59%#34$1,122.6万11.3万股$1,128.3万11.3万股-507股-0.45%减仓
Fortis Group Advisors, LLC
1.74%1.04%#28$1,088.0万10.9万股$628.0万6.3万股+4.6万股+73.34%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#181$1,057.4万10.6万股$729.1万7.3万股+3.3万股+45.13%加仓

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