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 FDBSCU
持有机构数
310
机构合计市值 (Q2 2026)
$21.42亿
机构合计股数 (Q2 2026)
1.29亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,106.0万股
206 · 35 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,087.0万股
85 · 22 清仓 · ≈
⚖️ 净额
+1,019.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$21.42亿
持有机构数
310
新买入
35
加仓
171
减仓
63
清仓
22
持股不变
41
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%#214$1.82亿1,091.3万股$1.31亿773.6万股+317.7万股+41.07%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
1.07%1.21%#34$1.56亿938.8万股$1.54亿922.5万股+16.3万股+1.77%加仓
Lido顾问Lido Advisors, LLC
0.38%0.43%#58$1.39亿836.0万股$1.41亿843.8万股-7.8万股-0.93%减仓
Waverly顾问Waverly Advisors, LLC
0.54%<0.01%#47$9,275.8万557.3万股$42.3万2.5万股+554.7万股+21,913.48%加仓
LPL金融LPL Financial LLC
0.02%0.02%#188$9,234.1万554.8万股$8,568.3万512.5万股+42.3万股+8.25%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.03%#182$9,207.5万553.2万股$8,606.7万514.8万股+38.4万股+7.46%加仓
景顺Invesco Ltd.
0.01%0.01%#228$7,832.0万470.5万股$7,365.0万440.5万股+30.0万股+6.81%加仓
Clearstead顾问Clearstead Advisors, LLC
0.61%0.58%#46$6,508.9万391.0万股$6,387.6万382.1万股+9.0万股+2.35%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#215$5,895.4万354.2万股$5,441.3万325.5万股+28.7万股+8.83%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.89%0.84%#39$5,331.1万320.3万股$4,361.6万260.9万股+59.4万股+22.77%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#258$4,886.8万293.6万股$4,649.0万278.1万股+15.5万股+5.58%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#225$4,687.8万281.6万股$4,413.3万264.0万股+17.7万股+6.69%加仓
瑞银集团UBS Group AG
0.01%0.01%#236$4,075.7万244.9万股$3,706.2万221.7万股+23.2万股+10.46%加仓
HENGEHOLD CAPITAL MANAGEMENT LLC
2.96%3.15%#9$3,814.6万229.2万股$3,604.8万215.6万股+13.6万股+6.29%加仓
&Partners&PARTNERS
0.13%0.16%#116$3,270.9万196.6万股$3,193.7万191.3万股+5.3万股+2.78%加仓
TLWM
5.01%5.44%#2$3,081.1万185.1万股$3,018.9万180.6万股+4.5万股+2.51%加仓
Brookstone资本管理Brookstone Capital Management
0.3%0.36%#71$2,996.8万180.0万股$3,183.1万190.4万股-10.3万股-5.43%减仓
MAI资本管理MAI Capital Management
0.11%0.16%#121$2,891.1万173.7万股$2,797.4万167.3万股+6.4万股+3.81%加仓
IMA Advisory Services, Inc.
1.64%2.36%#24$2,627.8万157.9万股$2,421.9万144.9万股+13.0万股+8.99%加仓
SHUFRO ROSE & CO LLC
1.47%#26$2,567.4万154.2万股$00股+154.2万股新买入
MONECO ADVISORS, LLC
1.56%1.84%#25$2,558.2万153.7万股$2,375.8万142.1万股+11.6万股+8.16%加仓
Clark Asset Management, LLC
1.83%1.82%#22$2,327.4万139.8万股$1,935.6万115.8万股+24.1万股+20.77%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.03%0.03%#172$2,175.2万130.7万股$1,670.9万99.9万股+30.7万股+30.76%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#238$2,156.8万129.6万股$1,903.7万113.9万股+15.7万股+13.80%加仓
Capital Investment Counsel, LLC
2.6%2.68%#13$2,097.9万126.0万股$1,954.4万116.9万股+9.1万股+7.82%加仓
Motley Fool Wealth Management, LLC
1.98%1.98%#18$1,754.5万104.9万股$1,754.5万104.9万股00.00%持仓不变
Hills Bank & Trust Co
0.74%2.12%#42$1,743.6万104.8万股$4,382.4万262.1万股-157.4万股-60.04%减仓
FORONJY FINANCIAL LLC
6.25%6.7%#1$1,701.7万102.2万股$1,611.3万96.4万股+5.9万股+6.08%加仓
Advisors资本管理Advisors Capital Management, LLC
0.17%0.19%#96$1,648.5万99.0万股$1,597.8万95.6万股+3.5万股+3.63%加仓
戴维斯公司DAVIS R M INC
0.24%0.24%#79$1,512.9万90.9万股$1,352.2万80.9万股+10.0万股+12.38%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.05%0.03%#155$1,459.5万87.7万股$765.6万45.8万股+41.9万股+91.49%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.03%0.03%#174$1,416.0万85.1万股$1,142.6万68.3万股+16.7万股+24.48%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#194$1,328.3万79.8万股$1,275.8万76.3万股+3.5万股+4.55%加仓
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#176$1,232.4万74.0万股$1,157.4万69.2万股+4.8万股+6.96%加仓
Asset Dedication, LLC
0.77%0.84%#41$1,228.3万73.8万股$1,199.5万71.7万股+2.1万股+2.86%加仓
Goepper Burkhardt LLC
3.47%3.45%#5$1,154.5万69.4万股$1,032.6万61.8万股+7.6万股+12.30%加仓
CVFG LLC
1.21%1.39%#30$1,150.8万69.1万股$1,121.0万67.1万股+2.1万股+3.11%加仓
KIRR MARBACH & CO LLC /IN/
1.93%2.1%#19$1,147.7万69.0万股$1,152.6万68.9万股+105股+0.02%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#244$1,141.9万68.5万股$916.2万55.2万股+13.3万股+24.15%加仓
Janney Montgomery Scott LLC
0.02%0.03%#187$1,104.0万66.3万股$1,085.0万64.9万股+1.4万股+2.21%加仓
COOKSON PEIRCE & CO INC
0.36%0.46%#64$1,094.2万65.7万股$1,080.2万64.6万股+1.1万股+1.75%加仓
CENTRAL VALLEY ADVISORS, LLC
2.73%2.91%#12$1,065.9万64.0万股$1,065.5万63.7万股+3,081股+0.48%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#266$1,046.2万62.9万股$849.4万50.8万股+12.1万股+23.76%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#219$988.0万59.4万股$612.6万36.6万股+22.7万股+61.99%加仓
Cornerstone Planning, LLC
2.25%2.14%#15$973.3万58.5万股$949.9万56.7万股+1.8万股+3.13%加仓
NewEdge顾问NewEdge Advisors, LLC
0.03%0.03%#175$967.9万58.1万股$955.4万57.1万股+1.0万股+1.76%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.11%#120$926.8万55.7万股$00股+55.7万股新买入
GPM Growth Investors, Inc.
3.67%3.21%#4$879.5万52.8万股$764.5万45.7万股+7.1万股+15.56%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%<0.01%#209$873.5万52.5万股$349.4万20.9万股+31.6万股+151.10%加仓
HUB投资合伙人HUB Investment Partners, LLC
0.16%0.19%#103$864.7万52.0万股$800.2万47.9万股+4.1万股+8.55%加仓

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