13FBOX
ABRDN BLOOMBERG · 13F 机构持仓分析
期权收益计算器 机构排行
A

ABRDN BLOOMBERG

BCI
持有机构数
209
机构合计市值 (Q2 2026)
$19.02亿
机构合计股数 (Q2 2026)
8,502.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,092.9万股
124 · 41 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,266.9万股
96 · 40 清仓 · ≈
⚖️ 净额
-174.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$19.02亿
持有机构数
209
新买入
41
加仓
83
减仓
56
清仓
40
持股不变
29
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
富国银行WELLS FARGO & COMPANY/MN
0.06%0.11%#77$3.90亿1,745.8万股$5.94亿2,443.7万股-697.9万股-28.56%减仓
Metis Global 合伙人Metis Global Partners, LLC
6.93%7.33%#2$3.05亿1,367.3万股$2.99亿1,229.6万股+137.7万股+11.20%加仓
SEI投资SEI INVESTMENTS CO
0.2%0.24%#41$2.28亿1,019.7万股$2.60亿1,071.3万股-51.5万股-4.81%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#130$1.01亿452.4万股$9,332.3万384.2万股+68.2万股+17.76%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.05%0.05%#81$8,912.2万398.9万股$8,676.3万357.2万股+41.7万股+11.68%加仓
Abundance Wealth Counselors
4.45%5.54%#5$6,854.9万306.8万股$3,866.1万159.2万股+147.7万股+92.79%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#148$5,263.7万235.6万股$5,020.8万233.1万股+2.5万股+1.08%加仓
NEPC投资咨询NEPC LLC
0.96%1.12%#24$5,157.1万230.8万股$5,607.2万230.8万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#129$4,405.3万197.2万股$3,922.3万161.5万股+35.7万股+22.12%加仓
Empowered FundsEmpowered Funds, LLC
0.22%0.06%#40$4,151.6万185.8万股$892.6万36.7万股+149.1万股+405.72%加仓
Cresset资产管理Cresset Asset Management, LLC
0.11%0.14%#52$3,089.8万138.3万股$3,125.8万128.7万股+9.6万股+7.47%加仓
LOCKHEED MARTIN 投资管理LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
0.83%0.83%#26$2,095.7万93.8万股$2,278.6万93.8万股00.00%持仓不变
Payne Capital Management, LLC
5.56%6.73%#3$2,087.0万93.4万股$2,225.4万91.6万股+1.8万股+1.97%加仓
Financial & Tax Architects, LLC
4.32%5.1%#7$2,050.0万91.8万股$2,288.8万94.2万股-2.5万股-2.61%减仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#120$1,994.4万89.3万股$2,791.7万114.9万股-25.7万股-22.32%减仓
LTS Liquid Investments LLC
9.69%7.27%#1$1,811.6万81.1万股$777.3万32.0万股+49.1万股+153.41%加仓
Arax顾问Arax Advisory Partners
0.11%#54$1,634.4万73.2万股$00股+73.2万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#143$1,464.4万65.6万股$1,401.8万57.7万股+7.8万股+13.58%加仓
纽约人寿投资管理NEW YORK LIFE INVESTMENT MANAGEMENT LLC
0.09%0.05%#60$1,350.2万60.4万股$560.7万23.1万股+37.4万股+161.81%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#118$1,274.9万57.1万股$1,373.1万56.5万股+5,379股+0.95%加仓
Savvy Advisors, Inc.
0.27%0.24%#38$1,250.4万56.0万股$903.8万37.2万股+18.8万股+50.42%加仓
MASON STREET ADVISORS, LLC
1.09%0.85%#23$1,207.5万54.0万股$865.5万35.6万股+18.4万股+51.68%加仓
Disciplina Capital Management LLC
1.14%1.22%#22$1,105.0万49.5万股$1,146.7万47.2万股+2.3万股+4.77%加仓
Bangor Savings Bank
0.86%0.84%#25$1,052.3万43.3万股$1,053.8万43.4万股-589股-0.14%减仓
Chandler Asset Management, Inc.
1.3%1.39%#18$925.3万41.4万股$916.4万37.7万股+3.7万股+9.78%加仓
Independence Wealth Advisors, LLC
4.63%2.65%#4$922.9万41.3万股$497.0万20.5万股+20.9万股+101.91%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#116$920.8万41.2万股$761.2万31.3万股+9.9万股+31.52%加仓
RS CRUM INC.
1.72%1.86%#16$919.0万41.1万股$959.8万39.5万股+1.6万股+4.11%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.02%#92$910.4万40.7万股$438.3万18.0万股+22.7万股+125.85%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.04%0.05%#87$802.1万35.9万股$924.1万38.0万股-2.1万股-5.63%减仓
Upper Left Wealth Management, LLC
4.4%5.3%#6$793.3万35.5万股$898.4万37.0万股-1.5万股-3.99%减仓
Avestar Capital, LLC
0.44%0.49%#32$780.1万34.9万股$759.8万31.3万股+3.6万股+11.63%加仓
KINTRA WEALTH, LLC
0.39%0.54%#34$757.4万31.1万股$768.8万31.7万股-5,729股-1.81%减仓
LEAVELL INVESTMENT MANAGEMENT, INC.
0.28%0.32%#37$757.2万33.9万股$791.4万32.6万股+1.3万股+4.03%加仓
Investment Research Partners LLC
2.56%3.28%#11$755.3万33.8万股$807.0万33.2万股+5,853股+1.76%加仓
富达投资FMR LLC
<0.01%<0.01%#187$745.2万33.4万股$2.1万846股+33.3万股+39,326.71%加仓
Foguth Wealth Management, LLC.
0.81%0.81%#27$712.5万29.8万股$691.9万28.3万股+1.5万股+5.21%加仓
美国合众银行US BANCORP \DE\
0.01%0.01%#126$658.0万29.5万股$548.3万22.6万股+6.9万股+30.49%加仓
联博ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#152$652.7万26.9万股$524.8万26.9万股00.00%持仓不变
ALLSTREET CAPITAL ADVISORS LLC
4.21%#8$647.0万29.0万股$00股+29.0万股新买入
Accordant Advisory Group Inc
4.12%1.96%#9$611.6万27.4万股$316.5万13.0万股+14.3万股+110.11%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#167$586.4万26.2万股$823.2万33.9万股-7.6万股-22.55%减仓
S. R. Schill & Associates
3.21%4.23%#10$532.6万23.8万股$625.5万25.8万股-1.9万股-7.42%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%#161$515.3万23.1万股$00股+23.1万股新买入
Plan A Wealth LLC
2.05%2.49%#14$482.2万21.6万股$520.0万21.4万股+1,790股+0.84%加仓
Resonant Capital Advisors, LLC
0.22%0.27%#39$466.0万20.9万股$507.2万20.9万股-215股-0.10%减仓
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
0.09%0.1%#67$461.0万20.6万股$410.3万16.9万股+3.7万股+22.17%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.04%0.04%#86$410.8万18.4万股$368.8万15.2万股+3.2万股+21.12%加仓
Pitcairn Wealth Advisors LLC
0.4%0.32%#33$368.6万16.5万股$343.3万17.6万股-1.1万股-6.14%减仓
Versant Capital Management, Inc
0.32%0.38%#36$353.6万15.8万股$384.4万15.8万股00.00%持仓不变

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