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 FDBSCV
持有机构数
222
机构合计市值 (Q2 2026)
$13.89亿
机构合计股数 (Q2 2026)
8,477.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,532.7万股
153 · 27 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-627.9万股
51 · 17 清仓 · ≈
⚖️ 净额
+904.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$13.89亿
持有机构数
222
新买入
27
加仓
126
减仓
34
清仓
17
持股不变
35
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
Aptus资本顾问Aptus Capital Advisors, LLC
1.21%1.38%#27$1.77亿1,083.3万股$1.75亿1,064.4万股+18.9万股+1.77%加仓
摩根士丹利MORGAN STANLEY
0.01%<0.01%#156$1.26亿767.5万股$6,726.1万403.2万股+364.3万股+90.34%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#126$7,025.7万428.8万股$6,503.0万395.1万股+33.7万股+8.53%加仓
LPL金融LPL Financial LLC
0.01%0.01%#137$5,751.5万351.0万股$4,292.6万260.8万股+90.2万股+34.60%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.84%0.77%#34$5,032.8万307.2万股$4,021.3万244.3万股+62.9万股+25.73%加仓
Avior Wealth Management, LLC
1.3%1.26%#25$4,425.6万268.9万股$4,425.6万268.9万股00.00%持仓不变
景顺Invesco Ltd.
<0.01%0.01%#178$4,006.9万244.5万股$3,486.8万211.8万股+32.7万股+15.44%加仓
HENGEHOLD CAPITAL MANAGEMENT LLC
3.04%3.23%#5$3,924.6万239.5万股$3,700.0万224.8万股+14.7万股+6.56%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#159$3,578.6万218.4万股$3,311.9万201.2万股+17.2万股+8.55%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#185$3,573.1万218.1万股$3,371.7万204.8万股+13.2万股+6.46%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#176$2,983.0万182.1万股$2,138.6万129.9万股+52.1万股+40.12%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#175$2,696.0万164.5万股$2,275.8万138.3万股+26.3万股+19.01%加仓
MONECO ADVISORS, LLC
1.58%1.86%#18$2,587.0万157.9万股$2,402.9万146.0万股+11.9万股+8.15%加仓
&Partners&PARTNERS
0.11%0.12%#82$2,570.8万156.9万股$2,484.5万150.7万股+6.2万股+4.11%加仓
Capital Investment Counsel, LLC
2.71%2.96%#8$2,189.0万133.6万股$2,157.7万131.1万股+2.5万股+1.91%加仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#128$2,148.6万131.1万股$2,080.1万126.4万股+4.8万股+3.77%加仓
Headland Capital, LLC
5.27%5.52%#2$2,136.4万130.4万股$1,958.9万119.0万股+11.4万股+9.56%加仓
Waverly顾问Waverly Advisors, LLC
0.12%<0.01%#79$2,057.4万125.6万股$38.4万2.3万股+123.2万股+5,276.08%加仓
Clark Asset Management, LLC
1.48%1.51%#20$1,883.7万115.0万股$1,604.8万97.5万股+17.5万股+17.92%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.03%#122$1,727.1万105.4万股$1,624.9万98.7万股+6.7万股+6.77%加仓
Janney Montgomery Scott LLC
0.03%0.04%#113$1,692.2万103.3万股$1,637.0万99.5万股+3.8万股+3.85%加仓
GPM Growth Investors, Inc.
6.79%#1$1,625.2万99.2万股$00股+99.2万股新买入
MAI资本管理MAI Capital Management
0.06%0.08%#93$1,596.0万97.4万股$1,480.0万89.9万股+7.5万股+8.34%加仓
Legacy Financial Group LLC
1.56%1.22%#19$1,386.6万84.6万股$966.9万58.7万股+25.9万股+44.07%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#180$1,230.0万75.1万股$1,026.7万62.4万股+12.7万股+20.36%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#169$1,130.9万68.9万股$948.4万58.1万股+10.7万股+18.45%加仓
COOKSON PEIRCE & CO INC
0.36%0.45%#43$1,092.8万66.7万股$1,069.2万65.0万股+1.7万股+2.67%加仓
CENTRAL VALLEY ADVISORS, LLC
2.79%2.87%#7$1,086.9万66.3万股$1,050.7万63.8万股+2.5万股+3.92%加仓
Motley Fool Wealth Management, LLC
1.21%1.22%#28$1,077.5万65.5万股$1,077.5万65.5万股00.00%持仓不变
戴维斯公司DAVIS R M INC
0.17%0.12%#67$1,070.0万65.3万股$694.7万42.2万股+23.1万股+54.72%加仓
AMJ Financial Wealth Management
2.32%2.42%#11$1,024.6万62.3万股$1,024.6万62.3万股00.00%持仓不变
Lido顾问Lido Advisors, LLC
0.03%0.03%#117$1,003.3万61.2万股$973.1万59.1万股+2.1万股+3.58%加仓
Hills Bank & Trust Co
0.42%2.09%#40$987.8万60.3万股$4,319.7万262.4万股-202.1万股-77.03%减仓
Goepper Burkhardt LLC
2.89%2.84%#6$963.8万58.8万股$850.8万51.7万股+7.1万股+13.80%加仓
Cornerstone Planning, LLC
2.22%2.12%#13$961.3万58.7万股$941.2万57.1万股+1.6万股+2.81%加仓
现代财富管理Modern Wealth Management, LLC
0.11%0.15%#81$900.9万55.0万股$851.1万51.7万股+3.3万股+6.37%加仓
Asset Dedication, LLC
0.57%0.61%#37$899.8万54.9万股$866.2万52.6万股+2.3万股+4.36%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#146$898.4万54.8万股$854.0万51.9万股+2.9万股+5.65%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#192$839.2万51.2万股$403.7万24.5万股+26.7万股+108.97%加仓
KIRR MARBACH & CO LLC /IN/
1.35%1.47%#23$799.8万48.8万股$808.7万49.1万股-3,153股-0.64%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#200$795.9万48.6万股$670.2万40.7万股+7.9万股+19.29%加仓
HUB投资合伙人HUB Investment Partners, LLC
0.14%0.17%#70$782.0万47.7万股$713.7万43.4万股+4.4万股+10.07%加仓
Marietta Wealth Management, LLC
0.8%0.88%#36$780.5万47.6万股$743.9万45.2万股+2.4万股+5.40%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#130$760.7万46.4万股$628.3万38.2万股+8.3万股+21.63%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.01%#121$748.6万45.7万股$199.5万12.1万股+33.6万股+276.90%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.03%0.06%#111$743.5万45.4万股$1,029.0万62.5万股-17.1万股-27.41%减仓
Red Spruce Capital, LLC
2.41%0.28%#10$691.9万42.2万股$68.5万4.2万股+38.1万股+915.31%加仓
Decker Wealth Management LLC
1.42%1.81%#21$671.0万41.0万股$799.5万48.6万股-7.6万股-15.69%减仓
Carmel Capital Partners, LLC
2.13%2.32%#15$647.5万39.5万股$642.6万39.0万股+4,780股+1.22%加仓
VAUGHAN DAVID INVESTMENTS LLC/IL
0.12%#77$613.3万37.4万股$00股+37.4万股新买入

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