13FBOX
FIDELITY LOW VOLATILITY FACTOR ETF · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIDELITY LOW VOLATILITY FACTOR ETF

FDLO
持有机构数
169
机构合计市值 (Q2 2026)
$9.89亿
机构合计股数 (Q2 2026)
1,445.6万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+118.9万股
83 · 28 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-142.6万股
70 · 20 清仓 · ≈
⚖️ 净额
-23.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.89亿
持有机构数
169
新买入
28
加仓
55
减仓
50
清仓
20
持股不变
36
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
富达投资FMR LLC
0.02%0.03%#46$5.56亿813.1万股$5.78亿895.0万股-81.9万股-9.15%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.06%#31$4,792.9万70.1万股$4,604.0万71.3万股-1.1万股-1.60%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#68$3,651.1万53.4万股$3,387.9万52.5万股+9,779股+1.86%加仓
LPL金融LPL Financial LLC
0.01%0.01%#77$2,905.3万42.5万股$2,697.8万41.8万股+7,469股+1.79%加仓
Campbell Deegan Wealth Management, LLC
15.92%17.1%#1$2,305.3万33.7万股$2,136.8万33.1万股+6,531股+1.97%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#114$1,925.8万28.2万股$1,953.8万30.2万股-2.1万股-6.83%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#54$1,839.8万26.9万股$1,656.7万25.7万股+1.3万股+4.96%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.35%0.27%#14$1,736.5万25.4万股$688.8万10.7万股+14.7万股+138.29%加仓
AE财富管理AE Wealth Management LLC
0.07%0.07%#30$1,470.5万21.5万股$1,247.4万19.3万股+2.2万股+11.42%加仓
Corient私人财富Corient Private Wealth LLC
0.01%<0.01%#66$1,318.9万19.3万股$68.1万1.1万股+18.2万股+1,731.05%加仓
西格尔·布莱恩特·哈米尔SEGALL BRYANT & HAMILL, LLC
0.15%0.18%#20$1,271.8万18.6万股$1,241.7万19.2万股-6,142股-3.19%减仓
Cerity合伙人Cerity Partners LLC
0.01%0.02%#58$1,244.7万18.2万股$1,303.6万20.2万股-2.0万股-9.75%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.04%0.05%#40$1,176.5万17.2万股$1,294.8万20.0万股-2.8万股-14.12%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#96$994.1万14.5万股$947.7万14.7万股-1,260股-0.86%减仓
49 WEALTH MANAGEMENT, LLC
1.74%#4$910.3万13.3万股$00股+13.3万股新买入
ALONGSIDE, LLC
1.74%#5$910.3万13.3万股$00股+13.3万股新买入
NewEdge顾问NewEdge Advisors, LLC
0.03%0.03%#45$842.6万12.3万股$749.7万11.6万股+7,240股+6.24%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#67$827.5万12.1万股$533.4万8.3万股+3.8万股+46.64%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#128$797.2万11.7万股$248.0万3.8万股+7.8万股+203.79%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#118$771.8万11.3万股$766.0万11.9万股-5,648股-4.76%减仓
GFG Capital, LLC
1.89%2.15%#3$687.9万10.1万股$672.2万10.4万股-3,405股-3.27%减仓
Lido顾问Lido Advisors, LLC
0.02%0.02%#50$677.0万9.9万股$706.2万10.9万股-1.0万股-9.39%减仓
KENNEDY INVESTMENT GROUP, INC.
2.23%#2$657.1万9.6万股$00股+9.6万股新买入
Mechanics Bank Trust Department
0.79%0.75%#8$639.2万9.4万股$543.2万8.4万股+9,450股+11.24%加仓
Abundance Wealth Counselors
0.4%0.58%#11$621.9万9.1万股$404.7万6.3万股+2.8万股+45.24%加仓
Savant资本Savant Capital, LLC
0.02%#56$560.1万7.7万股$00股+7.7万股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#144$425.0万6.2万股$436.9万6.6万股-4,135股-6.23%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#91$415.1万6.1万股$382.3万5.9万股+1,554股+2.63%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#94$389.5万5.7万股$00股+5.7万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#147$305.9万4.5万股$220.5万3.5万股+1.0万股+29.30%加仓
Weaver Consulting Group
0.6%0.66%#9$292.3万4.3万股$278.3万4.3万股-306股-0.71%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#145$276.1万4.0万股$237.1万3.7万股+3,695股+10.07%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#81$241.0万3.5万股$245.9万3.8万股-2,803股-7.36%减仓
Capital Analysts, LLC
0.05%0.06%#36$215.0万3.1万股$225.1万3.4万股-2,276股-6.75%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.02%0.03%#47$211.5万3.1万股$205.4万3.2万股-854股-2.68%减仓
Advisors资本管理Advisors Capital Management, LLC
0.02%0.02%#49$208.1万3.0万股$210.7万3.3万股-2,171股-6.65%减仓
Strategic Blueprint, LLC
0.1%0.1%#25$200.0万2.9万股$167.8万2.6万股+3,295股+12.69%加仓
DONALDSON 资本管理DONALDSON CAPITAL MANAGEMENT, LLC
0.06%#33$197.2万2.9万股$00股+2.9万股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#123$160.4万2.3万股$149.1万2.3万股+390股+1.69%加仓
Tempus Wealth Planning, LLC
0.29%0.33%#16$150.9万2.2万股$142.7万2.2万股-13股-0.06%减仓
Argent 信托Argent Trust Co
0.04%0.05%#38$150.4万2.2万股$142.1万2.2万股00.00%持仓不变
Rehmann Capital Advisory Group
0.07%0.07%#29$134.8万2.1万股$134.8万2.1万股00.00%持仓不变
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.02%#48$133.4万2.0万股$00股+2.0万股新买入
Sequent Asset Management, LLC
0.49%#10$116.2万1.7万股$00股+1.7万股新买入
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.01%0.01%#83$109.2万1.6万股$105.1万1.6万股-286股-1.76%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.01%0.01%#84$104.4万1.5万股$96.1万1.5万股+402股+2.70%加仓
Roxbury Financial LLC
0.82%0.86%#7$104.1万1.5万股$95.2万1.5万股+493股+3.35%加仓
Coppell Advisory Solutions LLC
0.09%#26$104.0万301股$00股+301股新买入
Pallas Capital 顾问Pallas Capital Advisors LLC
0.03%0.03%#41$95.2万1.4万股$90.1万1.4万股-20股-0.14%减仓
Security Financial Services, INC.
0.13%0.14%#23$92.8万1.4万股$91.1万1.4万股-520股-3.69%减仓

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