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富达·MSCI REAL ESTATE INDEX ETF · 13F 机构持仓分析
期权收益计算器 机构排行
F

富达·MSCI REAL ESTATE INDEX ETF

FIDELITY MSCI REAL ESTATE INDEX ETFFREL
持有机构数
208
机构合计市值 (Q2 2026)
$8.42亿
机构合计股数 (Q2 2026)
2,876.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+158.4万股
120 · 35 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-152.2万股
87 · 29 清仓 · ≈
⚖️ 净额
+6.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.42亿
持有机构数
208
新买入
35
加仓
85
减仓
58
清仓
29
持股不变
30
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
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#89$3.07亿1,047.4万股$2.76亿1,026.9万股+20.6万股+2.00%加仓
Lido顾问Lido Advisors, LLC
0.09%0.1%#62$3,261.5万111.3万股$3,117.8万115.9万股-4.5万股-3.93%减仓
CITIZENS & NORTHERN CORP
6.38%7.52%#1$2,794.1万95.4万股$3,013.7万112.0万股-16.6万股-14.85%减仓
Black Diamond Financial, LLC
2.32%2.43%#8$2,629.2万89.7万股$2,226.3万82.7万股+7.0万股+8.47%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#95$2,546.6万86.9万股$2,288.3万85.0万股+1.9万股+2.21%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#118$2,445.8万83.5万股$2,592.3万96.3万股-12.9万股-13.35%减仓
MAI资本管理MAI Capital Management
0.08%0.1%#64$2,203.0万75.2万股$1,856.8万69.0万股+6.2万股+8.97%加仓
TRUEFG, LLC
4.84%4.93%#2$2,072.3万70.7万股$1,861.2万69.2万股+1.6万股+2.26%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.01%0.01%#104$1,862.3万63.6万股$1,886.5万70.1万股-6.5万股-9.33%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#127$1,776.6万60.6万股$1,583.5万58.8万股+1.8万股+3.05%加仓
Riverpoint Wealth Management Holdings, LLC
3.09%3.18%#4$1,682.1万57.4万股$1,495.8万55.6万股+1.8万股+3.28%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#87$1,613.9万55.1万股$1,487.9万55.3万股-2,092股-0.38%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#100$1,215.1万41.5万股$1,016.8万37.8万股+3.7万股+9.76%加仓
纯粹金融顾问Pure Financial Advisors, LLC
0.14%0.15%#49$1,098.0万37.5万股$1,040.6万38.7万股-1.2万股-3.09%减仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.13%0.17%#53$1,063.2万34.8万股$949.2万33.0万股+1.9万股+5.62%加仓
Payne Capital Management, LLC
2.55%2.54%#7$956.4万32.6万股$840.5万31.2万股+1.4万股+4.51%加仓
Pasadena Private Wealth, LLC
1.08%0.82%#15$849.7万29.0万股$593.6万22.1万股+6.9万股+31.48%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#94$736.3万25.1万股$580.4万21.6万股+3.6万股+16.51%加仓
AE财富管理AE Wealth Management LLC
0.03%0.04%#74$710.5万24.3万股$665.3万24.7万股-4,726股-1.91%减仓
Marotta Asset Management
1.31%1.26%#11$681.9万25.3万股$681.9万25.3万股00.00%持仓不变
Heck Capital Advisors, LLC
0.4%0.47%#29$672.4万23.0万股$634.9万23.6万股-6,427股-2.72%减仓
Rehmann Capital Advisory Group
0.34%0.34%#30$646.3万24.0万股$646.3万24.0万股00.00%持仓不变
Dynamic Advisor Solutions LLC
0.18%0.18%#42$640.2万21.8万股$561.9万20.9万股+9,659股+4.63%加仓
AGF管理AGF MANAGEMENT LTD
0.02%0.03%#82$636.1万21.7万股$574.3万21.3万股+3,678股+1.72%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#112$617.1万21.1万股$630.7万23.4万股-2.4万股-10.14%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#153$607.0万20.7万股$401.0万14.9万股+5.8万股+39.03%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#132$594.9万20.3万股$570.8万21.2万股-9,086股-4.28%减仓
AMERICAN FINANCIAL & TAX STRATEGIES INC
2.64%2.61%#6$584.7万20.0万股$537.5万20.0万股-187股-0.09%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#174$553.1万18.9万股$440.4万15.8万股+3.0万股+19.21%加仓
Townsend Financial Planning, LLC
4.38%4.46%#3$503.0万17.2万股$461.1万17.1万股+349股+0.20%加仓
RFG顾问RFG Advisory, LLC
0.08%0.08%#65$492.1万16.8万股$432.3万16.1万股+7,310股+4.55%加仓
Physician Wealth Advisors, Inc.
0.56%0.6%#23$467.3万16.0万股$430.4万16.0万股-437股-0.27%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#126$446.9万15.3万股$419.4万15.6万股-3,329股-2.14%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.02%0.02%#85$434.1万14.8万股$339.5万12.6万股+2.2万股+17.43%加仓
EP财富顾问EP Wealth Advisors, LLC
0.02%#91$424.9万14.5万股$00股+14.5万股新买入
Essential Planning, LLC.
1.12%1.15%#13$397.8万13.6万股$363.1万13.5万股+849股+0.63%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.01%0.01%#115$389.8万13.3万股$361.7万13.4万股-1,367股-1.02%减仓
Prospect Financial Group LLC
2.94%2.91%#5$365.2万12.5万股$314.8万11.7万股+7,655股+6.54%加仓
SigFig 财富管理SigFig Wealth Management, LLC
0.09%0.09%#60$337.9万11.3万股$308.4万11.5万股-1,310股-1.14%减仓
Independent Solutions Wealth Management, LLC
0.44%0.45%#27$337.9万11.5万股$307.6万11.4万股+1,027股+0.90%加仓
MarinerMariner, LLC
<0.01%<0.01%#134$326.4万11.1万股$335.5万12.5万股-1.3万股-10.64%减仓
PARK AVENUE SECURITIES LLC
0.02%0.02%#88$318.3万10.9万股$249.0万9.3万股+1.6万股+17.42%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#114$308.1万10.5万股$261.8万9.7万股+7,866股+8.09%加仓
SACHEM HILL LLC
0.47%0.47%#25$266.9万9.1万股$243.9万9.1万股+450股+0.50%加仓
Livet Wealth, LLC
1.52%1.49%#9$262.7万9.0万股$234.7万8.7万股+2,465股+2.83%加仓
LODESTAR PRIVATE ASSET MANAGEMENT LLC
0.22%0.22%#38$254.9万8.7万股$219.8万8.2万股+5,335股+6.53%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#173$240.8万8.2万股$390.3万14.5万股-6.3万股-43.33%减仓
NorthCoast 资产管理NorthCoast Asset Management LLC
0.05%#70$240.0万8.2万股$00股+8.2万股新买入
RAFFA WEALTH MANAGEMENT, LLC
0.3%#32$239.7万8.2万股$00股+8.2万股新买入
Sachetta, LLC
1.16%1.08%#12$239.0万8.2万股$199.7万7.4万股+7,366股+9.92%加仓

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