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富达·MSCI · 13F 机构持仓分析
期权收益计算器 机构排行
F

富达·MSCI

FIDELITY MSCIFIDU
持有机构数
305
机构合计市值 (Q2 2026)
$10.57亿
机构合计股数 (Q2 2026)
1,063.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+137.4万股
165 · 52 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-34.3万股
94 · 15 清仓 · ≈
⚖️ 净额
+103.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$10.57亿
持有机构数
305
新买入
52
加仓
113
减仓
79
清仓
15
持股不变
61
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
Lido顾问Lido Advisors, LLC
0.45%0.46%#29$1.67亿167.2万股$1.50亿173.8万股-6.6万股-3.80%减仓
AE财富管理AE Wealth Management LLC
0.65%0.61%#23$1.40亿140.5万股$1.12亿129.8万股+10.7万股+8.22%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.05%0.05%#97$9,384.2万94.2万股$7,697.8万89.0万股+5.2万股+5.89%加仓
AGF管理AGF MANAGEMENT LTD
0.2%0.19%#53$5,083.8万51.0万股$4,341.0万50.2万股+8,644股+1.72%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.05%0.05%#96$3,991.6万40.1万股$3,366.6万38.9万股+1.2万股+2.99%加仓
LPL金融LPL Financial LLC
0.01%0.01%#181$2,847.3万28.6万股$2,380.3万27.5万股+1.1万股+3.90%加仓
VICUS CAPITAL
1.67%0.32%#6$2,588.4万26.0万股$435.6万5.0万股+21.0万股+416.15%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#234$2,185.2万21.9万股$1,736.8万21.2万股+7,413股+3.50%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.09%0.09%#81$1,837.2万18.4万股$1,577.0万18.2万股+2,166股+1.19%加仓
Marks Group Wealth Management, Inc
1.48%0.66%#9$1,699.7万17.2万股$681.8万8.5万股+8.7万股+102.58%加仓
NorthCoast 资产管理NorthCoast Asset Management LLC
0.36%0.12%#36$1,611.4万16.2万股$519.2万6.0万股+10.2万股+169.55%加仓
Portfolio Strategies, Inc.
1.48%1.49%#10$1,479.9万15.0万股$1,211.2万15.1万股-978股-0.65%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#243$1,451.5万14.6万股$1,231.2万14.2万股+3,412股+2.40%加仓
Independence Financial Advisors, LLC
3.52%3.38%#2$1,357.9万13.6万股$1,127.5万13.0万股+6,012股+4.61%加仓
Great Lakes Retirement, Inc.
1.2%1.14%#13$1,350.4万13.7万股$1,103.4万13.8万股-747股-0.54%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#221$1,256.6万12.6万股$1,123.8万13.0万股-3,732股-2.87%减仓
Elevation Capital Advisory, LLC
4.85%#1$1,255.4万12.7万股$00股+12.7万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.04%0.03%#104$1,242.3万12.5万股$908.1万10.5万股+2.0万股+18.83%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.02%0.02%#142$1,227.2万12.3万股$1,137.5万13.1万股-8,273股-6.29%减仓
Lifeworks Advisors, LLC
1.19%1.25%#14$1,140.8万11.5万股$971.6万11.2万股+2,231股+1.99%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.02%0.02%#137$1,058.4万10.6万股$1,101.4万12.7万股-2.1万股-16.53%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.11%0.1%#70$997.8万10.0万股$828.9万9.6万股+4,367股+4.56%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#222$996.2万10.0万股$739.2万8.9万股+1.1万股+12.16%加仓
富达投资FMR LLC
<0.01%<0.01%#268$917.5万9.2万股$700.4万8.1万股+1.1万股+13.78%加仓
First Heartland Consultants, Inc.
0.54%0.57%#25$827.8万8.4万股$745.8万9.3万股-9,133股-9.81%减仓
Yoder Wealth Management, Inc.
3.1%3%#3$794.4万8.0万股$658.9万7.6万股+3,589股+4.71%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#232$783.4万7.9万股$801.7万9.3万股-1.4万股-15.13%减仓
Arax顾问Arax Advisory Partners
0.05%<0.01%#99$738.5万7.4万股$5.1万586股+7.4万股+12,552.39%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#183$732.3万7.4万股$628.8万7.3万股+839股+1.15%加仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.02%#126$717.5万7.2万股$579.6万6.7万股+5,040股+7.52%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#169$652.2万6.5万股$504.0万5.8万股+7,168股+12.33%加仓
Traynor Capital Management, Inc.
0.29%0.31%#43$627.4万6.3万股$526.9万6.3万股+11股+0.02%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#261$620.7万6.3万股$504.4万6.3万股00.00%持仓不变
Fischer Financial Services, Inc.
1.5%1.72%#8$597.1万6.0万股$510.8万5.9万股+904股+1.53%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#225$545.4万5.5万股$4.3万500股+5.4万股+10,851.20%加仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#179$538.8万5.5万股$456.9万5.7万股-2,376股-4.17%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#194$519.9万5.2万股$448.8万5.2万股+325股+0.63%加仓
ADVISORTRUST PARTNERS, LLC
1.75%#5$512.3万5.2万股$00股+5.2万股新买入
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%#219$498.1万5.0万股$00股+5.0万股新买入
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#208$450.5万4.6万股$87.3万1.1万股+3.5万股+319.27%加仓
Strategic Blueprint, LLC
0.22%0.16%#47$437.7万4.4万股$269.9万3.4万股+1.1万股+31.76%加仓
IHT 财富管理IHT Wealth Management, LLC
0.09%0.09%#79$412.8万4.1万股$384.5万4.4万股-2,996股-6.74%减仓
PENOBSCOT WEALTH MANAGEMENT
1.05%0.97%#17$391.7万3.9万股$328.7万3.8万股+1,330股+3.50%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#230$364.8万3.8万股$207.6万2.4万股+1.3万股+53.98%加仓
ATLAS CAPITAL ADVISORS INC.
0.39%0.38%#33$359.0万3.6万股$330.2万3.8万股-2,123股-5.56%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#251$323.7万3.2万股$371.8万4.3万股-1.0万股-24.38%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%0.01%#193$314.7万3.2万股$345.5万4.3万股-1.1万股-25.99%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#276$306.8万3.1万股$343.0万4.0万股-8,514股-21.48%减仓
Smith Salley Wealth Management
0.13%0.14%#63$304.7万3.1万股$269.8万3.1万股-592股-1.90%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.05%0.04%#101$300.7万3.0万股$261.7万3.0万股-55股-0.18%减仓

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