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 FDBSJR
持有机构数
165
机构合计市值 (Q2 2026)
$5.82亿
机构合计股数 (Q2 2026)
2,604.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+289.4万股
81 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-172.4万股
65 · 14 清仓 · ≈
⚖️ 净额
+117.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.82亿
持有机构数
165
新买入
12
加仓
69
减仓
51
清仓
14
持股不变
33
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
Mirador Capital Partners LP
6.55%7.13%#3$5,352.1万239.5万股$5,038.0万225.3万股+14.3万股+6.33%加仓
LPL金融LPL Financial LLC
0.01%0.01%#93$4,747.7万212.5万股$4,420.4万197.6万股+14.8万股+7.50%加仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.04%#72$3,812.0万170.6万股$3,605.4万161.2万股+9.4万股+5.82%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#103$3,194.5万143.0万股$3,035.3万135.7万股+7.2万股+5.34%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#115$2,781.1万124.5万股$2,632.7万117.7万股+6.7万股+5.73%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#138$2,564.8万114.8万股$2,435.0万107.1万股+7.7万股+7.19%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.02%#80$2,203.0万98.6万股$1,481.8万66.2万股+32.3万股+48.80%加仓
Ashton Thomas Private Wealth, LLC
0.36%0.41%#33$1,717.8万76.9万股$1,714.2万76.6万股+2,292股+0.30%加仓
Larson Financial 集团Larson Financial Group LLC
0.42%0.69%#30$1,593.8万71.3万股$2,146.2万96.0万股-24.6万股-25.67%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.02%0.02%#84$1,475.5万66.0万股$1,381.3万61.8万股+4.3万股+6.91%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#145$1,241.9万55.6万股$1,200.4万53.7万股+1.9万股+3.54%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.02%0.02%#85$1,167.2万52.2万股$1,099.3万49.2万股+3.1万股+6.26%加仓
Accurate Wealth Management, LLC
1.01%0.73%#17$1,064.8万47.6万股$609.1万27.1万股+20.5万股+75.48%加仓
Altium Investment Strategies LLC
15.33%17.91%#1$1,064.8万47.6万股$609.1万27.1万股+20.5万股+75.48%加仓
Advisory Alpha, LLC
0.26%0.26%#38$1,039.6万46.5万股$966.5万43.2万股+3.3万股+7.66%加仓
Parkway Wealth Management Group, LLC
1.18%1.29%#13$1,019.6万45.6万股$1,021.1万45.4万股+2,721股+0.60%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#140$894.2万40.0万股$1,303.9万58.3万股-18.3万股-31.36%减仓
COLLECTIVE FAMILY OFFICE LLC
1.67%1.48%#11$818.3万36.6万股$657.9万29.4万股+7.2万股+24.48%加仓
Verity Asset Management, Inc.
3.07%2.98%#5$810.9万36.3万股$710.7万31.8万股+4.5万股+14.19%加仓
Ironwood Financial, llc
1.26%1.43%#12$802.3万35.8万股$818.7万36.6万股-7,591股-2.07%减仓
SFE Investment Counsel
1.09%1.27%#16$802.1万35.9万股$805.7万36.0万股-1,257股-0.35%减仓
BANTA ASSET MANAGEMENT LP
6.59%7.35%#2$738.0万33.0万股$731.2万32.7万股+3,365股+1.03%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#101$719.8万32.2万股$697.7万31.2万股+1.0万股+3.24%加仓
Delta Investment Management, LLC
1.16%#14$706.6万31.6万股$00股+31.6万股新买入
Intrua Financial, LLC
0.63%0.81%#24$692.6万31.0万股$784.1万35.1万股-4.1万股-11.58%减仓
现代财富管理Modern Wealth Management, LLC
0.08%0.1%#58$687.4万30.8万股$601.0万26.8万股+3.9万股+14.65%加仓
CHATHAM CAPITAL GROUP, INC.
0.85%0.82%#22$666.8万29.8万股$565.6万25.3万股+4.6万股+18.00%加仓
OLD SECOND NATIONAL BANK OF AURORA
1%1.2%#18$528.8万23.7万股$582.9万26.1万股-2.4万股-9.19%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#141$515.0万23.0万股$439.8万19.7万股+3.4万股+17.02%加仓
HOWARD WEALTH MANAGEMENT, LLC
1.73%1.76%#10$467.7万20.9万股$418.0万18.7万股+2.2万股+11.98%加仓
Ark Wealth Advisors LLC
4.07%5.2%#4$459.1万20.5万股$524.9万23.5万股-2.9万股-12.46%减仓
Oder Investment Management, LLC
2.88%3.25%#6$444.5万19.9万股$422.9万18.9万股+9,851股+5.21%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#134$438.0万19.6万股$391.4万17.6万股+2.0万股+11.25%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#91$394.8万17.7万股$297.4万13.3万股+4.4万股+32.87%加仓
River Street Advisors LLC
1.1%1.07%#15$374.6万16.8万股$317.5万14.2万股+2.6万股+18.10%加仓
Pacific Wealth Strategies Group, Inc.
2.09%1.83%#8$363.7万16.3万股$293.5万13.1万股+3.2万股+24.01%加仓
繁荣金融服务Prospera Financial Services Inc
0.05%0.06%#65$358.2万16.0万股$357.7万16.0万股+375股+0.23%加仓
Sidoxia Capital Management, LLC
2.37%2.72%#7$323.6万14.5万股$314.5万14.1万股+4,208股+2.99%加仓
Glass Jacobson Investment Advisors llc
0.98%1.01%#19$315.5万14.1万股$293.1万13.1万股+1.0万股+7.74%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.03%0.04%#76$300.9万13.5万股$288.3万12.9万股+5,724股+4.44%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#131$243.7万10.9万股$241.9万10.8万股+923股+0.85%加仓
Compound Planning, Inc.
0.06%0.07%#63$233.8万10.5万股$234.1万10.5万股-8股-0.01%减仓
景顺Invesco Ltd.
<0.01%<0.01%#156$227.4万10.2万股$250.0万11.2万股-1.0万股-8.96%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#146$224.8万10.1万股$4.8万2,157股+9.8万股+4,564.95%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#97$208.4万9.3万股$205.1万9.2万股+1,561股+1.70%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#157$204.6万9.2万股$219.2万9.8万股-6,438股-6.57%减仓
S.E.E.D. Planning Group LLC
0.54%0.49%#27$203.5万9.1万股$168.5万7.5万股+1.6万股+20.91%加仓
Independent Wealth Advisors LLC
1.78%1.89%#9$196.7万8.8万股$192.8万8.6万股+1,853股+2.15%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#112$193.9万8.7万股$189.3万8.5万股+2,132股+2.52%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#154$185.5万8.3万股$188.9万8.4万股-1,443股-1.71%减仓

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