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

FIDELITY LOW DURATION BOND FACTOR ETF

FLDR
持有机构数
121
机构合计市值 (Q2 2026)
$9.85亿
机构合计股数 (Q2 2026)
1,964.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,078.0万股
73 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-106.6万股
55 · 21 清仓 · ≈
⚖️ 净额
+971.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.85亿
持有机构数
121
新买入
19
加仓
54
减仓
34
清仓
21
持股不变
14
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%<0.01%#67$4.45亿887.3万股$48.1万9,607股+886.3万股+92,260.57%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#72$6,240.7万124.5万股$5,381.4万107.5万股+17.0万股+15.83%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#70$4,460.7万89.0万股$4,358.2万87.1万股+1.9万股+2.23%加仓
Athena Wealth Management, LLC
30.28%30.27%#2$4,071.4万81.2万股$3,700.3万73.9万股+7.3万股+9.90%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.06%#52$3,454.5万68.9万股$4,224.5万84.4万股-15.5万股-18.32%减仓
LPL金融LPL Financial LLC
0.01%0.01%#81$2,633.8万52.6万股$2,594.4万51.8万股+7,260股+1.40%加仓
AE财富管理AE Wealth Management LLC
0.11%0.12%#40$2,278.6万45.5万股$2,138.7万42.7万股+2.7万股+6.41%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.07%0.06%#47$2,036.2万40.6万股$1,512.2万30.2万股+10.4万股+34.49%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#100$1,551.4万31.0万股$1,630.4万32.6万股-1.6万股-4.96%减仓
WEALTH MANAGEMENT RESOURCES, INC.
4.7%#3$1,524.2万30.4万股$00股+30.4万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
0.03%0.04%#59$1,489.3万29.7万股$1,283.6万25.6万股+4.1万股+15.88%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#96$1,482.9万29.6万股$321.8万6.4万股+23.2万股+360.31%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#68$1,238.6万24.7万股$825.9万16.5万股+8.2万股+49.69%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#105$1,211.6万24.2万股$1,831.6万36.5万股-12.3万股-33.73%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.11%0.01%#38$1,129.2万22.5万股$52.7万1.1万股+21.5万股+2,038.12%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#91$1,039.9万20.8万股$946.1万18.9万股+1.8万股+9.78%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%<0.01%#84$1,034.3万20.6万股$2.5万505股+20.6万股+40,771.29%加仓
Sowell Financial Services LLC
0.3%0.27%#26$929.1万18.5万股$743.6万14.9万股+3.7万股+24.80%加仓
WealthTrust Axiom LLC
2.07%2.17%#7$928.3万18.5万股$883.8万17.7万股+8,672股+4.91%加仓
Koshinski Asset Management, Inc.
0.48%0.55%#21$905.3万18.1万股$880.0万17.6万股+4,829股+2.75%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#101$771.4万15.4万股$808.9万16.2万股-7,693股-4.76%减仓
Financially Speaking Inc
36.35%36.6%#1$753.8万15.1万股$753.7万15.1万股+29股+0.02%加仓
TABLEAUX LLC
2.88%3.21%#5$684.9万13.7万股$662.5万13.2万股+4,310股+3.26%加仓
RCS Financial Planning, LLC
2.98%3.2%#4$628.9万12.5万股$617.2万12.3万股+2,225股+1.81%加仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
0.2%0.45%#32$600.7万12.0万股$603.1万12.1万股-629股-0.52%减仓
Kraft, Davis & Associates, LLC
1.18%1.24%#15$564.0万11.3万股$579.9万11.6万股-3,286股-2.84%减仓
PLANNING DIRECTIONS INC
2.56%3.04%#6$553.6万11.0万股$600.1万12.0万股-9,436股-7.87%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#103$521.3万10.4万股$672.3万13.4万股-3.0万股-22.56%减仓
HOWARD WEALTH MANAGEMENT, LLC
1.89%1.32%#8$512.4万10.2万股$312.7万6.2万股+4.0万股+63.64%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.05%0.05%#50$477.4万9.5万股$463.5万9.3万股+2,671股+2.88%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#88$466.4万9.3万股$417.3万8.3万股+9,709股+11.65%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%0.01%#89$425.3万8.5万股$500.1万10.0万股-1.5万股-15.06%减仓
Lakeridge Wealth Management LLC
1.48%1.6%#12$403.6万8.1万股$371.4万7.4万股+6,333股+8.53%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#115$392.7万7.8万股$61.4万1.2万股+6.6万股+538.25%加仓
LOWERY THOMAS, LLC
1.82%2.16%#10$371.8万7.4万股$377.6万7.5万股-1,235股-1.64%减仓
Huntleigh Advisors, Inc.
0.51%0.89%#20$367.2万7.3万股$519.4万10.4万股-3.1万股-29.39%减仓
Cottage Street Advisors LLC
1.35%1.36%#13$349.1万7.0万股$313.8万6.3万股+6,953股+11.09%加仓
Fortis Capital Management LLC
0.39%0.34%#23$346.5万6.9万股$327.9万6.6万股+3,635股+5.55%加仓
NWF Advisory Services Inc.
0.32%0.4%#24$344.8万6.9万股$356.7万7.1万股-2,457股-3.45%减仓
PERSPECTIVE WEALTH ADVISORS LLC
1.89%4.01%#9$343.3万6.9万股$618.5万12.4万股-5.5万股-44.57%减仓
Great Lakes Retirement, Inc.
0.29%0.32%#28$330.0万6.6万股$309.8万6.2万股+3,747股+6.05%加仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.07%0.07%#46$279.6万5.6万股$264.2万5.3万股+3,200股+6.08%加仓
Strategic Blueprint, LLC
0.11%0.12%#39$216.3万4.3万股$198.6万4.0万股+3,488股+8.79%加仓
Burnham & Co LLC
1.74%#11$215.5万4.3万股$00股+4.3万股新买入
Schwallier Wealth Management LLC
1.22%1.52%#14$193.3万3.9万股$208.7万4.2万股-3,128股-7.50%减仓
TradeWell Securities, LLC.
0.64%0.7%#19$180.5万3.6万股$165.9万3.3万股+2,865股+8.64%加仓
世界投资顾问World Investment Advisors
0.03%0.03%#61$171.4万3.4万股$171.4万3.4万股00.00%持仓不变
Kastel Capital Advisors, LLC
1.08%#16$170.4万3.4万股$00股+3.4万股新买入
Flavin Financial Services, Inc.
0.94%0.97%#17$164.1万3.3万股$144.5万2.9万股+3,888股+13.47%加仓
PFG Advisors
0.08%#42$153.8万3.1万股$00股+3.1万股新买入

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