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 FDBSCX
持有机构数
131
机构合计市值 (Q2 2026)
$8.00亿
机构合计股数 (Q2 2026)
3,798.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+657.3万股
95 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-85.7万股
29 · 9 清仓 · ≈
⚖️ 净额
+571.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.00亿
持有机构数
131
新买入
23
加仓
72
减仓
20
清仓
9
持股不变
16
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
Aptus资本顾问Aptus Capital Advisors, LLC
1.15%1.16%#13$1.67亿795.4万股$1.48亿700.4万股+95.0万股+13.56%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.01%#68$7,438.3万353.8万股$5,283.9万249.9万股+103.9万股+41.58%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#63$7,192.5万341.6万股$6,830.4万323.0万股+18.7万股+5.78%加仓
Clearstead顾问Clearstead Advisors, LLC
0.55%0.51%#18$5,792.1万275.1万股$5,630.3万266.2万股+8.9万股+3.34%加仓
LPL金融LPL Financial LLC
0.01%0.01%#74$4,442.9万211.0万股$4,238.5万200.4万股+10.6万股+5.30%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#109$2,761.7万131.2万股$3,157.6万147.1万股-15.9万股-10.81%减仓
IMA Advisory Services, Inc.
1.58%#7$2,533.4万120.3万股$00股+120.3万股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#95$1,928.1万91.6万股$1,754.0万82.9万股+8.6万股+10.42%加仓
景顺Invesco Ltd.
<0.01%<0.01%#108$1,918.4万91.1万股$1,822.2万86.2万股+5.0万股+5.75%加仓
Janney Montgomery Scott LLC
0.03%0.03%#60$1,403.6万66.7万股$1,332.3万63.0万股+3.7万股+5.82%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.02%#65$1,311.3万62.3万股$1,122.4万53.1万股+9.2万股+17.36%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#114$1,194.7万56.7万股$00股+56.7万股新买入
Motley Fool Wealth Management, LLC
1.29%1.3%#9$1,149.5万54.3万股$1,149.5万54.3万股00.00%持仓不变
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#90$1,128.8万53.5万股$1,033.1万49.4万股+4.1万股+8.29%加仓
Clark Asset Management, LLC
0.86%0.84%#17$1,093.0万51.9万股$894.7万42.3万股+9.6万股+22.71%加仓
COOKSON PEIRCE & CO INC
0.36%0.44%#23$1,087.1万51.6万股$1,049.7万49.6万股+2.0万股+4.03%加仓
Parkway Wealth Management Group, LLC
1.17%1.28%#12$1,010.8万48.0万股$1,013.5万47.6万股+4,166股+0.88%加仓
BCS Wealth Management
1.7%1.87%#6$945.8万44.9万股$915.4万43.3万股+1.6万股+3.79%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#119$928.9万44.1万股$876.6万41.4万股+2.7万股+6.45%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#111$838.3万39.8万股$810.7万38.3万股+1.5万股+3.88%加仓
现代财富管理Modern Wealth Management, LLC
0.09%0.12%#42$793.2万37.7万股$713.6万33.7万股+4.0万股+11.74%加仓
Equitable控股Equitable Holdings, Inc.
0.04%0.04%#55$638.2万30.3万股$672.7万31.3万股-1.0万股-3.30%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#80$626.3万29.7万股$567.4万26.8万股+2.9万股+10.85%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.07%#44$609.2万28.9万股$00股+28.9万股新买入
Asset Dedication, LLC
0.38%0.4%#22$603.6万28.7万股$565.6万26.7万股+1.9万股+7.20%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%<0.01%#78$552.2万26.3万股$95.0万25.6万股+6,455股+2.52%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#97$510.7万24.3万股$502.2万23.7万股+5,134股+2.16%加仓
NorthAvenue LLC
3.31%3.5%#1$462.4万22.0万股$440.5万20.8万股+1.1万股+5.44%加仓
NorthCrest Asset Manangement, LLC
0.12%0.14%#38$454.6万21.7万股$449.4万21.2万股+5,114股+2.42%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.05%0.05%#51$448.0万21.3万股$426.8万20.2万股+1.1万股+5.46%加仓
NOTTINGHAM ADVISORS, INC.
0.54%0.56%#19$445.3万21.2万股$433.6万20.5万股+7,099股+3.46%加仓
Lido顾问Lido Advisors, LLC
0.01%0.01%#71$424.4万20.2万股$347.5万16.4万股+3.7万股+22.67%加仓
VIRTUE ASSET MANAGEMENT LLC
2.97%2.58%#2$422.8万20.1万股$323.3万15.3万股+4.8万股+31.35%加仓
Ledgewood Wealth Advisors, LLC
2.19%2.3%#5$411.8万19.6万股$408.6万19.3万股+2,418股+1.25%加仓
MAI资本管理MAI Capital Management
0.01%0.01%#69$345.6万16.4万股$224.2万10.6万股+5.8万股+54.86%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#117$336.0万16.0万股$271.2万12.8万股+3.1万股+24.45%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.06%#47$327.5万15.6万股$00股+15.6万股新买入
DWM Financial Group, Inc.
2.96%#3$326.5万15.2万股$00股+15.2万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#96$324.2万15.4万股$267.8万12.7万股+2.7万股+21.61%加仓
PARK AVENUE SECURITIES LLC
0.02%0.02%#64$302.1万14.3万股$233.2万11.0万股+3.3万股+30.11%加仓
Infinity Wealth Counsel, LLC
2.41%2.42%#4$298.0万14.2万股$263.1万12.4万股+1.7万股+13.76%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%<0.01%#75$294.8万14.0万股$63.8万3.0万股+11.0万股+363.80%加仓
Savvy Advisors, Inc.
0.06%#48$286.6万13.6万股$00股+13.6万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#122$286.4万13.6万股$397.7万18.8万股-5.2万股-27.65%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#86$282.3万13.4万股$205.6万9.7万股+3.7万股+37.96%加仓
Carroll Advisory Group, LLC
0.87%0.93%#16$266.0万12.6万股$240.3万11.4万股+1.3万股+11.20%加仓
Addison Advisors LLC
1.24%1.24%#11$262.4万12.5万股$562.3万26.6万股-14.1万股-53.13%减仓
NOVARE CAPITAL MANAGEMENT LLC
0.18%0.18%#31$247.6万11.8万股$229.7万10.9万股+9,031股+8.32%加仓
LeClair Wealth Partners LLC
1.27%#10$245.7万11.7万股$00股+11.7万股新买入
戴维斯公司DAVIS R M INC
0.04%0.02%#56$233.0万11.1万股$116.9万5.5万股+5.5万股+100.12%加仓

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