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 FDBSJS
持有机构数
137
机构合计市值 (Q2 2026)
$4.34亿
机构合计股数 (Q2 2026)
1,997.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+326.2万股
89 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-159.3万股
47 · 16 清仓 · ≈
⚖️ 净额
+166.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.34亿
持有机构数
137
新买入
10
加仓
79
减仓
31
清仓
16
持股不变
17
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
LPL金融LPL Financial LLC
0.01%0.01%#82$5,616.3万258.3万股$5,075.6万234.1万股+24.2万股+10.35%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#91$3,225.4万148.3万股$3,492.9万161.1万股-12.7万股-7.91%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#116$2,719.9万125.1万股$1,129.9万51.2万股+73.9万股+144.42%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#107$2,695.6万124.0万股$2,563.4万118.2万股+5.8万股+4.87%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#73$1,900.4万87.4万股$1,638.4万75.6万股+11.8万股+15.67%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#71$1,580.9万72.7万股$1,286.4万59.3万股+13.4万股+22.54%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.02%0.02%#75$1,369.3万63.0万股$1,242.0万57.3万股+5.7万股+9.95%加仓
Mirador Capital Partners LP
1.49%0.07%#8$1,219.7万56.1万股$50.5万2.3万股+53.8万股+2,308.32%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.02%0.02%#72$1,196.2万55.0万股$1,083.0万49.9万股+5.1万股+10.15%加仓
Ashton Thomas Private Wealth, LLC
0.25%0.27%#29$1,182.5万54.4万股$1,148.0万52.9万股+1.4万股+2.72%加仓
HUB投资合伙人HUB Investment Partners, LLC
0.2%0.26%#34$1,118.1万51.4万股$1,069.4万49.3万股+2.1万股+4.27%加仓
Parkway Wealth Management Group, LLC
1.17%1.29%#11$1,017.3万46.8万股$1,017.3万46.5万股+2,813股+0.60%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#120$987.5万45.4万股$1,279.9万59.0万股-13.6万股-23.06%减仓
SFE Investment Counsel
1.16%1.31%#12$849.7万39.1万股$832.7万38.4万股+6,757股+1.76%加仓
BANTA ASSET MANAGEMENT LP
6.47%7.23%#1$724.9万33.3万股$718.9万33.2万股+1,850股+0.56%加仓
Advisory Alpha, LLC
0.17%0.18%#37$711.3万32.7万股$655.3万30.2万股+2.5万股+8.25%加仓
Verity Asset Management, Inc.
2.58%2.29%#2$681.5万31.3万股$545.2万25.1万股+6.2万股+24.64%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#92$661.6万30.4万股$635.7万29.3万股+1.1万股+3.80%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#117$661.3万30.4万股$585.1万27.0万股+3.4万股+12.63%加仓
GPM Growth Investors, Inc.
2.17%2.33%#3$520.7万23.9万股$553.1万25.5万股-1.6万股-6.13%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#121$512.6万23.6万股$491.7万22.7万股+9,003股+3.97%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#112$511.6万23.5万股$470.2万21.9万股+1.7万股+7.56%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#88$501.7万23.1万股$386.4万17.8万股+5.3万股+29.49%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#130$466.5万21.5万股$65.9万3.0万股+18.4万股+605.61%加仓
HOWARD WEALTH MANAGEMENT, LLC
1.68%1.69%#7$453.2万20.8万股$400.6万18.5万股+2.4万股+12.84%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#131$445.9万20.5万股$382.9万17.7万股+2.9万股+16.14%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#126$435.8万20.0万股$543.6万25.1万股-5.0万股-20.05%减仓
Intrua Financial, LLC
0.37%0.12%#24$400.8万18.4万股$120.6万5.6万股+12.9万股+231.49%加仓
Tower Research Capital LLC (TRC)
0.09%0.05%#50$387.5万17.8万股$198.9万9.2万股+8.6万股+94.27%加仓
Pacific Wealth Strategies Group, Inc.
1.97%1.61%#4$342.7万15.8万股$257.8万11.9万股+3.9万股+32.58%加仓
繁荣金融服务Prospera Financial Services Inc
0.05%0.05%#58$331.8万15.3万股$329.9万15.2万股+463股+0.30%加仓
Oder Investment Management, LLC
1.91%1.93%#5$295.5万13.6万股$251.7万11.6万股+2.0万股+17.08%加仓
Equitable控股Equitable Holdings, Inc.
0.02%0.03%#77$263.6万12.1万股$415.3万18.9万股-6.8万股-35.77%减仓
LBMC INVESTMENT ADVISORS, LLC
0.13%0.15%#40$243.4万11.2万股$242.7万11.2万股+39股+0.03%加仓
Strait & Sound Wealth Management LLC
0.84%0.76%#15$238.9万11.0万股$202.9万9.4万股+1.6万股+17.41%加仓
Turning Point Benefit Group, Inc.
1.02%0.91%#13$236.7万10.9万股$142.7万6.6万股+4.3万股+66.07%加仓
Ironwood Financial, llc
0.35%0.4%#25$225.4万10.4万股$229.1万10.6万股-2,074股-1.96%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#114$224.4万10.3万股$218.4万10.1万股+2,501股+2.48%加仓
景顺Invesco Ltd.
<0.01%<0.01%#132$204.0万9.4万股$224.7万10.4万股-9,796股-9.45%减仓
S.E.E.D. Planning Group LLC
0.54%0.49%#21$203.5万9.4万股$168.1万7.8万股+1.6万股+20.74%加仓
Glass Jacobson Investment Advisors llc
0.58%0.46%#19$187.0万8.6万股$134.4万6.2万股+2.4万股+38.75%加仓
Hennion & Walsh Asset Management, Inc.
0.05%0.07%#57$186.0万8.6万股$195.8万9.0万股-4,730股-5.24%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.01%#104$162.7万7.5万股$157.1万7.2万股+2,372股+3.27%加仓
Compound Planning, Inc.
0.04%0.05%#59$161.3万7.4万股$160.3万7.4万股+244股+0.33%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#109$160.9万7.4万股$193.1万8.9万股-1.5万股-16.94%减仓
Independent Wealth Advisors LLC
1.4%1.45%#9$155.0万7.1万股$147.7万6.8万股+3,188股+4.68%加仓
FCA CORP /TX
0.37%0.35%#23$150.6万6.9万股$124.6万5.7万股+1.2万股+20.58%加仓
ASHTON THOMAS SECURITIES, LLC
0.22%0.19%#31$150.5万6.9万股$149.9万6.9万股+90股+0.13%加仓
Ark Wealth Advisors LLC
1.33%1.66%#10$150.0万6.9万股$168.0万7.7万股-8,494股-10.96%减仓
Sound Stewardship, LLC
0.59%0.63%#18$142.2万6.5万股$136.7万6.3万股+2,376股+3.77%加仓

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