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 FDBSMR
持有机构数
145
机构合计市值 (Q2 2026)
$2.44亿
机构合计股数 (Q2 2026)
1,030.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+114.8万股
82 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-82.5万股
43 · 11 清仓 · ≈
⚖️ 净额
+32.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.44亿
持有机构数
145
新买入
14
加仓
68
减仓
32
清仓
11
持股不变
31
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#129$1,379.8万58.4万股$1,293.1万54.7万股+3.7万股+6.79%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#108$1,209.1万51.1万股$1,182.9万50.0万股+1.1万股+2.27%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#130$1,135.6万48.0万股$1,103.9万46.7万股+1.4万股+2.93%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#119$1,028.5万43.5万股$1,094.3万46.3万股-2.8万股-5.96%减仓
景顺Invesco Ltd.
<0.01%<0.01%#127$984.1万41.6万股$934.1万39.5万股+2.1万股+5.41%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#112$927.6万39.2万股$786.9万33.3万股+6.0万股+17.96%加仓
Key FInancial Inc
1.42%1.44%#1$869.0万36.8万股$809.1万34.2万股+2.6万股+7.47%加仓
Financial Solutions Advisory Group, Inc.
1.03%1.13%#4$813.0万34.4万股$815.5万34.5万股-1,077股-0.31%减仓
大西洋联合银行Atlantic Union Bankshares Corp
0.13%0.1%#34$757.6万32.0万股$507.3万21.4万股+10.6万股+49.43%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.04%0.04%#59$716.2万30.3万股$464.8万19.6万股+10.6万股+54.20%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#93$580.8万24.6万股$545.8万23.1万股+1.5万股+6.48%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#133$525.0万22.2万股$601.4万25.4万股-3.2万股-12.65%减仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.02%#72$515.0万21.8万股$481.7万20.4万股+1.4万股+6.97%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.01%0.01%#86$479.6万20.3万股$417.5万17.6万股+2.6万股+14.96%加仓
PRECEDENT WEALTH PARTNERS, LLC
0.75%0.81%#6$449.3万19.0万股$406.6万17.2万股+1.8万股+10.55%加仓
CENTRAL VALLEY ADVISORS, LLC
1.12%1.09%#2$436.3万18.5万股$401.0万17.0万股+1.5万股+8.86%加仓
Avior Wealth Management, LLC
0.13%0.12%#33$431.7万18.3万股$431.7万18.3万股00.00%持仓不变
Hills Bank & Trust Co
0.18%0.26%#22$422.5万17.9万股$545.0万23.0万股-5.2万股-22.44%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#99$385.6万16.3万股$327.4万13.8万股+2.5万股+17.82%加仓
MONECO ADVISORS, LLC
0.23%0.28%#13$376.6万15.9万股$355.8万15.0万股+8,918股+5.93%加仓
顶峰金融Summit Financial, LLC
0.04%0.07%#56$372.1万15.7万股$510.9万21.6万股-5.9万股-27.13%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#128$311.5万13.2万股$295.0万12.5万股+7,045股+5.65%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#134$300.5万12.7万股$254.7万10.9万股+1.8万股+16.69%加仓
Asset Dedication, LLC
0.19%0.2%#20$295.4万12.5万股$288.0万12.2万股+3,217股+2.64%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#104$262.3万11.1万股$248.4万10.5万股+5,942股+5.66%加仓
Kathmere Capital Management, LLC
0.13%0.15%#30$249.7万10.6万股$246.9万10.4万股+1,258股+1.21%加仓
Legacy Private Trust Co.
0.13%0.08%#31$235.9万10.0万股$136.1万5.8万股+4.2万股+73.48%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#98$225.9万9.6万股$164.3万6.9万股+2.6万股+37.58%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#124$222.6万9.4万股$197.5万8.3万股+1.1万股+12.78%加仓
SignatureFD财富SIGNATUREFD, LLC
0.03%0.03%#61$213.0万9.0万股$213.1万9.0万股00.00%持仓不变
VestGen 顾问VestGen Advisors, LLC
0.06%0.06%#50$207.6万8.8万股$218.8万9.3万股-4,793股-5.18%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#122$185.6万7.9万股$162.7万6.9万股+9,729股+14.15%加仓
Paulson Wealth Management Inc.
0.39%0.44%#8$183.7万7.8万股$185.7万7.9万股-785股-1.00%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#131$181.4万7.7万股$163.3万6.9万股+7,515股+10.86%加仓
Cornerstone Wealth Management, LLC
0.08%0.08%#46$178.6万7.6万股$167.9万7.1万股+4,541股+6.40%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%<0.01%#94$171.9万7.3万股$96.7万4.1万股+3.2万股+77.95%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#139$153.0万6.5万股$160.5万6.8万股-3,158股-4.65%减仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#81$148.9万6.3万股$163.2万6.9万股-5,972股-8.66%减仓
Farnam Financial LLC
1.08%0.96%#3$148.2万6.3万股$116.9万4.9万股+1.3万股+26.84%加仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
0.02%#70$147.7万6.2万股$00股+6.2万股新买入
Clark Asset Management, LLC
0.12%0.1%#36$146.6万6.2万股$111.4万4.7万股+1.5万股+31.69%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.02%#65$136.4万5.8万股$00股+5.8万股新买入
Aptus资本顾问Aptus Capital Advisors, LLC
0.01%0.01%#79$135.1万5.7万股$127.9万5.4万股+3,075股+5.69%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#91$128.6万5.4万股$126.1万5.3万股+1,105股+2.07%加仓
Farmers National Bank
0.25%0.27%#12$121.2万5.1万股$121.3万5.1万股+26股+0.05%加仓
OLD SECOND NATIONAL BANK OF AURORA
0.22%0.15%#16$119.0万5.0万股$74.5万3.2万股+1.9万股+59.82%加仓
Garrett Wealth Advisory Group, LLC
0.18%#21$117.6万5.0万股$00股+5.0万股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#92$113.3万4.8万股$113.5万4.8万股-49股-0.10%减仓
Astoria Portfolio Advisors LLC.
0.19%0.24%#19$113.2万4.8万股$114.2万4.8万股-476股-0.98%减仓
PAX Financial Group, LLC
0.17%0.19%#25$112.6万4.8万股$111.6万4.7万股+461股+0.98%加仓

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