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 FDBSMS
持有机构数
133
机构合计市值 (Q2 2026)
$2.08亿
机构合计股数 (Q2 2026)
889.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+125.2万股
76 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-81.6万股
39 · 12 清仓 · ≈
⚖️ 净额
+43.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.08亿
持有机构数
133
新买入
15
加仓
61
减仓
27
清仓
12
持股不变
30
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%#100$1,232.2万52.6万股$1,195.8万51.1万股+1.5万股+2.84%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#123$1,012.3万43.2万股$972.4万41.5万股+1.7万股+4.00%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#102$989.9万42.2万股$815.0万34.8万股+7.4万股+21.22%加仓
景顺Invesco Ltd.
<0.01%<0.01%#117$981.2万41.9万股$931.0万39.8万股+2.1万股+5.19%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#73$759.9万32.4万股$704.7万30.1万股+2.3万股+7.62%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#124$702.2万30.0万股$684.8万29.3万股+6,845股+2.34%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.03%#54$606.2万25.9万股$365.0万15.6万股+10.3万股+65.75%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.1%0.07%#31$605.8万25.8万股$344.4万14.7万股+11.1万股+75.55%加仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.02%#65$519.9万22.2万股$485.6万20.8万股+1.4万股+6.87%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#81$506.8万21.6万股$462.1万19.8万股+1.9万股+9.46%加仓
Kathmere Capital Management, LLC
0.26%0.3%#8$488.0万20.8万股$493.4万21.1万股-2,687股-1.27%减仓
Hills Bank & Trust Co
0.19%0.28%#17$444.8万19.0万股$577.6万24.7万股-5.7万股-23.13%减仓
CENTRAL VALLEY ADVISORS, LLC
1.13%1.11%#2$442.1万18.9万股$406.8万17.4万股+1.5万股+8.48%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#121$436.2万18.6万股$618.6万26.4万股-7.8万股-29.62%减仓
PRECEDENT WEALTH PARTNERS, LLC
0.7%0.79%#3$421.8万18.0万股$393.1万16.8万股+1.2万股+7.11%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#93$404.9万17.3万股$303.4万13.0万股+4.3万股+33.18%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#87$398.1万17.0万股$269.4万11.5万股+5.5万股+47.52%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#119$383.9万16.4万股$389.8万16.7万股-2,854股-1.71%减仓
MONECO ADVISORS, LLC
0.23%0.29%#12$380.4万16.2万股$371.0万15.9万股+3,704股+2.34%加仓
顶峰金融Summit Financial, LLC
0.04%0.06%#51$372.3万15.9万股$509.5万21.8万股-5.9万股-27.08%减仓
THRIVENT FINANCIAL FOR LUTHERANS
0.01%<0.01%#83$346.1万14.8万股$267.0万11.4万股+3.4万股+29.42%加仓
Financial Solutions Advisory Group, Inc.
0.42%0.45%#5$330.0万14.1万股$323.7万13.8万股+2,500股+1.81%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#118$323.3万13.8万股$300.6万12.8万股+9,447股+7.35%加仓
Elequin 资本Elequin Capital, LP
0.08%#37$275.5万11.8万股$00股+11.8万股新买入
Invariant Investment Management
1.56%1.63%#1$266.5万11.3万股$264.4万11.3万股+767股+0.68%加仓
Key FInancial Inc
0.42%0.61%#4$259.2万11.1万股$343.3万14.7万股-3.6万股-24.62%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%<0.01%#85$256.2万10.9万股$170.4万7.3万股+3.6万股+50.10%加仓
Asset Dedication, LLC
0.16%0.18%#23$252.0万10.8万股$254.2万10.9万股-1,136股-1.05%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#114$236.2万10.1万股$181.4万7.8万股+2.3万股+29.80%加仓
Legacy Private Trust Co.
0.12%0.08%#30$220.6万9.4万股$133.6万5.7万股+3.7万股+64.79%加仓
Clark Asset Management, LLC
0.17%0.18%#19$217.9万9.3万股$187.4万8.0万股+1.3万股+16.10%加仓
SignatureFD财富SIGNATUREFD, LLC
0.03%0.03%#55$203.7万8.7万股$203.4万8.7万股00.00%持仓不变
VestGen 顾问VestGen Advisors, LLC
0.06%0.05%#45$194.1万8.3万股$200.6万8.6万股-2,946股-3.44%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#75$193.9万8.3万股$190.3万8.1万股+1,385股+1.70%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#107$186.6万8.0万股$162.8万7.0万股+1.0万股+14.40%加仓
Cornerstone Wealth Management, LLC
0.07%0.07%#42$156.0万6.7万股$143.7万6.1万股+5,113股+8.32%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#116$153.6万6.6万股$125.4万5.4万股+1.2万股+22.21%加仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
0.02%<0.01%#64$148.9万6.4万股$23.0万9,830股+5.4万股+546.10%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#128$143.3万6.1万股$00股+6.1万股新买入
Paulson Wealth Management Inc.
0.29%0.33%#6$137.7万5.9万股$139.7万6.0万股-951股-1.59%减仓
Lido顾问Lido Advisors, LLC
<0.01%<0.01%#97$130.5万5.6万股$126.8万5.4万股+1,500股+2.77%加仓
Farmers National Bank
0.27%0.28%#7$128.5万5.5万股$126.7万5.4万股+639股+1.18%加仓
PAX Financial Group, LLC
0.16%0.19%#20$111.0万4.7万股$109.6万4.7万股+492股+1.05%加仓
布朗顾问BROWN ADVISORY INC
<0.01%<0.01%#106$110.1万4.7万股$109.9万4.7万股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#84$105.3万4.5万股$102.8万4.4万股+949股+2.16%加仓
Accurate Wealth Management, LLC
0.1%0.1%#34$101.9万4.4万股$86.0万3.7万股+6,923股+18.91%加仓
Willis Johnson & Associates, Inc.
0.06%0.06%#46$99.9万4.3万股$99.2万4.2万股+228股+0.54%加仓
Jacobi Capital Management LLC
0.05%0.02%#50$98.9万4.2万股$42.8万1.8万股+2.4万股+130.73%加仓
Garrett Wealth Advisory Group, LLC
0.15%#24$95.1万4.1万股$00股+4.1万股新买入
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#109$93.7万4.0万股$96.4万4.1万股-1,206股-2.93%减仓

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