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 FDBSMT
持有机构数
125
机构合计市值 (Q2 2026)
$1.89亿
机构合计股数 (Q2 2026)
822.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+101.0万股
69 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-150.4万股
34 · 7 清仓 · ≈
⚖️ 净额
-49.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.89亿
持有机构数
125
新买入
16
加仓
53
减仓
27
清仓
7
持股不变
29
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
Hills Bank & Trust Co
0.65%0.73%#3$1,531.4万66.5万股$1,517.9万65.9万股+5,669股+0.86%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#93$1,307.1万56.8万股$1,350.8万58.7万股-1.9万股-3.26%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#89$879.4万38.2万股$459.1万19.9万股+18.2万股+91.48%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#95$746.8万32.4万股$689.7万30.0万股+2.5万股+8.25%加仓
景顺Invesco Ltd.
<0.01%<0.01%#107$698.6万30.3万股$681.7万29.6万股+7,258股+2.45%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.12%0.08%#23$694.9万30.2万股$438.8万19.1万股+11.1万股+58.30%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#110$675.4万29.3万股$671.9万29.2万股+1,438股+0.49%加仓
Kathmere Capital Management, LLC
0.33%0.36%#4$633.1万27.5万股$579.8万25.2万股+2.3万股+9.17%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.02%#49$577.6万25.1万股$311.8万13.5万股+11.5万股+85.21%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#113$571.0万24.8万股$555.3万24.0万股+7,585股+3.16%加仓
Avior Wealth Management, LLC
0.16%0.15%#18$528.8万23.0万股$528.8万23.0万股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#74$519.3万22.5万股$509.1万22.1万股+4,359股+1.97%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.02%#58$498.5万21.6万股$459.3万19.9万股+1.7万股+8.50%加仓
PRECEDENT WEALTH PARTNERS, LLC
0.69%0.77%#2$412.2万17.9万股$382.9万16.6万股+1.3万股+7.62%加仓
CENTRAL VALLEY ADVISORS, LLC
1%1.11%#1$390.9万17.0万股$406.3万17.6万股-6,726股-3.81%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#76$389.7万16.9万股$272.6万11.8万股+5.1万股+42.90%加仓
MONECO ADVISORS, LLC
0.22%0.27%#11$364.1万15.8万股$352.7万15.3万股+4,897股+3.20%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#109$357.8万15.5万股$538.6万23.4万股-7.9万股-33.59%减仓
Legacy Private Trust Co.
0.17%0.12%#15$305.3万13.3万股$201.3万8.7万股+4.5万股+51.64%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#87$260.2万11.3万股$253.6万11.0万股+2,822股+2.56%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#99$254.0万11.0万股$227.0万9.9万股+1.2万股+11.86%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.01%0.02%#60$248.5万10.8万股$368.9万16.0万股-5.2万股-32.67%减仓
Lido顾问Lido Advisors, LLC
0.01%0.01%#70$245.0万10.6万股$245.0万10.6万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#106$244.0万10.6万股$247.4万10.7万股-1,490股-1.39%减仓
汇流投资管理CONFLUENCE INVESTMENT MANAGEMENT LLC
0.03%0.04%#45$222.1万9.6万股$240.3万10.4万股-7,953股-7.62%减仓
Clark Asset Management, LLC
0.17%0.21%#14$221.5万9.6万股$227.3万9.9万股-2,566股-2.60%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#71$201.8万8.8万股$181.9万7.9万股+8,601股+10.88%加仓
VestGen 顾问VestGen Advisors, LLC
0.05%0.05%#40$183.9万8.0万股$172.9万7.5万股+4,934股+6.58%加仓
Key FInancial Inc
0.3%0.45%#5$183.5万8.0万股$255.0万11.1万股-3.1万股-28.05%减仓
SignatureFD财富SIGNATUREFD, LLC
0.02%0.03%#51$179.3万7.8万股$179.3万7.8万股00.00%持仓不变
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#82$176.5万7.7万股$147.6万6.4万股+1.3万股+19.52%加仓
Financial Solutions Advisory Group, Inc.
0.21%0.23%#13$167.1万7.3万股$167.0万7.3万股00.00%持仓不变
Asset Dedication, LLC
0.1%0.12%#25$164.4万7.1万股$172.6万7.5万股-3,603股-4.81%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#104$162.0万7.0万股$128.6万5.6万股+1.4万股+25.60%加仓
Paulson Wealth Management Inc.
0.28%0.31%#6$130.8万5.7万股$132.5万5.8万股-733股-1.27%减仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
0.01%0.01%#73$122.3万5.3万股$100.6万4.4万股+9,399股+21.51%加仓
Farmers National Bank
0.26%0.27%#8$122.3万5.3万股$120.7万5.2万股+650股+1.24%加仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
0.01%<0.01%#59$118.2万5.1万股$23.0万1.0万股+4.1万股+413.44%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#97$106.9万4.6万股$106.9万4.6万股-39股-0.08%减仓
Willis Johnson & Associates, Inc.
0.06%0.06%#39$99.6万4.3万股$98.9万4.3万股+297股+0.69%加仓
卡内基投资顾问Carnegie Investment Counsel
0.02%0.02%#52$98.9万4.3万股$99.1万4.3万股-114股-0.26%减仓
Jacobi Capital Management LLC
0.05%0.02%#41$98.4万4.3万股$42.5万1.8万股+2.4万股+131.25%加仓
布朗顾问BROWN ADVISORY INC
<0.01%<0.01%#98$95.1万4.1万股$90.0万3.9万股+2,220股+5.68%加仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#78$91.8万4.0万股$90.1万3.9万股+707股+1.81%加仓
AlphaStar Capital Management, LLC
0.06%0.07%#37$88.5万3.8万股$90.7万3.9万股-957股-2.43%减仓
Garrett Wealth Advisory Group, LLC
0.13%#22$87.7万3.8万股$00股+3.8万股新买入
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#75$84.1万3.7万股$86.1万3.7万股-674股-1.81%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#120$83.5万3.6万股$00股+3.6万股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#103$81.7万3.5万股$72.3万3.1万股+4,094股+13.04%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#63$79.0万3.4万股$83.9万3.6万股-2,129股-5.84%减仓

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