13FBOX
FIDELITY DIVIDEND ETF FOR RISING RATES · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIDELITY DIVIDEND ETF FOR RISING RATES

FDRR
持有机构数
113
机构合计市值 (Q2 2026)
$2.51亿
机构合计股数 (Q2 2026)
387.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+62.1万股
66 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-46.5万股
38 · 11 清仓 · ≈
⚖️ 净额
+15.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.51亿
持有机构数
113
新买入
16
加仓
50
减仓
27
清仓
11
持股不变
20
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
Ameritas咨询服务Ameritas Advisory Services, LLC
1.43%1.64%#4$7,088.9万109.3万股$4,218.5万71.7万股+37.5万股+52.30%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#63$1,868.5万28.8万股$1,825.6万31.0万股-2.2万股-7.24%减仓
EP财富顾问EP Wealth Advisors, LLC
0.07%0.09%#20$1,809.3万27.9万股$1,774.0万30.2万股-2.3万股-7.56%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#81$1,525.2万23.5万股$1,446.1万24.6万股-1.1万股-4.41%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#38$941.7万14.5万股$894.3万15.2万股-6,947股-4.57%减仓
Charter Capital Management, LLC\DE
3.85%4%#1$870.8万13.4万股$798.1万13.6万股-1,514股-1.12%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#74$844.8万13.0万股$611.1万10.4万股+2.6万股+25.29%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#45$766.4万11.8万股$480.3万8.2万股+3.6万股+44.59%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%<0.01%#58$695.4万10.7万股$451.6万7.7万股+3.0万股+39.56%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#37$598.0万9.2万股$540.8万9.2万股+214股+0.23%加仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.02%#36$577.2万8.9万股$520.0万8.8万股+533股+0.60%加仓
富达投资FMR LLC
<0.01%<0.01%#99$565.8万8.7万股$461.6万7.8万股+8,703股+11.09%加仓
Geneva Partners, LLC
1.43%2.37%#3$537.9万8.3万股$493.4万8.4万股-996股-1.19%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#98$473.1万7.3万股$483.9万8.3万股-9,630股-11.67%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#90$409.7万6.3万股$374.1万6.4万股-475股-0.75%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#100$377.7万5.8万股$275.9万4.8万股+1.0万股+21.10%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#40$349.5万5.4万股$393.6万6.7万股-1.3万股-19.52%减仓
Sugar Maple Asset Management, LLC
2.16%1.91%#2$335.6万5.2万股$314.9万5.4万股-1,827股-3.41%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#84$305.3万4.7万股$256.8万4.4万股+3,396股+7.78%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#95$275.4万4.2万股$249.2万4.2万股+66股+0.16%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.12%0.12%#13$250.5万3.9万股$190.8万3.2万股+6,155股+18.97%加仓
Lido顾问Lido Advisors, LLC
0.01%0.01%#60$186.4万2.9万股$175.0万3.0万股-1,028股-3.45%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#68$164.7万2.5万股$130.5万2.2万股+3,194股+14.39%加仓
&Partners&PARTNERS
0.01%0.01%#54$161.9万2.5万股$142.6万2.5万股+658股+2.67%加仓
PFG Advisors
0.08%0.07%#17$157.9万2.4万股$141.4万2.4万股+298股+1.24%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#102$147.2万2.3万股$31.6万5,374股+1.7万股+322.09%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#104$137.2万2.1万股$99.2万1.7万股+4,269股+25.30%加仓
Midwest Financial Network, LLC
0.9%0.59%#5$132.3万2.0万股$74.6万1.3万股+7,686股+60.58%加仓
Arax顾问Arax Advisory Partners
0.01%0.01%#47$128.0万2.0万股$25.5万4,330股+1.5万股+355.50%加仓
Stonebridge Financial Planning Group, LLC
0.36%0.38%#8$113.8万1.8万股$104.0万1.8万股-161股-0.91%减仓
FLAGSHIP WEALTH ADVISORS, LLC
0.24%0.54%#9$105.5万1.6万股$124.5万2.3万股-6,699股-29.17%减仓
Gladstone Institutional Advisory LLC
0.03%0.03%#31$96.0万1.5万股$85.9万1.5万股+201股+1.38%加仓
RCS Financial Planning, LLC
0.42%0.42%#7$88.5万1.4万股$81.0万1.4万股-145股-1.05%减仓
Integrated Advisors Network LLC
0.04%0.04%#28$85.3万1.3万股$77.3万1.3万股00.00%持仓不变
MONECO ADVISORS, LLC
0.05%#25$84.3万1.3万股$00股+1.3万股新买入
Creative Planning财富管理Creative Planning
<0.01%<0.01%#92$79.7万1.2万股$66.3万1.1万股+1,005股+8.92%加仓
Herold Advisors, Inc.
0.14%0.14%#11$71.8万1.1万股$65.1万1.1万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#106$65.8万1.0万股$00股+1.0万股新买入
信安证券PRINCIPAL SECURITIES, INC.
0.01%0.01%#49$65.2万1.0万股$58.6万9,967股+88股+0.88%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#79$64.2万9,590股$55.3万9,350股+240股+2.57%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#69$61.9万9,537股$54.7万9,310股+227股+2.44%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#94$61.1万9,411股$43.6万7,411股+2,000股+26.99%加仓
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#66$59.3万9,139股$51.3万8,726股+413股+4.73%加仓
LANDAAS & CO /WI /ADV
0.1%0.05%#15$52.9万8,151股$21.5万3,660股+4,491股+122.70%加仓
FIFTH THIRD SECURITIES, INC.
0.03%0.02%#32$52.2万8,044股$27.9万4,748股+3,296股+69.42%加仓
CDM FINANCIAL COUNSELING SERVICES, INC.
0.44%0.44%#6$50.9万7,850股$46.2万7,850股00.00%持仓不变
Beck Bode, LLC
0.08%0.08%#19$50.5万7,789股$45.4万7,724股+65股+0.84%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.01%0.01%#51$50.5万7,778股$45.5万7,737股+41股+0.53%加仓
共同顾问Mutual Advisors, LLC
0.01%0.01%#43$50.0万7,703股$45.7万7,779股-76股-0.98%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#64$49.1万7,570股$33.2万5,611股+1,959股+34.91%加仓

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