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
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景顺自营指数基金

INVESCO EXCH TRD SLF IDX FDBSMW
持有机构数
71
机构合计市值 (Q2 2026)
$1.30亿
机构合计股数 (Q2 2026)
516.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+97.4万股
50 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-13.4万股
15 · 5 清仓 · ≈
⚖️ 净额
+84.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.30亿
持有机构数
71
新买入
12
加仓
38
减仓
10
清仓
5
持股不变
11
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%#55$1,299.5万51.7万股$791.8万31.7万股+20.0万股+63.04%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#41$1,153.9万45.9万股$1,048.6万42.2万股+3.7万股+8.78%加仓
Stratos Wealth Advisors, LLC
0.39%0.36%#3$707.8万28.2万股$593.1万23.9万股+4.3万股+17.98%加仓
Lido顾问Lido Advisors, LLC
0.02%0.01%#23$702.2万27.9万股$267.4万10.8万股+17.2万股+159.60%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.12%0.11%#12$689.1万27.4万股$561.9万22.6万股+4.8万股+21.26%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#51$587.0万23.3万股$589.4万23.7万股-3,635股-1.53%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#61$574.2万22.8万股$493.8万19.9万股+3.0万股+14.97%加仓
汇流投资管理CONFLUENCE INVESTMENT MANAGEMENT LLC
0.08%0.08%#13$495.9万19.7万股$528.6万21.3万股-1.5万股-7.25%减仓
PRECEDENT WEALTH PARTNERS, LLC
0.72%0.8%#2$435.3万17.3万股$401.0万16.1万股+1.2万股+7.32%加仓
景顺Invesco Ltd.
<0.01%<0.01%#62$434.6万17.3万股$421.1万16.9万股+3,430股+2.02%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#48$395.6万15.7万股$362.7万14.6万股+1.1万股+7.83%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#59$385.5万15.3万股$344.8万13.9万股+1.5万股+10.55%加仓
Hills Bank & Trust Co
0.15%0.14%#9$361.0万14.4万股$287.3万11.6万股+2.8万股+24.24%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#54$316.0万12.6万股$291.2万11.7万股+8,505股+7.26%加仓
MONECO ADVISORS, LLC
0.18%0.22%#6$302.1万12.0万股$284.1万11.4万股+5,864股+5.13%加仓
Envision Financial Planning, LLC
0.98%1.02%#1$301.8万12.0万股$280.6万11.3万股+7,169股+6.35%加仓
Legacy Private Trust Co.
0.16%0.11%#8$290.8万11.6万股$173.4万7.0万股+4.6万股+65.77%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#27$274.3万10.9万股$269.4万10.8万股+718股+0.66%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#57$270.9万10.8万股$224.2万9.0万股+1.8万股+19.47%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#43$243.5万9.7万股$263.9万10.6万股-9,336股-8.79%减仓
Clark Asset Management, LLC
0.18%0.16%#7$223.2万8.9万股$172.3万6.9万股+1.9万股+28.10%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#47$201.8万8.0万股$162.8万6.6万股+1.5万股+22.51%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#45$159.4万6.3万股$121.1万4.9万股+1.5万股+30.04%加仓
Key FInancial Inc
0.23%0.22%#5$137.5万5.5万股$122.8万4.9万股+5,282股+10.69%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#58$126.9万5.1万股$77.3万3.1万股+1.9万股+61.84%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#50$122.8万4.9万股$144.3万5.8万股-9,188股-15.83%减仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.01%0.01%#31$122.3万4.9万股$112.2万4.5万股+3,489股+7.71%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#42$122.2万4.9万股$103.7万4.2万股+6,860股+16.44%加仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#32$105.3万4.2万股$110.2万4.4万股-1,966股-4.48%减仓
Jacobi Capital Management LLC
0.05%0.02%#16$98.5万3.9万股$42.0万1.7万股+2.2万股+132.06%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%0.01%#33$92.6万3.7万股$66.2万2.7万股+1.0万股+38.28%加仓
VestGen 顾问VestGen Advisors, LLC
0.02%0.03%#21$72.1万2.9万股$99.6万4.0万股-1.1万股-28.10%减仓
Marietta Wealth Management, LLC
0.07%0.08%#14$71.9万2.9万股$71.1万2.9万股00.00%持仓不变
Wedmont Private 资本Wedmont Private Capital
0.02%#22$70.1万2.8万股$00股+2.8万股新买入
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
0.03%#19$64.5万2.6万股$00股+2.6万股新买入
红杉金融顾问Sequoia Financial Advisors, LLC
<0.01%<0.01%#38$62.7万2.5万股$62.0万2.5万股00.00%持仓不变
亨廷顿国民银行HUNTINGTON NATIONAL BANK
<0.01%<0.01%#39$62.7万2.5万股$53.5万2.2万股+3,392股+15.74%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#52$62.6万2.5万股$61.7万2.5万股+78股+0.31%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#68$62.1万2.5万股$00股+2.5万股新买入
Asset Dedication, LLC
0.03%0.03%#18$52.1万2.1万股$45.1万1.8万股+2,579股+14.20%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%#28$50.9万2.0万股$00股+2.0万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#69$48.5万1.9万股$48.9万2.0万股-387股-1.97%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#56$43.5万1.7万股$39.8万1.6万股+1,296股+8.09%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#67$42.5万1.7万股$35.8万1.4万股+2,506股+17.42%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%#60$41.3万1.6万股$00股+1.6万股新买入
Invariant Investment Management
0.24%0.25%#4$41.1万1.6万股$40.6万1.6万股+129股+0.80%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%#36$32.0万1.3万股$00股+1.3万股新买入
Bill Few Associates, Inc.
0.07%0.07%#15$30.6万1.2万股$30.2万1.2万股00.00%持仓不变
Addison Advisors LLC
0.14%0.12%#10$30.4万1.2万股$55.4万2.2万股-1.0万股-45.80%减仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#35$30.3万1.2万股$29.9万1.2万股00.00%持仓不变

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