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 FDBSMU
持有机构数
109
机构合计市值 (Q2 2026)
$1.77亿
机构合计股数 (Q2 2026)
809.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+121.5万股
62 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-37.1万股
29 · 6 清仓 · ≈
⚖️ 净额
+84.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.77亿
持有机构数
109
新买入
19
加仓
43
减仓
23
清仓
6
持股不变
24
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
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#86$1,125.4万51.3万股$1,131.7万51.9万股-5,347股-1.03%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#82$1,019.7万46.5万股$948.1万43.5万股+3.1万股+7.04%加仓
Hills Bank & Trust Co
0.38%0.49%#6$888.1万40.5万股$1,005.3万46.1万股-5.6万股-12.09%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#103$718.0万32.8万股$383.3万17.5万股+15.3万股+87.34%加仓
Stratos Wealth Advisors, LLC
0.38%0.4%#5$699.8万31.9万股$644.8万29.6万股+2.4万股+8.01%加仓
景顺Invesco Ltd.
<0.01%<0.01%#100$690.8万31.5万股$724.4万33.2万股-1.7万股-5.10%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#102$630.7万28.8万股$583.6万26.8万股+2.0万股+7.55%加仓
Kathmere Capital Management, LLC
0.32%#7$604.3万27.6万股$00股+27.6万股新买入
HighTower顾问HighTower Advisors, LLC
0.01%<0.01%#66$603.9万27.6万股$456.2万20.9万股+6.6万股+31.73%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.09%0.08%#27$551.0万25.1万股$441.9万20.3万股+4.9万股+24.10%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#94$545.4万24.9万股$645.6万29.6万股-4.7万股-15.92%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#88$527.7万24.1万股$500.4万22.9万股+1.1万股+4.94%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.02%#51$475.6万21.7万股$462.7万21.2万股+4,904股+2.31%加仓
Lido顾问Lido Advisors, LLC
0.01%0.01%#53$442.3万20.2万股$440.2万20.2万股00.00%持仓不变
PRECEDENT WEALTH PARTNERS, LLC
0.73%0.81%#2$437.7万20.0万股$406.4万18.6万股+1.3万股+7.19%加仓
Legacy Private Trust Co.
0.22%0.2%#14$399.3万18.2万股$320.5万14.7万股+3.5万股+24.01%加仓
CENTRAL VALLEY ADVISORS, LLC
0.98%1.08%#1$380.8万17.4万股$394.2万18.1万股-6,989股-3.87%减仓
MONECO ADVISORS, LLC
0.22%0.28%#13$366.0万16.7万股$354.9万16.3万股+4,280股+2.63%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#89$319.4万14.6万股$258.6万11.9万股+2.7万股+22.66%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#55$298.2万13.6万股$281.8万12.9万股+6,880股+5.33%加仓
Parkway Wealth Management Group, LLC
0.29%0.31%#9$255.1万11.6万股$248.7万11.3万股+3,184股+2.81%加仓
汇流投资管理CONFLUENCE INVESTMENT MANAGEMENT LLC
0.04%0.04%#39$251.3万11.5万股$268.4万12.3万股-8,378股-6.81%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#99$247.6万11.3万股$231.0万10.6万股+7,057股+6.66%加仓
Clark Asset Management, LLC
0.19%0.18%#15$247.2万11.3万股$194.8万8.9万股+2.3万股+26.31%加仓
Insight Wealth Partners, LLC
0.31%0.32%#8$227.3万10.4万股$226.3万10.4万股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#90$225.9万10.3万股$208.4万9.6万股+7,517股+7.87%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#81$197.4万9.0万股$145.4万6.7万股+2.3万股+35.10%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#57$188.3万8.6万股$105.4万4.8万股+3.8万股+77.79%加仓
Envision Financial Planning, LLC
0.59%0.63%#3$181.5万8.3万股$175.3万8.0万股+2,463股+3.07%加仓
Key FInancial Inc
0.29%0.44%#10$177.8万8.1万股$248.4万11.4万股-3.3万股-28.77%减仓
VestGen 顾问VestGen Advisors, LLC
0.05%0.04%#34$167.2万7.6万股$140.9万6.4万股+1.2万股+18.65%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#85$161.7万7.4万股$155.0万7.1万股+2,743股+3.86%加仓
AE财富管理AE Wealth Management LLC
0.01%0.01%#61$159.3万7.3万股$202.6万9.3万股-2.0万股-21.73%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#75$153.9万7.0万股$124.1万5.7万股+1.3万股+23.46%加仓
Asset Dedication, LLC
0.09%0.1%#28$142.1万6.5万股$145.7万6.7万股-1,957股-2.93%减仓
Farmers National Bank
0.28%0.29%#11$135.1万6.2万股$132.2万6.1万股+1,024股+1.69%加仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
0.01%0.01%#65$126.8万5.8万股$99.8万4.6万股+1.2万股+26.46%加仓
使命财富管理MISSION WEALTH MANAGEMENT, LP
0.01%#52$111.7万5.1万股$00股+5.1万股新买入
SignatureFD财富SIGNATUREFD, LLC
0.01%0.02%#50$110.2万5.0万股$109.7万5.0万股00.00%持仓不变
Willis Johnson & Associates, Inc.
0.06%0.06%#32$99.4万4.5万股$98.2万4.5万股+324股+0.72%加仓
Jacobi Capital Management LLC
0.05%0.02%#35$98.5万4.5万股$42.4万1.9万股+2.6万股+131.25%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#87$96.0万4.4万股$94.3万4.3万股+581股+1.34%加仓
FOURPATH CAPITAL MANAGEMENT, LLC
0.12%0.13%#22$87.7万4.0万股$87.3万4.0万股00.00%持仓不变
Sarver Vrooman Wealth Advisors
0.51%0.54%#4$85.4万3.9万股$85.5万3.9万股+200股+0.52%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#96$80.9万3.7万股$71.1万3.3万股+4,338股+13.31%加仓
AlphaStar Capital Management, LLC
0.05%0.06%#33$77.8万3.6万股$78.3万3.6万股-404股-1.12%减仓
Paulson Wealth Management Inc.
0.16%0.18%#18$75.1万3.4万股$74.8万3.4万股+14股+0.04%加仓
Marietta Wealth Management, LLC
0.07%0.08%#30$71.6万3.3万股$71.2万3.3万股00.00%持仓不变
Wedmont Private 资本Wedmont Private Capital
0.02%#45$70.8万3.2万股$00股+3.2万股新买入
IMA Advisory Services, Inc.
0.04%#38$68.2万3.1万股$00股+3.1万股新买入

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