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 FDBSSX
持有机构数
70
机构合计市值 (Q2 2026)
$8,323.4万
机构合计股数 (Q2 2026)
322.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+58.3万股
47 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-22.3万股
16 · 6 清仓 · ≈
⚖️ 净额
+36.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8,323.4万
持有机构数
70
新买入
12
加仓
35
减仓
10
清仓
6
持股不变
13
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%#42$751.6万29.1万股$669.7万26.3万股+2.8万股+10.56%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.1%0.09%#13$602.8万23.4万股$471.3万18.5万股+4.8万股+25.99%加仓
汇流投资管理CONFLUENCE INVESTMENT MANAGEMENT LLC
0.09%0.1%#14$568.7万22.0万股$604.6万23.8万股-1.7万股-7.34%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#54$508.9万19.7万股$424.8万16.7万股+3.0万股+18.01%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#44$434.6万16.8万股$428.7万16.9万股-257股-0.15%减仓
PRECEDENT WEALTH PARTNERS, LLC
0.67%0.74%#2$402.6万15.6万股$367.9万14.5万股+1.1万股+7.78%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#29$392.2万15.2万股$396.3万15.6万股-3,914股-2.51%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#36$346.3万13.4万股$294.8万11.6万股+1.8万股+15.69%加仓
Hills Bank & Trust Co
0.15%0.13%#10$345.8万13.4万股$267.6万10.5万股+2.9万股+27.30%加仓
Legacy Private Trust Co.
0.16%0.1%#8$290.1万11.2万股$162.3万6.4万股+4.9万股+76.10%加仓
Envision Financial Planning, LLC
0.91%0.94%#1$279.7万10.8万股$259.0万10.2万股+6,478股+6.36%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.01%0.02%#28$262.7万10.2万股$280.4万11.0万股-8,539股-7.74%减仓
景顺Invesco Ltd.
<0.01%<0.01%#60$234.7万9.1万股$226.4万8.9万股+1,906股+2.14%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#63$234.0万9.1万股$69.8万2.7万股+6.3万股+231.86%加仓
Clark Asset Management, LLC
0.1%0.09%#12$132.2万5.1万股$93.7万3.7万股+1.4万股+38.99%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#50$131.3万5.1万股$96.3万3.8万股+1.3万股+34.33%加仓
Lido顾问Lido Advisors, LLC
<0.01%<0.01%#34$130.6万5.1万股$128.6万5.1万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#43$122.8万4.8万股$66.0万2.6万股+2.2万股+83.34%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#56$121.3万4.7万股$108.2万4.3万股+4,448股+10.45%加仓
Key FInancial Inc
0.19%0.19%#6$118.2万4.6万股$105.2万4.1万股+4,424股+10.69%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#47$115.4万4.5万股$137.4万5.4万股-9,326股-17.26%减仓
Avior Wealth Management, LLC
0.03%0.03%#19$112.1万4.4万股$112.1万4.4万股00.00%持仓不变
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#59$100.3万3.9万股$62.2万2.4万股+1.4万股+58.91%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#66$100.0万3.9万股$60.0万2.4万股+1.5万股+64.03%加仓
Jacobi Capital Management LLC
0.05%0.02%#16$98.5万3.8万股$41.9万1.6万股+2.2万股+131.73%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#64$93.4万3.6万股$86.0万3.4万股+2,362股+6.98%加仓
VestGen 顾问VestGen Advisors, LLC
0.02%0.01%#23$70.1万2.7万股$27.2万1.1万股+1.7万股+157.00%加仓
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
0.03%#21$64.2万2.5万股$00股+2.5万股新买入
IMA Advisory Services, Inc.
0.04%#17$63.7万2.5万股$00股+2.5万股新买入
Wedmont Private 资本Wedmont Private Capital
0.02%#27$59.1万2.3万股$00股+2.3万股新买入
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#58$58.5万2.3万股$50.5万2.0万股+2,757股+13.83%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#49$56.4万2.2万股$55.5万2.2万股+23股+0.11%加仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.02%0.04%#26$53.4万2.1万股$64.0万2.5万股-4,437股-17.65%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#67$50.8万2.0万股$51.8万2.0万股-697股-3.42%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#38$44.7万1.7万股$38.8万1.5万股+2,060股+13.51%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#53$43.1万1.7万股$29.9万1.2万股+4,923股+41.86%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
<0.01%<0.01%#39$43.0万1.7万股$38.8万1.5万股+1,412股+9.24%加仓
MONECO ADVISORS, LLC
0.02%0.03%#22$40.6万1.6万股$40.0万1.6万股+9股+0.06%加仓
Tassel Capital Management, Inc.
0.19%0.21%#7$39.7万1.5万股$38.7万1.5万股+128股+0.84%加仓
VIRTUE ASSET MANAGEMENT LLC
0.27%0.28%#3$38.2万1.5万股$34.9万1.4万股+1,039股+7.56%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#52$37.8万1.5万股$34.8万1.4万股+969股+7.09%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#51$34.1万1.3万股$23.7万9,328股+3,884股+41.64%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%#46$33.5万1.3万股$00股+1.3万股新买入
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%#35$32.1万1.2万股$00股+1.2万股新买入
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#41$31.9万1.2万股$28.7万1.1万股+1,226股+11.03%加仓
Asset Dedication, LLC
0.02%0.02%#24$31.7万1.2万股$27.3万1.1万股+1,530股+14.23%加仓
Bill Few Associates, Inc.
0.07%0.07%#15$30.8万1.2万股$30.3万1.2万股00.00%持仓不变
Addison Advisors LLC
0.14%0.11%#11$29.8万1.2万股$49.4万1.9万股-7,863股-40.47%减仓
Crews Bank & Trust
0.04%0.03%#18$27.8万1.1万股$19.5万7,660股+3,115股+40.67%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#69$25.8万9,984股$12.9万5,067股+4,917股+97.04%加仓

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