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 FDBSJU
持有机构数
73
机构合计市值 (Q2 2026)
$1.74亿
机构合计股数 (Q2 2026)
672.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+113.6万股
49 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-36.6万股
19 · 9 清仓 · ≈
⚖️ 净额
+77.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.74亿
持有机构数
73
新买入
6
加仓
43
减仓
10
清仓
9
持股不变
14
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%#48$2,678.3万103.8万股$1,597.5万62.4万股+41.3万股+66.21%加仓
Legacy Financial Group LLC
1.87%1.81%#3$1,664.9万64.5万股$1,435.3万56.1万股+8.4万股+15.00%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#40$1,020.0万39.5万股$968.4万37.8万股+1.7万股+4.43%加仓
Equitable控股Equitable Holdings, Inc.
0.06%0.06%#21$975.6万37.8万股$873.6万33.5万股+4.3万股+12.95%加仓
Trinity Legacy Partners, LLC
2.04%2.04%#2$941.8万36.2万股$941.8万36.2万股00.00%持仓不变
SFE Investment Counsel
0.97%1.01%#7$708.7万27.5万股$641.0万25.0万股+2.4万股+9.61%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#47$659.3万25.5万股$382.2万14.9万股+10.6万股+71.01%加仓
GPM Growth Investors, Inc.
2.72%2.35%#1$650.3万25.2万股$557.8万21.8万股+3.4万股+15.57%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.03%0.02%#29$581.4万22.5万股$443.2万17.3万股+5.2万股+30.05%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#65$574.4万22.3万股$766.8万29.3万股-7.1万股-24.08%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%<0.01%#50$560.8万21.7万股$443.5万17.3万股+4.4万股+25.37%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#60$426.7万16.5万股$339.4万13.3万股+3.3万股+24.73%加仓
HOWARD WEALTH MANAGEMENT, LLC
1.54%1.55%#5$415.5万16.1万股$368.2万14.4万股+1.7万股+11.88%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#59$404.9万15.7万股$358.2万14.0万股+1.7万股+12.07%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#58$398.0万15.4万股$286.9万11.4万股+4.1万股+35.90%加仓
RPg Family Wealth Advisory, LLC
0.81%1.61%#9$388.8万15.1万股$770.3万30.1万股-15.0万股-49.96%减仓
Advisory Alpha, LLC
0.09%0.1%#17$382.4万14.8万股$375.1万14.7万股+1,586股+1.08%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#63$359.5万13.9万股$282.4万11.0万股+2.9万股+26.21%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#53$328.7万12.7万股$324.8万12.7万股+433股+0.34%加仓
Turning Point Benefit Group, Inc.
1.04%0.94%#6$242.3万9.4万股$148.0万5.7万股+3.7万股+63.68%加仓
LBMC INVESTMENT ADVISORS, LLC
0.13%0.14%#16$235.2万9.1万股$233.1万9.1万股+37股+0.04%加仓
Milestones Private Investment Advisors LLC
1.87%2.07%#4$235.2万9.1万股$235.1万9.2万股-750股-0.82%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.03%0.03%#30$202.7万7.9万股$199.7万7.8万股+485股+0.62%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#69$181.9万7.0万股$148.6万5.8万股+1.2万股+21.36%加仓
繁荣金融服务Prospera Financial Services Inc
0.03%0.03%#31$175.5万6.8万股$170.8万6.7万股+1,232股+1.85%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.01%#52$155.3万6.0万股$148.2万5.8万股+2,259股+3.90%加仓
Altrius Capital Management Inc
0.29%0.35%#12$155.2万6.0万股$152.8万6.0万股+407股+0.68%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#68$79.8万3.1万股$57.5万2.2万股+8,453股+37.65%加仓
Brookstone资本管理Brookstone Capital Management
0.01%0.01%#46$78.6万3.0万股$78.4万3.1万股-200股-0.65%减仓
Tudor Financial Inc.
0.31%#11$69.0万2.7万股$00股+2.7万股新买入
Private Advisory Group LLC
0.04%0.04%#26$68.8万2.7万股$59.4万2.3万股+3,446股+14.85%加仓
Axim Planning & Wealth
0.96%0.84%#8$68.5万2.7万股$69.4万2.7万股-573股-2.11%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#41$67.9万2.6万股$00股+2.6万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#70$66.2万2.6万股$64.9万2.5万股+272股+1.07%加仓
Keel Point, LLC
0.04%0.04%#25$65.4万2.5万股$64.9万2.5万股00.00%持仓不变
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.01%0.01%#43$65.0万2.5万股$67.3万2.6万股-1,130股-4.30%减仓
Ark Wealth Advisors LLC
0.54%0.62%#10$60.6万2.3万股$62.2万2.4万股-794股-3.27%减仓
MGO资本MGO ONE SEVEN LLC
0.01%0.01%#42$60.2万2.3万股$59.6万2.3万股+1股+0.00%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#67$58.2万2.3万股$56.3万2.2万股+530股+2.41%加仓
VestGen 顾问VestGen Advisors, LLC
0.01%0.01%#37$51.1万2.0万股$45.7万1.8万股+2,118股+11.97%加仓
HUB投资合伙人HUB Investment Partners, LLC
0.01%0.01%#45$50.5万2.0万股$48.4万1.9万股+625股+3.30%加仓
Simplicity Wealth,LLC
0.02%0.01%#35$46.5万1.8万股$26.2万1.0万股+7,753股+75.65%加仓
Segment Wealth Management, LLC
0.02%0.03%#33$45.8万1.8万股$45.4万1.8万股00.00%持仓不变
4Thought Financial Group Inc.
0.21%0.21%#13$43.9万1.7万股$41.5万1.6万股+794股+4.90%加仓
Ascentis Independent Advisors
0.05%0.03%#22$40.0万1.6万股$40.0万1.6万股00.00%持仓不变
Capital Analysts, LLC
0.01%<0.01%#44$40.0万1.5万股$10.8万4,150股+1.1万股+272.99%加仓
Alaska Wealth Advisors, LLC
0.04%0.05%#24$38.9万1.5万股$37.9万1.5万股+259股+1.75%加仓
AlphaStar Capital Management, LLC
0.02%0.03%#32$38.7万1.5万股$38.2万1.5万股+75股+0.50%加仓
Topsail Wealth Management, LLC
0.05%0.05%#23$38.1万1.5万股$36.2万1.4万股+615股+4.35%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#71$37.5万1.5万股$35.3万1.4万股+734股+5.32%加仓

🧭 机构资金流板块热力图

净流出 净流入