13FBOX
景顺·S&P · 13F 机构持仓分析
期权收益计算器 机构排行
I

景顺·S&P

INVESCO S&PRSPU
持有机构数
132
机构合计市值 (Q2 2026)
$2.58亿
机构合计股数 (Q2 2026)
318.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+23.3万股
72 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-31.5万股
50 · 16 清仓 · ≈
⚖️ 净额
-8.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.58亿
持有机构数
132
新买入
23
加仓
49
减仓
34
清仓
16
持股不变
26
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%#51$4,816.0万59.4万股$4,733.3万58.4万股+1.0万股+1.72%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#78$3,408.5万42.0万股$3,462.8万42.7万股-6,808股-1.59%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#94$1,778.4万21.9万股$1,512.4万19.7万股+2.2万股+11.11%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#69$1,332.7万16.4万股$1,237.0万15.3万股+1.2万股+7.72%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#50$996.5万12.3万股$1,013.1万12.5万股-2,051股-1.64%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.04%#30$915.7万11.3万股$951.9万11.7万股-4,496股-3.83%减仓
DENVER WEALTH MANAGEMENT, INC.
2.44%2.61%#3$852.4万10.5万股$759.0万9.4万股+1.1万股+12.28%加仓
STUDIO INVESTMENT MANAGEMENT LLC
1.37%1.41%#6$807.7万10.0万股$783.7万9.7万股+2,926股+3.03%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#44$684.6万8.4万股$696.4万8.6万股-1,478股-1.72%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#91$526.2万6.5万股$440.4万5.4万股+1.1万股+19.67%加仓
REDSTONE WEALTH MANAGEMENT, LLC
2.92%2.38%#2$447.4万5.5万股$298.1万3.7万股+1.8万股+50.02%加仓
RM Financial Services, LLC
3.07%3.53%#1$413.2万5.1万股$408.7万5.0万股+534股+1.06%加仓
WealthCare Investment Partners, LLC
0.98%1.08%#8$407.7万5.0万股$390.2万4.9万股+1,287股+2.63%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#102$401.7万5.0万股$408.6万5.0万股-867股-1.72%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#85$341.4万4.1万股$192.6万2.4万股+1.7万股+72.22%加仓
Friedenthal Financial
1.57%1.66%#5$339.7万4.2万股$330.5万4.1万股+1,122股+2.75%加仓
咨询服务网络Advisory Services Network, LLC
0.04%0.04%#26$320.9万4.0万股$331.0万4.1万股-1,252股-3.07%减仓
Marshall & Sterling Wealth Advisors Inc.
1.81%2.08%#4$305.4万3.8万股$317.6万3.9万股-1,509股-3.85%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#111$285.8万3.5万股$206.1万2.5万股+9,291股+36.50%加仓
Jackson Wealth Management, LLC
0.29%0.28%#12$273.3万3.4万股$273.3万3.4万股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#84$268.6万3.3万股$233.1万2.9万股+4,373股+15.22%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#105$263.6万3.2万股$252.6万3.1万股+1,353股+4.34%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.04%0.04%#27$262.2万3.2万股$249.6万3.1万股+1,544股+5.02%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#100$254.3万3.1万股$231.0万2.8万股+2,871股+10.08%加仓
达科他财富管理Dakota Wealth Management
0.05%0.06%#23$236.9万2.9万股$256.4万3.2万股-2,405股-7.61%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#42$227.5万2.8万股$213.3万2.6万股+1,887股+7.22%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#81$189.8万2.3万股$178.4万2.2万股+1,403股+6.38%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#64$189.8万2.3万股$193.8万2.4万股-500股-2.09%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#75$189.6万2.3万股$185.6万2.3万股+484股+2.11%加仓
Orographic Financial Advisors, LLC
1.22%1.24%#7$174.0万2.1万股$174.4万2.2万股-59股-0.27%减仓
Geneos财富管理Geneos Wealth Management Inc.
0.03%0.04%#28$164.0万2.0万股$159.1万2.0万股+595股+3.03%加仓
MFA Wealth Services
0.96%1%#9$161.2万2.0万股$150.7万1.9万股+1,289股+6.94%加仓
世界投资顾问World Investment Advisors
0.03%0.02%#33$152.3万1.9万股$154.0万1.9万股-208股-1.10%减仓
现代财富管理Modern Wealth Management, LLC
0.02%#40$149.2万1.8万股$00股+1.8万股新买入
Flaharty Asset Management, LLC
0.19%0.18%#17$148.5万1.8万股$148.5万1.8万股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#86$147.6万1.8万股$230.3万2.8万股-1.0万股-35.96%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#109$145.4万1.8万股$175.6万2.2万股-3,734股-17.24%减仓
Ausdal Financial Partners, Inc.
0.06%0.07%#22$141.9万1.7万股$148.2万1.8万股-773股-4.23%减仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%#97$111.1万1.4万股$00股+1.4万股新买入
丰业资本SCOTIA CAPITAL INC.
<0.01%<0.01%#66$106.9万1.3万股$116.0万1.4万股-1,130股-7.90%减仓
Waverly顾问Waverly Advisors, LLC
0.01%0.01%#63$99.3万1.2万股$98.5万1.2万股+98股+0.81%加仓
BLUEDOOR PRIVATE WEALTH, LLC
0.4%0.4%#10$95.8万1.2万股$87.0万1.1万股+1,086股+10.13%加仓
PACIFIC SUN FINANCIAL CORP
0.39%0.46%#11$94.6万1.2万股$95.2万1.2万股-80股-0.68%减仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.02%0.02%#43$93.2万1.1万股$97.5万1.2万股-529股-4.40%减仓
斯蒂芬斯公司STEPHENS INC /AR/
0.01%0.01%#53$91.3万1.1万股$92.0万1.1万股-89股-0.78%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#117$83.6万1.0万股$00股+1.0万股新买入
Berger Financial Group, Inc
0.04%0.04%#25$79.8万9,833股$79.6万9,809股+24股+0.24%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#70$71.2万8,780股$67.3万8,293股+487股+5.87%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.01%#60$71.0万8,750股$56.2万6,923股+1,827股+26.39%加仓
Simplicity Wealth,LLC
0.02%#35$69.4万8,549股$00股+8,549股新买入

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