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&PPSCI
持有机构数
58
机构合计市值 (Q2 2026)
$9,374.6万
机构合计股数 (Q2 2026)
49.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+13.5万股
33 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-12.4万股
19 · 11 清仓 · ≈
⚖️ 净额
+1.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,374.6万
持有机构数
58
新买入
17
加仓
16
减仓
8
清仓
11
持股不变
17
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
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#31$2,818.0万15.1万股$2,491.3万16.1万股-9,657股-5.99%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#33$927.9万5.0万股$817.5万5.3万股-3,000股-5.67%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#29$878.2万4.7万股$369.8万2.4万股+2.3万股+97.34%加仓
TOP Private Wealth LLC.
5.34%#1$557.0万3.0万股$00股+3.0万股新买入
SALEM INVESTMENT COUNSELORS INC
0.11%0.11%#7$461.3万2.5万股$383.4万2.5万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#24$400.1万2.1万股$311.0万2.0万股+1,390股+6.91%加仓
Private Advisor集团Private Advisor Group, LLC
0.02%<0.01%#14$376.5万2.0万股$92.4万5,977股+1.4万股+238.51%加仓
现代财富管理Modern Wealth Management, LLC
0.04%#10$359.6万1.9万股$00股+1.9万股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#46$340.1万1.8万股$126.5万8,466股+9,813股+115.91%加仓
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
0.24%0.2%#3$199.3万1.1万股$154.7万1.0万股+710股+7.10%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#43$170.5万9,163股$131.5万8,507股+656股+7.71%加仓
Independent Wealth Advisors LLC
1.54%1.37%#2$169.7万9,120股$140.0万9,053股+67股+0.74%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#38$163.0万8,760股$135.3万8,748股+12股+0.14%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#27$119.6万6,426股$85.9万5,556股+870股+15.66%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#47$115.6万6,215股$00股+6,215股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#44$108.4万5,824股$69.1万4,469股+1,355股+30.32%加仓
Coppell Advisory Solutions LLC
0.09%#8$105.6万11股$00股+11股新买入
繁荣金融服务Prospera Financial Services Inc
0.01%#18$102.0万5,482股$00股+5,482股新买入
Independent Wealth Network Inc.
0.21%0.25%#4$81.9万4,401股$83.5万5,399股-998股-18.48%减仓
Loring Wolcott & Coolidge信托顾问LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
0.01%#21$74.4万4,000股$00股+4,000股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#32$61.2万3,290股$28.0万1,809股+1,481股+81.87%加仓
BAROMETER CAPITAL MANAGEMENT INC.
0.17%#5$59.5万3,200股$00股+3,200股新买入
Gladstone Institutional Advisory LLC
0.02%0.01%#15$52.7万2,833股$40.2万2,600股+233股+8.96%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#45$52.1万2,818股$22.5万1,482股+1,336股+90.15%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#37$51.6万2,776股$43.2万2,795股-19股-0.68%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#35$51.1万2,749股$42.5万2,749股00.00%持仓不变
Equitable控股Equitable Holdings, Inc.
<0.01%#26$50.1万2,694股$00股+2,694股新买入
全球退休合伙人Global Retirement Partners, LLC
0.01%#23$41.9万2,250股$00股+2,250股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#40$38.2万2,054股$31.8万2,054股00.00%持仓不变
美国合众银行US BANCORP \DE\
<0.01%<0.01%#39$37.2万2,000股$31.5万2,034股-34股-1.67%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#52$36.2万1,959股$28.7万1,921股+38股+1.98%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#51$35.4万1,905股$30.2万1,955股-50股-2.56%减仓
Koshinski Asset Management, Inc.
0.02%0.02%#12$34.6万1,858股$31.8万2,058股-200股-9.72%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%#49$33.4万1,795股$00股+1,795股新买入
Novak & Powell Financial Services, Inc.
0.13%0.12%#6$27.3万1,467股$22.7万1,467股00.00%持仓不变
CX Institutional
0.01%0.01%#22$23.5万1,261股$19.5万1,260股+1股+0.08%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%#42$23.2万1,248股$00股+1,248股新买入
SONATA CAPITAL GROUP INC
0.07%#9$21.7万1,166股$00股+1,166股新买入
Private Advisory Group LLC
0.01%#19$20.4万1,096股$00股+1,096股新买入
PRIVATE TRUST CO NA
0.02%0.01%#16$19.7万1,057股$16.3万1,057股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#28$18.1万972股$15.0万972股00.00%持仓不变
VALLEY NATIONAL ADVISERS INC
0.02%0.02%#13$16.4万880股$13.6万880股00.00%持仓不变
Kayne Anderson Rudnick投资管理KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
<0.01%#41$10.5万563股$00股+563股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#50$8.2万442股$00股+442股新买入
Copia Wealth Management
0.04%0.02%#11$6.1万326股$3.2万210股+116股+55.24%加仓
富达投资FMR LLC
<0.01%<0.01%#58$4.0万215股$4.4万281股-66股-23.49%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#48$2.4万128股$2.0万128股00.00%持仓不变
Harbor Asset Planning, Inc.
0.02%0.01%#17$2.0万108股$1.7万108股00.00%持仓不变
Key FInancial Inc
<0.01%<0.01%#25$2.0万106股$1.6万106股00.00%持仓不变
GAMMA Investing LLC
<0.01%<0.01%#36$1.8万98股$1.5万98股00.00%持仓不变

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