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道富 · 13F 机构持仓分析
期权收益计算器 机构排行
S

道富

STATE STREETSPYM
持有机构数
1717
机构合计市值 (Q2 2026)
$1,149.85亿
机构合计股数 (Q2 2026)
13.15亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2.75亿股
1067 · 208 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-7,560.9万股
542 · 82 清仓 · ≈
⚖️ 净额
+1.99亿股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,149.85亿
持有机构数
1717
新买入
208
加仓
859
减仓
460
清仓
82
持股不变
190
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
琼斯金融JONES FINANCIAL COMPANIES LLLP
5.83%3.97%#186$145.64亿1.70亿股$82.61亿1.11亿股+5,914.1万股+53.43%加仓
Betterment智能投顾Betterment LLC
14.55%13.28%#53$86.02亿9,788.1万股$70.13亿9,162.7万股+625.4万股+6.83%加仓
摩根大通JPMORGAN CHASE & CO
0.32%0.33%#824$59.04亿6,771.8万股$51.46亿6,918.5万股-146.8万股-2.12%减仓
USS投资管理(英国大学退休基金)USS Investment Management Ltd
23.01%21.13%#19$58.33亿6,639.8万股$50.82亿6,639.8万股00.00%持仓不变
LPL金融LPL Financial LLC
1.25%1.19%#504$55.68亿6,335.6万股$44.90亿5,866.1万股+469.5万股+8.00%加仓
美国银行BANK OF AMERICA CORP /DE/
0.31%0.2%#838$48.08亿5,471.5万股$27.69亿3,617.3万股+1,854.2万股+51.26%加仓
马歇尔·韦斯MARSHALL WACE, LLP
3.25%3.78%#295$41.19亿4,686.9万股$38.00亿4,965.0万股-278.1万股-5.60%减仓
安联资产管理Allianz Asset Management GmbH
3.59%1.59%#276$40.62亿4,622.4万股$15.19亿1,984.1万股+2,638.3万股+132.97%加仓
Creative Planning财富管理Creative Planning
1.82%1.75%#419$31.08亿3,536.6万股$25.76亿3,365.9万股+170.7万股+5.07%加仓
Kedalion 资本管理Kedalion Capital Management LLP
73.34%39.32%#1$30.87亿3,513.0万股$13.68亿1,787.9万股+1,725.1万股+96.49%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.47%0.42%#735$19.95亿2,270.0万股$15.51亿2,026.1万股+243.9万股+12.04%加仓
Walleye资本Walleye Capital LLC
6.45%#170$18.02亿2,050.9万股$00股+2,050.9万股新买入
高盛集团GOLDMAN SACHS GROUP INC
0.15%0.08%#1022$17.64亿2,007.5万股$6.94亿907.2万股+1,100.3万股+121.28%加仓
摩根士丹利MORGAN STANLEY
0.09%0.07%#1162$16.60亿1,889.1万股$11.16亿1,424.8万股+464.3万股+32.59%加仓
OSSIAM资管OSSIAM
13.71%10.26%#67$10.34亿1,176.1万股$5.83亿762.0万股+414.1万股+54.35%加仓
MKP 资本管理MKP Capital Management, L.L.C.
27.92%34.39%#9$10.24亿1,165.0万股$10.46亿1,367.2万股-202.1万股-14.78%减仓
景顺Invesco Ltd.
0.07%0.12%#1196$9.32亿1,060.4万股$8.12亿1,060.6万股-1,417股-0.01%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
7.65%5.35%#136$9.06亿1,030.9万股$5.47亿714.9万股+316.1万股+44.21%加仓
日生资产管理NISSAY ASSET MANAGEMENT CORP /JAPAN
3.71%4.05%#270$8.78亿999.0万股$7.65亿999.0万股00.00%持仓不变
日本全国共济农业协同组合联合会(JA共济)National Mutual Insurance Federation of Agricultural Cooperatives
5.48%5.62%#194$8.38亿953.6万股$7.30亿953.6万股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
0.13%0.06%#1067$7.96亿906.1万股$3.10亿404.4万股+501.7万股+124.07%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.11%0.04%#1110$7.47亿850.0万股$2.31亿301.5万股+548.5万股+181.92%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.8%0.8%#592$6.84亿778.1万股$5.46亿713.9万股+64.3万股+9.00%加仓
Clark资本管理集团Clark Capital Management Group, Inc.
3.63%3.65%#272$6.67亿758.8万股$5.92亿773.7万股-15.0万股-1.93%减仓
Greenleaf信托GREENLEAF TRUST
5.93%4.81%#180$6.16亿700.5万股$4.90亿639.6万股+60.9万股+9.52%加仓
Exchange Traded ConceptsEXCHANGE TRADED CONCEPTS, LLC
2.74%3.38%#327$5.98亿681.0万股$4.77亿623.7万股+57.3万股+9.19%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.11%0.09%#1118$5.39亿613.8万股$3.91亿512.2万股+101.6万股+19.83%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.15%0.13%#1035$5.39亿613.6万股$4.16亿543.1万股+70.5万股+12.97%加仓
1900 WEALTH MANAGEMENT LLC
29.59%29.61%#7$5.31亿604.5万股$4.61亿602.6万股+1.9万股+0.31%加仓
TIG Advisors, LLC
23.28%21.09%#17$5.26亿597.7万股$4.56亿596.1万股+1.6万股+0.27%加仓
Private Advisor集团Private Advisor Group, LLC
2.4%1.79%#356$5.23亿595.6万股$3.82亿498.7万股+97.0万股+19.44%加仓
Main Management Fund Advisors LLC
36.76%#5$5.20亿591.5万股$00股+591.5万股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.28%0.25%#865$5.15亿586.0万股$4.11亿537.1万股+48.9万股+9.11%加仓
Wealthspire顾问Wealthspire Advisors, LLC
2.79%0.45%#325$5.10亿579.9万股$5,751.6万75.1万股+504.8万股+671.74%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.16%0.01%#994$4.93亿560.6万股$2,223.3万29.0万股+531.6万股+1,829.90%加仓
道明私人客户财富TD PRIVATE CLIENT WEALTH LLC
8.9%8.28%#113$4.84亿550.9万股$3.99亿521.9万股+29.0万股+5.56%加仓
Cetera投资顾问Cetera Investment Advisers
0.42%0.4%#763$4.59亿522.3万股$3.72亿486.3万股+36.0万股+7.41%加仓
Advance Capital Management, Inc.
14.67%15.28%#52$4.54亿516.4万股$4.03亿526.9万股-10.4万股-1.98%减仓
组成财富Composition Wealth, LLC
5.24%4.19%#200$4.47亿509.0万股$3.05亿398.6万股+110.5万股+27.71%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
3.06%2.84%#306$4.47亿508.4万股$3.61亿471.8万股+36.6万股+7.76%加仓
NICOLET BANKSHARES INC
14.04%13.18%#60$4.42亿500.2万股$3.57亿463.8万股+36.4万股+7.85%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.78%0.78%#602$4.40亿501.0万股$3.87亿505.1万股-4.0万股-0.80%减仓
First Command顾问服务First Command Advisory Services, Inc.
2.58%2.19%#343$4.34亿493.4万股$3.25亿425.2万股+68.2万股+16.03%加仓
NATIXIS ADVISORS, LLC
0.48%0.73%#729$4.25亿484.0万股$5.23亿682.8万股-198.7万股-29.11%减仓
HighTower顾问HighTower Advisors, LLC
0.4%0.35%#772$4.18亿475.3万股$3.34亿436.7万股+38.6万股+8.83%加仓
法国外贸银行(Natixis)NATIXIS
1.65%3.62%#434$4.10亿467.2万股$10.05亿1,332.3万股-865.1万股-64.93%减仓
北岩合伙人NorthRock Partners, LLC
5.9%5.14%#184$4.07亿463.0万股$3.19亿416.5万股+46.5万股+11.17%加仓
梯度投资Gradient Investments LLC
5.43%4.98%#196$3.93亿447.5万股$3.21亿419.8万股+27.6万股+6.58%加仓
NewEdge顾问NewEdge Advisors, LLC
1.15%0.76%#526$3.87亿440.7万股$2.11亿275.6万股+165.1万股+59.90%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
7.32%6.76%#143$3.86亿439.1万股$3.48亿454.4万股-15.3万股-3.36%减仓

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