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 FDBSJV
持有机构数
49
机构合计市值 (Q2 2026)
$4,555.3万
机构合计股数 (Q2 2026)
173.6万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+37.6万股
28 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-37.8万股
11 · 6 清仓 · ≈
⚖️ 净额
-2,560股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,555.3万
持有机构数
49
新买入
5
加仓
23
减仓
5
清仓
6
持股不变
16
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
Equitable控股Equitable Holdings, Inc.
0.05%0.05%#10$806.8万30.7万股$712.6万26.7万股+4.0万股+15.17%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#26$757.2万28.8万股$647.7万24.9万股+3.9万股+15.77%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#40$404.0万15.4万股$251.6万9.4万股+6.0万股+63.85%加仓
SFE Investment Counsel
0.41%0.38%#2$301.4万11.5万股$238.6万9.2万股+2.3万股+25.07%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.02%0.03%#15$264.6万10.1万股$278.5万10.7万股-6,322股-5.90%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#33$262.8万10.0万股$198.5万7.6万股+2.4万股+31.07%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#25$168.4万6.4万股$00股+6.4万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#41$132.3万5.0万股$124.6万4.8万股+2,471股+5.15%加仓
LBMC INVESTMENT ADVISORS, LLC
0.07%0.08%#9$130.6万5.0万股$129.3万5.0万股+35股+0.07%加仓
MONECO ADVISORS, LLC
0.08%0.1%#6$129.2万4.9万股$123.4万4.7万股+1,746股+3.68%加仓
Ark Wealth Advisors LLC
1.13%1%#1$127.5万4.9万股$100.5万3.9万股+9,904股+25.62%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#29$127.2万4.8万股$88.9万3.4万股+1.4万股+41.72%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#43$102.8万3.9万股$98.0万3.8万股+1,472股+3.90%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#37$89.8万3.4万股$5.5万2,123股+3.2万股+1,517.29%加仓
Jessup Wealth Management, Inc
0.25%0.3%#3$82.3万3.1万股$83.0万3.2万股-584股-1.83%减仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.01%0.01%#19$58.0万2.2万股$64.4万2.5万股-2,662股-10.75%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%#36$50.2万1.9万股$00股+1.9万股新买入
Truist金融TRUIST FINANCIAL CORP
<0.01%#34$46.2万1.8万股$00股+1.8万股新买入
VestGen 顾问VestGen Advisors, LLC
0.01%0.01%#17$46.0万1.8万股$41.7万1.6万股+1,636股+10.30%加仓
现代财富管理Modern Wealth Management, LLC
0.01%0.01%#20$44.3万1.7万股$44.0万1.7万股00.00%持仓不变
4Thought Financial Group Inc.
0.21%0.2%#4$43.7万1.7万股$41.3万1.6万股+775股+4.88%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#21$38.5万1.5万股$38.6万1.5万股-187股-1.26%减仓
Ascentis Independent Advisors
0.05%0.03%#11$34.3万1.3万股$34.3万1.3万股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#24$31.1万1.2万股$27.3万1.0万股+1,368股+13.05%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#38$27.7万1.1万股$26.2万1.0万股+479股+4.75%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#45$26.3万1.0万股$18.6万7,172股+2,844股+39.65%加仓
Alaska Wealth Advisors, LLC
0.03%0.03%#13$25.1万9,543股$24.4万9,385股+158股+1.68%加仓
Wealth Quarterback LLC
0.08%0.08%#8$24.9万9,468股$21.0万8,070股+1,398股+17.32%加仓
IMA Advisory Services, Inc.
0.02%0.02%#16$24.8万9,440股$24.5万9,440股00.00%持仓不变
HUB投资合伙人HUB Investment Partners, LLC
<0.01%0.01%#22$24.5万9,315股$22.9万8,816股+499股+5.66%加仓
Tassel Capital Management, Inc.
0.1%#5$22.3万8,495股$00股+8,495股新买入
HOWARD WEALTH MANAGEMENT, LLC
0.08%0.09%#7$21.2万8,065股$21.0万8,065股00.00%持仓不变
Legacy Financial Group LLC
0.02%#14$21.1万8,023股$00股+8,023股新买入
Alaska Permanent Capital Management, LLC
0.01%0.01%#18$19.6万7,504股$19.4万7,504股00.00%持仓不变
Key FInancial Inc
0.03%0.03%#12$16.8万6,400股$16.6万6,400股00.00%持仓不变
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#27$8.1万3,070股$9.9万3,805股-735股-19.32%减仓
Larson Financial 集团Larson Financial Group LLC
<0.01%<0.01%#28$5.7万2,185股$4.7万1,805股+380股+21.05%加仓
Topsail Wealth Management, LLC
<0.01%<0.01%#23$2.7万1,025股$2.3万870股+155股+17.82%加仓
Asset Dedication, LLC
<0.01%<0.01%#30$2.0万765股$2.0万765股00.00%持仓不变
Capital Analysts, LLC
<0.01%<0.01%#39$9,712370股$1.0万370股00.00%持仓不变
Keating Financial Advisory Services, Inc.
<0.01%<0.01%#31$9,581365股$9,488365股00.00%持仓不变
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#42$4,725180股$4,055156股+24股+15.38%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#46$4,121157股$4,081157股00.00%持仓不变
Community Financial Services Group, LLC
<0.01%<0.01%#35$3,282125股$3,259125股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#48$1,78568股$1,76868股00.00%持仓不变
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#47$1,39153股$1,37853股00.00%持仓不变
RHL GROUP, LLC
<0.01%<0.01%#32$96237股$96237股00.00%持仓不变
Glass Jacobson Investment Advisors llc
<0.01%<0.01%#44$1104股$1074股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#49$211股$181股00.00%持仓不变

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