13FBOX
FIDELITY 500 INDEX FD · 13F 机构持仓分析
期权收益计算器 机构排行
F

FIDELITY 500 INDEX FD

FXAIX
持有机构数
30
机构合计市值 (Q2 2026)
$1.19亿
机构合计股数 (Q2 2026)
45.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+33.9万股
16 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3,862股
8 · 2 清仓 · ≈
⚖️ 净额
+33.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.19亿
持有机构数
30
新买入
7
加仓
9
减仓
6
清仓
2
持股不变
8
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
Sequent Asset Management, LLC
22.96%#1$5,444.1万20.8万股$00股+20.8万股新买入
Wealthspire顾问Wealthspire Advisors, LLC
0.18%#7$3,265.5万12.5万股$00股+12.5万股新买入
Grey Fox Wealth Advisors, LLC
1.32%0.02%#3$858.2万3.3万股$8.3万3.3万股-499股-1.50%减仓
FULTON BANK, N.A.
0.25%0.09%#5$452.5万1.7万股$393.9万1.7万股00.00%持仓不变
Sippican Capital Advisors
1.75%3.36%#2$286.3万1.1万股$239.0万1.1万股+449股+4.27%加仓
威廉姆斯·琼斯财富管理Williams Jones Wealth Management, LLC.
0.02%0.02%#23$213.5万8,173股$134.2万5,900股+2,273股+38.53%加仓
RIVERBRIDGE 合伙人RIVERBRIDGE PARTNERS LLC
0.05%0.04%#16$163.6万6,264股$147.1万6,468股-204股-3.15%减仓
CARRET ASSET MANAGEMENT, LLC
0.11%0.12%#11$126.3万4,833股$109.6万4,820股+13股+0.27%加仓
NORTH STAR 资产管理NORTH STAR ASSET MANAGEMENT INC
0.04%0.05%#17$105.8万4,051股$93.0万4,090股-39股-0.95%减仓
五大湖顾问GREAT LAKES ADVISORS, LLC
0.01%0.01%#28$105.4万4,035股$86.4万3,799股+236股+6.21%加仓
Coston, McIsaac & Partners
0.2%0.2%#6$99.2万3,796股$86.3万3,796股00.00%持仓不变
CENTRAL BANK & TRUST CO
0.14%0.13%#8$97.4万3,728股$84.6万3,720股+8股+0.22%加仓
GRACE & WHITE INC /NY
0.13%0.13%#10$82.8万3,169股$72.1万3,169股00.00%持仓不变
NORTH POINT PORTFOLIO MANAGERS CORP/OH
0.1%0.07%#14$76.8万2,940股$66.9万2,940股00.00%持仓不变
MOODY LYNN LIEBERSON & WALKER, LLC
0.04%0.04%#20$72.4万2,771股$79.0万3,475股-704股-20.26%减仓
Mengis Capital Management, Inc.
0.1%0.15%#12$66.9万2,561股$57.5万2,528股+33股+1.31%加仓
DUMONT & BLAKE INVESTMENT ADVISORS LLC
0.13%0.19%#9$59.4万2,273股$52.8万2,323股-50股-2.15%减仓
NEVILLE RODIE & SHAW INC
0.04%0.04%#21$56.6万2,167股$51.8万2,278股-111股-4.87%减仓
WOODSTOCK CORP
0.04%0.04%#19$46.1万2,029股$46.1万2,029股00.00%持仓不变
Financial Concepts Unlimited, Inc.
0.32%0.32%#4$41.0万1,571股$35.6万1,567股+4股+0.26%加仓
PUZO MICHAEL J
0.1%0.1%#13$37.7万1,442股$32.8万1,442股00.00%持仓不变
Financial Gravity Companies, Inc.
0.04%#18$25.3万967股$00股+967股新买入
McMillan Office, Inc.
0.03%0.02%#22$22.0万843股$19.2万843股00.00%持仓不变
Vermillion Wealth Management, Inc.
0.05%#15$21.6万828股$00股+828股新买入
Oakworth Capital, Inc.
0.01%0.01%#27$17.3万663股$14.6万643股+20股+3.11%加仓
Estabrook Capital Management
0.02%0.02%#24$16.1万616股$14.0万615股+1股+0.16%加仓
Westside Investment Management, Inc.
0.02%0.02%#25$14.7万561股$12.9万561股00.00%持仓不变
NBT BANK, N.A.
<0.01%#29$6.3万243股$00股+243股新买入
Park Place Capital Corp
0.01%#26$6.3万242股$00股+242股新买入
Luminist Capital LLC
<0.01%#30$7833股$00股+3股新买入

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