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景顺·S&P · 13F 机构持仓分析
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景顺·S&P

INVESCO S&PRWL
持有机构数
346
机构合计市值 (Q2 2026)
$69.04亿
机构合计股数 (Q2 2026)
5,404.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+393.9万股
206 · 49 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-233.5万股
108 · 24 清仓 · ≈
⚖️ 净额
+160.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$69.04亿
持有机构数
346
新买入
49
加仓
157
减仓
84
清仓
24
持股不变
56
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
景顺Invesco Ltd.
0.11%0.18%#124$13.49亿1,055.8万股$12.05亿1,048.4万股+7.4万股+0.70%加仓
LPL金融LPL Financial LLC
0.19%0.2%#96$8.48亿663.8万股$7.58亿659.8万股+4.0万股+0.61%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.1%0.11%#128$4.76亿372.4万股$4.54亿395.1万股-22.7万股-5.75%减仓
摩根士丹利MORGAN STANLEY
0.02%0.02%#204$4.27亿334.1万股$3.41亿308.2万股+25.9万股+8.39%加仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.02%#212$2.89亿226.2万股$2.52亿219.5万股+6.7万股+3.04%加仓
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
2.06%2.1%#26$2.75亿215.5万股$2.48亿216.1万股-5,865股-0.27%减仓
纽约梅隆银行Bank of New York Mellon Corp
0.04%0.04%#183$2.22亿174.0万股$1.94亿169.1万股+5.0万股+2.95%加仓
Fusion Family Wealth, LLC
14.15%14.39%#1$2.13亿166.6万股$1.93亿167.7万股-1.1万股-0.63%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.06%0.05%#150$1.57亿123.2万股$1.12亿98.9万股+24.3万股+24.62%加仓
Cetera投资顾问Cetera Investment Advisers
0.14%0.13%#109$1.53亿119.6万股$1.25亿109.1万股+10.4万股+9.57%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.17%0.2%#101$1.47亿114.8万股$1.38亿120.2万股-5.5万股-4.55%减仓
Allworth金融Allworth Financial LP
0.52%0.58%#62$1.22亿95.7万股$1.44亿124.9万股-29.2万股-23.38%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.04%#191$1.20亿94.3万股$1.16亿100.9万股-6.7万股-6.60%减仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.02%#214$1.11亿87.2万股$9,029.0万78.6万股+8.6万股+10.99%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.13%0.13%#114$1.06亿83.3万股$9,267.3万80.6万股+2.6万股+3.23%加仓
Capital Analysts, LLC
2.03%<0.01%#27$8,800.9万68.9万股$17.1万1,491股+68.7万股+46,101.34%加仓
Equitable控股Equitable Holdings, Inc.
0.49%0.39%#64$8,237.1万64.5万股$6,096.7万53.2万股+11.2万股+21.08%加仓
瑞银集团UBS Group AG
0.01%0.01%#241$6,862.8万53.7万股$6,059.9万52.7万股+9,804股+1.86%加仓
Private Advisor集团Private Advisor Group, LLC
0.27%0.16%#81$5,835.4万45.7万股$3,373.5万29.4万股+16.3万股+55.58%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#226$5,413.4万42.4万股$3,419.0万29.8万股+12.6万股+42.41%加仓
Cerity合伙人Cerity Partners LLC
0.06%0.06%#154$4,871.0万38.1万股$4,431.4万38.6万股-4,374股-1.13%减仓
Klingman & Associates, LLC
1.92%1.81%#29$4,517.1万35.4万股$3,780.9万32.9万股+2.5万股+7.46%加仓
Kozak & Associates, Inc.
7.44%13.64%#4$4,288.2万33.4万股$6,995.2万58.7万股-25.3万股-43.10%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.14%0.2%#113$4,201.9万32.9万股$5,382.6万46.8万股-14.0万股-29.79%减仓
Investment Planning Advisors, Inc.
9.54%7.71%#3$4,119.8万32.2万股$2,800.5万24.4万股+7.9万股+32.31%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.02%#209$3,792.4万29.7万股$3,302.6万28.7万股+9,431股+3.28%加仓
Tanglewood Legacy Advisors, LLC
12.01%11.83%#2$3,722.0万29.1万股$3,270.8万28.5万股+6,686股+2.35%加仓
全球退休合伙人Global Retirement Partners, LLC
0.53%#61$3,475.7万27.2万股$00股+27.2万股新买入
Everest Financial Group LLC
4.36%4.73%#11$3,219.8万25.2万股$2,870.9万25.0万股+2,178股+0.87%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.5%0.86%#63$3,170.3万24.8万股$2,697.0万23.5万股+1.3万股+5.73%加仓
Stewardship Advisors, LLC
6.2%8.42%#6$2,984.4万23.4万股$3,663.9万31.9万股-8.5万股-26.74%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#274$2,966.7万23.2万股$2,455.2万21.4万股+1.9万股+8.68%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.06%0.06%#153$2,918.7万22.8万股$2,122.2万18.5万股+4.4万股+23.70%加仓
Asset Allocation Strategies LLC
4.47%5.23%#10$2,902.2万22.7万股$2,944.4万25.6万股-2.9万股-11.35%减仓
THOROUGHBRED FINANCIAL SERVICES, LLC
1.22%1.46%#41$2,820.3万22.1万股$2,409.0万21.0万股+1.1万股+5.30%加仓
Scarborough Advisors, LLC
3.23%3.33%#17$2,812.6万21.8万股$3,041.7万26.5万股-4.7万股-17.58%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.12%0.12%#119$2,622.8万20.5万股$2,220.4万19.3万股+1.2万股+6.24%加仓
Atlas Legacy Advisors, LLC
3.8%4.14%#12$2,572.8万20.1万股$2,277.6万19.8万股+3,175股+1.60%加仓
Merit金融集团Merit Financial Group, LLC
0.15%0.16%#107$2,472.1万19.3万股$2,168.8万18.9万股+4,756股+2.52%加仓
Cambridge Investment Research Advisors, Inc.
0.05%0.05%#158$2,349.5万18.4万股$1,819.2万15.8万股+2.6万股+16.16%加仓
Commonwealth Financial Services, LLC
3.15%#18$2,343.2万18.3万股$00股+18.3万股新买入
DENVER WEALTH MANAGEMENT, INC.
6.42%6.65%#5$2,242.9万17.6万股$1,933.9万16.8万股+7,266股+4.32%加仓
Cadent Capital Advisors, LLC
4.56%5.03%#9$2,214.3万17.3万股$1,944.0万16.9万股+4,143股+2.45%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.21%0.21%#91$2,080.8万16.3万股$1,812.2万15.8万股+5,160股+3.27%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.27%0.27%#80$2,039.5万16.0万股$1,756.2万15.3万股+6,803股+4.45%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#297$2,005.0万15.7万股$1,830.4万16.3万股-5,879股-3.62%减仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.67%0.55%#54$1,998.1万15.6万股$1,816.0万15.8万股-1,642股-1.04%减仓
Aspire Capital Advisors LLC
3.72%3.75%#13$1,912.2万15.0万股$1,667.1万14.5万股+4,590股+3.16%加仓
Blue Water Asset Management
5.88%5.59%#8$1,820.7万14.3万股$1,617.8万14.1万股+1,718股+1.22%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#273$1,817.1万14.2万股$1,747.3万15.2万股-9,829股-6.46%减仓

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