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&PIDMO
持有机构数
286
机构合计市值 (Q2 2026)
$26.29亿
机构合计股数 (Q2 2026)
4,363.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+722.5万股
214 · 51 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-356.9万股
80 · 32 清仓 · ≈
⚖️ 净额
+365.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$26.29亿
持有机构数
286
新买入
51
加仓
163
减仓
48
清仓
32
持股不变
24
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
LPL金融LPL Financial LLC
0.09%0.08%#144$4.04亿670.3万股$3.08亿562.3万股+108.1万股+19.22%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.11%0.11%#139$2.12亿352.2万股$1.72亿313.5万股+38.8万股+12.36%加仓
Cetera投资顾问Cetera Investment Advisers
0.12%0.12%#134$1.37亿226.8万股$1.15亿209.8万股+16.9万股+8.08%加仓
SHP Wealth Management
8.48%8.29%#2$1.23亿204.5万股$1.10亿200.4万股+4.1万股+2.03%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#195$9,420.6万156.3万股$8,166.7万148.9万股+7.3万股+4.93%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
1.48%1.39%#41$9,364.3万155.3万股$7,631.1万139.2万股+16.2万股+11.62%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#216$8,405.9万139.4万股$5,672.5万103.4万股+36.0万股+34.79%加仓
Equitable控股Equitable Holdings, Inc.
0.33%0.26%#96$5,581.5万92.6万股$4,029.3万72.5万股+20.1万股+27.68%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.06%0.05%#164$5,194.8万86.1万股$3,491.8万63.6万股+22.5万股+35.32%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.06%#165$4,851.4万80.5万股$3,948.4万72.0万股+8.5万股+11.76%加仓
HighTower顾问HighTower Advisors, LLC
0.04%0.03%#180$4,299.3万71.3万股$3,100.3万56.5万股+14.8万股+26.14%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.09%0.08%#146$4,245.6万70.4万股$2,814.7万51.3万股+19.1万股+37.20%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#220$3,786.7万62.8万股$3,070.6万56.0万股+6.8万股+12.17%加仓
ADAMSBROWN WEALTH CONSULTANTS LLC
7.1%8.62%#6$3,766.0万62.5万股$3,260.8万59.5万股+3.0万股+5.05%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#238$3,690.6万61.2万股$2,937.3万53.6万股+7.7万股+14.29%加仓
Drake & Associates, LLC
6.08%5.73%#9$3,606.7万59.8万股$3,008.3万54.9万股+5.0万股+9.06%加仓
PLANNING ALTERNATIVES LTD /ADV
3.26%3.42%#25$3,036.9万50.4万股$2,648.6万48.3万股+2.1万股+4.29%加仓
Gratus Wealth Advisors, LLC
3.61%3.62%#23$2,836.2万47.0万股$2,505.2万45.7万股+1.4万股+2.98%加仓
MANCHESTER FINANCIAL INC
4.97%4.8%#12$2,794.9万46.4万股$2,500.8万45.6万股+7,564股+1.66%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#229$2,769.4万45.9万股$1,963.7万35.8万股+10.1万股+28.28%加仓
现代财富管理Modern Wealth Management, LLC
0.33%0.24%#98$2,758.2万45.7万股$1,398.3万24.8万股+20.9万股+84.46%加仓
Retirement Management Systems Inc.
5.38%5.36%#11$2,625.6万43.5万股$2,223.2万40.5万股+3.0万股+7.42%加仓
Whitaker-Myers Wealth Managers, LTD.
4.35%4.35%#16$2,607.0万43.2万股$2,181.1万39.8万股+3.5万股+8.72%加仓
Rooted Wealth Advisors, Inc.
6.32%5.97%#7$2,582.1万42.8万股$2,262.5万37.9万股+4.9万股+12.95%加仓
Insight Wealth Strategies, LLC
2.25%2.26%#32$2,309.8万38.6万股$2,020.9万36.9万股+1.7万股+4.67%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.03%0.02%#191$2,227.2万36.9万股$1,661.6万30.3万股+6.6万股+21.92%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.07%0.06%#160$2,079.6万34.5万股$1,698.0万31.0万股+3.5万股+11.40%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.04%#187$2,050.6万34.1万股$1,787.7万32.0万股+2.1万股+6.58%加仓
D'Orazio & Associates, Inc.
2.25%2.01%#33$1,940.9万32.2万股$1,555.7万28.4万股+3.8万股+13.48%加仓
Three Cord True Wealth Management, LLC
9.01%8.84%#1$1,893.1万31.4万股$1,590.4万29.0万股+2.4万股+8.27%加仓
Private Advisor集团Private Advisor Group, LLC
0.08%0.08%#150$1,720.2万28.5万股$1,707.0万31.1万股-2.6万股-8.33%减仓
野村资产管理NOMURA ASSET MANAGEMENT CO LTD
0.04%#183$1,686.9万28.0万股$00股+28.0万股新买入
Bucket List Wealth Management, LLC
7.52%7.09%#5$1,526.7万25.3万股$1,178.3万21.5万股+3.8万股+17.85%加仓
Janney Montgomery Scott LLC
0.03%0.03%#188$1,504.1万24.9万股$1,158.8万21.1万股+3.8万股+18.06%加仓
Clark Wealth Partners
8.14%8.69%#3$1,441.9万23.9万股$1,293.8万23.6万股+3,248股+1.38%加仓
TITLEIST ASSET MANAGEMENT, LLC
0.96%0.94%#58$1,432.6万23.8万股$1,251.0万22.8万股+9,510股+4.17%加仓
Kovack Advisors, Inc.
0.68%0.7%#70$1,422.9万23.8万股$1,311.0万23.3万股+5,097股+2.19%加仓
StoneCrest Wealth Management, Inc.
4.32%5.23%#17$1,353.0万22.4万股$1,236.7万22.6万股-1,090股-0.48%减仓
Amplius Wealth Advisors, LLC
0.98%0.88%#57$1,340.4万22.2万股$1,051.8万19.2万股+3.1万股+15.92%加仓
Meridian 财富管理Meridian Wealth Management, LLC
0.41%0.31%#88$1,328.6万22.0万股$890.9万16.2万股+5.8万股+35.64%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#248$1,205.8万20.0万股$455.4万8.3万股+11.7万股+140.86%加仓
Cyr Financial Inc.
6.28%6.12%#8$1,205.3万20.0万股$1,040.4万19.0万股+1.0万股+5.38%加仓
Per Stirling Capital Management, LLC.
1.14%1.21%#53$1,198.2万19.9万股$1,096.0万20.0万股-1,109股-0.55%减仓
THRIVENT FINANCIAL FOR LUTHERANS
0.02%#205$1,157.2万19.2万股$00股+19.2万股新买入
CENTAURUS FINANCIAL, INC.
0.44%0.49%#86$1,131.7万18.8万股$1,022.8万18.7万股+1,204股+0.65%加仓
Segment Wealth Management, LLC
0.58%0.03%#74$1,111.9万18.4万股$53.5万9,760股+17.5万股+1,789.52%加仓
AAF Wealth Management, LLC
4.07%#19$1,104.1万18.3万股$00股+18.3万股新买入
CPA Asset Management Group, LLC
3.07%0.93%#27$1,066.7万17.7万股$275.9万5.0万股+12.7万股+251.64%加仓
SILVER OAK SECURITIES, INCORPORATED
0.64%0.69%#73$1,054.0万17.5万股$940.1万17.1万股+3,386股+1.98%加仓
Tidemark, LLC
2.37%2.33%#30$1,052.7万17.5万股$917.9万16.7万股+7,226股+4.32%加仓

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