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 FDBSCW
持有机构数
172
机构合计市值 (Q2 2026)
$12.01亿
机构合计股数 (Q2 2026)
5,855.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+722.6万股
110 · 22 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-266.2万股
49 · 15 清仓 · ≈
⚖️ 净额
+456.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$12.01亿
持有机构数
172
新买入
22
加仓
88
减仓
34
清仓
15
持股不变
28
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
Aptus资本顾问Aptus Capital Advisors, LLC
1.25%1.41%#21$1.83亿890.1万股$1.80亿874.7万股+15.5万股+1.77%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#123$1.20亿586.4万股$8,354.1万400.1万股+186.3万股+46.57%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#94$9,951.9万485.2万股$9,143.6万444.1万股+41.1万股+9.25%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#118$5,581.2万272.1万股$6,695.3万325.2万股-53.1万股-16.32%减仓
大西洋联合银行Atlantic Union Bankshares Corp
0.88%0.82%#27$5,286.3万257.7万股$4,267.6万207.3万股+50.5万股+24.34%加仓
LPL金融LPL Financial LLC
0.01%0.01%#114$4,939.6万240.8万股$4,734.5万230.0万股+10.9万股+4.73%加仓
瑞银集团UBS Group AG
0.01%0.01%#126$4,341.6万211.7万股$4,186.9万203.4万股+8.3万股+4.09%加仓
景顺Invesco Ltd.
<0.01%0.01%#142$3,975.3万193.8万股$3,444.0万167.3万股+26.5万股+15.86%加仓
HENGEHOLD CAPITAL MANAGEMENT LLC
3.03%3.41%#5$3,905.4万190.4万股$3,908.8万189.9万股+5,581股+0.29%加仓
MONECO ADVISORS, LLC
1.48%1.69%#16$2,419.4万118.0万股$2,175.7万105.7万股+12.3万股+11.63%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#143$2,105.7万102.7万股$2,047.6万99.5万股+3.2万股+3.23%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%0.01%#131$2,083.0万101.6万股$1,918.7万93.2万股+8.4万股+8.98%加仓
Motley Fool Wealth Management, LLC
1.97%1.97%#10$1,745.1万84.8万股$1,745.1万84.8万股00.00%持仓不变
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.03%#96$1,714.0万83.6万股$1,608.2万78.1万股+5.5万股+6.98%加仓
Capital Investment Counsel, LLC
2.01%2.04%#9$1,623.6万79.2万股$1,486.8万72.2万股+6.9万股+9.61%加仓
FORONJY FINANCIAL LLC
5.58%5.98%#2$1,517.7万74.0万股$1,438.8万69.9万股+4.1万股+5.88%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#154$1,474.4万71.9万股$1,422.2万69.1万股+2.8万股+4.06%加仓
Clark Asset Management, LLC
1.12%1.07%#24$1,428.4万69.6万股$1,135.7万55.2万股+14.5万股+26.25%加仓
&Partners&PARTNERS
0.06%0.07%#77$1,417.4万69.1万股$1,391.1万67.6万股+1.5万股+2.28%加仓
Strategic Financial Group, LLC
13.32%14.25%#1$1,390.7万67.8万股$1,384.3万67.2万股+5,669股+0.84%加仓
Legacy Financial Group LLC
1.31%#19$1,164.6万56.8万股$00股+56.8万股新买入
GILL CAPITAL PARTNERS, LLC
3.27%3.31%#4$1,147.6万56.0万股$1,151.9万56.0万股00.00%持仓不变
COOKSON PEIRCE & CO INC
0.36%0.45%#34$1,105.7万53.9万股$1,058.3万51.4万股+2.5万股+4.88%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.05%0.1%#81$1,051.9万51.3万股$1,865.4万90.6万股-39.3万股-43.40%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.02%#111$1,025.5万50.0万股$1,033.5万50.2万股-1,966股-0.39%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#134$988.8万48.1万股$766.8万37.6万股+10.5万股+27.99%加仓
MAI资本管理MAI Capital Management
0.04%0.04%#91$968.2万47.2万股$779.6万37.9万股+9.3万股+24.67%加仓
Janney Montgomery Scott LLC
0.02%0.02%#100$960.0万46.8万股$937.8万45.5万股+1.3万股+2.76%加仓
Cornerstone Planning, LLC
2.21%2.11%#7$955.7万46.6万股$935.4万45.3万股+1.3万股+2.77%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.11%#63$921.4万44.9万股$00股+44.9万股新买入
Lido顾问Lido Advisors, LLC
0.02%0.03%#97$853.4万41.6万股$840.0万40.8万股+8,103股+1.99%加仓
现代财富管理Modern Wealth Management, LLC
0.09%0.12%#65$793.3万38.7万股$688.8万33.4万股+5.2万股+15.68%加仓
Marietta Wealth Management, LLC
0.81%0.89%#30$785.7万38.3万股$750.3万36.4万股+1.9万股+5.11%加仓
Asset Dedication, LLC
0.49%0.52%#31$780.0万38.0万股$737.7万35.8万股+2.2万股+6.14%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#104$754.0万36.8万股$616.6万29.9万股+6.8万股+22.76%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%<0.01%#119$737.9万36.0万股$208.5万10.1万股+25.8万股+255.22%加仓
Clearstead顾问Clearstead Advisors, LLC
0.06%0.06%#76$617.4万30.1万股$602.2万29.2万股+8,519股+2.91%加仓
Goepper Burkhardt LLC
1.79%1.95%#13$594.9万29.0万股$582.8万28.3万股+6,984股+2.47%加仓
Decker Wealth Management LLC
1.21%1.7%#22$570.0万27.8万股$751.3万36.5万股-8.7万股-23.84%减仓
VISTA INVESTMENT MANAGEMENT
1.62%0.89%#15$538.2万26.2万股$267.2万13.0万股+13.3万股+102.17%加仓
BCS Wealth Management
0.93%1.03%#26$516.0万25.2万股$506.4万24.6万股+5,580股+2.27%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#144$513.6万25.0万股$508.5万24.7万股+3,408股+1.38%加仓
NorthAvenue LLC
3.58%3.81%#3$499.6万24.4万股$479.3万23.3万股+1.1万股+4.64%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.05%0.06%#79$481.0万23.5万股$459.5万22.3万股+1.1万股+5.08%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#136$424.2万20.7万股$356.6万17.3万股+3.4万股+19.42%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#158$385.9万18.8万股$360.1万17.5万股+1.3万股+7.58%加仓
Straight Path Wealth Management
0.88%0.99%#28$375.5万18.3万股$369.6万18.0万股+3,540股+1.97%加仓
Hills Bank & Trust Co
0.16%#51$372.1万18.1万股$00股+18.1万股新买入
Ledgewood Wealth Advisors, LLC
1.83%2.25%#12$344.9万16.8万股$398.9万19.4万股-2.6万股-13.20%减仓
Carroll Advisory Group, LLC
1.1%1.15%#25$333.7万16.3万股$296.9万14.4万股+1.9万股+12.84%加仓

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