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 FDBSMQ
持有机构数
139
机构合计市值 (Q2 2026)
$2.09亿
机构合计股数 (Q2 2026)
886.6万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+87.9万股
61 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-141.3万股
72 · 18 清仓 · ≈
⚖️ 净额
-53.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.09亿
持有机构数
139
新买入
11
加仓
50
减仓
54
清仓
18
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
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#108$1,288.3万54.7万股$1,443.1万61.1万股-6.4万股-10.42%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#106$1,085.1万46.1万股$1,196.6万50.7万股-4.6万股-9.01%减仓
景顺Invesco Ltd.
<0.01%<0.01%#123$994.5万42.2万股$916.9万38.8万股+3.4万股+8.83%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#126$982.8万41.7万股$1,310.8万55.5万股-13.7万股-24.77%减仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#74$790.5万33.6万股$790.1万33.4万股+1,303股+0.39%加仓
Key FInancial Inc
1.13%0.81%#1$689.3万29.3万股$457.4万19.4万股+9.9万股+51.21%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.04%#61$614.5万26.1万股$455.6万19.3万股+6.8万股+35.33%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#134$583.9万24.8万股$736.5万31.2万股-6.4万股-20.45%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#86$519.5万22.1万股$503.1万21.3万股+7,660股+3.60%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.09%0.08%#35$518.6万22.0万股$423.8万17.9万股+4.1万股+22.79%加仓
Asset Dedication, LLC
0.31%0.34%#7$486.5万20.7万股$482.6万20.4万股+2,359股+1.15%加仓
HUB投资合伙人HUB Investment Partners, LLC
0.09%0.01%#37$473.9万20.1万股$37.3万1.6万股+18.6万股+1,176.05%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.02%#69$464.6万19.7万股$432.7万18.3万股+1.4万股+7.73%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#130$445.7万18.9万股$934.0万39.5万股-20.6万股-52.11%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#121$416.5万17.7万股$490.9万20.8万股-3.1万股-14.86%减仓
THRIVENT FINANCIAL FOR LUTHERANS
0.01%0.01%#85$398.5万16.9万股$368.3万15.6万股+1.3万股+8.57%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#119$393.9万16.7万股$673.4万28.5万股-11.8万股-41.31%减仓
MONECO ADVISORS, LLC
0.22%0.28%#10$367.9万15.6万股$365.6万15.5万股+1,508股+0.97%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#95$365.9万15.5万股$379.3万16.1万股-5,145股-3.20%减仓
顶峰金融Summit Financial, LLC
0.04%0.06%#56$364.4万15.5万股$504.9万21.4万股-5.9万股-27.58%减仓
OneAscent Financial Services LLC
0.16%0.2%#23$327.5万13.9万股$367.1万15.5万股-1.6万股-10.49%减仓
Hills Bank & Trust Co
0.14%0.19%#26$322.7万13.7万股$398.4万16.9万股-3.2万股-18.73%减仓
PRECEDENT WEALTH PARTNERS, LLC
0.5%0.59%#4$300.5万12.8万股$296.1万12.5万股+2,325股+1.86%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#128$290.0万12.3万股$270.2万11.4万股+9,004股+7.89%加仓
Financial Solutions Advisory Group, Inc.
0.33%0.54%#6$264.0万11.2万股$387.1万16.4万股-5.2万股-31.69%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#116$243.1万10.3万股$226.9万9.6万股+7,194股+7.49%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#102$242.2万10.3万股$265.6万11.2万股-9,566股-8.51%减仓
Legacy Private Trust Co.
0.13%0.17%#27$231.6万9.8万股$277.9万11.8万股-1.9万股-16.37%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#92$213.4万9.1万股$163.7万6.9万股+2.1万股+30.82%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#114$182.2万7.7万股$164.2万6.9万股+7,868股+11.32%加仓
Paulson Wealth Management Inc.
0.36%0.41%#5$169.3万7.2万股$174.0万7.4万股-1,729股-2.35%减仓
SignatureFD财富SIGNATUREFD, LLC
0.02%0.03%#64$162.6万6.9万股$167.6万7.1万股-1,869股-2.63%减仓
简街集团JANE STREET GROUP, LLC
<0.01%#136$157.6万6.7万股$00股+6.7万股新买入
Aptus资本顾问Aptus Capital Advisors, LLC
0.01%0.01%#71$156.6万6.7万股$159.8万6.8万股-1,125股-1.66%减仓
Farnam Financial LLC
1.13%1.15%#2$154.8万6.6万股$139.2万5.9万股+6,805股+11.55%加仓
Resonant Capital Advisors, LLC
0.07%0.08%#42$148.0万6.3万股$150.8万6.4万股-956股-1.50%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#125$133.9万5.7万股$150.9万6.4万股-7,011股-10.98%减仓
Cornerstone Wealth Management, LLC
0.05%0.06%#53$122.4万5.2万股$118.6万5.0万股+1,800股+3.59%加仓
Farmers National Bank
0.26%0.28%#9$122.3万5.2万股$128.1万5.4万股-2,268股-4.18%减仓
PAX Financial Group, LLC
0.17%0.19%#18$112.6万4.8万股$109.0万4.6万股+1,702股+3.69%加仓
Waverly顾问Waverly Advisors, LLC
0.01%0.01%#83$110.7万4.7万股$124.1万5.3万股-5,520股-10.51%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#137$110.4万4.7万股$31.2万1.3万股+3.4万股+255.37%加仓
Accurate Wealth Management, LLC
0.1%0.11%#31$110.0万4.7万股$91.4万3.9万股+7,990股+20.67%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#132$108.9万4.6万股$110.3万4.7万股-551股-1.18%减仓
Willis Johnson & Associates, Inc.
0.06%0.06%#49$100.2万4.3万股$100.2万4.2万股+140股+0.33%加仓
Kathmere Capital Management, LLC
0.05%0.06%#52$99.4万4.2万股$101.6万4.3万股-772股-1.79%减仓
Jacobi Capital Management LLC
0.05%0.02%#54$98.5万4.2万股$42.8万1.8万股+2.4万股+130.75%加仓
VOISARD ASSET MANAGEMENT GROUP, INC.
0.18%0.24%#17$97.4万4.1万股$111.4万4.7万股-5,819股-12.34%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%#99$95.7万4.1万股$00股+4.1万股新买入
Astoria Portfolio Advisors LLC.
0.16%0.2%#22$94.1万4.0万股$95.5万4.1万股-563股-1.39%减仓

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