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景顺自营指数基金 · 13F 机构持仓分析
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景顺自营指数基金

INVESCO EXCH TRD SLF IDX FDBSJT
持有机构数
116
机构合计市值 (Q2 2026)
$3.17亿
机构合计股数 (Q2 2026)
1,501.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+224.8万股
81 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-153.5万股
34 · 10 清仓 · ≈
⚖️ 净额
+71.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.17亿
持有机构数
116
新买入
16
加仓
65
减仓
24
清仓
10
持股不变
11
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
0.02%0.02%#62$6,740.6万319.0万股$6,054.2万287.8万股+31.2万股+10.84%加仓
Legacy Financial Group LLC
2.18%2.22%#3$1,937.3万91.7万股$1,768.6万84.1万股+7.6万股+9.05%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#86$1,805.1万85.4万股$1,682.1万80.0万股+5.5万股+6.83%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#64$1,549.3万73.3万股$1,221.4万58.1万股+15.3万股+26.28%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#85$1,121.9万53.1万股$392.7万18.7万股+34.4万股+184.42%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#94$1,042.4万49.3万股$1,017.4万48.4万股+9,655股+2.00%加仓
Equitable控股Equitable Holdings, Inc.
0.06%0.08%#43$1,008.3万47.7万股$1,295.5万60.2万股-12.5万股-20.78%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#102$1,007.2万47.7万股$748.2万34.7万股+13.0万股+37.41%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#70$906.8万42.9万股$756.8万36.0万股+6.9万股+19.31%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#68$898.2万42.5万股$848.9万40.4万股+2.1万股+5.32%加仓
现代财富管理Modern Wealth Management, LLC
0.1%0.15%#34$874.2万41.4万股$862.2万40.9万股+4,842股+1.18%加仓
SFE Investment Counsel
1.09%1.21%#6$799.0万37.8万股$770.1万36.6万股+1.2万股+3.29%加仓
Stablepoint Partners, LLC
1%1%#8$719.9万34.1万股$671.4万31.9万股+2.2万股+6.75%加仓
BANTA ASSET MANAGEMENT LP
6.09%6.74%#1$682.2万32.3万股$670.2万31.9万股+4,250股+1.33%加仓
IHT 财富管理IHT Wealth Management, LLC
0.12%0.19%#30$578.4万27.4万股$823.0万39.1万股-11.8万股-30.04%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#72$552.3万26.1万股$732.6万34.8万股-8.7万股-24.95%减仓
Advisory Alpha, LLC
0.12%0.13%#32$485.2万23.0万股$457.8万21.8万股+1.2万股+5.49%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#90$467.1万22.2万股$406.7万19.6万股+2.6万股+13.28%加仓
HOWARD WEALTH MANAGEMENT, LLC
1.62%1.64%#5$439.4万20.8万股$389.3万18.5万股+2.3万股+12.37%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#100$373.5万17.7万股$356.7万17.0万股+7,175股+4.23%加仓
Oder Investment Management, LLC
2.36%2.35%#2$363.9万17.2万股$305.8万14.5万股+2.7万股+18.47%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#79$339.3万16.1万股$241.7万11.5万股+4.6万股+39.75%加仓
Pacific Wealth Strategies Group, Inc.
1.9%1%#4$330.2万15.6万股$160.5万7.6万股+8.0万股+104.82%加仓
F/m Investments LLC
0.16%#26$309.5万14.6万股$00股+14.6万股新买入
繁荣金融服务Prospera Financial Services Inc
0.04%0.05%#48$296.1万14.0万股$292.7万13.9万股+990股+0.71%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#101$270.7万12.8万股$214.5万10.2万股+2.6万股+25.71%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#109$253.8万12.0万股$240.9万11.5万股+5,599股+4.89%加仓
LBMC INVESTMENT ADVISORS, LLC
0.13%0.15%#28$244.2万11.6万股$242.9万11.5万股+86股+0.07%加仓
Turning Point Benefit Group, Inc.
1.02%0.91%#7$236.9万11.2万股$143.3万6.8万股+4.4万股+65.62%加仓
Tower Research Capital LLC (TRC)
0.05%0.02%#46$209.6万9.9万股$72.3万3.4万股+6.5万股+188.53%加仓
S.E.E.D. Planning Group LLC
0.52%0.47%#14$198.0万9.4万股$161.5万7.7万股+1.7万股+22.05%加仓
MONECO ADVISORS, LLC
0.12%0.15%#31$197.0万9.3万股$199.7万9.5万股-1,711股-1.80%减仓
INSIGNEO 咨询服务INSIGNEO ADVISORY SERVICES, LLC
0.07%#42$193.8万9.2万股$00股+9.2万股新买入
PRIVATE CLIENT SERVICES, LLC
0.43%0.75%#15$163.1万7.7万股$251.7万12.0万股-4.2万股-35.50%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.01%#77$158.8万7.5万股$153.0万7.3万股+2,425股+3.33%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.02%#57$151.9万7.2万股$149.3万7.1万股+911股+1.28%加仓
ASHTON THOMAS SECURITIES, LLC
0.22%0.18%#21$147.3万7.0万股$146.4万7.0万股+118股+0.17%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#105$144.0万6.8万股$150.7万7.2万股-3,489股-4.87%减仓
SEAVIEW INVESTMENT MANAGERS LLC
0.43%0.37%#16$142.9万6.8万股$102.6万4.9万股+1.9万股+38.59%加仓
HUB投资合伙人HUB Investment Partners, LLC
0.02%0.03%#55$131.7万6.2万股$126.1万6.0万股+2,381股+3.97%加仓
Sound Stewardship, LLC
0.53%0.52%#13$129.1万6.1万股$113.8万5.4万股+7,027股+12.99%加仓
旧使命资本OLD MISSION CAPITAL LLC
0.02%#59$114.4万5.4万股$00股+5.4万股新买入
Compound Planning, Inc.
0.03%0.03%#52$111.2万5.3万股$110.3万5.2万股+178股+0.34%加仓
Altrius Capital Management Inc
0.2%0.14%#24$106.6万5.0万股$60.2万2.9万股+2.2万股+76.29%加仓
Hennion & Walsh Asset Management, Inc.
0.03%0.03%#51$102.2万4.8万股$98.2万4.7万股+1,724股+3.69%加仓
Astoria Portfolio Advisors LLC.
0.16%0.2%#25$94.4万4.5万股$95.4万4.5万股-228股-0.51%减仓
Verity Asset Management, Inc.
0.35%#17$92.8万4.4万股$00股+4.4万股新买入
Intrua Financial, LLC
0.08%0.09%#38$92.2万4.4万股$87.0万4.1万股+2,316股+5.60%加仓
Ark Wealth Advisors LLC
0.8%0.92%#10$90.4万4.3万股$93.0万4.4万股-1,443股-3.26%减仓
Segment Wealth Management, LLC
0.05%0.05%#47$90.0万4.3万股$89.3万4.2万股+130股+0.31%加仓

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