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 FDBSMY
持有机构数
55
机构合计市值 (Q2 2026)
$7,801.7万
机构合计股数 (Q2 2026)
316.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+65.7万股
43 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-11.5万股
7 · 1 清仓 · ≈
⚖️ 净额
+54.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,801.7万
持有机构数
55
新买入
11
加仓
32
减仓
6
清仓
1
持股不变
6
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
汇流投资管理CONFLUENCE INVESTMENT MANAGEMENT LLC
0.12%0.13%#11$748.1万30.3万股$794.9万32.8万股-2.4万股-7.40%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#33$691.3万28.0万股$691.5万28.5万股-4,641股-1.63%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#35$688.1万27.9万股$604.4万24.9万股+3.0万股+12.03%加仓
BCS Wealth Management
1.04%1.15%#2$579.3万23.5万股$561.5万23.1万股+3,515股+1.52%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.08%0.07%#13$475.1万19.3万股$359.9万14.8万股+4.4万股+29.91%加仓
Lido顾问Lido Advisors, LLC
0.01%#23$345.7万14.0万股$00股+14.0万股新买入
Hills Bank & Trust Co
0.14%0.13%#9$330.5万13.4万股$267.2万11.0万股+2.4万股+21.69%加仓
NESTEGG ADVISORS, INC.
2.16%1.67%#1$305.8万12.4万股$190.3万7.8万股+4.6万股+58.10%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#47$302.2万12.3万股$281.4万11.6万股+6,588股+5.68%加仓
Envision Financial Planning, LLC
0.98%1.01%#3$302.0万12.3万股$278.9万11.5万股+7,529股+6.55%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#31$299.1万12.1万股$211.7万8.7万股+3.4万股+39.04%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.01%0.01%#21$252.2万10.2万股$232.5万9.6万股+6,469股+6.75%加仓
景顺Invesco Ltd.
<0.01%<0.01%#48$237.2万9.6万股$228.5万9.4万股+2,030股+2.16%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#25$201.5万8.2万股$168.0万6.9万股+1.2万股+17.99%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#51$137.6万5.6万股$5,401222股+5.6万股+25,044.14%加仓
MONECO ADVISORS, LLC
0.08%0.09%#14$127.0万5.2万股$115.5万4.8万股+3,902股+8.19%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#37$125.4万5.1万股$151.7万6.3万股-1.2万股-18.64%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#36$120.6万4.9万股$60.5万2.5万股+2.4万股+96.24%加仓
Clark Asset Management, LLC
0.09%0.08%#12$114.7万4.7万股$86.4万3.6万股+1.1万股+30.58%加仓
Elequin 资本Elequin Capital, LP
0.03%#17$103.6万4.2万股$00股+4.2万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#46$97.1万3.9万股$87.9万3.6万股+3,139股+8.66%加仓
Key FInancial Inc
0.14%0.14%#7$87.8万3.6万股$76.6万3.2万股+4,025股+12.74%加仓
Jacobi Capital Management LLC
0.04%0.02%#16$86.2万3.5万股$29.5万1.2万股+2.3万股+187.65%加仓
PRECEDENT WEALTH PARTNERS, LLC
0.14%0.1%#10$84.2万3.4万股$50.1万2.1万股+1.4万股+65.63%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#50$73.1万3.0万股$67.2万2.8万股+1,976股+7.14%加仓
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#27$66.4万2.7万股$62.9万2.6万股+1,335股+5.21%加仓
Wedmont Private 资本Wedmont Private Capital
0.02%#20$59.9万2.4万股$00股+2.4万股新买入
红杉金融顾问Sequoia Financial Advisors, LLC
<0.01%<0.01%#30$59.7万2.4万股$58.7万2.4万股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#42$55.6万2.3万股$54.7万2.3万股00.00%持仓不变
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
<0.01%<0.01%#32$43.0万1.8万股$38.6万1.6万股+1,518股+9.49%加仓
DWM Financial Group, Inc.
0.39%#4$42.5万1.7万股$00股+1.7万股新买入
Tassel Capital Management, Inc.
0.19%0.22%#5$41.2万1.7万股$40.1万1.7万股+151股+0.91%加仓
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
0.02%#19$40.3万1.7万股$00股+1.7万股新买入
YARGER WEALTH STRATEGIES, LLC
0.14%0.15%#8$39.3万1.6万股$38.5万1.6万股+145股+0.91%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#39$37.4万1.5万股$26.2万1.1万股+4,390股+40.68%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#54$36.4万1.5万股$34.3万1.4万股+632股+4.47%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%#26$35.2万1.4万股$00股+1.4万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#40$34.7万1.4万股$33.8万1.4万股+128股+0.92%加仓
Addison Advisors LLC
0.16%0.13%#6$34.4万1.4万股$56.8万2.3万股-9,472股-40.43%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%#38$32.3万1.3万股$00股+1.3万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#55$31.7万1.3万股$180.7万7.4万股-6.2万股-82.71%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%#28$31.7万1.3万股$00股+1.3万股新买入
Bill Few Associates, Inc.
0.05%0.05%#15$23.2万9,420股$22.9万9,420股00.00%持仓不变
COOKSON PEIRCE & CO INC
0.01%0.01%#24$22.6万9,169股$20.3万8,352股+817股+9.78%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#41$21.8万8,863股$21.3万8,783股+80股+0.91%加仓
Asset Dedication, LLC
0.01%0.01%#22$21.4万8,688股$17.1万7,064股+1,624股+22.99%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#53$15.8万6,400股$9.9万4,099股+2,301股+56.14%加仓
Ascentis Independent Advisors
0.02%0.01%#18$14.1万5,800股$14.1万5,800股00.00%持仓不变
Larson Financial 集团Larson Financial Group LLC
<0.01%<0.01%#29$11.5万4,662股$11.3万4,662股00.00%持仓不变
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#34$9.7万3,950股$8.5万3,500股+450股+12.86%加仓

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