SWPPX — Schwab S&P 500 Index 机构持仓 · 2026年Q2

Name: 谁持有 SWPPX？27 家机构、1.2 亿美元（2026年Q2）
Creator: ko.io

谁持有 Schwab S&P 500 Index（SWPPX）？2026年Q2（报告期截至 2026-06-30）共有 27 家机构在 SEC 13F 申报中报告持有，合计 1.16 亿美元。前几大持有机构：eCIO, Inc.（8,020.00 万美元）、Dumont & Blake Investment Advisors LLC（1,070.00 万美元）、Vermillion Wealth Management, Inc.（470.00 万美元）。

排名	机构	市值	股数	变动
1	eCIO, Inc.	$80.2M	4.2M	新建仓
2	DUMONT & BLAKE INVESTMENT ADVISORS LLC	$10.7M	552,344	减持
3	Vermillion Wealth Management, Inc.	$4.7M	241,493	新建仓
4	Ethos Financial Group, LLC	$3.1M	164,351	增持
5	NORTH STAR ASSET MANAGEMENT INC	$3.0M	154,703	增持
6	Mosaic Advisors LLC	$3.0M	154,500	新建仓
7	Coston, McIsaac & Partners	$2.9M	150,286	增持
8	Wealthspire Advisors, LLC	$2.3M	121,138	新建仓
9	CARRET ASSET MANAGEMENT, LLC	$943,343	48,827	减持
10	STALEY CAPITAL ADVISERS INC	$925,916	47,925	持平
11	EDGAR LOMAX CO/VA	$803,651	41,597	持平
12	Williams Jones Wealth Management, LLC.	$768,156	39,760	减持
13	Fortune Financial Group, Inc.	$656,696	33,990	持平
14	MOODY LYNN & LIEBERSON, LLC	$543,476	28,130	持平
15	Fulton Bank, N.A.	$496,191	25,682	减持
16	ROWLANDMILLER & PARTNERS.ADV	$286,101	14,808	增持
17	Estabrook Capital Management	$281,338	14,562	持平
18	Westside Investment Management, Inc.	$159,877	8,274	持平
19	Financial Gravity Companies, Inc.	$58,709	3,039	增持
20	NBT BANK N A /NY	$41,591	2,153	新建仓
21	Game Plan Financial Advisors, LLC	$39,503	2,045	持平
22	Luminist Capital LLC	$29,575	1,531	新建仓
23	Jackson Wealth Management, LLC	$0	0	清仓
24	Front Street Capital Management, Inc.	$0	0	清仓
25	Coastwise Capital Group, LLC	$0	0	清仓

来源：SEC 13F 申报文件 · 截至 2026-06-30