XPH — SPDR SERIES TRUST
申报持仓市值$133.07M
持有基金数（最新）16
板块—
持有基金数 (Q2 2026)12
机构持仓市值$130.82M · 1.97M 股
新建/增持/减仓/清仓2 / 6 / 4 / 1
前五大/前十大集中度95.1% / 99.7%
机构整体持仓变动
增持 +13.1%
(+228.28K 股)
机构持仓市值变动
上升 +38.5%
截至Q2 2026，共 12 家机构在其最新 13F 申报中持有 XPH（SPDR SERIES TRUST），合计申报市值 $130.82M，对应 1.97M 股。按股数计算较上季度增持 13.1%（+228.28K 股），申报市值环比上升 38.5%。持仓集中度较高：前五大持有人占申报市值的 95.1%，前十大的集中度为 99.7%。
与上一季度相比，2 家新建仓位、6 家加仓、4 家减仓、1 家清仓退出。13F 数据为季末快照，以上变动反映的是 Q2 2026 末的持仓状态，并非实时交易。
本页所有数据均来自美国证监会（SEC）13F 季度申报。13F 申报人需在季度结束后 45 天内披露 10 万美元以上的多头持仓；空头、期权对冲与季度内交易不在其列，因此这些数字反映的是机构持仓的季度快照，而非实时仓位。
Q2 2026 — 12 funds
| 基金 | 股数 | 市值 | 组合权重 | 变动 |
|---|---|---|---|---|
| Bank of America Corp 历史持仓 | 1.02M | $67.32M | 0.00% | 增持 |
| Wells Fargo & Co 历史持仓 | 387.37K | $25.67M | 0.00% | 减持 |
| Morgan Stanley 历史持仓 | 314.23K | $20.82M | 0.00% | 增持 |
| Citigroup Inc 历史持仓 | 104.11K | $6.90M | 0.00% | 增持 |
| UBS Group AG 历史持仓 | 55.35K | $3.67M | 0.00% | 增持 |
| Two Sigma Investments 历史持仓 | 35.75K | $2.37M | 0.00% | 减持 |
| Goldman Sachs Group 历史持仓 | 26.23K | $1.74M | 0.00% | 减持 |
| D. E. Shaw & Co 历史持仓 | 11.42K | $756.54K | 0.00% | 增持 |
| PNC Financial Services 历史持仓 | 10.82K | $717.16K | 0.00% | 减持 |
| JPMorgan Chase & Co 历史持仓 | 7.60K | $504.92K | 0.00% | 新建 |
| Fidelity Management & Research (FMR) 历史持仓 | 3.80K | $251.70K | 0.00% | 增持 |
| BlackRock Inc 历史持仓 | 1.50K | $99.41K | 0.00% | 新建 |
Q1 2026 — 11 funds
| 基金 | 股数 | 市值 | 组合权重 | 变动 |
|---|---|---|---|---|
| Bank of America Corp 历史持仓 | 811.94K | $43.92M | 0.00% | 增持 |
| Wells Fargo & Co 历史持仓 | 404.31K | $21.87M | 0.00% | 增持 |
| Morgan Stanley 历史持仓 | 287.59K | $15.56M | 0.00% | 增持 |
| Two Sigma Investments 历史持仓 | 50.70K | $2.74M | 0.00% | 增持 |
| Citigroup Inc 历史持仓 | 49.39K | $2.67M | 0.00% | 减持 |
| UBS Group AG 历史持仓 | 48.91K | $2.65M | 0.00% | 增持 |
| Citadel Advisors 历史持仓 | 40.87K | $2.21M | 0.00% | 减持 |
| Goldman Sachs Group 历史持仓 | 26.43K | $1.43M | 0.00% | 减持 |
| PNC Financial Services 历史持仓 | 11.94K | $645.91K | 0.00% | 持有 |
| D. E. Shaw & Co 历史持仓 | 10.24K | $553.66K | 0.00% | 新建 |
| Fidelity Management & Research (FMR) 历史持仓 | 3.48K | $188.09K | 0.00% | 增持 |
Q4 2025 — 11 funds
| 基金 | 股数 | 市值 | 组合权重 | 变动 |
|---|---|---|---|---|
| Bank of America Corp 历史持仓 | 356.14K | $19.95M | 0.00% | 减持 |
| Wells Fargo & Co 历史持仓 | 207.23K | $11.61M | 0.00% | 增持 |
| Citigroup Inc 历史持仓 | 155.47K | $8.71M | 0.00% | 增持 |
| Morgan Stanley 历史持仓 | 141.23K | $7.91M | 0.00% | 减持 |
| Citadel Advisors 历史持仓 | 76.36K | $4.28M | 0.00% | 增持 |
| UBS Group AG 历史持仓 | 47.96K | $2.69M | 0.00% | 增持 |
| Goldman Sachs Group 历史持仓 | 30.60K | $1.71M | 0.00% | 减持 |
| Two Sigma Investments 历史持仓 | 13.00K | $728.13K | 0.00% | 新建 |
| PNC Financial Services 历史持仓 | 11.94K | $668.82K | 0.00% | 减持 |
| JPMorgan Chase & Co 历史持仓 | 7.61K | $426.40K | 0.00% | 减持 |
| Fidelity Management & Research (FMR) 历史持仓 | 3.40K | $190.72K | 0.00% | 增持 |
Q3 2025 — 10 funds
| 基金 | 股数 | 市值 | 组合权重 | 变动 |
|---|---|---|---|---|
| Morgan Stanley 历史持仓 | 547.27K | $26.24M | 0.00% | 增持 |
| Bank of America Corp 历史持仓 | 360.08K | $17.26M | 0.00% | 减持 |
| Citigroup Inc 历史持仓 | 150.23K | $7.20M | 0.00% | 减持 |
| Goldman Sachs Group 历史持仓 | 111.29K | $5.34M | 0.00% | 减持 |
| Wells Fargo & Co 历史持仓 | 75.19K | $3.60M | 0.00% | 增持 |
| JPMorgan Chase & Co 历史持仓 | 58.70K | $2.81M | 0.00% | 增持 |
| UBS Group AG 历史持仓 | 36.01K | $1.73M | 0.00% | 增持 |
| PNC Financial Services 历史持仓 | 18.42K | $883.10K | 0.00% | 减持 |
| Citadel Advisors 历史持仓 | 5.74K | $275.08K | 0.00% | 减持 |
| Fidelity Management & Research (FMR) 历史持仓 | 2.82K | $135.05K | 0.00% | 减持 |
Q2 2025 — 15 funds
| 基金 | 股数 | 市值 | 组合权重 | 变动 |
|---|---|---|---|---|
| Bank of America Corp 历史持仓 | 660.77K | $26.81M | 0.00% | 减持 |
| Morgan Stanley 历史持仓 | 496.13K | $20.13M | 0.00% | 减持 |
| Morgan Stanley 历史持仓 | 496.13K | $20.13M | 0.00% | 减持 |
| Citigroup Inc 历史持仓 | 250.35K | $10.16M | 0.01% | 持有 |
| Goldman Sachs Group 历史持仓 | 114.33K | $4.64M | 0.00% | 减持 |
| Goldman Sachs Group 历史持仓 | 114.33K | $4.64M | 0.00% | 减持 |
| Wells Fargo & Co 历史持仓 | 72.05K | $2.92M | 0.00% | 减持 |
| JPMorgan Chase & Co 历史持仓 | 57.26K | $2.32M | 0.00% | 增持 |
| JPMorgan Chase & Co 历史持仓 | 57.26K | $2.32M | 0.00% | 增持 |
| Citadel Advisors 历史持仓 | 37.52K | $1.52M | 0.00% | 增持 |
| Citadel Advisors 历史持仓 | 37.52K | $1.52M | 0.00% | 增持 |
| UBS Group AG 历史持仓 | 31.05K | $1.26M | 0.00% | 减持 |
| PNC Financial Services 历史持仓 | 18.82K | $763.76K | 0.00% | 减持 |
| Fidelity Management & Research (FMR) 历史持仓 | 3.22K | $130.81K | 0.00% | 减持 |
| Fidelity Management & Research (FMR) 历史持仓 | 3.22K | $130.81K | 0.00% | 减持 |
Q1 2025 — 16 funds
| 基金 | 股数 | 市值 | 组合权重 | 变动 |
|---|---|---|---|---|
| Bank of America Corp 历史持仓 | 700.17K | $30.67M | 0.00% | 增持 |
| Morgan Stanley 历史持仓 | 498.95K | $21.85M | 0.00% | 减持 |
| Morgan Stanley 历史持仓 | 498.95K | $21.85M | 0.00% | 减持 |
| Citigroup Inc 历史持仓 | 250.87K | $10.99M | 0.01% | 增持 |
| Goldman Sachs Group 历史持仓 | 119.93K | $5.25M | 0.00% | 增持 |
| Goldman Sachs Group 历史持仓 | 119.93K | $5.25M | 0.00% | 增持 |
| Wells Fargo & Co 历史持仓 | 89.46K | $3.92M | 0.00% | 增持 |
| JPMorgan Chase & Co 历史持仓 | 52.34K | $2.29M | 0.00% | 减持 |
| JPMorgan Chase & Co 历史持仓 | 52.34K | $2.29M | 0.00% | 减持 |
| UBS Group AG 历史持仓 | 43.28K | $1.90M | 0.00% | 减持 |
| PNC Financial Services 历史持仓 | 21.09K | $923.57K | 0.00% | 减持 |
| Citadel Advisors 历史持仓 | 9.33K | $408.65K | 0.00% | 减持 |
| Citadel Advisors 历史持仓 | 9.33K | $408.65K | 0.00% | 减持 |
| D. E. Shaw & Co 历史持仓 | 7.74K | $338.88K | 0.00% | 减持 |
| Fidelity Management & Research (FMR) 历史持仓 | 3.88K | $169.95K | 0.00% | 持有 |
| Fidelity Management & Research (FMR) 历史持仓 | 3.88K | $169.95K | 0.00% | 持有 |
新建仓（Q2 2026)
- JPMorgan Chase & Co 7.60K 股 · $504.92K
- BlackRock Inc 1.50K 股 · $99.41K
完全清仓（较上季）
- Citadel Advisors 卖出 40.87K 股 · $2.21M
基金持仓历史 — 各季度股数（前 16 只基金）
| 基金 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 1.02M | 811.94K | 356.14K | 360.08K | 660.77K | 700.17K | 256.52K | 278.94K | 307.75K | 341.62K | 555.42K | 158.49K | 174.92K | 293.57K | 323.41K | 278.54K | 246.63K | 180.70K | 218.55K | 253.21K |
| Wells Fargo & Co | 387.37K | 404.31K | 207.23K | 75.19K | 72.05K | 89.46K | 86.33K | 69.10K | 72.20K | 67.88K | 161.70K | 86.23K | 47.77K | 49.30K | 82.76K | 63.67K | 45.06K | 39.71K | 42.52K | 44.12K |
| Morgan Stanley | 314.23K | 287.59K | 141.23K | 547.27K | 496.13K | 498.95K | 613.44K | 109.74K | 127.67K | 183.03K | 390.98K | 318.63K | 384.14K | 583.07K | 640.43K | 779.02K | 669.56K | 514.63K | 537.31K | 403.00K |
| Citigroup Inc | 104.11K | 49.39K | 155.47K | 150.23K | 250.35K | 250.87K | 1 | 50.00K | 1 | 1 | 401 | 401 | 401 | 500 | 400 | 400 | 2.90K | 1.56K | 1.65K | 2.12K |
| UBS Group AG | 55.35K | 48.91K | 47.96K | 36.01K | 31.05K | 43.28K | 47.58K | 40.14K | 38.80K | 41.19K | 41.85K | 23.00K | 23.87K | 24.56K | 522.98K | 402.90K | 436.25K | 31.16K | 28.72K | 28.10K |
| Two Sigma Investments | 35.75K | 50.70K | 13.00K | — | — | — | — | — | 7.20K | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 26.23K | 26.43K | 30.60K | 111.29K | 114.33K | 119.93K | 60.92K | 54.61K | 40.05K | 155.74K | 100.00K | 177.04K | 183.16K | 317.14K | 266.70K | 136.13K | 52.19K | 507.92K | 577.18K | 626.46K |
| D. E. Shaw & Co | 11.42K | 10.24K | — | — | — | 7.74K | 8.44K | 6.54K | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 10.82K | 11.94K | 11.94K | 18.42K | 18.82K | 21.09K | 22.00K | 23.90K | 25.06K | 28.27K | 27.69K | 39.12K | 40.75K | 43.53K | 45.16K | 53.70K | 54.27K | 54.05K | 50.67K | 24.70K |
| JPMorgan Chase & Co | 7.60K | — | 7.61K | 58.70K | 57.26K | 52.34K | 52.64K | 4.44K | 3.26K | 990 | 9.12K | 339 | 339 | 399 | 339 | 339 | 104.30K | 60.34K | 27.76K | 4.34K |
| Fidelity Management & Research (FMR) | 3.80K | 3.48K | 3.40K | 2.82K | 3.22K | 3.88K | 3.88K | 3.77K | 3.77K | 3.76K | 3.70K | 3.04K | 3.05K | 3.08K | 2.96K | 3.33K | 459 | 283 | 283 | 282 |
| BlackRock Inc | 1.50K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | 40.87K | 76.36K | 5.74K | 37.52K | 9.33K | 62.51K | 35.62K | 26.39K | 53.20K | 14.57K | 46.52K | 52.24K | 49.62K | 5.30K | — | — | 9.20K | 37.30K | 16.98K |
| Deutsche Bank AG | — | — | — | — | — | — | — | — | — | — | — | 290 | 290 | 290 | 290 | 290 | — | — | — | — |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 602 | — |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.97K | 28.73K | 13.65K | 12.29K | 7.23K | — | — |
▲ 低买（基金新建/增持，下一季股价上涨 ≥5%） ▼ 高卖（基金减持，下一季股价下跌 ≥5%）
拖拽/滚轮缩放 · 默认显示最近一年 · 标注来自 13F 申报中的季度基金操作 · 悬停查看详情