13FBOX
INVESCO S&P 500 DOWNSIDE HEDGED ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO S&P 500 DOWNSIDE HEDGED ETF

PHDG
持有机构数
37
机构合计市值 (Q2 2026)
$5,163.2万
机构合计股数 (Q2 2026)
126.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+38.7万股
14 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-18.2万股
23 · 9 清仓 · ≈
⚖️ 净额
+20.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,163.2万
持有机构数
37
新买入
5
加仓
9
减仓
14
清仓
9
持股不变
9
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
AE财富管理AE Wealth Management LLC
0.05%<0.01%#12$1,079.6万26.4万股$3,02380股+26.4万股+329,522.50%加仓
First PREMIER Bank
1.73%2.7%#1$1,072.6万26.2万股$1,171.7万31.0万股-4.8万股-15.51%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#23$341.2万8.3万股$300.3万7.9万股+3,863股+4.86%加仓
Blueprint Investment Partners LLC
0.26%0.25%#8$316.2万7.7万股$240.3万6.4万股+1.4万股+21.43%加仓
Blueprint Financial Advisors LLC
0.35%0.36%#6$316.2万7.7万股$240.3万6.4万股+1.4万股+21.43%加仓
Asset Allocation Strategies LLC
0.37%0.43%#5$240.9万5.9万股$240.7万6.4万股-4,849股-7.61%减仓
WFA of San Diego, LLC
1.66%1.51%#2$202.4万4.8万股$188.4万5.0万股-1,597股-3.20%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.03%0.02%#13$179.6万4.4万股$146.4万3.9万股+5,121股+13.22%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#19$160.5万3.9万股$153.3万4.1万股-1,382股-3.41%减仓
Kovack Advisors, Inc.
0.07%0.07%#11$135.3万3.3万股$126.0万3.3万股-305股-0.92%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#29$133.6万3.3万股$3.9万1,054股+3.2万股+2,996.58%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#28$114.7万2.8万股$00股+2.8万股新买入
First Growth Capital LLC
0.8%0.79%#4$107.7万2.6万股$87.8万2.3万股+3,155股+13.63%加仓
January Capital Advisors LLC
0.81%1.26%#3$96.4万2.4万股$93.5万2.5万股-1,189股-4.81%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#26$85.2万2.1万股$76.3万2.0万股+657股+3.26%加仓
Family Capital Management, Inc.
0.32%0.34%#7$82.1万2.0万股$75.8万2.0万股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#32$66.4万1.6万股$61.8万1.6万股-144股-0.88%减仓
Darwin Wealth Management, LLC
0.18%0.2%#9$65.8万1.6万股$65.5万1.7万股-1,273股-7.34%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.01%#18$65.8万1.6万股$00股+1.6万股新买入
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.01%0.01%#20$53.0万1.3万股$73.5万1.9万股-6,486股-33.36%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
<0.01%<0.01%#22$52.7万1.3万股$50.1万1.3万股-402股-3.03%减仓
Connecticut 财富管理Connecticut Wealth Management, LLC
0.02%0.02%#16$42.9万1.0万股$39.6万1.0万股00.00%持仓不变
Grant Private Wealth Management Inc
0.12%0.14%#10$27.9万6,824股$26.4万6,987股-163股-2.33%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#25$26.7万6,514股$16.3万4,301股+2,213股+51.45%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#30$23.2万5,675股$23.6万6,256股-581股-9.29%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%0.01%#21$21.7万5,305股$20.0万5,305股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#36$17.5万4,270股$45.5万1.2万股-7,763股-64.51%减仓
COMPASS FINANCIAL MANAGEMENT LLC
0.02%#15$16.8万4,089股$00股+4,089股新买入
HHM Wealth Advisors, LLC
0.01%0.01%#17$12.5万3,052股$11.5万3,052股00.00%持仓不变
Highland Investment Advisors LLC
0.02%#14$4.7万1,138股$00股+1,138股新买入
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#27$4,667114股$4,308114股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#31$3,50486股$1.5万409股-323股-78.97%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#37$2,70266股$00股+66股新买入
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#34$1,15128股$1,06228股00.00%持仓不变
10Elms LLP
<0.01%<0.01%#24$1,06426股$98226股00.00%持仓不变
Creative Capital Management Investments LLC
<0.01%<0.01%#33$1644股$1514股00.00%持仓不变
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#35$822股$762股00.00%持仓不变

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