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景顺·ACTIVELY MANAGED EXC · 13F 机构持仓分析
期权收益计算器 机构排行
I

景顺·ACTIVELY MANAGED EXC

INVESCO ACTIVELY MANAGED EXCPSR
持有机构数
45
机构合计市值 (Q2 2026)
$3,211.7万
机构合计股数 (Q2 2026)
31.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+10.8万股
21 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-5.5万股
24 · 7 清仓 · ≈
⚖️ 净额
+5.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,211.7万
持有机构数
45
新买入
5
加仓
16
减仓
17
清仓
7
持股不变
7
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
<0.01%<0.01%#17$978.5万9.5万股$121.8万1.3万股+8.2万股+625.04%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#10$705.4万6.9万股$537.3万5.8万股+1.1万股+18.52%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#29$146.7万1.4万股$132.0万1.4万股+44股+0.31%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#30$142.4万1.4万股$99.0万1.1万股+3,188股+29.82%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#34$130.8万1.3万股$119.3万1.3万股-138股-1.07%减仓
Montz Harcus Wealth Management LLC
0.43%0.4%#1$119.9万1.2万股$99.1万1.1万股+990股+9.25%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#15$102.4万9,981股$24.5万2,650股+7,331股+276.64%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#39$85.4万8,328股$205.8万2.2万股-1.4万股-62.51%减仓
AA Financial Advisors, LLC
0.09%0.1%#3$73.2万7,139股$73.0万7,881股-742股-9.42%减仓
Brio Consultants, LLC
0.08%0.08%#4$71.5万6,969股$69.2万6,848股+121股+1.77%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#38$65.8万6,411股$119.1万1.3万股-6,456股-50.17%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$53.6万5,221股$95.1万1.0万股-5,044股-49.14%减仓
Ameritas Investment Partners, Inc.
0.01%0.01%#7$52.0万5,066股$47.0万5,071股-5股-0.10%减仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#16$51.8万5,049股$46.5万5,023股+26股+0.52%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#18$40.8万3,977股$39.3万4,244股-267股-6.29%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#36$40.0万3,804股$37.3万4,098股-294股-7.17%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#41$39.9万3,889股$36.0万3,889股00.00%持仓不变
Gateway Wealth Partners, LLC
0.02%0.02%#6$35.8万3,491股$58.3万6,298股-2,807股-44.57%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#26$33.2万3,240股$30.0万3,235股+5股+0.15%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%0.01%#11$33.1万3,232股$28.5万3,077股+155股+5.04%加仓
格伦米德信托GLENMEDE TRUST CO NA
<0.01%<0.01%#20$30.5万2,977股$55.3万5,975股-2,998股-50.18%减仓
LongView Wealth Management
0.07%0.06%#5$27.5万2,683股$25.3万2,565股+118股+4.60%加仓
PACIFIC SUN FINANCIAL CORP
0.1%0.11%#2$24.6万2,400股$22.5万2,425股-25股-1.03%减仓
CreativeOne Wealth, LLC
<0.01%0.01%#13$20.9万2,037股$21.8万2,354股-317股-13.47%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#28$20.5万1,995股$00股+1,995股新买入
Tower Research Capital LLC (TRC)
<0.01%0.01%#12$19.9万1,940股$34.0万3,668股-1,728股-47.11%减仓
Geneos财富管理Geneos Wealth Management Inc.
<0.01%0.01%#14$18.5万1,807股$22.1万2,382股-575股-24.14%减仓
CVA Family Office, LLC
0.01%0.01%#8$13.0万1,265股$11.6万1,257股+8股+0.64%加仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#21$8.2万800股$00股+800股新买入
中央信托CENTRAL TRUST Co
<0.01%<0.01%#25$4.7万459股$4.6万495股-36股-7.27%减仓
Main Street Group, LTD
0.01%0.01%#9$3.1万305股$2.8万300股+5股+1.67%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#40$3.0万290股$00股+290股新买入
CX Institutional
<0.01%0.01%#24$3.0万290股$31.0万3,345股-3,055股-91.33%减仓
TD Capital Management LLC
<0.01%<0.01%#19$2.2万215股$2.0万213股+2股+0.94%加仓
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#31$2.2万213股$2.0万213股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#35$2.1万207股$1.9万206股+1股+0.49%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#32$2.1万200股$1.9万200股00.00%持仓不变
Independence Bank of Kentucky
<0.01%<0.01%#22$1.0万100股$9,260100股00.00%持仓不变
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
<0.01%<0.01%#33$8,01078股$7,17878股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#43$4,39343股$00股+43股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#37$4,00039股$3,51938股+1股+2.63%加仓
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#44$3,64235股$3,29935股00.00%持仓不变
Glass Jacobson Investment Advisors llc
<0.01%<0.01%#23$3,59035股$3,24135股00.00%持仓不变
Clearstead顾问Clearstead Advisors, LLC
<0.01%#42$2,46224股$00股+24股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#45$921股$12.5万1,353股-1,352股-99.93%减仓

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