13FBOX
INVESCO 0-5 YR US TIPS ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO 0-5 YR US TIPS ETF

PBTP
持有机构数
29
机构合计市值 (Q2 2026)
$4,702.1万
机构合计股数 (Q2 2026)
183.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+27.8万股
17 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-12.1万股
10 · 2 清仓 · ≈
⚖️ 净额
+15.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,702.1万
持有机构数
29
新买入
6
加仓
11
减仓
8
清仓
2
持股不变
4
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%#12$2,202.8万85.9万股$2,036.5万77.9万股+8.0万股+10.25%加仓
Tidemark, LLC
1.57%1.05%#1$698.1万27.2万股$414.0万15.8万股+11.4万股+71.85%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#11$482.1万18.8万股$475.9万18.2万股+5,934股+3.26%加仓
Sowell Financial Services LLC
0.07%0.09%#7$203.7万7.9万股$238.8万9.1万股-1.2万股-13.07%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#18$150.7万5.9万股$120.3万4.6万股+1.3万股+27.63%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#20$143.2万5.6万股$132.6万5.1万股+5,129股+10.12%加仓
Kelly Financial Services LLC
0.28%0.24%#2$129.9万5.1万股$100.7万3.9万股+1.2万股+31.30%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#19$119.0万4.6万股$116.8万4.5万股+1,710股+3.83%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#21$91.6万3.6万股$159.1万6.1万股-2.5万股-41.36%减仓
Trilogy Capital Inc.
0.03%0.04%#8$85.7万3.3万股$87.6万3.4万股-115股-0.34%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%<0.01%#13$64.4万2.5万股$77.4万3.0万股-4,500股-15.20%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.01%0.01%#10$59.3万2.3万股$63.5万2.4万股-1,170股-4.82%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#17$57.3万2.2万股$55.3万2.1万股+1,178股+5.57%加仓
Hobart Private Capital, LLC
0.08%#6$49.5万1.9万股$00股+1.9万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#15$47.8万1.9万股$38.7万1.5万股+3,810股+25.71%加仓
Centerpoint Advisory Group
0.19%0.23%#3$29.6万1.2万股$30.7万1.2万股-220股-1.87%减仓
BETO FINANCIAL GROUP, LLC
0.14%#4$27.5万1.1万股$00股+1.1万股新买入
Private Advisor集团Private Advisor Group, LLC
<0.01%#14$24.0万9,361股$00股+9,361股新买入
Destiny Capital Corp/CO
0.09%0.11%#5$20.2万7,888股$20.6万7,888股00.00%持仓不变
Highland Investment Advisors LLC
0.03%#9$6.8万2,649股$00股+2,649股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#24$4.1万1,594股$4.3万1,626股-32股-1.97%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#26$3.3万1,283股$3.4万1,283股00.00%持仓不变
PRIVATE TRUST CO NA
<0.01%<0.01%#16$1.0万400股$6,538250股+150股+60.00%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#25$4,130161股$3.3万1,277股-1,116股-87.39%减仓
Arax顾问Arax Advisory Partners
<0.01%<0.01%#23$2,720106股$1,38653股+53股+100.00%加仓
Continuum Advisory, LLC
<0.01%#22$25710股$00股+10股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#28$381股$261股00.00%持仓不变
亨廷顿国民银行HUNTINGTON NATIONAL BANK
<0.01%<0.01%#27$261股$261股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%#28$181股$00股+1股新买入

🧭 机构资金流板块热力图

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