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

INVESCO S&P 500 CONCENTRATED QVM ETF

QVMT
持有机构数
55
机构合计市值 (Q2 2026)
$7,827.7万
机构合计股数 (Q2 2026)
112.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+9.0万股
23 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-12.3万股
26 · 5 清仓 · ≈
⚖️ 净额
-3.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,827.7万
持有机构数
55
新买入
14
加仓
9
减仓
21
清仓
5
持股不变
11
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%#25$2,350.9万33.6万股$1,866.3万31.4万股+2.2万股+7.14%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#34$1,299.3万18.6万股$1,511.0万25.4万股-6.8万股-26.86%减仓
Armbruster Capital Management, Inc.
1.63%1.53%#1$1,094.6万15.7万股$935.8万15.7万股-800股-0.51%减仓
景顺Invesco Ltd.
<0.01%<0.01%#33$1,066.0万15.3万股$906.7万15.3万股00.00%持仓不变
LMCG INVESTMENTS, LLC
0.14%0.13%#6$265.5万3.8万股$222.4万3.7万股+583股+1.56%加仓
MassMutual Private Wealth & Trust, FSB
0.03%0.03%#10$129.0万1.8万股$111.5万1.9万股-306股-1.63%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#39$125.2万1.8万股$48.5万8,154股+9,755股+119.63%加仓
Arrowroot Family Office, LLC
0.31%0.31%#2$108.9万1.6万股$92.4万1.6万股+43股+0.28%加仓
Equitable控股Equitable Holdings, Inc.
0.01%#22$105.3万1.5万股$00股+1.5万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#44$101.3万1.4万股$84.2万1.4万股+318股+2.24%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#43$92.7万1.3万股$65.8万1.1万股+2,202股+19.91%加仓
Paragon Capital Management Ltd
0.16%0.15%#4$83.1万1.2万股$70.5万1.2万股+32股+0.27%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#23$75.8万1.1万股$65.7万1.1万股-86股-0.78%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#35$66.8万9,552股$51.6万8,686股+866股+9.97%加仓
Koss-Olinger Consulting, LLC
0.04%0.1%#9$58.2万8,331股$119.7万2.0万股-1.2万股-58.61%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#47$57.3万8,200股$145.3万2.4万股-1.6万股-66.46%减仓
Avidian Wealth Enterprises, LLC
0.02%0.02%#13$54.5万7,795股$51.4万8,655股-860股-9.94%减仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.02%0.02%#11$45.6万6,519股$42.9万7,508股-989股-13.17%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#37$43.8万6,262股$37.9万6,370股-108股-1.70%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#46$39.8万5,700股$00股+5,700股新买入
Professional Financial Advisors, LLC
0.07%0.1%#7$38.2万5,461股$47.0万7,900股-2,439股-30.87%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#40$37.1万5,311股$32.6万5,484股-173股-3.15%减仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#31$36.3万5,200股$32.8万5,514股-314股-5.69%减仓
全球退休合伙人Global Retirement Partners, LLC
0.01%#24$35.0万5,003股$00股+5,003股新买入
Delta Wealth Advisors LLC
0.24%0.37%#3$33.4万4,781股$48.2万8,111股-3,330股-41.06%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#36$32.2万4,614股$00股+4,614股新买入
Sowell Financial Services LLC
0.01%0.01%#16$31.3万4,483股$27.0万4,543股-60股-1.32%减仓
顶峰金融Summit Financial, LLC
<0.01%#29$28.2万4,030股$00股+4,030股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#38$27.6万3,956股$00股+3,956股新买入
Perennial Investment Advisors, LLC
0.02%0.02%#12$23.7万3,391股$20.2万3,391股00.00%持仓不变
Sequent Planning LLC
0.05%0.15%#8$23.0万3,287股$62.9万1.1万股-7,298股-68.95%减仓
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
0.01%#21$22.6万3,233股$00股+3,233股新买入
咨询服务网络Advisory Services Network, LLC
<0.01%<0.01%#30$21.1万3,020股$20.8万3,495股-475股-13.59%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#51$20.6万2,952股$00股+2,952股新买入
Alesco Advisors, LLC, An ESL Co
<0.01%#26$20.3万2,900股$00股+2,900股新买入
Ameritas Investment Partners, Inc.
<0.01%#27$17.1万2,446股$00股+2,446股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#50$16.2万2,325股$14.5万2,439股-114股-4.67%减仓
Regatta Research & Money Management
0.15%#5$16.0万2,284股$00股+2,284股新买入
Capital Investment Advisory Services, LLC
0.01%0.01%#18$15.7万2,253股$16.7万2,807股-554股-19.74%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#52$14.0万2,001股$11.1万2,029股-28股-1.38%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%0.01%#20$13.7万1,958股$13.2万2,213股-255股-11.52%减仓
Sage Mountain Advisors LLC
0.01%0.01%#19$12.6万1,805股$10.7万1,800股+5股+0.28%加仓
LRI Investments, LLC
<0.01%<0.01%#28$5.4万766股$4.6万766股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#42$5.1万732股$00股+732股新买入
Synergy Investment Management, LLC
0.01%0.01%#15$4.5万648股$4.5万755股-107股-14.17%减仓
富达投资FMR LLC
<0.01%<0.01%#53$2.3万334股$2.0万334股00.00%持仓不变
Addison Advisors LLC
0.01%<0.01%#17$2.2万310股$1.8万310股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#49$2.1万300股$00股+300股新买入
VISION FINANCIAL MARKETS LLC
0.01%0.01%#14$1.4万211股$1.3万211股00.00%持仓不变
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#41$1.4万200股$1.2万200股00.00%持仓不变

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