13FBOX
INVESCO FOOD & BEVERAGE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO FOOD & BEVERAGE ETF

PBJ
持有机构数
50
机构合计市值 (Q2 2026)
$2,483.5万
机构合计股数 (Q2 2026)
52.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+5.9万股
19 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-11.7万股
25 · 10 清仓 · ≈
⚖️ 净额
-5.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,483.5万
持有机构数
50
新买入
8
加仓
11
减仓
15
清仓
10
持股不变
16
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
Mainsail Financial Group, LLC
2.03%2.12%#1$598.8万12.7万股$508.3万10.4万股+2.3万股+22.37%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#29$281.0万6.0万股$414.8万8.5万股-2.5万股-29.61%减仓
HOWE & RUSLING INC
0.11%0.14%#3$196.8万4.2万股$210.4万4.3万股-1,206股-2.81%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#19$189.9万4.0万股$138.0万2.8万股+1.2万股+42.87%加仓
Sage Capital Management, LLC
0.71%1%#2$182.1万3.9万股$211.9万4.3万股-4,640股-10.72%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#23$161.8万3.4万股$168.4万3.4万股-46股-0.13%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#35$131.1万2.8万股$181.3万4.0万股-1.2万股-29.65%减仓
信安证券PRINCIPAL SECURITIES, INC.
0.01%0.02%#8$122.0万2.6万股$126.2万2.6万股+115股+0.45%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#32$84.4万1.8万股$50.2万1.0万股+7,642股+74.47%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#16$82.0万1.7万股$85.5万1.7万股-67股-0.38%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#34$51.2万1.1万股$74.6万1.5万股-4,368股-28.66%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#20$50.7万1.1万股$58.7万1.2万股-1,236股-10.31%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#38$42.6万9,036股$66.5万1.4万股-4,541股-33.45%减仓
WEDBUSH SECURITIES INC
0.01%0.01%#11$41.9万8,883股$42.9万8,753股+130股+1.49%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#22$31.1万6,598股$27.5万5,609股+989股+17.63%加仓
Verity Asset Management, Inc.
0.11%#4$29.3万6,207股$00股+6,207股新买入
Phoenix Wealth Advisors
0.09%0.11%#5$26.3万5,590股$27.6万5,640股-50股-0.89%减仓
IHT 财富管理IHT Wealth Management, LLC
0.01%0.01%#13$26.2万5,564股$27.2万5,555股+9股+0.16%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#26$24.9万5,281股$26.2万5,346股-65股-1.22%减仓
Kovack Advisors, Inc.
0.01%0.01%#10$23.3万4,927股$24.2万4,926股+1股+0.02%加仓
COMPASS FINANCIAL MANAGEMENT LLC
0.03%#7$22.4万4,748股$00股+4,748股新买入
CALDWELL SUTTER CAPITAL, INC.
0.06%0.07%#6$15.7万3,330股$16.3万3,330股00.00%持仓不变
Geo 财富管理GeoWealth Management, LLC
<0.01%<0.01%#14$14.2万3,015股$3.9万798股+2,217股+277.82%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#37$13.7万2,863股$15.0万3,071股-208股-6.77%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#24$5.7万1,209股$5.9万1,206股+3股+0.25%加仓
富达投资FMR LLC
<0.01%<0.01%#49$4.0万851股$4.1万829股+22股+2.65%加仓
美国合众银行US BANCORP \DE\
<0.01%<0.01%#40$3.6万768股$3.8万768股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#48$3.3万702股$3.4万702股00.00%持仓不变
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#27$2.8万600股$2.9万600股00.00%持仓不变
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#21$2.7万573股$4.8万985股-412股-41.83%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#41$2.4万500股$00股+500股新买入
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#42$2.2万461股$2.3万461股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#25$2.1万455股$2.2万455股00.00%持仓不变
FIRST HORIZON CORP
<0.01%<0.01%#17$1.7万364股$1.8万364股00.00%持仓不变
Regatta Research & Money Management
0.01%#9$1.4万290股$00股+290股新买入
Allied Private Wealth LLC
0.01%#12$1.3万268股$00股+268股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#44$1.3万266股$1.3万266股00.00%持仓不变
贝莱德BlackRock, Inc.
<0.01%<0.01%#50$1.2万244股$1.2万244股00.00%持仓不变
Abound Wealth Management
<0.01%<0.01%#15$9,426200股$9,792200股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#33$8,109172股$00股+172股新买入
Institute for Wealth Management, LLC.
<0.01%#18$7,117151股$00股+151股新买入
罗素投资集团Russell Investments Group, Ltd.
<0.01%<0.01%#46$5,797123股$2.2万449股-326股-72.61%减仓
MCF 顾问MCF Advisors LLC
<0.01%<0.01%#31$4,713100股$4,896100股00.00%持仓不变
Continuum Advisory, LLC
<0.01%#28$2,35750股$00股+50股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#39$2,35650股$2,44850股00.00%持仓不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#36$2,08544股$2,16244股00.00%持仓不变
Princeton Global Asset Management LLC
<0.01%<0.01%#30$1,17825股$1,22425股00.00%持仓不变
Whittier信托WHITTIER TRUST CO
<0.01%<0.01%#43$67114股$70214股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#47$2996股$2,42449股-43股-87.76%减仓
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#45$2836股$2946股00.00%持仓不变

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