13FBOX
INVESCO ENERGY · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO ENERGY

PXE
持有机构数
46
机构合计市值 (Q2 2026)
$2,684.4万
机构合计股数 (Q2 2026)
79.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+17.1万股
21 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-46.9万股
33 · 18 清仓 · ≈
⚖️ 净额
-29.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,684.4万
持有机构数
46
新买入
10
加仓
11
减仓
15
清仓
18
持股不变
10
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#27$474.1万14.0万股$734.9万25.0万股-11.0万股-44.04%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#14$383.6万11.3万股$469.7万12.0万股-6,590股-5.50%减仓
Mraz, Amerine & Associates, Inc.
0.29%0.33%#1$204.9万6.0万股$223.6万5.7万股+3,453股+6.05%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#22$182.7万5.4万股$65.2万1.7万股+3.7万股+224.43%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#24$174.0万5.1万股$233.4万6.0万股-8,196股-13.76%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#33$161.2万4.8万股$200.8万5.1万股-3,640股-7.11%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#17$157.5万4.7万股$00股+4.7万股新买入
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.05%#8$134.5万4.0万股$395.2万10.1万股-6.1万股-60.63%减仓
Essex Financial Services, Inc.
0.05%0.06%#3$96.1万2.8万股$111.5万2.8万股-80股-0.28%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#36$83.9万2.5万股$86.3万2.2万股+2,737股+12.43%加仓
IHT 财富管理IHT Wealth Management, LLC
0.01%0.02%#10$61.1万1.8万股$76.6万2.0万股-1,503股-7.70%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#34$57.3万1.7万股$64.1万1.6万股+558股+3.41%加仓
Tower Research Capital LLC (TRC)
0.01%#9$56.0万1.7万股$00股+1.7万股新买入
HRT金融HRT FINANCIAL LP
<0.01%#19$55.3万1.6万股$00股+1.6万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#18$43.6万1.3万股$38.3万9,781股+3,090股+31.59%加仓
PCG Wealth Advisors, LLC
0.08%0.12%#2$35.2万1.0万股$46.8万1.2万股-1,540股-12.91%减仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#31$33.9万1.0万股$196.0万5.0万股-4.0万股-80.00%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#42$28.9万8,526股$00股+8,526股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#25$28.6万8,438股$43.4万1.1万股-2,625股-23.73%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#35$27.9万8,233股$28.1万7,159股+1,074股+15.00%加仓
TWO SIGMA SECURITIES, LLC
0.02%#5$27.3万8,058股$00股+8,058股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#12$24.9万7,337股$00股+7,337股新买入
KKM Financial LLC
0.03%#4$23.8万7,027股$00股+7,027股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#41$23.7万6,993股$00股+6,993股新买入
MarinerMariner, LLC
<0.01%<0.01%#29$21.8万6,423股$29.2万7,458股-1,035股-13.88%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#26$21.4万6,325股$27.3万6,961股-636股-9.14%减仓
大西洋联合银行Atlantic Union Bankshares Corp
<0.01%<0.01%#16$12.9万3,809股$14.9万3,790股+19股+0.50%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#37$11.0万3,243股$40310股+3,233股+32,330.00%加仓
Arax顾问Arax Advisory Partners
<0.01%#23$7.5万2,200股$00股+2,200股新买入
Vision Retirement, LLC
0.02%0.02%#7$6.9万2,050股$8.0万2,050股00.00%持仓不变
Copia Wealth Management
0.02%0.03%#6$3.8万1,131股$4.4万1,131股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#44$3.8万1,129股$4.4万1,129股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#45$1.9万556股$1.8万457股+99股+21.66%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#28$1.7万500股$2.0万500股00.00%持仓不变
SignatureFD财富SIGNATUREFD, LLC
<0.01%<0.01%#30$1.7万500股$2.0万500股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#32$1.4万408股$1.5万406股+2股+0.49%加仓
HighMark Wealth Management LLC
<0.01%0.01%#11$1.4万400股$1.6万400股00.00%持仓不变
Strategic Wealth Partners, Ltd.
<0.01%<0.01%#20$1.2万363股$1.4万363股00.00%持仓不变
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
<0.01%<0.01%#39$1.2万357股$1.4万357股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#43$1.2万341股$1.3万339股+2股+0.59%加仓
Capital Investment Advisory Services, LLC
<0.01%<0.01%#21$1.0万302股$2.1万542股-240股-44.28%减仓
HAZLETT, BURT & WATSON, INC.
<0.01%<0.01%#15$8,470250股$1.0万250股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#40$6,776200股$1.1万281股-81股-28.83%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#38$5,997177股$6,938177股00.00%持仓不变
TOP Private Wealth LLC.
<0.01%#13$3,727110股$00股+110股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#46$75922股$89723股-1股-4.35%减仓

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