13FBOX
INVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTH · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTH

PWB
持有机构数
245
机构合计市值 (Q2 2026)
$16.78亿
机构合计股数 (Q2 2026)
999.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+170.5万股
107 · 40 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-35.6万股
80 · 19 清仓 · ≈
⚖️ 净额
+134.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$16.78亿
持有机构数
245
新买入
40
加仓
67
减仓
61
清仓
19
持股不变
77
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
0.07%0.05%#85$3.23亿191.8万股$2.04亿162.1万股+29.6万股+18.27%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#162$1.54亿91.5万股$1.04亿83.0万股+8.5万股+10.30%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#109$1.23亿73.1万股$8,329.7万66.1万股+6.9万股+10.48%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%<0.01%#168$9,782.2万58.1万股$5,578.6万44.3万股+13.8万股+31.08%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#152$5,623.9万33.4万股$3,015.5万24.1万股+9.3万股+38.43%加仓
Cambridge Investment Research Advisors, Inc.
0.12%0.09%#68$5,139.8万30.5万股$3,639.9万28.9万股+1.6万股+5.56%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.02%#95$3,900.3万23.2万股$1,138.8万9.0万股+14.1万股+156.03%加仓
ACT WEALTH MANAGEMENT, LLC
10.65%8.97%#2$3,625.6万21.5万股$2,672.5万21.2万股+3,001股+1.41%加仓
Center for Wealth Management Advisory
21.62%19.04%#1$3,444.3万20.4万股$2,643.9万21.0万股-5,491股-2.62%减仓
Garden State Investment Advisory Services LLC
5.27%4.62%#5$2,913.5万17.3万股$2,102.0万16.7万股+6,033股+3.61%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#186$2,792.4万16.6万股$2,073.6万16.5万股+1,097股+0.67%加仓
Wharton Business 集团Wharton Business Group, LLC
0.91%0.78%#22$2,708.8万16.1万股$2,064.5万16.4万股-3,145股-1.92%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#184$2,410.7万14.3万股$1,707.9万13.6万股+7,480股+5.52%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.02%#115$2,359.3万14.0万股$1,748.8万13.9万股+1,180股+0.85%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#204$2,322.2万13.8万股$1,341.6万10.7万股+3.1万股+29.39%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#188$2,281.5万13.5万股$1,452.8万11.5万股+2.0万股+17.39%加仓
Cornerstone Wealth Management, LLC
0.9%0.66%#23$2,094.1万12.4万股$1,325.6万10.5万股+1.9万股+18.09%加仓
Private Advisor集团Private Advisor Group, LLC
0.1%0.06%#78$2,083.8万12.4万股$1,283.8万10.2万股+2.2万股+21.34%加仓
WIN ADVISORS, INC
7.23%7.31%#4$2,027.8万12.0万股$1,598.6万12.7万股-6,568股-5.17%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.06%0.06%#90$1,940.7万11.5万股$1,468.1万11.7万股-1,377股-1.18%减仓
Equitable控股Equitable Holdings, Inc.
0.12%0.06%#69$1,939.3万11.5万股$897.6万7.1万股+4.5万股+63.02%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.19%0.16%#55$1,935.0万11.5万股$1,450.7万11.5万股-331股-0.29%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#179$1,878.1万11.1万股$1,257.3万10.0万股+1.2万股+11.67%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%<0.01%#166$1,765.0万11.0万股$923.7万7.5万股+3.5万股+47.27%加仓
Anderson Financial Strategies, LLC
9.02%#3$1,735.6万11.1万股$00股+11.1万股新买入
Truist金融TRUIST FINANCIAL CORP
0.02%0.02%#131$1,643.0万9.8万股$1,267.7万10.1万股-3,142股-3.12%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.01%0.01%#153$1,534.7万9.1万股$871.4万6.9万股+2.2万股+31.65%加仓
Capital Investment Counsel, LLC
1.89%1.57%#10$1,530.1万9.1万股$1,144.5万9.1万股-55股-0.06%减仓
Regal Investment Advisors LLC
0.76%0.63%#24$1,466.0万8.7万股$1,093.2万8.7万股+216股+0.25%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.02%#135$1,340.6万8.0万股$1,091.7万8.7万股-7,108股-8.20%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#150$1,314.2万7.8万股$837.4万6.7万股+1.2万股+17.31%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.03%0.02%#120$1,265.0万7.5万股$668.7万5.3万股+2.2万股+41.42%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.02%0.02%#137$1,149.8万6.8万股$877.2万7.0万股-1,400股-2.01%减仓
StoneCrest Wealth Management, Inc.
2.9%#7$908.7万5.4万股$00股+5.4万股新买入
Prostatis Group LLC
2.1%#9$902.4万5.4万股$00股+5.4万股新买入
Welch Financial Planning, LLC
5.24%#6$899.6万5.3万股$00股+5.3万股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#148$832.9万4.9万股$602.2万4.8万股+1,626股+3.40%加仓
Pathstone控股Pathstone Holdings, LLC
0.02%#126$773.6万4.6万股$00股+4.6万股新买入
Dynamic Advisor Solutions LLC
0.22%0.19%#50$761.3万4.5万股$587.9万4.7万股-1,491股-3.19%减仓
Meridian 财富管理Meridian Wealth Management, LLC
0.23%0.2%#49$756.1万4.5万股$574.4万4.6万股-726股-1.59%减仓
AssuredPartners Investment Advisors, LLC
0.69%0.64%#25$718.2万4.3万股$589.6万4.6万股-2,886股-6.34%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.02%#108$697.0万4.1万股$276.7万2.2万股+1.9万股+88.32%加仓
Forge Financial Services LLC
0.57%0.5%#29$656.9万3.9万股$496.6万3.9万股-437股-1.11%减仓
JPL Wealth Management, LLC
1.16%1.02%#17$585.6万3.5万股$445.2万3.5万股-593股-1.68%减仓
Spire 财富管理Spire Wealth Management
0.18%0.14%#59$583.6万3.5万股$419.7万3.3万股+1,317股+3.95%加仓
Firestone Capital Management
1.05%0.89%#19$564.1万3.3万股$427.4万3.4万股-450股-1.33%减仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.11%0.11%#72$537.4万3.4万股$510.3万3.5万股-990股-2.82%减仓
FIRETHORN WEALTH PARTNERS, LLC
1.57%0.94%#13$486.7万2.9万股$256.7万2.0万股+8,505股+41.72%加仓
Institute for Wealth Management, LLC.
0.41%0.4%#35$470.1万2.8万股$375.6万3.0万股-1,926股-6.46%减仓
Keating Financial Advisory Services, Inc.
0.62%0.33%#26$467.5万2.8万股$206.7万1.6万股+1.1万股+69.08%加仓

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