13FBOX
景顺·TOTAL RETURN BOND ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

景顺·TOTAL RETURN BOND ETF

INVESCO TOTAL RETURN BOND ETFGTO
持有机构数
205
机构合计市值 (Q2 2026)
$19.84亿
机构合计股数 (Q2 2026)
4,233.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+600.0万股
120 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-403.8万股
77 · 17 清仓 · ≈
⚖️ 净额
+196.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$19.84亿
持有机构数
205
新买入
23
加仓
97
减仓
60
清仓
17
持股不变
25
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
0.06%0.06%#89$2.55亿543.1万股$2.26亿482.5万股+60.6万股+12.55%加仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.01%#115$2.37亿506.0万股$1.79亿381.2万股+124.8万股+32.75%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.04%0.04%#97$1.73亿369.1万股$1.54亿328.6万股+40.4万股+12.30%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.16%0.18%#60$1.33亿284.2万股$1.25亿266.2万股+17.9万股+6.74%加仓
景顺Invesco Ltd.
0.01%0.01%#147$8,857.7万189.0万股$9,369.0万200.1万股-11.1万股-5.54%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#156$7,970.4万170.1万股$7,849.0万165.2万股+4.8万股+2.93%加仓
Private Advisor集团Private Advisor Group, LLC
0.31%0.28%#45$6,659.1万142.1万股$5,924.4万126.5万股+15.6万股+12.31%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.01%0.01%#131$6,246.8万133.3万股$6,233.6万133.1万股+1,675股+0.13%加仓
Brio Consultants, LLC
6.87%6.84%#3$5,861.1万125.0万股$5,597.2万119.4万股+5.7万股+4.74%加仓
RTD Financial Advisors, Inc.
4.43%4.83%#5$4,062.9万86.7万股$3,929.5万83.9万股+2.8万股+3.31%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.02%0.01%#116$3,779.7万80.5万股$2,239.6万48.2万股+32.2万股+66.90%加仓
HOWARD FINANCIAL SERVICES, LTD.
3.74%4.05%#8$3,747.7万80.0万股$3,599.0万76.9万股+3.1万股+4.04%加仓
Dynamic Advisor Solutions LLC
0.93%0.91%#27$3,284.0万70.1万股$2,887.1万61.7万股+8.4万股+13.65%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#139$3,274.3万69.9万股$3,180.5万67.9万股+1.9万股+2.86%加仓
Commonwealth Financial Services, LLC
4.25%#6$3,166.4万67.6万股$00股+67.6万股新买入
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#105$3,027.1万64.6万股$2,592.8万55.4万股+9.2万股+16.65%加仓
Petix & Botte Co
4.81%5.11%#4$2,390.9万51.0万股$2,293.4万49.0万股+2.0万股+4.16%加仓
Brookstone资本管理Brookstone Capital Management
0.24%0.27%#51$2,382.3万50.8万股$2,381.5万50.9万股-256股-0.05%减仓
American Capital Advisory, LLC
7.32%7.41%#1$2,010.7万42.9万股$1,836.0万39.2万股+3.7万股+9.43%加仓
HighTower顾问HighTower Advisors, LLC
0.02%0.02%#111$1,887.4万40.3万股$1,472.0万31.4万股+8.8万股+28.11%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.04%0.04%#100$1,749.9万37.3万股$1,338.4万28.6万股+8.8万股+30.63%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#164$1,675.9万35.8万股$1,609.9万34.4万股+1.4万股+4.01%加仓
KWB Wealth
1.41%1.17%#21$1,650.6万35.2万股$1,185.7万25.0万股+10.2万股+40.85%加仓
KMG FIDUCIARY PARTNERS, LLC
1.52%1.31%#19$1,634.6万34.9万股$1,774.2万37.9万股-3.0万股-7.94%减仓
Rooted Wealth Advisors, Inc.
3.71%3.63%#9$1,515.1万32.3万股$1,375.5万29.1万股+3.2万股+10.93%加仓
世界投资顾问World Investment Advisors
0.24%0.23%#52$1,432.0万30.6万股$1,433.7万30.6万股-382股-0.12%减仓
Stewardship Advisors, LLC
2.97%1.89%#14$1,428.1万30.5万股$824.2万17.6万股+12.9万股+73.11%加仓
Focus Financial Network, Inc.
0.43%0.46%#41$1,379.2万29.4万股$1,276.7万27.3万股+2.2万股+7.94%加仓
ACIMA PRIVATE WEALTH, LLC
3.96%4.1%#7$1,363.6万29.1万股$1,305.8万27.9万股+1.2万股+4.34%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.12%0.15%#67$1,325.2万28.3万股$1,334.9万28.5万股-2,312股-0.81%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.11%0.09%#73$1,271.5万27.1万股$802.4万17.1万股+10.0万股+58.33%加仓
VERUS CAPITAL PARTNERS, LLC
0.68%0.83%#32$1,247.3万26.6万股$1,217.5万26.0万股+6,127股+2.36%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.06%0.04%#87$1,195.6万25.5万股$527.4万11.3万股+14.2万股+126.52%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.06%0.06%#91$1,182.3万25.2万股$1,111.6万23.7万股+1.5万股+6.27%加仓
NewEdge顾问NewEdge Advisors, LLC
0.03%0.04%#101$1,129.7万24.1万股$1,100.3万23.5万股+6,079股+2.59%加仓
Asset Allocation Strategies LLC
1.68%1.27%#18$1,093.0万23.3万股$717.4万15.3万股+8.0万股+52.24%加仓
ASHTON THOMAS SECURITIES, LLC
1.51%0.78%#20$1,019.6万21.8万股$620.4万13.2万股+8.5万股+64.38%加仓
Cooper Financial Group
0.78%0.93%#29$936.7万20.0万股$918.3万19.6万股+3,756股+1.92%加仓
BEACON FINANCIAL PLANNING, INC
3.06%3.77%#12$900.3万19.2万股$973.1万20.8万股-1.6万股-7.56%减仓
Richmond Investment Services, LLC
2.79%2.72%#15$881.0万18.8万股$1,683.4万35.9万股-17.2万股-47.71%减仓
Regal Investment Advisors LLC
0.44%0.46%#40$851.2万18.2万股$799.8万17.1万股+1.1万股+6.34%加仓
IHT 财富管理IHT Wealth Management, LLC
0.17%0.16%#58$800.3万17.1万股$670.2万14.3万股+2.8万股+19.32%加仓
Atlas Legacy Advisors, LLC
1.17%1.4%#24$794.9万17.0万股$769.5万16.4万股+5,279股+3.21%加仓
BOS Asset Management, LLC
1.77%1.85%#17$763.5万16.3万股$724.4万15.5万股+8,216股+5.31%加仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.12%#69$755.7万16.1万股$00股+16.1万股新买入
Curry Webb Wealth Management LLC
3.04%2.98%#13$734.1万15.7万股$629.6万13.4万股+2.2万股+16.50%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#135$688.7万14.7万股$424.5万9.1万股+5.6万股+62.12%加仓
Total Clarity Wealth Management, Inc.
1.29%0.99%#23$662.1万14.1万股$420.4万9.0万股+5.1万股+57.37%加仓
Tennessee Valley Asset Management Partners
0.7%0.8%#30$639.0万13.6万股$606.7万13.0万股+6,765股+5.22%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#179$636.1万13.6万股$680.6万14.5万股-9,644股-6.63%减仓

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