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景顺·S&P 500 GARP ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

景顺·S&P 500 GARP ETF

INVESCO S&P 500 GARP ETFSPGP
持有机构数
305
机构合计市值 (Q2 2026)
$12.90亿
机构合计股数 (Q2 2026)
1,055.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+38.2万股
98 · 26 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-182.9万股
157 · 20 清仓 · ≈
⚖️ 净额
-144.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$12.90亿
持有机构数
305
新买入
26
加仓
72
减仓
137
清仓
20
持股不变
70
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%0.02%#184$2.10亿171.7万股$2.50亿220.1万股-48.4万股-21.98%减仓
LPL金融LPL Financial LLC
0.03%0.03%#136$1.30亿106.3万股$1.29亿120.1万股-13.7万股-11.44%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#150$8,162.3万66.7万股$7,847.8万72.9万股-6.2万股-8.47%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#221$7,928.9万64.8万股$7,602.3万70.6万股-5.8万股-8.22%减仓
五三银行FIFTH THIRD BANCORP
0.07%0.08%#102$4,533.3万37.1万股$4,429.1万41.2万股-4.1万股-9.93%减仓
HOWARD FINANCIAL SERVICES, LTD.
4%4.13%#4$4,010.2万32.8万股$3,668.1万34.1万股-1.3万股-3.79%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.02%#166$3,155.5万25.8万股$3,975.5万36.9万股-11.1万股-30.15%减仓
Campbell Deegan Wealth Management, LLC
16.69%16.67%#1$2,417.4万19.8万股$2,082.9万19.4万股+4,128股+2.13%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#141$2,226.3万18.2万股$2,049.1万19.0万股-8,351股-4.39%减仓
Coastal Bridge Advisors, LLC
1.23%1.28%#14$1,988.4万16.3万股$1,807.4万16.8万股-5,345股-3.18%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#259$1,853.4万15.2万股$772.4万7.2万股+8.0万股+111.17%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#207$1,744.1万14.3万股$1,407.4万13.4万股+9,163股+6.83%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#155$1,680.3万13.7万股$1,520.0万14.1万股-3,845股-2.72%减仓
Creative Planning财富管理Creative Planning
0.01%0.01%#195$1,649.8万13.5万股$1,634.6万15.2万股-1.7万股-11.18%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#255$1,532.1万12.5万股$1,770.7万16.5万股-3.9万股-23.85%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#245$1,477.3万12.1万股$1,931.8万18.0万股-5.9万股-32.71%减仓
Darrow Company, Inc.
5.4%5.51%#3$1,393.2万11.4万股$1,223.3万11.4万股+254股+0.22%加仓
WESCAP Management Group, Inc.
2.6%2.55%#8$1,391.4万11.4万股$1,293.6万12.0万股-6,425股-5.35%减仓
Longview Financial Advisors, Inc.
8.12%7.21%#2$1,388.2万11.4万股$1,180.6万11.0万股+3,818股+3.48%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#178$1,354.2万11.1万股$1,283.2万11.9万股-8,497股-7.13%减仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.52%0.5%#27$1,347.1万11.0万股$1,128.8万10.5万股+5,270股+5.02%加仓
现代财富管理Modern Wealth Management, LLC
0.16%0.2%#75$1,335.5万10.9万股$1,193.3万11.0万股-1,288股-1.17%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#251$1,234.9万10.1万股$1,167.5万10.8万股-7,499股-6.91%减仓
Cedar Wealth Management, LLC
3.17%3.85%#7$1,233.1万10.1万股$1,321.4万12.3万股-2.2万股-17.88%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#185$1,124.9万9.2万股$1,021.2万9.5万股-2,901股-3.06%减仓
Retirement Planning 集团Retirement Planning Group, LLC
0.25%0.3%#54$996.5万8.1万股$975.2万9.1万股-9,132股-10.08%减仓
Elevation Capital Advisory, LLC
3.78%2%#6$980.3万8.0万股$469.9万4.4万股+3.6万股+83.59%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#244$964.5万7.9万股$893.9万8.3万股-4,192股-5.05%减仓
全球退休合伙人Global Retirement Partners, LLC
0.13%#84$867.6万7.1万股$00股+7.1万股新买入
1900 WEALTH MANAGEMENT LLC
0.48%0.48%#30$855.6万7.0万股$752.7万7.0万股+30股+0.04%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.02%#174$833.1万6.7万股$748.2万6.9万股-2,311股-3.34%减仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#164$749.0万6.1万股$692.9万6.4万股-3,141股-4.88%减仓
Private Advisor集团Private Advisor Group, LLC
0.03%0.03%#131$742.3万6.1万股$646.0万6.0万股+670股+1.12%加仓
&Partners&PARTNERS
0.03%0.03%#135$726.2万5.9万股$628.3万5.8万股+1,030股+1.76%加仓
MarinerMariner, LLC
0.01%0.01%#205$688.8万5.6万股$585.3万5.4万股+1,936股+3.56%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#201$671.9万5.5万股$622.0万5.8万股-2,855股-4.94%减仓
Johnson & White Wealth Management, LLC
2.3%2.23%#10$614.8万5.0万股$526.7万4.9万股+1,334股+2.73%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.03%0.03%#132$605.6万5.0万股$528.4万4.9万股+428股+0.87%加仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.25%0.37%#56$577.1万4.7万股$607.8万5.6万股-9,284股-16.44%减仓
Alhambra Investment Management LLC
2.48%2.43%#9$569.3万4.7万股$527.1万4.9万股-2,423股-4.95%减仓
Sovran Advisors, LLC
0.38%0.34%#37$510.3万4.1万股$438.0万3.7万股+3,296股+8.81%加仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#216$489.8万4.0万股$434.8万4.0万股-351股-0.87%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.05%0.05%#114$479.6万3.9万股$393.6万3.7万股+2,640股+7.22%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%0.01%#243$475.9万3.9万股$1,724.1万16.0万股-12.1万股-75.71%减仓
Allworth金融Allworth Financial LP
0.02%0.02%#156$459.8万3.8万股$375.8万3.5万股+2,680股+7.67%加仓
Perennial Investment Advisors, LLC
0.3%0.51%#45$448.9万3.7万股$634.1万5.9万股-2.2万股-37.70%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#287$448.5万3.7万股$408.8万3.9万股-2,576股-6.57%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#197$446.2万3.6万股$282.1万2.6万股+1.0万股+39.22%加仓
Hudock, Inc.
0.57%0.57%#25$444.5万3.6万股$384.9万3.6万股+582股+1.63%加仓
FIRST UNITED BANK & TRUST
1.27%1.27%#13$440.7万3.6万股$390.6万3.6万股-253股-0.70%减仓

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