13FBOX
INVESCO SP MIDCAP 400 REVENUE · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO SP MIDCAP 400 REVENUE

RWK
持有机构数
140
机构合计市值 (Q2 2026)
$8.81亿
机构合计股数 (Q2 2026)
602.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+28.8万股
61 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-17.9万股
66 · 14 清仓 · ≈
⚖️ 净额
+10.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.81亿
持有机构数
140
新买入
17
加仓
44
减仓
52
清仓
14
持股不变
27
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%#77$1.50亿102.6万股$1.09亿87.3万股+15.2万股+17.44%加仓
LPL金融LPL Financial LLC
0.02%0.02%#52$9,398.2万64.3万股$8,022.5万62.5万股+1.7万股+2.73%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.02%#55$8,417.6万57.5万股$7,562.5万59.0万股-1.4万股-2.42%减仓
Fusion Family Wealth, LLC
5.3%5.28%#1$7,976.7万54.5万股$7,073.3万55.1万股-6,099股-1.11%减仓
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
0.59%0.58%#7$7,857.3万53.7万股$6,867.5万53.5万股+1,777股+0.33%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#102$4,722.3万32.3万股$4,183.1万32.6万股-3,268股-1.00%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#85$3,732.0万25.5万股$3,393.1万26.5万股-9,383股-3.55%减仓
布利克利金融集团Bleakley Financial Group, LLC
0.4%0.41%#10$3,115.9万21.3万股$2,634.8万20.5万股+7,614股+3.71%加仓
Resonant Capital Advisors, LLC
1.21%1.15%#6$2,526.1万17.3万股$2,192.4万17.1万股+1,783股+1.04%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#86$2,131.3万14.6万股$1,813.7万14.1万股+4,315股+3.05%加仓
RVW Wealth, LLC
1.24%1.17%#5$1,878.9万12.8万股$1,508.2万11.8万股+1.1万股+9.25%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#69$1,863.6万12.7万股$1,570.3万12.2万股+4,987股+4.07%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#107$1,742.7万11.9万股$1,624.1万12.7万股-7,475股-5.90%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#54$1,397.5万9.6万股$1,127.9万8.8万股+7,609股+8.65%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#91$1,206.8万8.3万股$849.7万6.8万股+1.5万股+22.30%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#61$1,123.4万7.7万股$961.4万7.5万股+1,853股+2.47%加仓
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
0.23%0.19%#17$696.2万4.8万股$613.9万4.8万股-260股-0.54%减仓
Ipsen Advisor Group LLC
4.25%4.14%#2$660.9万4.5万股$592.0万4.6万股-973股-2.11%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#116$610.6万4.2万股$607.7万4.7万股-5,635股-11.89%减仓
NWAM LLC
0.29%0.29%#15$575.4万3.9万股$510.3万4.0万股-447股-1.12%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#71$572.4万3.9万股$486.0万3.8万股+1,465股+3.90%加仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.02%#50$515.8万3.5万股$463.5万3.6万股-870股-2.41%减仓
Marshall & Sterling Wealth Advisors Inc.
3.03%2.85%#3$511.5万3.5万股$435.7万3.4万股+1,005股+2.96%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#93$479.4万3.3万股$386.5万3.0万股+2,640股+8.76%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#112$448.7万3.1万股$384.7万3.0万股+684股+2.28%加仓
Ausdal Financial Partners, Inc.
0.16%0.15%#19$409.0万2.8万股$348.2万2.7万股+815股+3.00%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.02%0.02%#53$401.8万2.7万股$354.6万2.8万股-172股-0.62%减仓
GHP Investment Advisors, Inc.
0.13%0.13%#23$352.1万2.4万股$317.9万2.5万股-708股-2.86%减仓
Perigon财富管理Perigon Wealth Management, LLC
0.05%0.05%#37$342.1万2.3万股$316.7万2.5万股-1,303股-5.28%减仓
PERSPECTIVE WEALTH ADVISORS LLC
1.67%1.74%#4$303.6万2.1万股$268.7万2.1万股-195股-0.93%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#73$282.1万1.9万股$295.8万2.3万股-3,774股-16.37%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#63$260.6万1.8万股$131.8万1.0万股+7,541股+73.38%加仓
Western 财富管理Western Wealth Management, LLC
0.08%0.09%#30$255.2万1.7万股$223.0万1.7万股+56股+0.32%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.05%0.05%#39$243.2万1.7万股$231.0万1.8万股-1,380股-7.66%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#104$237.5万1.6万股$205.8万1.6万股+195股+1.22%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#88$231.3万1.6万股$214.2万1.7万股-887股-5.31%减仓
Patriot Financial Group Insurance Agency, LLC
0.23%0.2%#18$221.9万1.5万股$355.9万2.8万股-1.3万股-45.32%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#100$211.8万1.4万股$185.2万1.4万股+41股+0.28%加仓
Sigma Planning Corp
0.05%0.05%#38$208.6万1.4万股$194.9万1.5万股-933股-6.14%减仓
Klingman & Associates, LLC
0.08%0.08%#31$189.2万1.3万股$166.2万1.3万股-20股-0.15%减仓
Waverly顾问Waverly Advisors, LLC
0.01%0.01%#67$178.4万1.2万股$158.1万1.2万股-126股-1.02%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#98$176.4万1.2万股$109.2万8,512股+3,550股+41.71%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#132$171.2万1.2万股$143.9万1.2万股+213股+1.85%加仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.07%0.1%#32$165.4万1.1万股$162.3万1.3万股-1,350股-10.67%减仓
J. Derek Lewis & Associates Inc.
0.3%0.32%#14$160.4万1.1万股$140.9万1.1万股-17股-0.15%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#78$155.3万1.1万股$110.7万8,630股+1,986股+23.01%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#110$146.5万1.0万股$120.1万9,367股+647股+6.91%加仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.03%0.03%#41$133.0万9,097股$116.8万9,109股-12股-0.13%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#96$131.2万8,967股$109.4万8,530股+437股+5.12%加仓
锚顾问Ancora Advisors LLC
0.02%#48$127.8万8,737股$00股+8,737股新买入

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