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

INVESCO DIVIDEND ACHIEVERS ETF

PFM
持有机构数
146
机构合计市值 (Q2 2026)
$4.42亿
机构合计股数 (Q2 2026)
801.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+79.2万股
62 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-40.9万股
44 · 7 清仓 · ≈
⚖️ 净额
+38.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.42亿
持有机构数
146
新买入
19
加仓
43
减仓
37
清仓
7
持股不变
47
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
0.02%0.03%#44$1.00亿181.1万股$9,418.3万184.3万股-3.2万股-1.76%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#47$5,047.7万91.0万股$4,698.8万92.0万股-9,434股-1.03%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#91$3,469.6万62.6万股$3,676.1万72.4万股-9.9万股-13.64%减仓
现代财富管理Modern Wealth Management, LLC
0.31%#10$2,585.8万46.6万股$00股+46.6万股新买入
Flaharty Asset Management, LLC
3.24%3.17%#1$2,554.7万50.0万股$2,554.7万50.0万股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#103$1,504.0万27.1万股$1,369.9万26.8万股+3,096股+1.15%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#73$1,279.0万23.2万股$1,045.5万20.9万股+2.3万股+11.03%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#86$1,248.3万22.5万股$1,109.3万21.7万股+7,977股+3.67%加仓
Clearstead顾问Clearstead Advisors, LLC
0.11%0.11%#19$1,202.3万21.7万股$1,169.2万22.9万股-1.2万股-5.25%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#95$1,073.4万19.4万股$377.8万7.4万股+12.0万股+161.72%加仓
Wealthspire Retirement, LLC
0.35%0.35%#9$631.0万11.4万股$580.5万11.4万股+166股+0.15%加仓
Focus Financial Network, Inc.
0.19%0.21%#12$630.0万11.4万股$578.7万11.3万股+326股+0.29%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#58$552.2万10.0万股$512.2万10.0万股-677股-0.68%减仓
公民金融集团CITIZENS FINANCIAL GROUP INC/RI
0.06%0.07%#26$530.1万9.6万股$489.8万9.6万股-281股-0.29%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#66$476.8万8.6万股$443.0万8.7万股-733股-0.85%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#75$473.0万8.5万股$466.7万9.1万股-6,056股-6.63%减仓
Choreo资本CHOREO, LLC
0.05%0.06%#28$453.9万8.2万股$478.8万9.4万股-1.2万股-12.65%减仓
CreativeOne Wealth, LLC
0.09%0.09%#21$429.6万7.7万股$397.4万7.8万股-317股-0.41%减仓
道明加拿大TD Waterhouse Canada Inc.
0.01%0.01%#53$426.4万7.7万股$426.7万8.3万股-6,313股-7.57%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#72$419.6万7.6万股$400.1万7.8万股-2,640股-3.37%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#115$418.8万7.6万股$414.1万8.1万股-5,519股-6.81%减仓
Everstar Asset Management, LLC
1.73%1.91%#3$417.7万7.5万股$359.7万7.0万股+4,972股+7.07%加仓
Equitable控股Equitable Holdings, Inc.
0.02%0.03%#42$417.4万7.5万股$415.8万8.1万股-5,468股-6.77%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#76$351.3万6.3万股$298.4万5.8万股+4,940股+8.46%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#81$314.9万5.7万股$288.2万5.6万股+368股+0.65%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#63$307.3万5.5万股$281.5万5.5万股+320股+0.58%加仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.11%0.12%#18$282.0万5.1万股$250.1万4.9万股+1,908股+3.90%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#49$280.3万5.1万股$231.4万4.5万股+5,243股+11.57%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#130$280.0万5.1万股$235.8万4.7万股+3,492股+7.42%加仓
CPC Advisors, LLC
0.37%#8$276.2万5.0万股$00股+5.0万股新买入
NESTEGG ADVISORS, INC.
1.93%2.22%#2$273.3万4.9万股$253.3万5.0万股-298股-0.60%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#48$260.5万4.7万股$233.0万4.6万股+1,372股+3.01%加仓
Waverly顾问Waverly Advisors, LLC
0.01%0.02%#45$252.4万4.6万股$238.8万4.7万股-1,209股-2.59%减仓
Atlas Private Wealth Advisors
0.5%0.52%#4$228.3万4.1万股$219.1万4.3万股-1,725股-4.02%减仓
Institute for Wealth Management, LLC.
0.19%0.21%#13$215.9万3.9万股$198.9万3.9万股+2股+0.01%加仓
MAI资本管理MAI Capital Management
0.01%0.01%#59$212.9万3.8万股$190.9万3.7万股+1,035股+2.77%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#77$183.3万3.3万股$128.8万2.5万股+7,838股+31.09%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.03%0.06%#35$179.1万3.2万股$164.9万3.2万股+10股+0.03%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%#43$131.0万2.4万股$00股+2.4万股新买入
Strategies Wealth Advisors, LLC
0.12%0.12%#17$130.4万2.4万股$120.0万2.3万股+14股+0.06%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#118$128.5万2.3万股$122.5万2.4万股-794股-3.31%减仓
富达投资FMR LLC
<0.01%<0.01%#139$127.4万2.3万股$111.4万2.2万股+1,188股+5.45%加仓
组成财富Composition Wealth, LLC
0.01%0.02%#50$103.6万1.9万股$114.7万2.2万股-3,766股-16.77%减仓
CFS Investment Advisory Services, LLC
0.07%0.07%#24$102.6万1.8万股$100.1万1.9万股-245股-1.32%减仓
Lido顾问Lido Advisors, LLC
<0.01%<0.01%#84$95.6万1.7万股$88.1万1.7万股+1股+0.01%加仓
Truvestments Capital LLC
0.14%0.16%#16$91.2万1.6万股$87.1万1.7万股-604股-3.54%减仓
Merit金融集团Merit Financial Group, LLC
0.01%0.01%#70$89.7万1.6万股$82.8万1.6万股-31股-0.19%减仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.03%0.03%#30$89.7万1.6万股$78.0万1.5万股+901股+5.90%加仓
UMB银行UMB Bank, n.a.
0.01%0.01%#52$88.7万1.6万股$81.7万1.6万股00.00%持仓不变
CAPE ANN SAVINGS BANK
0.4%0.39%#7$84.7万1.5万股$77.7万1.5万股+61股+0.40%加仓

🧭 机构资金流板块热力图

净流出 净流入