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景顺交易所交易基金II · 13F 机构持仓分析
期权收益计算器 机构排行
I

景顺交易所交易基金II

INVESCO EXCH TRADED FD TR IIIDHQ
持有机构数
281
机构合计市值 (Q2 2026)
$7.38亿
机构合计股数 (Q2 2026)
1,652.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+265.4万股
139 · 56 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-176.7万股
102 · 22 清仓 · ≈
⚖️ 净额
+88.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.38亿
持有机构数
281
新买入
56
加仓
83
减仓
80
清仓
22
持股不变
62
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
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#118$5,469.6万120.4万股$4,305.1万118.9万股+1.5万股+1.24%加仓
Cedar Wealth Management, LLC
9.33%8.46%#1$3,629.9万83.0万股$2,907.1万82.2万股+8,519股+1.04%加仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.86%0.85%#19$3,617.5万82.8万股$3,051.2万86.3万股-3.5万股-4.06%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.03%#94$3,110.9万68.5万股$1,913.9万52.9万股+15.6万股+29.52%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#127$3,100.1万69.7万股$1,843.8万52.3万股+17.4万股+33.27%加仓
Berkeley, Inc
9.12%7.81%#2$2,906.4万66.5万股$2,326.7万65.8万股+7,106股+1.08%加仓
LPL金融LPL Financial LLC
0.01%0.01%#150$2,881.3万63.4万股$1,955.1万54.0万股+9.4万股+17.44%加仓
Systelligence, LLC
4.57%4.16%#7$2,734.7万60.2万股$2,139.0万59.1万股+1.1万股+1.88%加仓
LRI Investments, LLC
1.8%0.05%#11$2,532.1万56.3万股$56.3万56.3万股00.00%持仓不变
KWB Wealth
2.03%0.06%#10$2,373.1万54.3万股$58.3万1.7万股+52.6万股+3,174.38%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#174$2,334.0万51.4万股$1,721.6万47.5万股+3.8万股+8.03%加仓
RETIREMENT FINANCIAL SOLUTIONS, LLC
5.29%4.72%#6$2,150.0万47.3万股$1,650.3万45.6万股+1.7万股+3.81%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#213$1,915.6万42.2万股$902.7万25.2万股+16.9万股+67.15%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#173$1,852.8万40.8万股$1,256.7万34.7万股+6.1万股+17.48%加仓
Chaney Capital Management, Inc.
5.66%4.91%#5$1,800.4万41.2万股$1,392.7万39.4万股+1.8万股+4.60%加仓
Integrated Capital Management, LLC
5.94%5.52%#3$1,648.9万37.7万股$1,308.0万37.0万股+7,415股+2.01%加仓
Marks Group Wealth Management, Inc
1.23%#14$1,410.2万32.3万股$00股+32.3万股新买入
Heck Capital Advisors, LLC
0.78%0.83%#21$1,304.3万29.8万股$1,115.2万31.5万股-1.7万股-5.37%减仓
Elevated Financial Group LLC
3.13%2.72%#8$1,142.7万26.1万股$836.7万23.7万股+2.5万股+10.52%加仓
Erickson Financial Group, LLC
5.69%4.78%#4$1,061.4万23.4万股$763.3万21.1万股+2.3万股+10.81%加仓
BOS Asset Management, LLC
2.43%2.16%#9$1,046.5万23.9万股$847.3万24.0万股-142股-0.06%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.09%0.08%#72$1,008.7万23.1万股$773.1万21.9万股+1.2万股+5.58%加仓
Destiny Wealth Partners, LLC
1.29%0.86%#13$952.4万21.7万股$790.8万22.4万股-6,081股-2.72%减仓
Well Done, LLC
1.21%1.11%#15$897.4万20.5万股$758.4万21.4万股-9,118股-4.25%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#192$824.3万18.1万股$656.9万18.2万股-88股-0.05%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#237$721.4万15.9万股$618.7万17.1万股-1.2万股-7.08%减仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.13%0.11%#63$688.7万15.2万股$566.8万15.7万股-4,989股-3.19%减仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
0.18%0.18%#51$686.4万15.1万股$553.9万15.3万股-1,890股-1.24%减仓
Cornerstone Wealth Management, LLC
0.29%0.28%#39$676.3万15.5万股$557.1万15.8万股-2,780股-1.77%减仓
Purus Wealth Management, LLC
1.76%1.53%#12$638.3万14.0万股$478.7万13.2万股+8,255股+6.24%加仓
EP财富顾问EP Wealth Advisors, LLC
0.02%#102$619.7万14.2万股$00股+14.2万股新买入
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.03%0.01%#99$570.1万12.5万股$149.6万4.1万股+8.4万股+203.60%加仓
Wealthfront顾问Wealthfront Advisers LLC
0.01%0.01%#135$534.0万11.8万股$305.2万8.4万股+3.3万股+39.43%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#154$483.3万10.6万股$303.9万8.4万股+2.2万股+26.74%加仓
Falcon Wealth Planning
0.3%0.27%#36$469.8万10.7万股$393.9万11.1万股-3,877股-3.48%减仓
LEAVELL INVESTMENT MANAGEMENT, INC.
0.15%0.07%#59$408.2万9.3万股$182.7万5.2万股+4.2万股+80.74%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#230$370.8万8.2万股$454.1万12.5万股-4.4万股-34.93%减仓
Essex Financial Services, Inc.
0.17%0.16%#55$347.0万7.6万股$279.0万7.7万股-688股-0.89%减仓
NATIXIS ADVISORS, LLC
<0.01%<0.01%#168$340.3万7.5万股$168.1万4.6万股+2.8万股+61.36%加仓
Brookwood Investment Group LLC
0.35%0.35%#31$314.6万6.9万股$283.8万7.8万股-9,135股-11.66%减仓
GUIDANCE CAPITAL, INC
0.63%0.57%#26$295.3万6.7万股$255.4万6.2万股+4,909股+7.90%加仓
NOVEM GROUP
0.29%0.26%#38$289.2万6.4万股$227.9万6.3万股+700股+1.11%加仓
Breakwater Capital Group
0.34%0.31%#33$285.8万6.5万股$233.4万6.6万股-592股-0.90%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%<0.01%#130$267.8万5.9万股$34.7万9,594股+4.9万股+514.33%加仓
Arax顾问Arax Advisory Partners
0.02%#113$254.4万5.6万股$00股+5.6万股新买入
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#134$240.5万5.5万股$197.7万5.6万股-875股-1.57%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.11%0.11%#66$236.3万5.4万股$175.0万4.9万股+4,589股+9.28%加仓
Legacy Financial Advisors, Inc.
0.28%0.26%#40$232.6万5.3万股$182.4万5.2万股+1,648股+3.20%加仓
CI投资CI INVESTMENTS INC.
0.01%#146$223.4万4.9万股$00股+4.9万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#187$219.4万4.8万股$155.9万4.3万股+5,232股+12.15%加仓

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