13FBOX
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 IIPWZ
持有机构数
131
机构合计市值 (Q2 2026)
$8.68亿
机构合计股数 (Q2 2026)
3,542.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+251.8万股
79 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-67.6万股
42 · 15 清仓 · ≈
⚖️ 净额
+184.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.68亿
持有机构数
131
新买入
19
加仓
60
减仓
27
清仓
15
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
Wealthfront顾问Wealthfront Advisers LLC
0.82%0.91%#7$4.29亿1,748.3万股$4.16亿1,741.1万股+7.2万股+0.42%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.11%0.1%#29$8,525.7万347.8万股$7,016.3万293.9万股+53.9万股+18.34%加仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
1.37%1.45%#3$5,130.0万209.3万股$4,568.0万191.3万股+18.0万股+9.41%加仓
组成财富Composition Wealth, LLC
0.36%0.41%#14$3,049.6万124.4万股$2,956.3万123.9万股+5,701股+0.46%加仓
SYON CAPITAL LLC
1.32%1.45%#4$3,018.9万123.2万股$2,876.5万120.5万股+2.7万股+2.21%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#87$2,979.5万121.6万股$2,514.1万105.3万股+16.2万股+15.42%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.16%0.16%#23$2,518.8万102.8万股$2,045.6万85.7万股+17.1万股+19.92%加仓
EP财富顾问EP Wealth Advisors, LLC
0.07%0.09%#37$1,933.0万78.9万股$1,794.0万75.2万股+3.7万股+4.93%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#80$1,673.9万68.3万股$1,513.0万63.4万股+4.9万股+7.75%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#102$1,533.8万62.6万股$1,331.7万55.7万股+6.9万股+12.40%加仓
FIRST FOUNDATION 顾问FIRST FOUNDATION ADVISORS
0.33%0.36%#15$931.1万38.0万股$905.4万37.9万股+560股+0.15%加仓
Shared Vision Wealth Group LLC
2.62%0.34%#1$762.0万31.1万股$84.3万3.5万股+27.6万股+780.48%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#108$730.8万29.8万股$522.7万22.0万股+7.8万股+35.61%加仓
纯粹金融顾问Pure Financial Advisors, LLC
0.09%0.09%#33$698.3万28.5万股$648.4万27.2万股+1.3万股+4.88%加仓
Robertson Stephens 财富管理Robertson Stephens Wealth Management, LLC
0.14%0.13%#25$583.8万23.8万股$474.7万19.9万股+3.9万股+19.78%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#104$449.8万18.4万股$559.5万23.4万股-5.1万股-21.70%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.02%0.02%#55$430.1万17.5万股$238.2万10.0万股+7.6万股+75.85%加仓
FIRST AMERICAN TRUST, FSB
0.25%0.28%#18$415.1万16.9万股$422.7万17.7万股-7,707股-4.35%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#81$357.3万14.6万股$295.7万12.4万股+2.2万股+17.70%加仓
Chatterton & Associates Inc.
2.08%2.25%#2$354.0万14.5万股$320.8万13.2万股+1.2万股+9.43%加仓
Elmwood Wealth Management, Inc.
0.86%0.94%#5$345.8万14.1万股$338.7万14.2万股-835股-0.59%减仓
KeyBank国民银行KEYBANK NATIONAL ASSOCIATION/OH
0.01%0.01%#67$326.6万13.3万股$293.6万12.3万股+1.0万股+8.34%加仓
Affinity Capital Advisors, LLC
0.37%0.14%#12$302.8万12.3万股$99.5万4.2万股+8.2万股+195.86%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#93$302.0万12.3万股$285.1万12.0万股+3,237股+2.69%加仓
富达投资FMR LLC
<0.01%<0.01%#121$271.7万11.1万股$221.4万9.3万股+1.8万股+19.52%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#57$246.6万10.1万股$188.4万7.9万股+2.2万股+28.01%加仓
LODESTAR PRIVATE ASSET MANAGEMENT LLC
0.19%0.18%#20$219.3万8.9万股$186.0万7.8万股+1.2万股+14.80%加仓
SimpliFi, Inc.
0.83%0.86%#6$210.1万8.6万股$205.6万8.6万股-415股-0.48%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#115$203.5万8.3万股$197.6万8.3万股+270股+0.33%加仓
Navigation Group, LLC
0.37%0.43%#13$188.8万7.7万股$183.9万7.7万股00.00%持仓不变
SteelPeak Wealth, LLC
0.05%0.06%#45$182.5万7.4万股$204.3万8.6万股-1.1万股-13.03%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#119$178.4万7.3万股$207.0万8.7万股-1.4万股-16.04%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#107$175.6万7.2万股$166.8万7.0万股+1,743股+2.49%加仓
McNaughton Wealth Management, LLC
0.55%0.69%#9$155.2万6.3万股$166.8万7.0万股-6,566股-9.40%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#86$154.7万6.3万股$142.8万6.0万股+3,294股+5.51%加仓
Tower Research Capital LLC (TRC)
0.04%#47$151.4万6.2万股$00股+6.2万股新买入
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#111$149.4万6.1万股$154.5万6.5万股-3,771股-5.83%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#118$142.3万5.8万股$00股+5.8万股新买入
Elequin 资本Elequin Capital, LP
0.04%#48$122.6万5.0万股$00股+5.0万股新买入
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.02%#62$118.9万4.9万股$00股+4.9万股新买入
Private Advisor集团Private Advisor Group, LLC
0.01%#76$116.0万4.7万股$00股+4.7万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#114$113.6万4.6万股$84.3万3.5万股+1.1万股+31.20%加仓
Compound Planning, Inc.
0.03%0.05%#50$111.8万4.6万股$166.4万7.0万股-2.4万股-34.55%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#98$111.6万4.6万股$89.1万3.7万股+8,213股+22.00%加仓
FOCUS Wealth Advisors, LLC
0.49%0.51%#10$106.6万4.3万股$103.6万4.3万股+98股+0.23%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#84$100.4万4.1万股$101.9万4.3万股-1,737股-4.07%减仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#94$98.7万4.0万股$48.1万2.0万股+2.0万股+100.00%加仓
全球退休合伙人Global Retirement Partners, LLC
0.01%#64$96.6万3.9万股$00股+3.9万股新买入
繁荣金融服务Prospera Financial Services Inc
0.01%0.01%#66$94.8万3.9万股$89.9万3.8万股+1,037股+2.75%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.01%0.01%#72$94.7万3.9万股$75.4万3.2万股+7,055股+22.35%加仓

🧭 机构资金流板块热力图

净流出 净流入