13FBOX
INVESCO EXCHANGE TRADED FD TR S&P500 EQL ENR · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO EXCHANGE TRADED FD TR S&P500 EQL ENR

RSPG
持有机构数
157
机构合计市值 (Q2 2026)
$3.39亿
机构合计股数 (Q2 2026)
342.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+57.6万股
66 · 20 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-83.2万股
75 · 24 清仓 · ≈
⚖️ 净额
-25.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.39亿
持有机构数
157
新买入
20
加仓
46
减仓
51
清仓
24
持股不变
40
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%#98$3,386.1万34.6万股$2,336.1万29.3万股+5.2万股+17.80%加仓
MATAURO, LLC
4.03%4.62%#1$3,051.5万31.2万股$3,198.8万29.2万股+1.9万股+6.60%加仓
Flaharty Asset Management, LLC
3.38%3.31%#3$2,664.9万24.3万股$2,664.9万24.3万股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#103$2,379.0万24.3万股$3,976.3万36.3万股-12.0万股-33.14%减仓
现代财富管理Modern Wealth Management, LLC
0.26%#22$2,164.6万22.1万股$00股+22.1万股新买入
瑞银集团UBS Group AG
<0.01%0.01%#92$1,935.3万19.8万股$4,215.0万38.5万股-18.7万股-48.69%减仓
LPL金融LPL Financial LLC
<0.01%0.01%#85$1,439.2万14.7万股$2,086.1万19.1万股-4.4万股-22.90%减仓
Cresset资产管理Cresset Asset Management, LLC
0.04%0.04%#44$1,203.8万12.3万股$1,035.7万9.5万股+2.8万股+29.88%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#88$1,065.9万10.9万股$1,497.8万13.7万股-2.8万股-20.48%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.05%0.07%#40$700.5万7.2万股$754.5万7.1万股+278股+0.39%加仓
Stonebridge Financial Group, LLC
0.53%0.6%#14$693.5万7.1万股$731.2万6.7万股+3,998股+5.99%加仓
Arkfeld Wealth Strategies, L.L.C.
2.02%3.2%#4$675.0万6.9万股$1,013.1万10.1万股-3.1万股-31.19%减仓
Guild Investment Management, Inc.
3.93%4.57%#2$575.6万5.9万股$639.4万5.8万股+350股+0.60%加仓
OARSMAN CAPITAL, INC.
0.59%0.76%#12$553.6万5.7万股$613.1万5.6万股+509股+0.91%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#114$485.3万5.0万股$417.0万3.8万股+1.1万股+30.06%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.02%0.01%#58$408.7万4.2万股$167.1万1.5万股+2.6万股+173.23%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#137$386.2万3.9万股$190.2万1.7万股+2.2万股+128.73%加仓
Private Advisory Group LLC
0.2%#27$366.1万3.7万股$00股+3.7万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%0.01%#78$341.1万3.5万股$389.9万3.6万股-819股-2.30%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.02%0.03%#53$314.2万3.2万股$343.5万3.1万股+698股+2.22%加仓
Financial Guidance Group, Inc.
1.17%1.38%#5$313.7万3.2万股$342.9万3.1万股+698股+2.23%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%0.01%#107$302.1万3.1万股$1,432.6万13.1万股-10.0万股-76.43%减仓
Davis Investment Partners, LLC
0.9%1.16%#8$294.4万3.0万股$328.5万3.0万股+46股+0.15%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#89$293.6万3.0万股$229.8万2.1万股+8,987股+42.82%加仓
Ethos Financial Group, LLC
0.2%0.15%#28$293.1万3.0万股$211.5万1.9万股+1.1万股+56.70%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#135$283.3万2.9万股$192.7万1.8万股+1.1万股+64.27%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%0.01%#80$278.3万2.8万股$326.2万3.0万股-1,381股-4.64%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#125$266.3万2.7万股$451.7万4.1万股-1.4万股-34.12%减仓
Joseph P. Lucia & Associates, LLC
0.76%1.02%#9$251.5万2.6万股$286.2万2.6万股-468股-1.79%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#70$238.4万2.4万股$292.0万2.7万股-2,332股-8.74%减仓
IHT 财富管理IHT Wealth Management, LLC
0.05%0.07%#42$235.0万2.4万股$296.8万2.7万股-3,115股-11.49%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#95$233.7万2.4万股$274.3万2.5万股-1,202股-4.80%减仓
TABLEAUX LLC
0.94%1.1%#7$223.3万2.3万股$226.8万2.1万股+2,081股+10.04%加仓
Courage Miller Partners, LLC
0.53%0.65%#13$200.5万2.0万股$230.5万2.1万股-581股-2.76%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#90$199.1万2.0万股$270.6万2.5万股-4,394股-17.78%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#139$196.0万2.0万股$219.0万2.0万股00.00%持仓不变
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#110$181.2万1.9万股$00股+1.9万股新买入
SHAKER INVESTMENTS LLC/OH
0.64%0.92%#11$177.4万1.8万股$199.7万1.8万股-132股-0.72%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#82$161.6万1.7万股$184.5万1.7万股-349股-2.07%减仓
Keating Financial Advisory Services, Inc.
0.21%0.29%#25$160.6万1.6万股$179.5万1.6万股00.00%持仓不变
Somerset Trust Co
0.39%0.46%#17$137.0万1.4万股$151.3万1.4万股+165股+1.19%加仓
Lane Generational LLC
1.17%#6$133.1万1.4万股$00股+1.4万股新买入
PGIM定制收成PGIM Custom Harvest LLC
0.02%0.02%#61$130.5万1.3万股$151.2万1.4万股-494股-3.58%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#122$127.4万1.3万股$104.1万9,232股+3,699股+40.07%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#131$125.5万1.3万股$84.9万7,758股+5,056股+65.17%加仓
Hills Bank & Trust Co
0.05%0.06%#41$124.0万1.3万股$121.6万1.1万股+1,552股+13.97%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.02%0.03%#60$115.4万1.2万股$151.5万1.4万股-2,060股-14.88%减仓
Vanguard Capital Wealth Advisors
0.75%#10$110.1万1.1万股$00股+1.1万股新买入
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#138$103.3万1.1万股$52.3万4,777股+5,765股+120.68%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.01%0.01%#67$94.4万9,638股$106.6万9,734股-96股-0.99%减仓

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