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景顺·ACTIVELY MANAGED EXC · 13F 机构持仓分析
期权收益计算器 机构排行
I

景顺·ACTIVELY MANAGED EXC

INVESCO ACTIVELY MANAGED EXCEFAA
持有机构数
70
机构合计市值 (Q2 2026)
$4.28亿
机构合计股数 (Q2 2026)
768.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+277.0万股
54 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-52.3万股
17 · 6 清仓 · ≈
⚖️ 净额
+224.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.28亿
持有机构数
70
新买入
16
加仓
38
减仓
11
清仓
6
持股不变
5
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%#43$9,246.8万165.8万股$00股+165.8万股新买入
景顺Invesco Ltd.
0.01%0.01%#42$8,319.4万149.2万股$7,320.3万138.8万股+10.4万股+7.49%加仓
LPL金融LPL Financial LLC
0.01%0.01%#37$4,539.8万81.4万股$3,735.7万70.8万股+10.6万股+14.94%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#38$3,698.7万66.3万股$2,593.8万49.2万股+17.2万股+34.88%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#40$1,722.7万31.3万股$1,318.1万25.7万股+5.6万股+21.75%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#54$1,068.7万19.2万股$779.3万14.8万股+4.4万股+29.71%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.05%0.04%#18$1,049.3万18.8万股$877.3万16.6万股+2.2万股+13.13%加仓
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
1.33%1.4%#4$890.3万16.0万股$832.9万15.8万股+1,745股+1.10%加仓
Brookstone资本管理Brookstone Capital Management
0.09%#14$879.7万15.8万股$00股+15.8万股新买入
LEE JOHNSON CAPITAL MANAGEMENT, LLC
2.3%4.36%#1$736.8万13.2万股$1,217.3万23.1万股-9.9万股-42.75%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#34$703.1万12.6万股$534.8万10.1万股+2.5万股+24.36%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#53$669.8万12.0万股$538.4万10.2万股+1.8万股+17.65%加仓
Private Advisor集团Private Advisor Group, LLC
0.03%0.09%#26$546.4万9.8万股$1,904.2万36.1万股-26.3万股-72.86%减仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.01%#33$528.2万9.5万股$356.5万6.8万股+2.7万股+40.12%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.1%0.12%#13$524.5万9.5万股$518.9万9.5万股-250股-0.26%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%0.01%#44$515.6万9.2万股$805.8万15.3万股-6.0万股-39.48%减仓
Lifestyle Asset Management, Inc.
1.37%1.39%#3$509.1万9.1万股$425.4万8.1万股+1.1万股+13.19%加仓
SageGuard Financial Group, LLC
0.67%0.56%#6$475.8万8.5万股$360.3万6.8万股+1.7万股+24.90%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#60$468.8万8.4万股$357.6万6.8万股+1.6万股+24.01%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#58$432.9万7.8万股$421股+7.8万股+7,764,200.00%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#39$421.8万7.5万股$342.0万6.5万股+1.1万股+16.87%加仓
MJP ASSOCIATES INC /ADV
0.41%0.38%#8$379.0万6.8万股$313.8万6.0万股+8,457股+14.21%加仓
Advisor OS, LLC
0.25%0.23%#9$379.0万6.8万股$313.8万6.0万股+8,457股+14.21%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#50$348.7万6.3万股$232.5万4.4万股+1.8万股+41.86%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#46$330.6万5.9万股$249.5万4.7万股+1.2万股+25.34%加仓
繁荣金融服务Prospera Financial Services Inc
0.04%0.04%#19$300.2万5.4万股$261.8万5.0万股+4,211股+8.49%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#48$291.4万5.2万股$92.5万1.8万股+3.5万股+197.97%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#61$256.8万4.6万股$116.4万2.2万股+2.4万股+108.65%加仓
Marshall & Sterling Wealth Advisors Inc.
1.52%1.33%#2$256.1万4.6万股$202.9万3.8万股+7,459股+19.38%加仓
Wealth Intelligence, LLC
1.17%1.1%#5$252.0万4.5万股$229.2万4.3万股+1,729股+3.98%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#63$182.6万3.3万股$00股+3.3万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#66$177.0万3.2万股$191.2万3.6万股-4,495股-12.40%减仓
INSIGNEO 咨询服务INSIGNEO ADVISORY SERVICES, LLC
0.06%0.07%#17$147.5万2.6万股$98.2万1.9万股+7,836股+42.07%加仓
IFP顾问IFP Advisors, Inc
0.02%0.02%#30$127.7万2.3万股$119.3万2.3万股+278股+1.23%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#51$126.5万2.3万股$81.8万1.6万股+7,181股+46.29%加仓
Joel Isaacson & Co., LLC
0.03%0.03%#23$106.5万1.9万股$88.6万1.7万股+2,295股+13.66%加仓
NATIXIS ADVISORS, LLC
<0.01%#56$104.5万1.9万股$00股+1.9万股新买入
WCG Wealth 顾问WCG Wealth Advisors LLC
0.02%0.02%#29$99.1万1.8万股$87.5万1.7万股+1,178股+7.10%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.02%0.02%#32$99.1万1.8万股$89.7万1.7万股+752股+4.42%加仓
Western 财富管理Western Wealth Management, LLC
0.03%0.03%#24$92.6万1.7万股$88.3万1.7万股-134股-0.80%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%#57$77.1万1.4万股$00股+1.4万股新买入
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.02%0.03%#27$65.1万1.2万股$68.0万1.3万股-1,220股-9.46%减仓
MADDEN SECURITIES Corp
0.15%0.16%#11$55.0万9,870股$52.1万9,870股00.00%持仓不变
阿波罗财富管理Apollon Wealth Management, LLC
0.01%0.01%#41$54.5万9,770股$47.6万9,032股+738股+8.17%加仓
VERUS CAPITAL PARTNERS, LLC
0.02%0.03%#28$44.9万8,058股$38.7万7,333股+725股+9.89%加仓
PRIVATE TRUST CO NA
0.03%0.03%#25$37.1万6,654股$37.8万6,654股00.00%持仓不变
WINNACLE WEALTH LLC
0.25%#10$36.4万6,529股$00股+6,529股新买入
顶峰金融Summit Financial, LLC
<0.01%<0.01%#47$36.0万6,465股$28.5万5,399股+1,066股+19.74%加仓
QP WEALTH MANAGEMENT, LLC
0.49%0.56%#7$34.6万6,202股$32.5万6,167股+35股+0.57%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%<0.01%#49$33.0万5,925股$23.8万4,504股+1,421股+31.55%加仓

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