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INVESCO ZACKS · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO ZACKS

CZA
持有机构数
59
机构合计市值 (Q2 2026)
$7,593.3万
机构合计股数 (Q2 2026)
61.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3.6万股
15 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-12.7万股
30 · 9 清仓 · ≈
⚖️ 净额
-9.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,593.3万
持有机构数
59
新买入
5
加仓
10
减仓
21
清仓
9
持股不变
23
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
<0.01%<0.01%#22$1,283.3万10.5万股$1,174.6万10.7万股-1,985股-1.86%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#33$1,265.5万10.3万股$1,417.7万12.9万股-2.6万股-20.04%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#18$858.5万7.0万股$763.1万6.9万股+733股+1.06%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#32$427.6万3.5万股$388.4万3.5万股-387股-1.10%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#42$314.5万2.6万股$206.3万1.9万股+6,912股+36.90%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#30$293.0万2.4万股$259.8万2.4万股+312股+1.32%加仓
Rodgers & Associates, LTD
0.25%0.25%#5$271.8万2.2万股$244.2万2.2万股00.00%持仓不变
PACIFIC SUN FINANCIAL CORP
0.96%1.04%#1$232.6万1.9万股$214.8万2.0万股-530股-2.72%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#23$226.5万1.8万股$203.7万1.8万股-17股-0.09%减仓
Empirical Asset Management, LLC
0.44%0.44%#2$196.8万1.6万股$168.0万1.5万股+793股+5.20%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#41$173.4万1.4万股$158.6万1.4万股-52股-0.37%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#47$172.7万1.4万股$63.1万5,732股+8,350股+145.67%加仓
Davis Investment Partners, LLC
0.43%0.45%#3$140.1万1.1万股$126.4万1.1万股-50股-0.44%减仓
EP财富顾问EP Wealth Advisors, LLC
0.01%0.01%#19$134.2万1.1万股$121.7万1.1万股-107股-0.97%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#25$100.5万8,193股$76.7万6,967股+1,226股+17.60%加仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#27$97.7万7,969股$86.1万7,815股+154股+1.97%加仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
<0.01%#20$97.4万7,946股$00股+7,946股新买入
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#38$95.2万7,763股$86.2万8,017股-254股-3.17%减仓
Well Done, LLC
0.13%0.25%#8$92.9万7,580股$171.0万1.6万股-7,946股-51.18%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#29$90.6万7,391股$88.7万8,048股-657股-8.16%减仓
Savant资本Savant Capital, LLC
<0.01%<0.01%#24$80.8万6,589股$74.8万6,793股-204股-3.00%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#49$72.9万5,941股$64.2万5,826股+115股+1.97%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#45$68.6万5,596股$62.1万5,633股-37股-0.66%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#48$68.2万5,568股$105.9万9,613股-4,045股-42.08%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%#17$67.4万5,496股$00股+5,496股新买入
WILLNER & HELLER, LLC
0.42%0.48%#4$67.0万5,464股$64.4万5,844股-380股-6.50%减仓
Colonial River Investments, LLC
0.17%0.21%#7$61.0万4,974股$58.2万5,284股-310股-5.87%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#51$51.6万4,204股$68.1万6,180股-1,976股-31.97%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#34$39.3万3,202股$35.3万3,202股00.00%持仓不变
HAZLETT, BURT & WATSON, INC.
0.1%0.11%#9$38.7万3,160股$34.8万3,160股00.00%持仓不变
VICTORY FINANCIAL GROUP, LLC
0.04%0.06%#10$35.8万2,921股$46.0万4,177股-1,256股-30.07%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#37$34.9万2,849股$40.6万3,681股-832股-22.60%减仓
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
0.03%0.02%#11$34.2万2,793股$30.8万2,793股00.00%持仓不变
使命财富管理MISSION WEALTH MANAGEMENT, LP
<0.01%0.01%#21$33.0万2,695股$29.7万2,695股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#28$32.6万2,659股$35.2万3,199股-540股-16.88%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#44$30.6万2,499股$27.5万2,499股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#54$29.2万2,378股$24.3万2,210股+168股+7.60%加仓
Quattro Advisors LLC
0.19%0.22%#6$28.3万2,305股$25.4万2,305股00.00%持仓不变
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#26$26.6万2,167股$23.9万2,167股00.00%持仓不变
Sovran Advisors, LLC
0.02%0.02%#13$22.8万1,792股$21.0万1,792股00.00%持仓不变
First Heartland Consultants, Inc.
0.01%#16$20.8万1,699股$00股+1,699股新买入
贝莱德BlackRock, Inc.
<0.01%<0.01%#58$17.4万1,417股$15.6万1,417股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#46$12.5万1,019股$00股+1,019股新买入
Whittier信托WHITTIER TRUST CO
<0.01%<0.01%#31$7.2万582股$6.5万582股00.00%持仓不变
Spectrum Wealth Advisory Group, LLC
0.02%#12$7.1万579股$00股+579股新买入
Tidemark, LLC
0.02%0.02%#14$7.1万575股$6.3万575股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#52$5.5万449股$4.9万449股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#43$5.1万414股$4.6万414股00.00%持仓不变
Clearstead顾问Clearstead Advisors, LLC
<0.01%<0.01%#39$3.9万321股$3.5万321股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#56$3.7万302股$7.7万702股-400股-56.98%减仓

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