13FBOX
INVESCO S&P MIDCAP 400 PURE GROWTH ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO S&P MIDCAP 400 PURE GROWTH ETF

RFG
持有机构数
117
机构合计市值 (Q2 2026)
$1.29亿
机构合计股数 (Q2 2026)
200.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+26.8万股
37 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-7.9万股
41 · 11 清仓 · ≈
⚖️ 净额
+18.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.29亿
持有机构数
117
新买入
13
加仓
24
减仓
30
清仓
11
持股不变
50
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%#92$1,477.2万22.9万股$1,136.5万22.3万股+5,831股+2.61%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#72$1,457.5万22.6万股$995.1万18.2万股+4.4万股+24.41%加仓
New England Private Wealth Advisors LLC
1.09%1.17%#1$1,124.7万18.6万股$1,017.3万18.6万股+7股+0.00%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#90$513.1万8.0万股$374.3万6.8万股+1.1万股+16.42%加仓
Tradewinds, LLC.
0.84%#4$487.2万7.5万股$00股+7.5万股新买入
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
0.04%0.05%#22$481.0万7.5万股$409.9万7.5万股-240股-0.32%减仓
Twelve Points Wealth Management LLC
0.88%0.83%#3$439.4万6.8万股$377.2万6.9万股-722股-1.05%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.07%0.09%#19$351.6万5.4万股$243.8万4.4万股+1.0万股+22.51%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#105$310.6万4.8万股$272.6万5.0万股-1,611股-3.24%减仓
Compton Wealth Advisory Group, LLC
0.61%0.59%#5$301.9万4.8万股$263.7万4.8万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#70$276.3万4.3万股$228.0万4.2万股+1,229股+2.95%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#74$259.5万4.0万股$114.5万2.1万股+1.9万股+92.54%加仓
Prosperity Consulting 集团Prosperity Consulting Group, LLC
0.1%0.1%#17$257.8万4.0万股$220.1万4.0万股-210股-0.52%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#101$236.0万3.7万股$202.3万3.7万股-332股-0.90%减仓
NewEdge顾问NewEdge Advisors, LLC
0.01%<0.01%#53$193.6万3.0万股$3.6万650股+2.9万股+4,516.15%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#102$192.2万3.0万股$154.2万2.8万股+1,651股+5.87%加仓
KPP Advisory Services LLC
0.23%0.23%#10$184.2万2.9万股$157.4万2.9万股-175股-0.61%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#80$172.9万2.7万股$148.0万2.7万股-210股-0.78%减仓
Cornerstone Financial Group, LLC /NE/
1.02%1%#2$165.7万2.6万股$155.3万2.6万股-271股-1.04%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#98$163.8万2.5万股$146.4万2.7万股-1,320股-4.94%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#88$159.3万2.5万股$172.4万3.1万股-6,780股-21.55%减仓
富达投资FMR LLC
<0.01%<0.01%#112$154.1万2.4万股$78.2万1.4万股+9,605股+67.32%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.02%0.02%#35$152.9万2.4万股$129.9万2.4万股00.00%持仓不变
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#85$143.0万2.2万股$121.5万2.2万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%0.01%#60$140.9万2.2万股$132.9万2.4万股-2,423股-9.99%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#73$137.6万2.1万股$128.6万2.3万股-2,134股-9.10%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#84$119.7万1.9万股$97.7万1.8万股+716股+4.02%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%0.03%#32$119.3万1.8万股$28.2万1,689股+1.7万股+994.73%加仓
Commonwealth Financial Services, LLC
0.15%0.15%#13$110.6万1.7万股$95.0万1.7万股-205股-1.18%减仓
INTEGRITY ALLIANCE, LLC.
0.03%0.03%#26$102.4万1.6万股$84.7万1.5万股+423股+2.74%加仓
Tempo Wealth, LLC
0.15%0.15%#14$98.9万1.5万股$85.8万1.6万股-329股-2.10%减仓
Sowell Financial Services LLC
0.03%0.03%#28$94.6万1.5万股$80.4万1.5万股00.00%持仓不变
M Holdings Securities, Inc.
0.12%0.06%#15$91.0万1.4万股$83.6万1.4万股+318股+2.31%加仓
VISTA INVESTMENT PARTNERS LLC
0.19%0.17%#12$76.6万1.2万股$64.2万1.2万股+154股+1.31%加仓
WILLNER & HELLER, LLC
0.47%0.47%#6$74.5万1.2万股$63.3万1.2万股+2股+0.02%加仓
PACIFIC SUN FINANCIAL CORP
0.3%0.31%#7$73.4万1.1万股$63.3万1.2万股-180股-1.56%减仓
Connecticut 财富管理Connecticut Wealth Management, LLC
0.03%0.03%#31$73.1万1.1万股$62.1万1.1万股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#89$66.5万1.0万股$57.0万1.0万股-79股-0.76%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#87$58.6万9,540股$56.0万1.0万股-535股-5.31%减仓
Pinnacle金融合伙人Pinnacle Financial Partners, Inc.
<0.01%<0.01%#67$58.2万9,011股$49.4万9,010股+1股+0.01%加仓
巴伦廷合伙人Ballentine Partners, LLC
0.01%0.01%#49$56.3万8,730股$47.9万8,730股00.00%持仓不变
Dale Q Rice Investment Management Ltd
0.3%0.41%#8$55.5万8,601股$54.3万9,909股-1,308股-13.20%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#104$54.8万8,716股$29.2万5,418股+3,298股+60.87%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#110$52.6万8,146股$43.9万8,002股+144股+1.80%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#114$47.3万7,325股$85.6万1.6万股-8,300股-53.12%减仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.02%0.02%#36$46.7万7,230股$43.0万8,208股-978股-11.92%减仓
Fiduciary Alliance LLC
0.03%0.02%#27$46.2万7,159股$35.3万5,979股+1,180股+19.74%加仓
Jacobi Capital Management LLC
0.02%0.02%#33$44.8万6,942股$38.0万6,941股+1股+0.01%加仓
Ironwood Investment Counsel, LLC
0.06%0.05%#20$44.5万6,903股$37.8万6,903股00.00%持仓不变
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#75$44.5万6,890股$37.8万6,890股00.00%持仓不变

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