13FBOX
景顺·GLOBAL LISTED PRIVATE EQUITY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

景顺·GLOBAL LISTED PRIVATE EQUITY ETF

INVESCO GLOBAL LISTED PRIVATE EQUITY ETFPSP
持有机构数
96
机构合计市值 (Q2 2026)
$1.32亿
机构合计股数 (Q2 2026)
237.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+57.4万股
52 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-60.7万股
40 · 19 清仓 · ≈
⚖️ 净额
-3.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.32亿
持有机构数
96
新买入
17
加仓
35
减仓
21
清仓
19
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#60$1,946.8万35.0万股$1,996.8万28.9万股+6.0万股+20.81%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#59$1,701.9万30.6万股$1,721.9万30.5万股+886股+0.29%加仓
Endowment Wealth Management, Inc.
5%5.67%#1$1,293.8万23.2万股$1,281.2万22.7万股+5,597股+2.47%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#55$849.5万15.3万股$794.7万14.1万股+1.2万股+8.47%加仓
Aletheian Wealth Advisors LLC
3.48%3.62%#2$815.2万14.6万股$743.7万13.2万股+1.5万股+11.23%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#50$721.9万13.0万股$762.1万13.5万股-5,220股-3.87%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.09%#12$584.3万10.5万股$00股+10.5万股新买入
FIRST INTERSTATE BANK
0.3%#7$579.8万10.4万股$00股+10.4万股新买入
克雷斯特伍德顾问Crestwood Advisors Group, LLC
0.06%0.07%#18$389.9万7.0万股$395.6万7.0万股00.00%持仓不变
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#77$322.2万5.8万股$187.7万3.3万股+2.5万股+74.24%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#65$302.0万5.4万股$686.4万12.1万股-6.7万股-55.36%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#78$295.3万5.3万股$71.7万1.3万股+4.0万股+317.69%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#75$274.0万4.9万股$76.9万1.4万股+3.6万股+261.68%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#68$203.6万3.7万股$1,982.0万35.1万股-31.4万股-89.58%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.03%#29$188.9万3.4万股$270.6万4.8万股-1.4万股-28.86%减仓
FLOW TRADERS U.S. LLC
0.07%#16$177.3万3.2万股$00股+3.2万股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#64$162.3万2.9万股$54.0万9,559股+2.0万股+204.74%加仓
全球退休合伙人Global Retirement Partners, LLC
0.02%#26$152.7万2.7万股$00股+2.7万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#80$152.3万2.7万股$151.6万2.7万股+508股+1.89%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#54$124.3万2.2万股$78.1万1.4万股+8,507股+61.68%加仓
纽文Nuveen, LLC
<0.01%#76$117.3万2.1万股$00股+2.1万股新买入
Darwin Wealth Management, LLC
0.31%0.34%#6$113.3万2.0万股$108.3万1.9万股+1,186股+6.19%加仓
Arax顾问Arax Advisory Partners
0.01%0.01%#37$97.3万1.7万股$34.2万6,053股+1.1万股+188.55%加仓
O'ROURKE & COMPANY, Inc
0.32%0.33%#5$91.7万1.6万股$83.6万1.5万股+1,669股+11.28%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#82$91.1万1.6万股$64.1万1.1万股+5,018股+44.26%加仓
NTV ASSET MANAGEMENT LLC
0.08%0.1%#14$85.1万1.5万股$89.0万1.6万股-470股-2.99%减仓
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#66$81.5万1.5万股$73.0万1.3万股+1,728股+13.37%加仓
LFA - Lugano Financial Advisors SA
0.49%0.46%#4$81.1万1.5万股$91.2万1.6万股-840股-5.20%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#53$74.5万1.3万股$161.8万2.9万股-1.5万股-53.30%减仓
ASHTON THOMAS SECURITIES, LLC
0.09%0.08%#13$59.8万1.1万股$60.6万1.1万股+12股+0.11%加仓
Cordoba Advisory Partners LLC
0.12%0.12%#10$58.7万1.1万股$43.9万7,766股+2,776股+35.75%加仓
Hyundai Investments Co., Ltd.
0.6%1.1%#3$55.6万1.0万股$97.2万1.8万股-7,517股-42.64%减仓
Betterment智能投顾Betterment LLC
<0.01%<0.01%#63$53.9万9,668股$49.6万8,771股+897股+10.23%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#58$48.5万8,700股$49.5万8,758股-58股-0.66%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#46$45.7万8,207股$25.0万4,427股+3,780股+85.39%加仓
CreativeOne Wealth, LLC
0.01%0.01%#33$42.1万7,558股$41.8万7,399股+159股+2.15%加仓
Compound Planning, Inc.
0.01%0.01%#31$38.7万6,948股$39.3万6,948股00.00%持仓不变
Sidoxia Capital Management, LLC
0.28%0.33%#8$38.6万6,926股$38.3万6,776股+150股+2.21%加仓
Advyzon Investment Management, LLC
0.02%0.03%#24$34.3万6,158股$31.0万5,481股+677股+12.35%加仓
布莱顿·琼斯BRIGHTON JONES LLC
0.01%#38$33.4万6,000股$00股+6,000股新买入
Legacy Capital Wealth Partners, LLC
0.06%0.09%#17$32.4万5,813股$44.7万7,909股-2,096股-26.50%减仓
Joseph P. Lucia & Associates, LLC
0.1%0.12%#11$32.1万5,771股$32.6万5,771股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#89$31.6万5,680股$00股+5,680股新买入
Fort Point Capital Partners LLC
0.02%0.04%#28$29.7万5,338股$30.2万5,338股00.00%持仓不变
Larson Financial 集团Larson Financial Group LLC
0.01%0.01%#34$29.7万5,328股$27.8万4,925股+403股+8.18%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#56$29.2万5,241股$29.7万5,252股-11股-0.21%减仓
Triumph Capital Management
0.05%0.05%#19$28.3万5,085股$26.9万4,752股+333股+7.01%加仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.01%0.01%#32$27.6万4,955股$23.9万3,569股+1,386股+38.83%加仓
HRT金融HRT FINANCIAL LP
<0.01%<0.01%#69$27.2万4,886股$162.2万2.9万股-2.4万股-82.98%减仓
MAI资本管理MAI Capital Management
<0.01%<0.01%#62$27.1万4,870股$20.7万3,670股+1,200股+32.70%加仓

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