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景顺·TR INVT GRADE NEW YO · 13F 机构持仓分析
期权收益计算器 机构排行

景顺·TR INVT GRADE NEW YO

INVESCO TR INVT GRADE NEW YOVTN
持有机构数
26
机构合计市值 (Q2 2026)
$2,319.4万
机构合计股数 (Q2 2026)
200.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+11.4万股
15 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2.8万股
7 · 2 清仓 · ≈
⚖️ 净额
+8.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,319.4万
持有机构数
26
新买入
5
加仓
10
减仓
5
清仓
2
持股不变
6
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
Hennion & Walsh Asset Management, Inc.
0.17%0.19%#3$590.8万51.0万股$569.7万52.1万股-1.1万股-2.02%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.02%0.02%#5$340.1万29.4万股$306.9万28.1万股+1.3万股+4.69%加仓
Indivisible Partners
0.17%0.25%#2$305.1万26.3万股$279.7万25.6万股+7,839股+3.07%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#15$227.7万19.7万股$179.4万16.4万股+3.3万股+19.89%加仓
ASHTON THOMAS SECURITIES, LLC
0.24%0.19%#1$163.5万14.1万股$154.5万14.1万股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#20$144.4万12.5万股$126.3万11.5万股+1.0万股+8.78%加仓
Lido顾问Lido Advisors, LLC
<0.01%<0.01%#8$115.7万10.0万股$109.3万10.0万股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#21$100.6万8.7万股$96.6万8.8万股-1,483股-1.68%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#19$56.3万4.9万股$52.5万4.8万股+637股+1.33%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#14$55.8万4.8万股$52.1万4.8万股+557股+1.17%加仓
SHUFRO ROSE & CO LLC
0.02%0.02%#6$30.1万2.6万股$28.4万2.6万股00.00%持仓不变
PEAPACK GLADSTONE FINANCIAL CORP
<0.01%<0.01%#9$27.0万2.3万股$25.4万2.3万股+96股+0.41%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#13$25.9万2.2万股$00股+2.2万股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#23$24.7万2.1万股$27.8万2.5万股-4,088股-16.08%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#25$19.6万1.7万股$18.7万1.7万股-100股-0.59%减仓
Horizon Kinetics资产管理HORIZON KINETICS ASSET MANAGEMENT LLC
<0.01%<0.01%#10$17.1万1.5万股$16.1万1.5万股00.00%持仓不变
Herold Advisors, Inc.
0.03%#4$15.6万1.3万股$00股+1.3万股新买入
&Partners&PARTNERS
<0.01%<0.01%#12$15.0万1.3万股$14.0万1.3万股+152股+1.19%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#17$12.3万1.1万股$12.2万1.1万股-572股-5.11%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#18$11.4万9,832股$8.3万7,591股+2,241股+29.52%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#16$4.9万4,200股$00股+4,200股新买入
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%#26$4.8万4,200股$00股+4,200股新买入
Aventura Private Wealth, LLC
0.01%0.02%#7$4.6万4,000股$4.4万4,000股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#22$3.2万2,806股$00股+2,806股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#24$2.6万2,212股$2.4万2,172股+40股+1.84%加仓
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#11$4,864420股$4,595420股00.00%持仓不变

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