13FBOX
INVESCO BIOTECHNOLOGY & GENOME ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO BIOTECHNOLOGY & GENOME ETF

PBE
持有机构数
104
机构合计市值 (Q2 2026)
$9,380.8万
机构合计股数 (Q2 2026)
104.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+10.3万股
35 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.3万股
45 · 10 清仓 · ≈
⚖️ 净额
+6.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,380.8万
持有机构数
104
新买入
14
加仓
21
减仓
35
清仓
10
持股不变
34
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%#66$1,331.3万14.8万股$684.6万9.8万股+5.1万股+51.55%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.05%0.05%#12$935.4万10.4万股$808.1万10.2万股+2,356股+2.31%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#51$827.7万9.2万股$686.8万8.7万股+5,582股+6.44%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#61$610.5万6.8万股$546.2万6.9万股-879股-1.27%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#80$513.6万5.7万股$469.5万5.9万股-2,000股-3.37%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#67$452.6万5.0万股$469.8万5.9万股-8,841股-14.90%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#70$345.7万3.9万股$311.2万3.9万股-744股-1.89%减仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
0.08%0.09%#10$283.9万3.2万股$279.0万3.5万股-3,574股-10.14%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#47$230.9万2.6万股$183.2万2.3万股+2,621股+11.33%加仓
YHB Investment Advisors, Inc.
0.13%0.14%#7$207.4万2.3万股$193.1万2.4万股-1,250股-5.13%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#74$199.5万2.2万股$169.1万2.1万股+888股+4.16%加仓
Institute for Wealth Management, LLC.
0.16%0.17%#5$181.3万2.0万股$160.5万2.0万股-50股-0.25%减仓
Penobscot Investment Management Company, Inc.
0.12%0.12%#8$174.4万1.9万股$154.0万1.9万股00.00%持仓不变
Massachusetts Wealth Management
0.61%0.61%#1$159.4万1.8万股$141.1万1.8万股-30股-0.17%减仓
美国合众银行US BANCORP \DE\
<0.01%<0.01%#52$147.9万1.7万股$130.6万1.7万股00.00%持仓不变
NewEdge财富NewEdge Wealth, LLC
0.01%0.01%#22$123.5万1.4万股$124.3万1.6万股-1,929股-12.29%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#54$118.4万1.3万股$113.1万1.4万股-1,078股-7.54%减仓
Abbot Financial Management, Inc.
0.39%0.41%#2$109.6万1.2万股$98.4万1.2万股-200股-1.61%减仓
MarinerMariner, LLC
<0.01%<0.01%#58$106.0万1.2万股$96.8万1.2万股-400股-3.27%减仓
CreativeOne Wealth, LLC
0.02%0.02%#16$97.6万1.1万股$96.8万1.2万股-1,326股-10.85%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#55$95.7万1.1万股$84.5万1.1万股+6股+0.06%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.01%0.01%#30$92.9万1.0万股$82.4万1.0万股-34股-0.33%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#79$91.4万1.0万股$59.6万7,889股+2,297股+29.12%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#84$90.5万1.0万股$83.7万1.1万股-476股-4.51%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#59$86.4万9,641股$69.8万8,814股+827股+9.38%加仓
Newman Dignan & Sheerar, Inc.
0.16%0.16%#4$84.0万9,370股$75.8万9,570股-200股-2.09%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#38$82.2万9,174股$74.3万9,339股-165股-1.77%减仓
RFG顾问RFG Advisory, LLC
0.01%0.01%#23$76.3万8,510股$67.4万8,510股00.00%持仓不变
One 资本管理One Capital Management, LLC
0.02%0.02%#17$73.7万9,314股$73.7万9,314股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#94$72.4万8,073股$58.6万7,403股+670股+9.05%加仓
INVESTMENT HOUSE LLC
0.03%0.04%#14$67.9万8,580股$67.9万8,580股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#69$60.6万6,758股$53.4万6,746股+12股+0.18%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#50$59.4万6,623股$49.7万6,280股+343股+5.46%加仓
Archford Capital Strategies, LLC
0.06%0.05%#11$56.0万6,252股$46.4万5,857股+395股+6.74%加仓
Dynamic Advisor Solutions LLC
0.01%#21$48.4万5,398股$00股+5,398股新买入
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.02%0.02%#18$45.7万5,100股$40.4万5,100股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#95$44.8万4,999股$67.9万8,571股-3,572股-41.68%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.01%#36$42.4万4,725股$00股+4,725股新买入
简街集团JANE STREET GROUP, LLC
<0.01%#96$42.2万4,712股$00股+4,712股新买入
Hills Bank & Trust Co
0.02%0.02%#19$40.3万4,499股$36.1万4,559股-60股-1.32%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#81$39.0万4,346股$34.9万4,410股-64股-1.45%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#86$38.5万4,295股$35.7万4,505股-210股-4.66%减仓
GSA CAPITAL PARTNERS LLP
0.02%0.02%#15$36.9万4,115股$33.6万4,239股-124股-2.93%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#97$36.1万4,024股$31.8万4,021股+3股+0.07%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#68$34.3万3,830股$30.3万3,830股00.00%持仓不变
PACIFIC SUN FINANCIAL CORP
0.14%0.18%#6$32.8万3,662股$38.1万4,807股-1,145股-23.82%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#87$30.5万3,400股$00股+3,400股新买入
BEESE FULMER INVESTMENT MANAGEMENT, INC.
0.02%0.02%#20$29.1万3,250股$25.7万3,250股00.00%持仓不变
Connecticut Capital Management Group, LLC
0.23%#3$28.8万3,218股$00股+3,218股新买入
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%<0.01%#43$28.6万3,190股$25.1万3,165股+25股+0.79%加仓

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