13FBOX
INVESCO EXCH TRADED FD TR II KBW PREM · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO EXCH TRADED FD TR II KBW PREM

KBWY
持有机构数
59
机构合计市值 (Q2 2026)
$6,288.1万
机构合计股数 (Q2 2026)
338.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+57.6万股
33 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-19.4万股
17 · 6 清仓 · ≈
⚖️ 净额
+38.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6,288.1万
持有机构数
59
新买入
11
加仓
22
减仓
11
清仓
6
持股不变
15
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%#23$1,388.2万74.8万股$1,170.5万73.4万股+1.4万股+1.87%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#14$1,158.1万62.4万股$1,021.9万66.9万股-4.5万股-6.75%减仓
FIFTH THIRD SECURITIES, INC.
0.36%0.23%#1$633.5万34.1万股$359.2万23.5万股+10.6万股+45.14%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#15$312.2万16.8万股$256.9万16.8万股00.00%持仓不变
Heartwood Wealth Advisors LLC
0.22%0.2%#2$286.9万15.5万股$224.6万14.7万股+7,485股+5.09%加仓
顶峰金融Summit Financial, LLC
0.03%0.03%#7$277.4万14.9万股$221.0万14.5万股+4,760股+3.29%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#36$271.6万14.6万股$83.4万5.5万股+9.2万股+167.87%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#24$246.3万13.2万股$95.5万6.2万股+7.0万股+111.97%加仓
LMCG INVESTMENTS, LLC
0.12%0.11%#4$227.2万12.2万股$184.1万12.1万股+1,833股+1.52%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#30$182.0万9.8万股$125.7万8.2万股+1.6万股+19.16%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#26$174.9万9.4万股$127.0万8.3万股+1.1万股+13.37%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#39$162.8万8.8万股$46.9万3.1万股+5.7万股+185.51%加仓
Pasadena Private Wealth, LLC
0.17%#3$131.9万7.1万股$00股+7.1万股新买入
MassMutual Private Wealth & Trust, FSB
0.03%0.02%#8$108.5万5.8万股$90.8万5.9万股-969股-1.63%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#20$80.9万4.4万股$44.9万2.9万股+1.4万股+48.21%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#28$80.2万4.3万股$52.9万3.5万股+7,558股+21.40%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#35$68.1万3.7万股$36.3万2.4万股+1.3万股+54.52%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#17$66.3万3.6万股$38.8万2.5万股+1.0万股+40.69%加仓
Tower Research Capital LLC (TRC)
0.02%0.03%#9$63.1万3.4万股$119.2万7.8万股-4.4万股-56.42%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
<0.01%#11$59.0万3.2万股$00股+3.2万股新买入
D.E.肖D. E. Shaw & Co., Inc.
<0.01%<0.01%#33$45.7万2.5万股$87.8万5.7万股-3.3万股-57.20%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#44$29.4万1.6万股$7.9万5,195股+1.1万股+204.20%加仓
Sunpointe, LLC
0.08%0.07%#5$26.9万1.4万股$22.1万1.4万股+26股+0.18%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#31$25.7万1.4万股$19.3万1.3万股+1,261股+10.00%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
<0.01%<0.01%#16$24.6万1.3万股$20.4万1.3万股-115股-0.86%减仓
BARD ASSOCIATES INC
0.05%#6$24.2万1.3万股$00股+1.3万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#46$19.3万1.0万股$11.2万7,325股+3,077股+42.01%加仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#13$18.5万9,945股$00股+9,945股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#21$11.2万6,044股$9.1万5,971股+73股+1.22%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#42$11.0万5,926股$9.1万5,926股00.00%持仓不变
CENTAURUS FINANCIAL, INC.
<0.01%<0.01%#12$10.8万5,800股$10.0万6,550股-750股-11.45%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#25$8.6万4,616股$00股+4,616股新买入
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#38$8.4万4,524股$7.8万5,119股-595股-11.62%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#29$6.9万3,697股$5.8万3,767股-70股-1.86%减仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#22$5.9万3,181股$4.9万3,207股-26股-0.81%减仓
花旗集团CITIGROUP INC
<0.01%<0.01%#49$5.1万2,731股$151股+2,730股+273,000.00%加仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#34$4.6万2,500股$3.8万2,500股00.00%持仓不变
Westside Investment Management, Inc.
0.01%<0.01%#10$4.6万2,500股$2.3万1,500股+1,000股+66.67%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#47$3.6万1,955股$3.0万1,955股00.00%持仓不变
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
<0.01%<0.01%#40$3.2万1,750股$2.7万1,750股00.00%持仓不变
Spire 财富管理Spire Wealth Management
<0.01%<0.01%#19$3.2万1,701股$2.6万1,701股00.00%持仓不变
PRIVATE TRUST CO NA
<0.01%#18$1.7万906股$00股+906股新买入
Ameritas Investment Partners, Inc.
<0.01%<0.01%#27$1.2万650股$9,932650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$9,545514股$7,778509股+5股+0.98%加仓
美国合众银行US BANCORP \DE\
<0.01%#51$8,357450股$00股+450股新买入
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
<0.01%<0.01%#32$6,685360股$5,501360股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%#56$5,903315股$00股+315股新买入
Simplex交易SIMPLEX TRADING, LLC
<0.01%#53$4,382236股$00股+236股新买入
富达投资FMR LLC
<0.01%<0.01%#57$3,830206股$7.7万5,034股-4,828股-95.91%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#52$2,284123股$00股+123股新买入

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