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INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF

PEZ
持有机构数
23
机构合计市值 (Q2 2026)
$999.7万
机构合计股数 (Q2 2026)
9.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,689股
6 · 2 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-6,965股
10 · 2 清仓 · ≈
⚖️ 净额
-4,276股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$999.7万
持有机构数
23
新买入
2
加仓
4
减仓
8
清仓
2
持股不变
9
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
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#15$267.5万2.6万股$249.1万2.6万股+40股+0.15%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#18$150.7万1.5万股$199.4万2.0万股-5,238股-26.45%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#10$111.6万1.1万股$99.2万1.0万股+500股+4.86%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%0.01%#5$95.9万9,273股$90.2万9,276股-3股-0.03%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#11$65.1万6,296股$62.2万6,452股-156股-2.42%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#19$58.2万5,631股$53.1万5,510股+121股+2.20%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#17$55.8万5,390股$60.5万6,272股-882股-14.06%减仓
Trueblood Wealth Management, LLC
0.16%0.17%#1$45.7万4,416股$42.6万4,419股-3股-0.07%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#20$45.4万4,390股$34.9万3,618股+772股+21.34%加仓
Genesee Capital Advisors, LLC
0.09%0.11%#2$28.2万2,725股$26.3万2,725股00.00%持仓不变
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#13$25.9万2,500股$24.1万2,500股00.00%持仓不变
Register Financial Advisors LLC
0.04%0.04%#3$11.5万1,111股$10.7万1,111股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#12$10.7万1,036股$00股+1,036股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#9$8.3万800股$8.1万842股-42股-4.99%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#22$5.0万482股$7.3万762股-280股-36.75%减仓
BELLEVUE ASSET MANAGEMENT, LLC
0.02%0.02%#4$3.8万369股$3.6万369股00.00%持仓不变
Transamerica Financial Advisors, LLC
<0.01%<0.01%#6$2.9万281股$2.9万298股-17股-5.70%减仓
Institute for Wealth Management, LLC.
<0.01%#8$2.3万220股$00股+220股新买入
中央信托CENTRAL TRUST Co
<0.01%<0.01%#14$2.2万208股$2.0万208股00.00%持仓不变
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#23$1.1万105股$9,790105股00.00%持仓不变
MTM Investment Management, LLC
<0.01%<0.01%#7$8,48282股$7,90882股00.00%持仓不变
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#16$8,27580股$7,71580股00.00%持仓不变
威廉·布莱尔BLAIR WILLIAM & CO/IL
<0.01%<0.01%#21$3,20731股$2,99031股00.00%持仓不变

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