EFAA INVESCO ACTIVELY MANAGED EXC
MSCI EAFE INCOME
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 70 | 7,684,777 | $4.28亿 | 14 | 39 | 11 | 3 | $1.02亿 |
| 2026Q1 | 61 | 5,906,803 | $3.10亿 | 17 | 35 | 5 | 3 | $7,912.78万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| MORGAN STANLEY | 新建仓 | $2,474.19万 |
| LPL Financial LLC | 加仓 | $905.69万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $730.04万 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 加仓 | $450.84万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $432.42万 |
| Chicago Partners Investment Group LLC | 加仓 | $382.64万 |
| Cetera Investment Advisers | 加仓 | $296.32万 |
| Wealth Intelligence, LLC | 新建仓 | $229.20万 |
| Marshall & Sterling Wealth Advisors Inc. | 新建仓 | $202.94万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $185.08万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $177.81万 |
| Prospera Financial Services Inc | 加仓 | $176.41万 |
| UBS Group AG | 加仓 | $176.32万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $158.94万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $148.84万 |
| Lifestyle Asset Management, Inc. | 加仓 | $144.99万 |
| NewEdge Advisors, LLC | 加仓 | $134.38万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $129.66万 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 加仓 | $122.72万 |
| IFP Advisors, Inc | 新建仓 | $119.31万 |
2026Q1 卖出最多
| Invesco Ltd. | 减仓 | -$406.10万 |
| JANE STREET GROUP, LLC | 减仓 | -$221.09万 |
| Split Rock Private Trading & Wealth Management, LLC | 清仓 | -$180.79万 |
| STEPHENS INC /AR/ | 清仓 | -$28.11万 |
| Private Advisor Group, LLC | 减仓 | -$12.76万 |
| SageGuard Financial Group, LLC | 减仓 | -$8.19万 |
| OPTIMA CAPITAL LLC | 清仓 | -$2.04万 |
| MADDEN SECURITIES Corp | 减仓 | -$5,274 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| Invesco Ltd. | 1,388,000 | $7,320.31万 | 0.01% | -77,000 | 减仓 |
| LPL Financial LLC | 708,329 | $3,735.73万 | 0.01% | 171,728 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 491,801 | $2,593.76万 | 0.01% | 138,422 | 加仓 |
| MORGAN STANLEY | 469,129 | $2,474.19万 | 0.00% | 469,129 | 新建仓 |
| Private Advisor Group, LLC | 361,063 | $1,904.24万 | 0.09% | -2,419 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 257,133 | $1,318.06万 | 0.01% | 84,358 | 加仓 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 230,813 | $1,217.31万 | 4.36% | 23,268 | 加仓 |
| Steward Partners Investment Advisory, LLC | 166,335 | $877.25万 | 0.04% | 33,715 | 加仓 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 157,919 | $832.86万 | 1.40% | 85,483 | 加仓 |
| Cetera Investment Advisers | 152,789 | $805.81万 | 0.01% | 56,185 | 加仓 |
| UBS Group AG | 147,754 | $779.25万 | 0.00% | 33,431 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 102,092 | $538.44万 | 0.00% | 28,222 | 加仓 |
| MML INVESTORS SERVICES, LLC | 101,394 | $534.75万 | 0.01% | 30,137 | 加仓 |
| Chicago Partners Investment Group LLC | 95,375 | $518.94万 | 0.11% | 70,325 | 加仓 |
| Lifestyle Asset Management, Inc. | 80,665 | $425.43万 | 1.39% | 27,491 | 加仓 |
| SageGuard Financial Group, LLC | 68,321 | $360.33万 | 0.56% | -1,553 | 减仓 |
| JANE STREET GROUP, LLC | 67,796 | $357.56万 | 0.00% | -41,921 | 减仓 |
| NewEdge Advisors, LLC | 67,603 | $356.54万 | 0.01% | 25,479 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 64,507 | $342.02万 | 0.01% | 34,908 | 加仓 |
| Advisor OS, LLC | 59,504 | $313.82万 | 0.23% | 12,507 | 加仓 |
| MJP ASSOCIATES INC /ADV | 59,504 | $313.82万 | 0.38% | 12,507 | 加仓 |
| Prospera Financial Services Inc | 49,625 | $261.76万 | 0.04% | 33,444 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 47,305 | $249.49万 | 0.00% | 21,390 | 加仓 |
| STIFEL FINANCIAL CORP | 44,085 | $232.50万 | 0.00% | 6,852 | 加仓 |
| Wealth Intelligence, LLC | 43,458 | $229.20万 | 1.10% | 43,458 | 新建仓 |
| Marshall & Sterling Wealth Advisors Inc. | 38,479 | $202.94万 | 1.33% | 38,479 | 新建仓 |
| BANK OF AMERICA CORP /DE/ | 36,247 | $191.17万 | 0.00% | 24,584 | 加仓 |
| BROWN, LISLE/CUMMINGS, INC. | 33,004 | $174.06万 | 0.43% | 2,165 | 加仓 |
| IFP Advisors, Inc | 22,623 | $119.31万 | 0.02% | 22,623 | 新建仓 |
| ROYAL BANK OF CANADA | 22,069 | $116.40万 | 0.00% | 17,229 | 加仓 |
| INSIGNEO ADVISORY SERVICES, LLC | 18,624 | $98.22万 | 0.07% | 2,621 | 加仓 |
| OSAIC HOLDINGS, INC. | 17,531 | $92.45万 | 0.00% | 1,117 | 加仓 |
| Wealthcare Advisory Partners LLC | 17,016 | $89.74万 | 0.02% | 4,022 | 加仓 |
| Joel Isaacson & Co., LLC | 16,798 | $88.59万 | 0.03% | 2,257 | 加仓 |
| Western Wealth Management, LLC | 16,741 | $88.29万 | 0.03% | 5,261 | 加仓 |
| WCG Wealth Advisors LLC | 16,596 | $87.53万 | 0.02% | 2,317 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,516 | $81.83万 | 0.00% | 15,516 | 新建仓 |
| Janney Montgomery Scott LLC | 15,512 | $81.80万 | 0.00% | 15,512 | 新建仓 |
| Phillip James Consulting Co. | 39,934 | $77.90万 | 0.59% | 39,934 | 新建仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 12,898 | $68.02万 | 0.03% | 4,269 | 加仓 |
| Visionary Wealth Advisors | 10,409 | $54.90万 | 0.02% | 10,409 | 新建仓 |
| MADDEN SECURITIES Corp | 9,870 | $52.05万 | 0.16% | -100 | 减仓 |
| Apollon Wealth Management, LLC | 9,032 | $47.64万 | 0.01% | 9,032 | 新建仓 |
| VERUS CAPITAL PARTNERS, LLC | 7,333 | $38.67万 | 0.03% | 2,089 | 加仓 |
| PRIVATE TRUST CO NA | 6,654 | $37.77万 | 0.03% | 560 | 加仓 |
| QP WEALTH MANAGEMENT, LLC | 6,167 | $32.52万 | 0.56% | 1,396 | 加仓 |
| Adalta Capital Management LLC | 6,000 | $31.64万 | 0.15% | 6,000 | 新建仓 |
| Summit Financial, LLC | 5,399 | $28.47万 | 0.00% | 5,399 | 新建仓 |
| Equitable Holdings, Inc. | 4,815 | $25.39万 | 0.00% | 4,815 | 新建仓 |
| Stratos Wealth Partners, LTD. | 4,504 | $23.76万 | 0.00% | 684 | 加仓 |
内部人交易（Form 4）
EFAA 董事、高管和大股东的最新买卖申报。专业版可看 🔒