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 🔒 | ||||||||
2026Q2 买入最多
| MORGAN STANLEY | 加仓 | $6,630.93万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $956.45万 |
| Brookstone Capital Management | 新建仓 | $879.71万 |
| LPL Financial LLC | 加仓 | $590.14万 |
| Invesco Ltd. | 加仓 | $579.90万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $432.93万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $307.70万 |
| UBS Group AG | 加仓 | $244.81万 |
| OSAIC HOLDINGS, INC. | 加仓 | $193.63万 |
| NewEdge Advisors, LLC | 加仓 | $151.22万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $137.72万 |
| CITADEL ADVISORS LLC | 重新持有 | $136.63万 |
| ROYAL BANK OF CANADA | 加仓 | $133.73万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $121.81万 |
| NATIXIS ADVISORS, LLC | 新建仓 | $104.50万 |
| STIFEL FINANCIAL CORP | 加仓 | $102.90万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $100.50万 |
| SageGuard Financial Group, LLC | 加仓 | $94.85万 |
| JANE STREET GROUP, LLC | 加仓 | $90.75万 |
| TRUIST FINANCIAL CORP | 新建仓 | $77.07万 |
2026Q2 卖出最多
| Private Advisor Group, LLC | 减仓 | -$1,466.88万 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 减仓 | -$550.26万 |
| Cetera Investment Advisers | 减仓 | -$336.38万 |
| Phillip James Consulting Co. | 清仓 | -$77.90万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$54.02万 |
| Visionary Wealth Advisors | 减仓 | -$29.47万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$25.06万 |
| HRT FINANCIAL LP | 清仓 | -$22.90万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 减仓 | -$6.80万 |
| Adalta Capital Management LLC | 减仓 | -$5.30万 |
| Advisory Services Network, LLC | 清仓 | -$1.95万 |
| Chicago Partners Investment Group LLC | 减仓 | -$1.38万 |
| Western Wealth Management, LLC | 减仓 | -$7,472 |
| Equitable Holdings, Inc. | 减仓 | -$2,788 |
2026Q2 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 1,658,320 | $9,246.79万 | 0.00% | 1,189,191 | 加仓 |
| Invesco Ltd. | 1,492,000 | $8,319.39万 | 0.01% | 104,000 | 加仓 |
| LPL Financial LLC | 814,165 | $4,539.79万 | 0.01% | 105,836 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 663,330 | $3,698.73万 | 0.01% | 171,529 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 313,048 | $1,722.70万 | 0.01% | 55,915 | 加仓 |
| UBS Group AG | 191,659 | $1,068.69万 | 0.00% | 43,905 | 加仓 |
| Steward Partners Investment Advisory, LLC | 188,181 | $1,049.30万 | 0.05% | 21,846 | 加仓 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 159,664 | $890.29万 | 1.33% | 1,745 | 加仓 |
| Brookstone Capital Management | 157,768 | $879.71万 | 0.09% | 157,768 | 新建仓 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 132,130 | $736.76万 | 2.30% | -98,683 | 减仓 |
| MML INVESTORS SERVICES, LLC | 126,093 | $703.09万 | 0.01% | 24,699 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 120,115 | $669.76万 | 0.00% | 18,023 | 加仓 |
| Private Advisor Group, LLC | 97,990 | $546.39万 | 0.03% | -263,073 | 减仓 |
| NewEdge Advisors, LLC | 94,722 | $528.17万 | 0.02% | 27,119 | 加仓 |
| Chicago Partners Investment Group LLC | 95,125 | $524.52万 | 0.10% | -250 | 减仓 |
| Cetera Investment Advisers | 92,462 | $515.57万 | 0.00% | -60,327 | 减仓 |
| Lifestyle Asset Management, Inc. | 91,302 | $509.10万 | 1.37% | 10,637 | 加仓 |
| SageGuard Financial Group, LLC | 85,332 | $475.81万 | 0.67% | 17,011 | 加仓 |
| JANE STREET GROUP, LLC | 84,071 | $468.78万 | 0.00% | 16,275 | 加仓 |
| WELLS FARGO & COMPANY/MN | 77,643 | $432.94万 | 0.00% | 77,642 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 75,391 | $421.81万 | 0.01% | 10,884 | 加仓 |
| Advisor OS, LLC | 67,961 | $378.95万 | 0.25% | 8,457 | 加仓 |
| MJP ASSOCIATES INC /ADV | 67,961 | $378.95万 | 0.41% | 8,457 | 加仓 |
| STIFEL FINANCIAL CORP | 62,539 | $348.71万 | 0.00% | 18,454 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 59,292 | $330.61万 | 0.00% | 11,987 | 加仓 |
| Prospera Financial Services Inc | 53,836 | $300.23万 | 0.04% | 4,211 | 加仓 |
| OSAIC HOLDINGS, INC. | 52,237 | $291.44万 | 0.00% | 34,706 | 加仓 |
| ROYAL BANK OF CANADA | 46,048 | $256.80万 | 0.00% | 23,979 | 加仓 |
| Marshall & Sterling Wealth Advisors Inc. | 45,938 | $256.15万 | 1.52% | 7,459 | 加仓 |
| Wealth Intelligence, LLC | 45,187 | $251.96万 | 1.17% | 1,729 | 加仓 |
| CITADEL ADVISORS LLC | 32,739 | $182.55万 | 0.00% | 24,503 | 重新持有 |
| BANK OF AMERICA CORP /DE/ | 31,752 | $177.05万 | 0.00% | -4,495 | 减仓 |
| INSIGNEO ADVISORY SERVICES, LLC | 26,460 | $147.54万 | 0.06% | 7,836 | 加仓 |
| IFP Advisors, Inc | 22,901 | $127.70万 | 0.02% | 278 | 加仓 |
| Janney Montgomery Scott LLC | 22,693 | $126.50万 | 0.00% | 7,181 | 加仓 |
| Joel Isaacson & Co., LLC | 19,093 | $106.46万 | 0.03% | 2,295 | 加仓 |
| NATIXIS ADVISORS, LLC | 18,743 | $104.50万 | 0.00% | 18,743 | 新建仓 |
| WCG Wealth Advisors LLC | 17,774 | $99.11万 | 0.02% | 1,178 | 加仓 |
| Wealthcare Advisory Partners LLC | 17,768 | $99.08万 | 0.02% | 752 | 加仓 |
| Western Wealth Management, LLC | 16,607 | $92.60万 | 0.03% | -134 | 减仓 |
| TRUIST FINANCIAL CORP | 13,823 | $77.07万 | 0.00% | 13,823 | 新建仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 11,678 | $65.12万 | 0.02% | -1,220 | 减仓 |
| MADDEN SECURITIES Corp | 9,870 | $55.04万 | 0.15% | 0 | 不变 |
| Apollon Wealth Management, LLC | 9,770 | $54.48万 | 0.01% | 738 | 加仓 |
| VERUS CAPITAL PARTNERS, LLC | 8,058 | $44.93万 | 0.02% | 725 | 加仓 |
| PRIVATE TRUST CO NA | 6,654 | $37.10万 | 0.03% | 0 | 不变 |
| WINNACLE WEALTH LLC | 6,529 | $36.41万 | 0.25% | 6,529 | 新建仓 |
| Summit Financial, LLC | 6,465 | $36.05万 | 0.00% | 1,066 | 加仓 |
| QP WEALTH MANAGEMENT, LLC | 6,202 | $34.58万 | 0.49% | 35 | 加仓 |
| Stratos Wealth Partners, LTD. | 5,925 | $33.04万 | 0.00% | 1,421 | 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 🔒