GTO INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
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 | 206 | 43,173,026 | $20.23亿 | 13 | 100 | 60 | 13 | $2.22亿 |
| 2026Q1 | 199 | 40,283,966 | $18.87亿 | 16 | 96 | 61 | 16 | $1.34亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $1.26亿 |
| Independent Advisor Alliance | 加仓 | $2,843.86万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,391.76万 |
| LPL Financial LLC | 加仓 | $1,364.18万 |
| HighTower Advisors, LLC | 加仓 | $1,332.42万 |
| JANE STREET GROUP, LLC | 新建仓 | $928.48万 |
| Bank of New York Mellon Corp | 加仓 | $898.42万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $860.54万 |
| Tennessee Valley Asset Management Partners | 新建仓 | $606.73万 |
| Private Advisor Group, LLC | 加仓 | $586.57万 |
| American Capital Advisory, LLC | 加仓 | $570.68万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $488.43万 |
| Concurrent Investment Advisors, LLC | 加仓 | $329.82万 |
| Cetera Investment Advisers | 加仓 | $311.94万 |
| Brio Consultants, LLC | 加仓 | $263.45万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 新建仓 | $241.28万 |
| INTEGRITY WEALTH ADVISORS, INC. | 加仓 | $222.86万 |
| Curry Webb Wealth Management LLC | 加仓 | $188.49万 |
| Vestmark Advisory Solutions, Inc. | 加仓 | $174.39万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $172.67万 |
2026Q1 卖出最多
| Invesco Ltd. | 减仓 | -$1.02亿 |
| CWM, LLC | 减仓 | -$1,284.56万 |
| IFG Advisory, LLC | 减仓 | -$1,063.53万 |
| PFG Advisors | 减仓 | -$575.06万 |
| MORGAN STANLEY | 减仓 | -$476.18万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$343.21万 |
| VERUS CAPITAL PARTNERS, LLC | 减仓 | -$230.49万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$206.30万 |
| Signal Advisors Wealth, LLC | 减仓 | -$191.75万 |
| Focus Financial Network, Inc. | 减仓 | -$173.15万 |
| Hilltop Holdings Inc. | 清仓 | -$109.03万 |
| Arete Wealth Advisors, LLC | 清仓 | -$100.25万 |
| Tidemark, LLC | 减仓 | -$99.57万 |
| ASHTON THOMAS SECURITIES, LLC | 减仓 | -$91.49万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | -$87.10万 |
| Stewardship Advisors, LLC | 减仓 | -$85.09万 |
| Lido Advisors, LLC | 减仓 | -$65.85万 |
| Snowden Capital Advisors LLC | 减仓 | -$55.72万 |
| TSG Advice Partners, LLC | 清仓 | -$46.07万 |
| JT Stratford LLC | 清仓 | -$45.18万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 4,825,157 | $2.26亿 | 0.06% | 291,304 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 3,812,087 | $1.79亿 | 0.01% | 2,680,104 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 3,286,444 | $1.54亿 | 0.04% | 297,194 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,662,221 | $1.25亿 | 0.18% | -44,072 | 减仓 |
| Invesco Ltd. | 2,000,635 | $9,368.97万 | 0.01% | -2,180,673 | 减仓 |
| CWM, LLC | 1,786,634 | $8,366.81万 | 0.22% | -274,303 | 减仓 |
| MORGAN STANLEY | 1,620,740 | $7,589.93万 | 0.00% | -101,682 | 减仓 |
| Bank of New York Mellon Corp | 1,331,112 | $6,233.60万 | 0.01% | 191,848 | 加仓 |
| Private Advisor Group, LLC | 1,265,076 | $5,924.35万 | 0.28% | 125,255 | 加仓 |
| Brio Consultants, LLC | 1,193,943 | $5,597.20万 | 6.48% | 56,196 | 加仓 |
| RTD Financial Advisors, Inc. | 839,094 | $3,929.48万 | 4.83% | 26,222 | 加仓 |
| HOWARD FINANCIAL SERVICES, LTD. | 768,519 | $3,598.97万 | 4.05% | 27,377 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 679,154 | $3,180.48万 | 0.01% | 104,298 | 加仓 |
| Dynamic Advisor Solutions LLC | 616,515 | $2,887.14万 | 0.91% | 23,811 | 加仓 |
| Independent Advisor Alliance | 613,523 | $2,873.13万 | 0.31% | 607,272 | 加仓 |
| Cetera Investment Advisers | 553,657 | $2,592.78万 | 0.03% | 66,612 | 加仓 |
| Brookstone Capital Management | 508,545 | $2,381.52万 | 0.27% | -2,769 | 减仓 |
| Petix & Botte Co | 489,736 | $2,293.44万 | 5.11% | 30,121 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 482,051 | $2,239.61万 | 0.01% | 185,222 | 加仓 |
| American Capital Advisory, LLC | 392,050 | $1,835.97万 | 7.41% | 121,863 | 加仓 |
| JOURNEY STRATEGIC WEALTH LLC | 380,778 | $1,783.18万 | 0.44% | 18,147 | 加仓 |
| KMG FIDUCIARY PARTNERS, LLC | 378,854 | $1,774.17万 | 1.31% | 6,817 | 加仓 |
| Richmond Investment Services, LLC | 359,478 | $1,683.39万 | 2.72% | 14,422 | 加仓 |
| WELLS FARGO & COMPANY/MN | 343,781 | $1,609.92万 | 0.00% | 33,750 | 加仓 |
| HighTower Advisors, LLC | 314,337 | $1,472.04万 | 0.02% | 284,522 | 加仓 |
| World Investment Advisors | 306,158 | $1,433.74万 | 0.23% | 23,395 | 加仓 |
| Rooted Wealth Advisors, Inc. | 291,422 | $1,375.51万 | 3.63% | 20,145 | 加仓 |
| MML INVESTORS SERVICES, LLC | 285,809 | $1,338.45万 | 0.04% | 5,249 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 285,055 | $1,334.91万 | 0.15% | 37,238 | 加仓 |
| ACIMA PRIVATE WEALTH, LLC | 278,841 | $1,305.81万 | 4.10% | 4,563 | 加仓 |
| Focus Financial Network, Inc. | 272,616 | $1,276.66万 | 0.46% | -36,974 | 减仓 |
| VERUS CAPITAL PARTNERS, LLC | 259,986 | $1,217.52万 | 0.83% | -49,219 | 减仓 |
| KWB Wealth | 250,037 | $1,185.68万 | 1.17% | -731 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 237,368 | $1,111.60万 | 0.06% | -1,468 | 减仓 |
| NewEdge Advisors, LLC | 234,948 | $1,100.26万 | 0.04% | 20,913 | 加仓 |
| BEACON FINANCIAL PLANNING, INC | 207,784 | $973.05万 | 3.77% | 13,167 | 加仓 |
| JANE STREET GROUP, LLC | 198,267 | $928.48万 | 0.00% | 198,267 | 新建仓 |
| Cooper Financial Group | 196,095 | $918.31万 | 0.93% | 17,948 | 加仓 |
| INTEGRITY WEALTH ADVISORS, INC. | 183,966 | $861.51万 | 5.14% | 47,590 | 加仓 |
| Stewardship Advisors, LLC | 176,005 | $824.23万 | 1.89% | -18,171 | 减仓 |
| Concurrent Investment Advisors, LLC | 171,338 | $802.38万 | 0.09% | 70,429 | 加仓 |
| Regal Investment Advisors LLC | 170,782 | $799.77万 | 0.46% | 6,809 | 加仓 |
| Atlas Legacy Advisors, LLC | 164,321 | $769.52万 | 1.40% | 14,537 | 加仓 |
| BOS Asset Management, LLC | 154,681 | $724.37万 | 1.85% | 14,265 | 加仓 |
| Asset Allocation Strategies LLC | 153,183 | $717.35万 | 1.27% | 33,561 | 加仓 |
| ROYAL BANK OF CANADA | 145,351 | $680.60万 | 0.00% | 13,977 | 加仓 |
| IHT Wealth Management, LLC | 143,115 | $670.21万 | 0.16% | 5,801 | 加仓 |
| Insight Wealth Partners, LLC | 141,670 | $663.44万 | 0.93% | 9,642 | 加仓 |
| Curry Webb Wealth Management LLC | 134,445 | $629.60万 | 2.98% | 40,250 | 加仓 |
| ASHTON THOMAS SECURITIES, LLC | 132,475 | $620.38万 | 0.78% | -19,537 | 减仓 |
内部人交易（Form 4）
GTO 董事、高管和大股东的最新买卖申报。专业版可看 🔒