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 🔒 | ||||||||
2026Q2 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $5,851.22万 |
| Commonwealth Financial Services, LLC | 新建仓 | $3,166.42万 |
| LPL Financial LLC | 加仓 | $2,838.78万 |
| Northwest Financial Advisors | 加仓 | $2,130.26万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,894.87万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,515.00万 |
| IFG Advisory, LLC | 加仓 | $1,302.34万 |
| OSAIC HOLDINGS, INC. | 加仓 | $840.70万 |
| Private Advisor Group, LLC | 加仓 | $729.67万 |
| Integrated Wealth Concepts LLC | 加仓 | $667.81万 |
| Stewardship Advisors, LLC | 加仓 | $603.14万 |
| KWB Wealth | 加仓 | $478.69万 |
| Concurrent Investment Advisors, LLC | 加仓 | $468.41万 |
| Cetera Investment Advisers | 加仓 | $432.13万 |
| HighTower Advisors, LLC | 加仓 | $414.08万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $410.36万 |
| ASHTON THOMAS SECURITIES, LLC | 加仓 | $399.34万 |
| Dynamic Advisor Solutions LLC | 加仓 | $394.40万 |
| Asset Allocation Strategies LLC | 加仓 | $375.03万 |
| MORGAN STANLEY | 加仓 | $374.02万 |
2026Q2 卖出最多
| Independent Advisor Alliance | 减仓 | -$2,741.05万 |
| Richmond Investment Services, LLC | 减仓 | -$803.86万 |
| JANE STREET GROUP, LLC | 减仓 | -$803.52万 |
| Tailwinds Wealth, LLC | 重新持有 | -$532.01万 |
| Invesco Ltd. | 减仓 | -$519.25万 |
| Colonial River Investments, LLC | 清仓 | -$364.50万 |
| Signal Advisors Wealth, LLC | 减仓 | -$307.99万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 重新持有 | -$296.49万 |
| Avid Wealth Partners LLC | 减仓 | -$216.39万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$209.16万 |
| JPMORGAN CHASE & CO | 减仓 | -$194.15万 |
| Insight Wealth Partners, LLC | 减仓 | -$174.79万 |
| KMG FIDUCIARY PARTNERS, LLC | 减仓 | -$141.07万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$139.13万 |
| Clearstead Advisors, LLC | 减仓 | -$88.50万 |
| BEACON FINANCIAL PLANNING, INC | 减仓 | -$73.60万 |
| PFG Advisors | 减仓 | -$51.43万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$49.00万 |
| Gaddis Premier Wealth Advisors LLC | 减仓 | -$47.26万 |
| ROYAL BANK OF CANADA | 减仓 | -$45.20万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 5,430,827 | $2.55亿 | 0.06% | 605,670 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 5,060,480 | $2.37亿 | 0.02% | 1,248,393 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 3,690,727 | $1.73亿 | 0.04% | 404,283 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,841,584 | $1.33亿 | 0.16% | 179,363 | 加仓 |
| Invesco Ltd. | 1,889,850 | $8,857.73万 | 0.01% | -110,785 | 减仓 |
| MORGAN STANLEY | 1,700,539 | $7,970.43万 | 0.00% | 79,799 | 加仓 |
| Private Advisor Group, LLC | 1,420,756 | $6,659.08万 | 0.31% | 155,680 | 加仓 |
| Bank of New York Mellon Corp | 1,332,787 | $6,246.77万 | 0.01% | 1,675 | 加仓 |
| Brio Consultants, LLC | 1,250,499 | $5,861.09万 | 6.87% | 56,556 | 加仓 |
| RTD Financial Advisors, Inc. | 866,849 | $4,062.92万 | 4.43% | 27,755 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 804,528 | $3,779.67万 | 0.02% | 322,477 | 加仓 |
| HOWARD FINANCIAL SERVICES, LTD. | 799,598 | $3,747.71万 | 3.74% | 31,079 | 加仓 |
| Dynamic Advisor Solutions LLC | 700,663 | $3,284.01万 | 0.93% | 84,148 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 698,589 | $3,274.29万 | 0.01% | 19,435 | 加仓 |
| Commonwealth Financial Services, LLC | 675,575 | $3,166.42万 | 4.25% | 675,575 | 新建仓 |
| Cetera Investment Advisers | 645,855 | $3,027.13万 | 0.03% | 92,198 | 加仓 |
| Northwest Financial Advisors | 531,961 | $2,493.30万 | 3.32% | 454,504 | 加仓 |
| Petix & Botte Co | 510,124 | $2,390.95万 | 4.81% | 20,388 | 加仓 |
| Brookstone Capital Management | 508,289 | $2,382.35万 | 0.24% | -256 | 减仓 |
| American Capital Advisory, LLC | 429,003 | $2,010.74万 | 7.32% | 36,953 | 加仓 |
| HighTower Advisors, LLC | 402,684 | $1,887.38万 | 0.02% | 88,347 | 加仓 |
| MML INVESTORS SERVICES, LLC | 373,361 | $1,749.94万 | 0.04% | 87,552 | 加仓 |
| WELLS FARGO & COMPANY/MN | 357,563 | $1,675.90万 | 0.00% | 13,782 | 加仓 |
| KWB Wealth | 352,169 | $1,650.62万 | 1.41% | 102,132 | 加仓 |
| KMG FIDUCIARY PARTNERS, LLC | 348,756 | $1,634.62万 | 1.52% | -30,098 | 减仓 |
| Rooted Wealth Advisors, Inc. | 323,263 | $1,515.13万 | 3.71% | 31,841 | 加仓 |
| World Investment Advisors | 305,776 | $1,431.96万 | 0.24% | -382 | 减仓 |
| Stewardship Advisors, LLC | 304,688 | $1,428.07万 | 2.97% | 128,683 | 加仓 |
| Focus Financial Network, Inc. | 294,261 | $1,379.20万 | 0.43% | 21,645 | 加仓 |
| ACIMA PRIVATE WEALTH, LLC | 290,933 | $1,363.60万 | 3.96% | 12,092 | 加仓 |
| Vestmark Advisory Solutions, Inc. | 282,743 | $1,325.22万 | 0.12% | -2,312 | 减仓 |
| IFG Advisory, LLC | 279,531 | $1,310.16万 | 0.46% | 277,863 | 加仓 |
| Concurrent Investment Advisors, LLC | 271,276 | $1,271.47万 | 0.11% | 99,938 | 加仓 |
| VERUS CAPITAL PARTNERS, LLC | 266,113 | $1,247.27万 | 0.68% | 6,127 | 加仓 |
| Integrated Wealth Concepts LLC | 255,098 | $1,195.63万 | 0.06% | 142,484 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 252,255 | $1,182.32万 | 0.06% | 14,887 | 加仓 |
| NewEdge Advisors, LLC | 241,027 | $1,129.69万 | 0.03% | 6,079 | 加仓 |
| Asset Allocation Strategies LLC | 233,199 | $1,093.00万 | 1.68% | 80,016 | 加仓 |
| ASHTON THOMAS SECURITIES, LLC | 217,763 | $1,019.61万 | 1.51% | 85,288 | 加仓 |
| Cooper Financial Group | 199,851 | $936.70万 | 0.78% | 3,756 | 加仓 |
| BEACON FINANCIAL PLANNING, INC | 192,081 | $900.29万 | 3.06% | -15,703 | 减仓 |
| Richmond Investment Services, LLC | 187,970 | $881.01万 | 2.79% | -171,508 | 减仓 |
| Regal Investment Advisors LLC | 181,605 | $851.18万 | 0.44% | 10,823 | 加仓 |
| IHT Wealth Management, LLC | 170,759 | $800.35万 | 0.17% | 27,644 | 加仓 |
| Atlas Legacy Advisors, LLC | 169,600 | $794.92万 | 1.17% | 5,279 | 加仓 |
| BOS Asset Management, LLC | 162,897 | $763.50万 | 1.77% | 8,216 | 加仓 |
| AXXCESS WEALTH MANAGEMENT, LLC | 161,241 | $755.74万 | 0.12% | -63,257 | 重新持有 |
| Curry Webb Wealth Management LLC | 156,630 | $734.12万 | 3.04% | 22,185 | 加仓 |
| Baird Financial Group, Inc. | 146,948 | $688.75万 | 0.01% | 56,306 | 加仓 |
| Total Clarity Wealth Management, Inc. | 141,260 | $662.09万 | 1.29% | 51,495 | 加仓 |
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 🔒