IUS INVESCO EXCH TRD SLF IDX FD
RAFI STRATGIC US
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 | 103 | 8,970,500 | $5.88亿 | 8 | 41 | 30 | 7 | $7,135.38万 |
| 2026Q1 | 103 | 8,733,739 | $5.06亿 | 9 | 36 | 43 | 4 | $809.21万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Alpine Bank Wealth Management | 新建仓 | $3,873.09万 |
| LPL Financial LLC | 加仓 | $1,818.32万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $877.50万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $608.22万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $350.43万 |
| ARQ WEALTH ADVISORS, LLC | 加仓 | $295.97万 |
| Integrated Wealth Concepts LLC | 加仓 | $189.76万 |
| OneAscent Financial Services LLC | 新建仓 | $181.94万 |
| Rockefeller Capital Management L.P. | 加仓 | $133.45万 |
| Berkeley, Inc | 加仓 | $113.79万 |
| Beacon Pointe Advisors, LLC | 加仓 | $96.68万 |
| Tempus Wealth Planning, LLC | 新建仓 | $95.29万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $74.70万 |
| Advisory Alpha, LLC | 加仓 | $71.51万 |
| PFG Advisors | 加仓 | $71.18万 |
| Intelligence Driven Advisers, LLC | 加仓 | $63.43万 |
| Onyx Bridge Wealth Group LLC | 加仓 | $48.81万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $42.36万 |
| AQR CAPITAL MANAGEMENT LLC | 新建仓 | $32.99万 |
| FLORIDA FINANCIAL ADVISORS, LLC | 新建仓 | $31.55万 |
2026Q2 卖出最多
| Independent Advisor Alliance | 清仓 | -$415.42万 |
| GTS SECURITIES LLC | 清仓 | -$296.75万 |
| HighPoint Advisor Group LLC | 减仓 | -$286.24万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$263.14万 |
| Kestra Advisory Services, LLC | 减仓 | -$180.86万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$110.63万 |
| IFG Advisory, LLC | 重新持有 | -$91.84万 |
| Foguth Wealth Management, LLC. | 减仓 | -$85.16万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$60.83万 |
| Valued Retirements, Inc. | 清仓 | -$48.95万 |
| JANE STREET GROUP, LLC | 清仓 | -$48.72万 |
| Kingsview Wealth Management, LLC | 减仓 | -$27.02万 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 减仓 | -$26.06万 |
| Richmond Investment Services, LLC | 清仓 | -$26.03万 |
| ROYAL BANK OF CANADA | 减仓 | -$22.13万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$21.84万 |
| Narus Financial Partners, LLC | 减仓 | -$19.65万 |
| BYRNE FINANCIAL FREEDOM, LLC | 减仓 | -$18.97万 |
| Lighthouse Wealth Management Inc. | 减仓 | -$17.11万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$14.16万 |
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 | 1,784,665 | $1.17亿 | 0.03% | 277,267 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 859,466 | $5,636.38万 | 0.01% | -40,125 | 减仓 |
| Rockefeller Capital Management L.P. | 695,790 | $4,562.99万 | 0.07% | 20,349 | 加仓 |
| Alpine Bank Wealth Management | 590,590 | $3,873.09万 | 4.97% | 590,590 | 新建仓 |
| Intelligence Driven Advisers, LLC | 559,703 | $3,670.53万 | 5.96% | 9,672 | 加仓 |
| OSAIC HOLDINGS, INC. | 446,010 | $2,925.17万 | 0.03% | -2,159 | 减仓 |
| ARQ WEALTH ADVISORS, LLC | 247,525 | $1,657.47万 | 2.05% | 44,200 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 251,557 | $1,649.71万 | 0.00% | 11,391 | 加仓 |
| Merit Financial Group, LLC | 246,487 | $1,616.46万 | 0.10% | 1,644 | 加仓 |
| Kestra Advisory Services, LLC | 242,705 | $1,591.66万 | 0.05% | -27,578 | 减仓 |
| Berkeley, Inc | 233,733 | $1,532.82万 | 4.81% | 17,351 | 加仓 |
| HighPoint Advisor Group LLC | 225,295 | $1,477.49万 | 0.52% | -43,648 | 减仓 |
| Beacon Pointe Advisors, LLC | 221,390 | $1,451.88万 | 0.07% | 14,742 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 192,406 | $1,261.80万 | 0.01% | 92,744 | 加仓 |
| MML INVESTORS SERVICES, LLC | 187,449 | $1,229.29万 | 0.03% | -9,275 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 174,426 | $1,143.89万 | 0.01% | 133,805 | 加仓 |
| Lighthouse Wealth Management Inc. | 171,964 | $1,127.74万 | 7.00% | -2,609 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 137,761 | $903.44万 | 0.01% | 53,435 | 加仓 |
| BYRNE FINANCIAL FREEDOM, LLC | 124,932 | $819.30万 | 3.20% | -2,892 | 减仓 |
| PFG Advisors | 124,271 | $814.97万 | 0.41% | 10,854 | 加仓 |
| Geneos Wealth Management Inc. | 103,084 | $676.02万 | 0.14% | 77 | 加仓 |
| Tandem Financial, LLC | 93,281 | $611.74万 | 1.84% | 4,658 | 加仓 |
| Professional Financial Advisors, LLC | 75,825 | $497.26万 | 0.86% | 1,268 | 加仓 |
| World Investment Advisors | 69,973 | $405.24万 | 0.07% | 0 | 不变 |
| Synergy Investment Management, LLC | 59,091 | $387.52万 | 0.94% | 2 | 加仓 |
| Cetera Investment Advisers | 57,670 | $378.20万 | 0.00% | 3,626 | 加仓 |
| GOLDMAN SACHS GROUP INC | 50,115 | $328.65万 | 0.00% | -16,869 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 48,940 | $320.95万 | 0.00% | 6,459 | 加仓 |
| Integrated Wealth Concepts LLC | 39,986 | $262.24万 | 0.01% | 28,934 | 加仓 |
| Eagle Strategies LLC | 36,301 | $238.06万 | 0.24% | 3,043 | 加仓 |
| Sovereign Financial Group, Inc. | 33,282 | $218.26万 | 0.33% | -746 | 减仓 |
| Vantus Wealth LLC | 29,059 | $190.57万 | 1.02% | — | — |
| Advyzon Investment Management, LLC | 29,030 | $190.38万 | 0.14% | 894 | 加仓 |
| OneAscent Financial Services LLC | 27,743 | $181.94万 | 0.09% | 27,743 | 新建仓 |
| CoreCap Advisors, LLC | 27,009 | $177.13万 | 0.05% | -1,136 | 减仓 |
| CCG WEALTH MANAGEMENT, LLC | 26,991 | $177.01万 | 0.41% | -97 | 减仓 |
| Larson Financial Group LLC | 25,667 | $168.32万 | 0.04% | 1,411 | 加仓 |
| Breakwater Capital Group | 25,072 | $164.42万 | 0.20% | -406 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22,536 | $150.79万 | 0.00% | 115 | 加仓 |
| Foguth Wealth Management, LLC. | 19,675 | $131.38万 | 0.15% | -12,754 | 减仓 |
| RFG - Bristol Wealth Advisors, LLC | 19,791 | $129.79万 | 0.31% | -861 | 减仓 |
| Centerpoint Advisory Group | 18,683 | $122.52万 | 0.78% | -292 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,401 | $101.00万 | 0.00% | 2,341 | 加仓 |
| Advisory Alpha, LLC | 15,366 | $100.77万 | 0.02% | 10,904 | 加仓 |
| Tempus Wealth Planning, LLC | 14,530 | $95.29万 | 0.19% | 14,530 | 新建仓 |
| RVW Wealth, LLC | 14,024 | $91.97万 | 0.06% | 527 | 加仓 |
| Onyx Bridge Wealth Group LLC | 12,596 | $82.60万 | 0.07% | 7,443 | 加仓 |
| Steward Partners Investment Advisory, LLC | 12,283 | $80.55万 | 0.00% | -3,330 | 减仓 |
| NewEdge Advisors, LLC | 11,552 | $75.76万 | 0.00% | -1,332 | 减仓 |
| Sigma Planning Corp | 11,076 | $72.63万 | 0.02% | 131 | 加仓 |
内部人交易（Form 4）
IUS 董事、高管和大股东的最新买卖申报。专业版可看 🔒