PCEF INVESCO EXCH TRADED FD TR II
CEF INM COMPSI
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 | 121 | 19,629,487 | $3.99亿 | 9 | 42 | 38 | 15 | $210.07万 |
| 2026Q1 | 123 | 19,499,720 | $3.67亿 | 13 | 45 | 36 | 9 | $1,009.51万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Independent Advisor Alliance | 新建仓 | $1,998.50万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $480.78万 |
| Larson Financial Group LLC | 加仓 | $359.24万 |
| OSAIC HOLDINGS, INC. | 加仓 | $244.01万 |
| Intrua Financial, LLC | 加仓 | $95.49万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $89.33万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $61.31万 |
| MORGAN STANLEY | 加仓 | $56.86万 |
| FIFTH THIRD BANCORP | 新建仓 | $39.89万 |
| Cerity Partners LLC | 新建仓 | $35.98万 |
| ADELL HARRIMAN & CARPENTER INC | 加仓 | $35.24万 |
| Southland Equity Partners LLC | 新建仓 | $35.14万 |
| Summit Financial, LLC | 加仓 | $32.60万 |
| HRT FINANCIAL LP | 新建仓 | $31.90万 |
| Rockefeller Capital Management L.P. | 加仓 | $27.03万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $26.98万 |
| Heartwood Wealth Advisors LLC | 加仓 | $26.06万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $25.33万 |
| Farther Finance Advisors, LLC | 加仓 | $22.98万 |
| UBS Group AG | 加仓 | $16.67万 |
2026Q1 卖出最多
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$1,085.94万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$482.00万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$441.72万 |
| LPL Financial LLC | 减仓 | -$239.84万 |
| ROYAL BANK OF CANADA | 减仓 | -$117.84万 |
| Cetera Investment Advisers | 减仓 | -$107.10万 |
| CITADEL ADVISORS LLC | 清仓 | -$40.23万 |
| Garden State Investment Advisory Services LLC | 清仓 | -$37.66万 |
| TRUIST FINANCIAL CORP | 减仓 | -$36.82万 |
| PALISADE CAPITAL MANAGEMENT, LP | 清仓 | -$31.22万 |
| Merit Financial Group, LLC | 减仓 | -$30.17万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$29.58万 |
| Prospera Financial Services Inc | 清仓 | -$28.35万 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 减仓 | -$13.99万 |
| OPPENHEIMER & CO INC | 减仓 | -$13.32万 |
| Kestra Advisory Services, LLC | 减仓 | -$11.85万 |
| Beck Bode, LLC | 减仓 | -$10.46万 |
| Geneos Wealth Management Inc. | 减仓 | -$10.17万 |
| HighTower Advisors, LLC | 减仓 | -$8.64万 |
| REICON WEALTH ADVISORS, LLC | 减仓 | -$7.85万 |
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 |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 2,981,641 | $5,611.50万 | 0.01% | -62,615 | 减仓 |
| MORGAN STANLEY | 2,529,897 | $4,761.27万 | 0.00% | 30,214 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,186,380 | $4,114.77万 | 0.01% | 255,463 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,410,566 | $2,654.69万 | 0.01% | -256,109 | 减仓 |
| Larson Financial Group LLC | 1,144,037 | $2,153.08万 | 0.69% | 190,881 | 加仓 |
| Independent Advisor Alliance | 1,061,903 | $1,998.50万 | 0.21% | 1,061,903 | 新建仓 |
| LPL Financial LLC | 973,632 | $1,832.38万 | 0.00% | -127,440 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 951,608 | $1,790.93万 | 0.00% | 13,458 | 加仓 |
| Intrua Financial, LLC | 634,584 | $1,194.29万 | 1.23% | 50,739 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 574,746 | $1,081.67万 | 0.00% | -577,016 | 减仓 |
| Cetera Investment Advisers | 490,702 | $923.50万 | 0.01% | -56,905 | 减仓 |
| AMERIPRISE FINANCIAL INC | 481,168 | $905.72万 | 0.00% | 32,571 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 411,916 | $775.23万 | 0.01% | -3,514 | 减仓 |
| UBS Group AG | 311,487 | $586.22万 | 0.00% | 8,855 | 加仓 |
| OSAIC HOLDINGS, INC. | 271,800 | $511.59万 | 0.01% | 129,638 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 230,607 | $434.00万 | 0.01% | 14,337 | 加仓 |
| ADELL HARRIMAN & CARPENTER INC | 191,374 | $360.17万 | 0.22% | 18,726 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 184,303 | $349.25万 | 0.01% | -233,097 | 减仓 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 124,501 | $234.31万 | 0.59% | -7,436 | 减仓 |
| STEPHENS INC /AR/ | 111,640 | $210.11万 | 0.03% | 8,101 | 加仓 |
| Rockefeller Capital Management L.P. | 106,633 | $200.68万 | 0.00% | 14,363 | 加仓 |
| Merit Financial Group, LLC | 103,636 | $195.04万 | 0.01% | -16,031 | 减仓 |
| Mariner, LLC | 99,668 | $185.68万 | 0.00% | 5,692 | 加仓 |
| Baird Financial Group, Inc. | 97,630 | $183.74万 | 0.00% | 3,579 | 加仓 |
| HighTower Advisors, LLC | 87,925 | $165.47万 | 0.00% | -4,591 | 减仓 |
| Summit Financial, LLC | 81,154 | $152.73万 | 0.02% | 17,320 | 加仓 |
| MML INVESTORS SERVICES, LLC | 77,270 | $145.42万 | 0.00% | -15,719 | 减仓 |
| STIFEL FINANCIAL CORP | 67,749 | $127.50万 | 0.00% | 855 | 加仓 |
| WealthShield Partners, LLC | 64,563 | $121.51万 | 0.14% | 1,400 | 加仓 |
| Cornerstone Wealth Management, LLC | 61,752 | $116.22万 | 0.06% | 496 | 加仓 |
| OPPENHEIMER & CO INC | 60,551 | $113.96万 | 0.01% | -7,078 | 减仓 |
| Goldstone Financial Group, LLC | 56,518 | $106.37万 | 0.12% | 4,410 | 加仓 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 53,733 | $101.13万 | 0.55% | -1,172 | 减仓 |
| Heartwood Wealth Advisors LLC | 48,846 | $91.93万 | 0.08% | 13,846 | 加仓 |
| Future Financial Wealth Managment LLC | 45,942 | $90.97万 | 0.59% | -212 | 减仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,467 | $89.33万 | 0.00% | 47,467 | 新建仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 47,000 | $88.45万 | 0.02% | -900 | 减仓 |
| MARINO, STRAM & ASSOCIATES LLC | 46,515 | $87.54万 | 0.16% | 0 | 不变 |
| NewEdge Advisors, LLC | 42,539 | $80.06万 | 0.00% | 154 | 加仓 |
| Geneos Wealth Management Inc. | 40,595 | $76.40万 | 0.02% | -5,406 | 减仓 |
| HARBOUR INVESTMENTS, INC. | 39,389 | $74.13万 | 0.01% | 6,627 | 加仓 |
| Gotham Asset Management, LLC | 36,739 | $69.14万 | 0.00% | 0 | 不变 |
| Kestra Advisory Services, LLC | 34,477 | $64.89万 | 0.00% | -6,298 | 减仓 |
| TRUIST FINANCIAL CORP | 34,251 | $64.46万 | 0.00% | -19,567 | 减仓 |
| Creative Planning | 30,768 | $57.91万 | 0.00% | -4,025 | 减仓 |
| Orion Porfolio Solutions, LLC | 30,724 | $57.82万 | 0.00% | -2,054 | 减仓 |
| Sowell Financial Services LLC | 28,812 | $54.22万 | 0.02% | 88 | 加仓 |
| Endowment Wealth Management, Inc. | 28,404 | $53.46万 | 0.24% | 776 | 加仓 |
| Chicago Partners Investment Group LLC | 26,986 | $53.30万 | 0.01% | 269 | 加仓 |
| Smartleaf Asset Management LLC | 28,864 | $52.99万 | 0.02% | 0 | 不变 |
内部人交易（Form 4）
PCEF 董事、高管和大股东的最新买卖申报。专业版可看 🔒