PDBC INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
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 | 445 | 278,786,662 | $41.73亿 | 63 | 141 | 148 | 72 | -$5.50亿 |
| 2026Q1 | 449 | 304,898,980 | $52.81亿 | 91 | 147 | 127 | 29 | $3.27亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 新建仓 | $9,530.55万 |
| Mirae Asset Global Investments Co., Ltd. | 加仓 | $5,465.35万 |
| 3EDGE Asset Management, LP | 新建仓 | $4,788.26万 |
| STATE STREET CORP | 加仓 | $4,671.87万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $4,629.18万 |
| MORGAN STANLEY | 加仓 | $3,128.08万 |
| Tidal Investments LLC | 加仓 | $3,008.48万 |
| POTOMAC FUND MANAGEMENT INC /ADV | 新建仓 | $2,914.14万 |
| Empower Advisory Group, LLC | 加仓 | $2,783.23万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $2,209.89万 |
| AVALON CAPITAL MANAGEMENT | 新建仓 | $1,718.36万 |
| AE Wealth Management LLC | 新建仓 | $1,701.73万 |
| UBS Group AG | 加仓 | $1,688.78万 |
| Kiker Wealth Management, LLC | 加仓 | $1,579.09万 |
| Janney Montgomery Scott LLC | 加仓 | $1,412.76万 |
| Quadrature Capital Ltd | 重新持有 | $1,405.02万 |
| ADVISORTRUST PARTNERS, LLC | 新建仓 | $1,244.82万 |
| CHOREO, LLC | 新建仓 | $890.65万 |
| LPL Financial LLC | 加仓 | $863.06万 |
| Mariner, LLC | 加仓 | $727.24万 |
2026Q1 卖出最多
| FMR LLC | 清仓 | -$2.65亿 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 减仓 | -$5,766.65万 |
| BARCLAYS PLC | 重新持有 | -$1,817.39万 |
| SigFig Wealth Management, LLC | 减仓 | -$1,618.56万 |
| HighTower Advisors, LLC | 减仓 | -$1,037.53万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$795.85万 |
| GTS SECURITIES LLC | 减仓 | -$737.86万 |
| HSBC HOLDINGS PLC | 减仓 | -$521.33万 |
| Lido Advisors, LLC | 减仓 | -$397.07万 |
| Beacon Capital Management, Inc. | 减仓 | -$301.79万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$277.01万 |
| Baird Financial Group, Inc. | 减仓 | -$234.63万 |
| MAI Capital Management | 减仓 | -$232.92万 |
| Bank of New York Mellon Corp | 减仓 | -$232.72万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 减仓 | -$190.52万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$190.15万 |
| New York Life Investment Management LLC | 减仓 | -$185.52万 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 减仓 | -$134.74万 |
| Cerity Partners LLC | 重新持有 | -$133.92万 |
| Thrivent Financial for Lutherans | 减仓 | -$132.77万 |
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 |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 101,757,943 | $17.62亿 | 0.33% | 2,672,739 | 加仓 |
| Empower Advisory Group, LLC | 34,501,583 | $5.98亿 | 1.55% | 1,606,945 | 加仓 |
| LPL Financial LLC | 30,761,921 | $5.33亿 | 0.14% | 498,302 | 加仓 |
| MORGAN STANLEY | 20,883,049 | $3.62亿 | 0.02% | 1,806,052 | 加仓 |
| STATE STREET CORP | 8,937,847 | $1.55亿 | 0.01% | 2,697,385 | 加仓 |
| SigFig Wealth Management, LLC | 6,701,694 | $1.16亿 | 3.40% | -934,506 | 减仓 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,502,629 | $9,530.55万 | 0.01% | 5,502,629 | 新建仓 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5,458,835 | $9,454.70万 | 0.08% | -3,329,477 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 4,899,404 | $8,485.77万 | 0.01% | 183,866 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 3,931,949 | $6,810.14万 | 0.02% | -159,937 | 减仓 |
| Mirae Asset Global Investments Co., Ltd. | 3,574,466 | $6,190.98万 | 0.18% | 3,155,516 | 加仓 |
| Briaud Financial Planning Inc | 2,807,161 | $4,862.02万 | 12.75% | 37,873 | 加仓 |
| 3EDGE Asset Management, LP | 2,757,165 | $4,788.26万 | 2.31% | 2,757,165 | 新建仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,688,512 | $4,656.50万 | 0.03% | -459,499 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,430,144 | $4,257.61万 | 0.09% | 1,261,351 | 加仓 |
| GM Advisory Group, LLC | 2,385,149 | $4,131.08万 | 1.59% | 40,591 | 加仓 |
| SCS Capital Management LLC | 2,150,175 | $3,724.10万 | 0.39% | 38,422 | 加仓 |
| Tidal Investments LLC | 2,113,512 | $3,660.60万 | 0.08% | 1,737,000 | 加仓 |
| PARK AVENUE SECURITIES LLC | 1,869,504 | $3,238.00万 | 0.25% | -10,034 | 减仓 |
| CWM, LLC | 1,793,833 | $3,106.92万 | 0.08% | 231,526 | 加仓 |
| HighTower Advisors, LLC | 1,727,139 | $2,991.40万 | 0.03% | -599,034 | 减仓 |
| UBS Group AG | 1,715,906 | $2,971.95万 | 0.00% | 975,047 | 加仓 |
| POTOMAC FUND MANAGEMENT INC /ADV | 1,682,529 | $2,914.14万 | 1.01% | 1,682,529 | 新建仓 |
| Marion Wealth Management | 1,109,809 | $1,922.19万 | 4.26% | -12,323 | 减仓 |
| EXENCIAL WEALTH ADVISORS, LLC | 1,034,133 | $1,791.12万 | 0.56% | -3,488 | 减仓 |
| HSBC HOLDINGS PLC | 1,021,000 | $1,768.37万 | 0.01% | -301,000 | 减仓 |
| AVALON CAPITAL MANAGEMENT | 992,122 | $1,718.36万 | 4.85% | 992,122 | 新建仓 |
| AE Wealth Management LLC | 982,521 | $1,701.73万 | 0.09% | 982,521 | 新建仓 |
| GOLDMAN SACHS GROUP INC | 965,762 | $1,672.70万 | 0.00% | -109,786 | 减仓 |
| Johnson Financial Group, LLC | 948,117 | $1,642.14万 | 1.09% | -18,692 | 减仓 |
| Quadrature Capital Ltd | 947,179 | $1,640.51万 | 0.20% | 811,214 | 重新持有 |
| Kiker Wealth Management, LLC | 935,518 | $1,620.32万 | 7.74% | 911,713 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 935,035 | $1,619.50万 | 0.04% | 279,248 | 加仓 |
| New York Life Investment Management LLC | 868,553 | $1,504.33万 | 0.13% | -107,114 | 减仓 |
| Janney Montgomery Scott LLC | 829,660 | $1,437.00万 | 0.04% | 815,663 | 加仓 |
| Beacon Capital Management, Inc. | 784,552 | $1,358.84万 | 0.76% | -174,245 | 减仓 |
| Arkadios Wealth Advisors | 779,151 | $1,349.49万 | 0.22% | 150,499 | 加仓 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 742,616 | $1,286.21万 | 8.55% | -28,388 | 减仓 |
| MAI Capital Management | 737,565 | $1,277.46万 | 0.07% | -134,483 | 减仓 |
| OSAIC HOLDINGS, INC. | 732,390 | $1,268.54万 | 0.02% | 20,021 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 730,824 | $1,265.79万 | 0.00% | 243,451 | 加仓 |
| ADVISORTRUST PARTNERS, LLC | 718,719 | $1,244.82万 | 5.18% | 718,719 | 新建仓 |
| Aspect Partners, LLC | 691,959 | $1,198.47万 | 4.90% | 226,954 | 加仓 |
| MML INVESTORS SERVICES, LLC | 666,552 | $1,154.47万 | 0.03% | 75,057 | 加仓 |
| Cetera Investment Advisers | 663,382 | $1,148.98万 | 0.01% | 209,840 | 加仓 |
| Brookstone Capital Management | 603,315 | $1,044.94万 | 0.12% | 26,783 | 加仓 |
| Bedell Frazier Investment Counselling, LLC | 586,036 | $1,015.01万 | 2.05% | 12,134 | 加仓 |
| ROYAL BANK OF CANADA | 575,181 | $996.30万 | 0.00% | 346,617 | 加仓 |
| Mariner, LLC | 567,149 | $982.30万 | 0.01% | 419,887 | 加仓 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 550,000 | $952.60万 | 0.35% | 0 | 不变 |
内部人交易（Form 4）
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