PFM INVESCO EXCHANGE TRADED FD T
DIVID ACHIEVEV
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 | 145 | 7,613,711 | $4.22亿 | 14 | 44 | 38 | 6 | -$719.59万 |
| 2026Q1 | 134 | 7,597,774 | $3.88亿 | 9 | 41 | 41 | 5 | -$1,567.60万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Modern Wealth Management, LLC | 新建仓 | $2,585.81万 |
| ROYAL BANK OF CANADA | 加仓 | $663.27万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $309.07万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $127.05万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $44.24万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $43.47万 |
| EASTERN BANK | 加仓 | $39.19万 |
| GTS SECURITIES LLC | 新建仓 | $35.74万 |
| Accurate Wealth Management, LLC | 新建仓 | $33.11万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $30.93万 |
| Private Advisor Group, LLC | 加仓 | $29.07万 |
| Everstar Asset Management, LLC | 加仓 | $27.57万 |
| New Insight Wealth Advisors | 新建仓 | $27.41万 |
| OSAIC HOLDINGS, INC. | 加仓 | $27.40万 |
| Allspring Global Investments Holdings, LLC | 加仓 | $23.69万 |
| Goodwin Investment Advisory | 新建仓 | $23.60万 |
| HB Wealth Management, LLC | 新建仓 | $23.48万 |
| HRT FINANCIAL LP | 新建仓 | $22.90万 |
| Belpointe Asset Management LLC | 新建仓 | $21.85万 |
| JPMORGAN CHASE & CO | 加仓 | $19.35万 |
2026Q2 卖出最多
| Flaharty Asset Management, LLC | 减仓 | -$2,533.98万 |
| CPC Advisors, LLC | 重新持有 | -$569.08万 |
| Mariner, LLC | 清仓 | -$357.66万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$293.86万 |
| SteelPeak Wealth, LLC | 清仓 | -$275.46万 |
| MORGAN STANLEY | 减仓 | -$271.41万 |
| LPL Financial LLC | 减仓 | -$179.98万 |
| Clearstead Advisors, LLC | 减仓 | -$66.68万 |
| CHOREO, LLC | 减仓 | -$65.77万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$52.32万 |
| Hilton Capital Management, LLC | 清仓 | -$51.16万 |
| TD Waterhouse Canada Inc. | 减仓 | -$34.94万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$34.50万 |
| Cetera Investment Advisers | 减仓 | -$33.58万 |
| UBS Group AG | 减仓 | -$30.61万 |
| Equitable Holdings, Inc. | 减仓 | -$30.32万 |
| Bank of New York Mellon Corp | 减仓 | -$22.99万 |
| Composition Wealth, LLC | 减仓 | -$20.88万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$14.64万 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 清仓 | -$12.88万 |
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 | 1,810,945 | $1.00亿 | 0.02% | -32,455 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 910,245 | $5,047.71万 | 0.01% | -9,434 | 减仓 |
| MORGAN STANLEY | 625,664 | $3,469.58万 | 0.00% | -48,943 | 减仓 |
| Modern Wealth Management, LLC | 466,295 | $2,585.81万 | 0.31% | 466,295 | 新建仓 |
| BANK OF AMERICA CORP /DE/ | 271,219 | $1,504.02万 | 0.00% | 3,096 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 231,529 | $1,278.99万 | 0.01% | 23,000 | 加仓 |
| WELLS FARGO & COMPANY/MN | 225,099 | $1,248.28万 | 0.00% | 7,977 | 加仓 |
| Clearstead Advisors, LLC | 216,816 | $1,202.34万 | 0.11% | -12,024 | 减仓 |
| ROYAL BANK OF CANADA | 193,562 | $1,073.40万 | 0.00% | 119,604 | 加仓 |
| Wealthspire Retirement, LLC | 113,785 | $630.99万 | 0.35% | 166 | 加仓 |
| Focus Financial Network, Inc. | 113,600 | $629.96万 | 0.19% | 326 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 110,846 | $614.60万 | 0.01% | 55,743 | 加仓 |
| Rockefeller Capital Management L.P. | 99,575 | $552.19万 | 0.01% | -677 | 减仓 |
| CITIZENS FINANCIAL GROUP INC/RI | 95,589 | $530.08万 | 0.06% | -281 | 减仓 |
| Baird Financial Group, Inc. | 85,974 | $476.76万 | 0.01% | -733 | 减仓 |
| Cetera Investment Advisers | 85,292 | $472.98万 | 0.00% | -6,056 | 减仓 |
| CHOREO, LLC | 81,858 | $453.94万 | 0.05% | -11,860 | 减仓 |
| CreativeOne Wealth, LLC | 77,461 | $429.55万 | 0.09% | -317 | 减仓 |
| TD Waterhouse Canada Inc. | 77,041 | $426.42万 | 0.01% | -6,313 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 75,672 | $419.63万 | 0.01% | -2,640 | 减仓 |
| UBS Group AG | 75,525 | $418.82万 | 0.00% | -5,519 | 减仓 |
| Everstar Asset Management, LLC | 75,326 | $417.71万 | 1.74% | 4,972 | 加仓 |
| Equitable Holdings, Inc. | 75,264 | $417.37万 | 0.02% | -5,468 | 减仓 |
| OSAIC HOLDINGS, INC. | 63,337 | $351.26万 | 0.00% | 4,940 | 加仓 |
| HighTower Advisors, LLC | 56,783 | $314.89万 | 0.00% | 368 | 加仓 |
| KINGSWOOD WEALTH ADVISORS, LLC | 50,861 | $282.05万 | 0.11% | 1,908 | 加仓 |
| Private Advisor Group, LLC | 50,542 | $280.28万 | 0.01% | 5,243 | 加仓 |
| JPMORGAN CHASE & CO | 50,537 | $280.04万 | 0.00% | 3,492 | 加仓 |
| CPC Advisors, LLC | 49,813 | $276.24万 | 0.37% | -102,621 | 重新持有 |
| NESTEGG ADVISORS, INC. | 49,277 | $273.26万 | 1.93% | -298 | 减仓 |
| Flaharty Asset Management, LLC | 47,080 | $263.39万 | 3.77% | -452,937 | 减仓 |
| Steward Partners Investment Advisory, LLC | 46,970 | $260.47万 | 0.01% | 1,372 | 加仓 |
| Waverly Advisors, LLC | 45,523 | $252.45万 | 0.01% | -1,209 | 减仓 |
| Atlas Private Wealth Advisors | 41,162 | $228.26万 | 0.50% | -1,725 | 减仓 |
| Institute for Wealth Management, LLC. | 38,929 | $215.88万 | 0.19% | 2 | 加仓 |
| MAI Capital Management | 38,392 | $212.90万 | 0.01% | 1,035 | 加仓 |
| MML INVESTORS SERVICES, LLC | 33,045 | $183.25万 | 0.00% | 7,838 | 加仓 |
| J.W. COLE ADVISORS, INC. | 32,289 | $179.06万 | 0.03% | 10 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 23,619 | $130.98万 | 0.02% | 917 | 加仓 |
| Strategies Wealth Advisors, LLC | 23,508 | $130.36万 | 0.12% | 14 | 加仓 |
| BANK OF MONTREAL /CAN/ | 23,178 | $128.53万 | 0.00% | -794 | 减仓 |
| FMR LLC | 22,982 | $127.44万 | 0.00% | 1,188 | 加仓 |
| Composition Wealth, LLC | 18,690 | $103.64万 | 0.01% | -3,766 | 减仓 |
| CFS Investment Advisory Services, LLC | 18,349 | $102.63万 | 0.07% | -245 | 减仓 |
| Lido Advisors, LLC | 17,242 | $95.62万 | 0.00% | 1 | 加仓 |
| Truvestments Capital LLC | 16,446 | $91.20万 | 0.14% | -604 | 减仓 |
| Merit Financial Group, LLC | 16,169 | $89.66万 | 0.01% | -31 | 减仓 |
| FLAGSHIP HARBOR ADVISORS, LLC | 16,167 | $89.65万 | 0.03% | 901 | 加仓 |
| UMB Bank, n.a. | 16,000 | $88.73万 | 0.01% | 0 | 不变 |
| CAPE ANN SAVINGS BANK | 15,266 | $84.66万 | 0.40% | 61 | 加仓 |
内部人交易（Form 4）
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