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 🔒 | ||||||||
2026Q1 买入最多
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 重新持有 | $299.66万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $271.32万 |
| SteelPeak Wealth, LLC | 加仓 | $229.34万 |
| LPL Financial LLC | 加仓 | $169.16万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $147.20万 |
| JPMORGAN CHASE & CO | 加仓 | $68.39万 |
| Equitable Holdings, Inc. | 加仓 | $61.93万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $55.00万 |
| Hilton Capital Management, LLC | 新建仓 | $51.16万 |
| Everstar Asset Management, LLC | 加仓 | $37.96万 |
| SUMMIT WEALTH GROUP LLC / CO | 新建仓 | $36.24万 |
| Gotham Asset Management, LLC | 新建仓 | $28.86万 |
| UBS Group AG | 加仓 | $28.79万 |
| EASTERN BANK | 加仓 | $25.88万 |
| CITADEL ADVISORS LLC | 加仓 | $22.35万 |
| Allspring Global Investments Holdings, LLC | 加仓 | $20.48万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $19.76万 |
| CreativeOne Wealth, LLC | 加仓 | $16.82万 |
| ROYAL BANK OF CANADA | 加仓 | $15.91万 |
| KINGSWOOD WEALTH ADVISORS, LLC | 加仓 | $13.89万 |
2026Q1 卖出最多
| BlackRock, Inc. | 减仓 | -$988.39万 |
| Clearstead Advisors, LLC | 减仓 | -$950.88万 |
| MORGAN STANLEY | 减仓 | -$357.34万 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 清仓 | -$273.85万 |
| GOLDMAN SACHS GROUP INC | 重新持有 | -$128.32万 |
| AMERIPRISE FINANCIAL INC | 清仓 | -$90.61万 |
| TD Waterhouse Canada Inc. | 减仓 | -$83.47万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$49.33万 |
| Tower Research Capital LLC (TRC) | 重新持有 | -$43.47万 |
| Bank of New York Mellon Corp | 减仓 | -$42.81万 |
| FOUNDERS FINANCIAL SECURITIES LLC | 清仓 | -$31.92万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$29.09万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$29.07万 |
| XML Financial, LLC | 清仓 | -$26.19万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$21.71万 |
| Merit Financial Group, LLC | 减仓 | -$12.41万 |
| Atlas Private Wealth Advisors | 减仓 | -$11.59万 |
| Cetera Investment Advisers | 减仓 | -$11.18万 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 减仓 | -$9.19万 |
| BROWN ADVISORY INC | 减仓 | -$8.86万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 1,843,400 | $9,418.28万 | 0.03% | 33,108 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 919,679 | $4,698.81万 | 0.01% | 53,105 | 加仓 |
| MORGAN STANLEY | 674,607 | $3,446.70万 | 0.00% | -69,941 | 减仓 |
| Flaharty Asset Management, LLC | 500,017 | $2,554.68万 | 3.17% | -1,507 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 268,123 | $1,369.87万 | 0.00% | -9,656 | 减仓 |
| Clearstead Advisors, LLC | 228,840 | $1,169.19万 | 0.11% | -186,112 | 减仓 |
| WELLS FARGO & COMPANY/MN | 217,122 | $1,109.32万 | 0.00% | 10,764 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 208,529 | $1,045.46万 | 0.01% | 29,360 | 加仓 |
| Wealthspire Retirement, LLC | 113,619 | $580.50万 | 0.35% | -1,207 | 减仓 |
| Focus Financial Network, Inc. | 113,274 | $578.74万 | 0.21% | -201 | 减仓 |
| Rockefeller Capital Management L.P. | 100,252 | $512.21万 | 0.01% | -473 | 减仓 |
| CITIZENS FINANCIAL GROUP INC/RI | 95,870 | $489.82万 | 0.07% | 196 | 加仓 |
| CHOREO, LLC | 93,718 | $478.82万 | 0.06% | -1,356 | 减仓 |
| Cetera Investment Advisers | 91,348 | $466.72万 | 0.00% | -2,188 | 减仓 |
| Baird Financial Group, Inc. | 86,707 | $443.00万 | 0.01% | -267 | 减仓 |
| TD Waterhouse Canada Inc. | 83,354 | $426.69万 | 0.01% | -16,305 | 减仓 |
| Equitable Holdings, Inc. | 80,732 | $415.81万 | 0.03% | 12,025 | 加仓 |
| UBS Group AG | 81,044 | $414.07万 | 0.00% | 5,634 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 78,312 | $400.11万 | 0.01% | -4,250 | 减仓 |
| CreativeOne Wealth, LLC | 77,778 | $397.38万 | 0.09% | 3,293 | 加仓 |
| ROYAL BANK OF CANADA | 73,958 | $377.80万 | 0.00% | 3,114 | 加仓 |
| Everstar Asset Management, LLC | 70,354 | $359.72万 | 1.91% | 7,424 | 加仓 |
| Mariner, LLC | 70,003 | $357.66万 | 0.00% | 1,047 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 67,700 | $345.89万 | 0.00% | 58,652 | 重新持有 |
| OSAIC HOLDINGS, INC. | 58,397 | $298.38万 | 0.00% | 1,569 | 加仓 |
| HighTower Advisors, LLC | 56,415 | $288.23万 | 0.00% | -372 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 55,103 | $281.50万 | 0.01% | -782 | 减仓 |
| SteelPeak Wealth, LLC | 53,914 | $275.46万 | 0.08% | 44,888 | 加仓 |
| NESTEGG ADVISORS, INC. | 49,575 | $253.29万 | 2.22% | 74 | 加仓 |
| KINGSWOOD WEALTH ADVISORS, LLC | 48,953 | $250.11万 | 0.12% | 2,719 | 加仓 |
| Waverly Advisors, LLC | 46,732 | $238.76万 | 0.02% | 192 | 加仓 |
| JPMORGAN CHASE & CO | 47,045 | $235.79万 | 0.00% | 13,645 | 加仓 |
| Steward Partners Investment Advisory, LLC | 45,598 | $232.97万 | 0.01% | 246 | 加仓 |
| Private Advisor Group, LLC | 45,299 | $231.44万 | 0.01% | -810 | 减仓 |
| Atlas Private Wealth Advisors | 42,887 | $219.12万 | 0.52% | -2,268 | 减仓 |
| Institute for Wealth Management, LLC. | 38,927 | $198.89万 | 0.21% | -1,038 | 减仓 |
| MAI Capital Management | 37,357 | $190.86万 | 0.01% | -318 | 减仓 |
| J.W. COLE ADVISORS, INC. | 32,279 | $164.92万 | 0.06% | -676 | 减仓 |
| MML INVESTORS SERVICES, LLC | 25,207 | $128.79万 | 0.00% | -5,690 | 减仓 |
| BANK OF MONTREAL /CAN/ | 23,972 | $122.48万 | 0.00% | 1,313 | 加仓 |
| Strategies Wealth Advisors, LLC | 23,494 | $120.04万 | 0.12% | 14 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 22,702 | $115.99万 | 0.03% | 279 | 加仓 |
| Composition Wealth, LLC | 22,456 | $114.73万 | 0.02% | -278 | 减仓 |
| FMR LLC | 21,794 | $111.35万 | 0.00% | 2,215 | 加仓 |
| CFS Investment Advisory Services, LLC | 18,594 | $100.06万 | 0.07% | -840 | 减仓 |
| Bank of New York Mellon Corp | 19,375 | $98.99万 | 0.00% | -8,380 | 减仓 |
| GOLDMAN SACHS GROUP INC | 17,905 | $91.48万 | 0.00% | -25,116 | 重新持有 |
| Lido Advisors, LLC | 17,241 | $88.09万 | 0.00% | 2 | 加仓 |
| Truvestments Capital LLC | 17,050 | $87.11万 | 0.16% | 412 | 加仓 |
| Merit Financial Group, LLC | 16,200 | $82.77万 | 0.01% | -2,429 | 减仓 |
内部人交易（Form 4）
PFM 董事、高管和大股东的最新买卖申报。专业版可看 🔒