13F 机构持仓

PIZ INVESCO EXCH TRADED FD TR II

DORSEY WRGT DVLP

持有机构数1172026Q2
26Q126Q2
机构合计持股(股)10,753,5262026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q211710,753,526$6.00亿 1353344$1,963.20万
2026Q110410,292,517$5.10亿 1944295$1.10亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

AFFINITY WEALTH MANAGEMENT LLC新建仓$4,182.88万
WELLS FARGO & COMPANY/MN加仓$1,203.76万
UBS Group AG加仓$950.26万
Axiom Financial Strategies, LLC加仓$827.83万
NewSquare Capital LLC加仓$608.99万
MORGAN STANLEY加仓$608.83万
RAYMOND JAMES FINANCIAL INC加仓$604.56万
Cambridge Investment Research Advisors, Inc.加仓$584.25万
JANE STREET GROUP, LLC加仓$390.84万
ENVESTNET ASSET MANAGEMENT INC加仓$367.41万
Cetera Investment Advisers加仓$355.19万
REDSTONE WEALTH MANAGEMENT, LLC新建仓$319.78万
LANARK FINANCIAL, INC.加仓$277.54万
LPL Financial LLC加仓$275.83万
TRUIST FINANCIAL CORP新建仓$268.80万
Prospera Financial Services Inc加仓$252.04万
KESTRA PRIVATE WEALTH SERVICES, LLC新建仓$215.34万
HighTower Advisors, LLC新建仓$203.61万
ROYAL BANK OF CANADA加仓$175.50万
JONES FINANCIAL COMPANIES LLLP加仓$152.44万

2026Q1 卖出最多

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$1,107.39万
CITADEL ADVISORS LLC减仓-$567.10万
CPC Advisors, LLC清仓-$221.62万
VISTA INVESTMENT PARTNERS II, LLC减仓-$170.44万
Systelligence, LLC减仓-$168.39万
GTS SECURITIES LLC减仓-$142.70万
OSAIC HOLDINGS, INC.减仓-$95.26万
JPMORGAN CHASE & CO减仓-$66.88万
Navis Wealth Advisors, LLC清仓-$57.07万
MorganRosel Wealth Management, LLC减仓-$40.99万
RiverTree Advisors, LLC减仓-$32.32万
BNP PARIBAS FINANCIAL MARKETS减仓-$28.71万
Del-Sette Capital Management, LLC减仓-$27.64万
AMERIPRISE FINANCIAL INC减仓-$22.69万
Bolthouse Investments, LLC清仓-$20.52万
BANK OF AMERICA CORP /DE/减仓-$17.69万
Genesee Capital Advisors, LLC减仓-$12.41万
STIFEL FINANCIAL CORP减仓-$12.10万
Cyndeo Wealth Partners, LLC减仓-$8.08万
Arax Advisory Partners减仓-$7.75万

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/MN2,245,977$1.11亿0.02%243,085加仓
MORGAN STANLEY1,085,573$5,375.76万0.00%122,947加仓
AFFINITY WEALTH MANAGEMENT LLC844,684$4,182.88万6.33%844,684新建仓
LPL Financial LLC675,814$3,346.63万0.01%55,700加仓
ROYAL BANK OF CANADA612,716$3,034.20万0.01%35,439加仓
UBS Group AG486,865$2,410.96万0.00%191,894加仓
Axiom Financial Strategies, LLC399,835$1,979.98万6.97%167,171加仓
RAYMOND JAMES FINANCIAL INC387,094$1,916.89万0.01%122,084加仓
CREATIVE FINANCIAL DESIGNS INC /ADV342,692$1,697.01万1.03%1,562加仓
Systelligence, LLC335,145$1,659.64万3.23%-34,004减仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC317,195$1,595.33万0.03%-220,178减仓
ENVESTNET ASSET MANAGEMENT INC283,135$1,402.08万0.00%74,195加仓
NewSquare Capital LLC187,285$927.44万0.80%122,978加仓
Cambridge Investment Research Advisors, Inc.161,640$800.40万0.02%117,989加仓
Cetera Investment Advisers146,141$723.69万0.01%71,727加仓
LANARK FINANCIAL, INC.98,272$486.64万0.37%56,046加仓
Prospera Financial Services Inc91,519$453.18万0.07%50,898加仓
JANE STREET GROUP, LLC84,813$419.99万0.00%78,926加仓
Del-Sette Capital Management, LLC75,410$373.43万2.23%-5,581减仓
JONES FINANCIAL COMPANIES LLLP77,480$369.79万0.00%31,940加仓
COMMONWEALTH EQUITY SERVICES, LLC65,861$326.14万0.00%3,387加仓
REDSTONE WEALTH MANAGEMENT, LLC64,576$319.78万2.55%64,576新建仓
Wagner Wealth Management, Corp61,442$304.26万2.73%5,992加仓
STIFEL FINANCIAL CORP61,308$303.57万0.00%-2,444减仓
MML INVESTORS SERVICES, LLC57,853$286.49万0.01%4,020加仓
Equitable Holdings, Inc.57,196$280.16万0.02%2,993加仓
TRUIST FINANCIAL CORP54,280$268.80万0.00%54,280新建仓
KESTRA PRIVATE WEALTH SERVICES, LLC43,486$215.34万0.03%43,486新建仓
HighTower Advisors, LLC41,116$203.61万0.00%41,116新建仓
&PARTNERS41,110$203.58万0.01%994加仓
Private Advisory Group LLC38,985$193.05万0.13%30,110加仓
Greenline Wealth Management LLC36,734$181.91万2.10%3,591加仓
Blueprint Investment Partners LLC36,704$181.76万0.19%2,917加仓
Blueprint Financial Advisors LLC36,704$181.76万0.27%2,917加仓
Genesee Capital Advisors, LLC34,317$169.94万0.71%-2,507减仓
PFG Advisors33,477$165.78万0.08%1,852加仓
NewEdge Advisors, LLC33,128$164.05万0.01%3,969加仓
Sanctuary Advisors, LLC25,055$124.07万0.01%8,339加仓
OSAIC HOLDINGS, INC.24,539$121.51万0.00%-19,239减仓
CreativeOne Wealth, LLC22,936$113.58万0.03%132加仓
Cyndeo Wealth Partners, LLC20,912$103.56万0.05%-1,631减仓
RiverTree Advisors, LLC20,871$103.35万0.65%-6,527减仓
BANK OF AMERICA CORP /DE/20,766$102.83万0.00%-3,572减仓
Trueblood Wealth Management, LLC19,502$96.57万0.38%-1,085减仓
Formidable Asset Management, LLC19,100$93.56万0.14%10,935加仓
PFG Investments, LLC18,443$91.33万0.04%11,926加仓
Independent Advisor Alliance17,014$84.25万0.01%17,014新建仓
JPMORGAN CHASE & CO17,753$84.19万0.00%-14,102减仓
CITIGROUP INC16,127$79.86万0.00%-692减仓
Advisory Services Network, LLC15,210$75.32万0.01%1,138加仓

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