PRFZ INVESCO EXCHANGE TRADED FD T
RAFI US 1500
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 | 360 | 24,076,247 | $13.42亿 | 42 | 112 | 92 | 10 | $2,973.05万 |
| 2026Q1 | 320 | 23,467,736 | $10.77亿 | 23 | 93 | 89 | 12 | $4,691.06万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,697.64万 |
| Federation des caisses Desjardins du Quebec | 新建仓 | $1,154.67万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $1,144.87万 |
| Traction Financial Partners, LLC | 加仓 | $673.69万 |
| Equitable Holdings, Inc. | 加仓 | $493.55万 |
| Sunrise Financial Services, LLC | 加仓 | $455.00万 |
| Clearstead Advisors, LLC | 加仓 | $375.18万 |
| MORGAN STANLEY | 加仓 | $320.99万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 新建仓 | $250.14万 |
| Independent Advisor Alliance | 加仓 | $216.79万 |
| LPL Financial LLC | 加仓 | $212.77万 |
| Stonebridge Financial Group, LLC | 加仓 | $180.67万 |
| Cetera Investment Advisers | 加仓 | $162.21万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $130.32万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $121.61万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $93.57万 |
| Arbor Investment Advisors, LLC | 加仓 | $89.49万 |
| Sanctuary Advisors, LLC | 加仓 | $82.38万 |
| FIRST MANHATTAN CO. LLC. | 新建仓 | $71.80万 |
| NATIXIS ADVISORS, LLC | 新建仓 | $62.70万 |
2026Q1 卖出最多
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$812.95万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$776.33万 |
| Invesco Ltd. | 减仓 | -$521.15万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$396.95万 |
| ROYAL BANK OF CANADA | 减仓 | -$372.51万 |
| INTEGRITY ALLIANCE, LLC. | 减仓 | -$217.33万 |
| Torren Management, LLC | 减仓 | -$164.19万 |
| Legacy Private Trust Co. | 减仓 | -$103.05万 |
| Corient Private Wealth LP | 减仓 | -$99.18万 |
| PFG Advisors | 减仓 | -$88.97万 |
| Waverly Advisors, LLC | 减仓 | -$82.37万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 减仓 | -$76.66万 |
| FIRST FOUNDATION ADVISORS | 减仓 | -$76.14万 |
| Align Financial, LLC | 减仓 | -$72.89万 |
| UBS Group AG | 减仓 | -$63.47万 |
| Lido Advisors, LLC | 减仓 | -$52.19万 |
| TD Waterhouse Canada Inc. | 减仓 | -$37.73万 |
| GM Advisory Group, LLC | 清仓 | -$33.84万 |
| Arlington Financial Advisors, LLC | 减仓 | -$32.05万 |
| Wealthspire Retirement, LLC | 减仓 | -$27.58万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2,858,934 | $1.31亿 | 0.01% | 370,099 | 加仓 |
| LPL Financial LLC | 1,378,389 | $6,322.67万 | 0.02% | 46,385 | 加仓 |
| MORGAN STANLEY | 1,190,971 | $5,462.99万 | 0.00% | 69,979 | 加仓 |
| Waverly Advisors, LLC | 1,109,623 | $5,089.84万 | 0.38% | -17,958 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,054,588 | $4,837.39万 | 0.01% | 20,399 | 加仓 |
| Cetera Investment Advisers | 1,031,218 | $4,730.20万 | 0.05% | 35,362 | 加仓 |
| WELLS FARGO & COMPANY/MN | 931,078 | $4,270.85万 | 0.01% | 249,591 | 加仓 |
| Arbor Investment Advisors, LLC | 803,591 | $3,686.07万 | 4.80% | 19,510 | 加仓 |
| Stonebridge Financial Group, LLC | 763,275 | $3,501.14万 | 2.88% | 39,387 | 加仓 |
| FIRST FOUNDATION ADVISORS | 758,912 | $3,481.13万 | 1.40% | -16,599 | 减仓 |
| ROYAL BANK OF CANADA | 703,464 | $3,226.80万 | 0.01% | -81,209 | 减仓 |
| WCG Wealth Advisors LLC | 640,455 | $2,937.76万 | 0.82% | 12,596 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 412,078 | $1,915.34万 | 0.04% | -167,024 | 减仓 |
| Wealthspire Retirement, LLC | 373,690 | $1,714.12万 | 1.03% | -6,013 | 减仓 |
| Invesco Ltd. | 359,428 | $1,648.70万 | 0.00% | -113,614 | 减仓 |
| Baird Financial Group, Inc. | 294,623 | $1,351.44万 | 0.02% | 1,258 | 加仓 |
| Sanctuary Advisors, LLC | 278,140 | $1,275.83万 | 0.07% | 17,959 | 加仓 |
| Equitable Holdings, Inc. | 275,764 | $1,265.48万 | 0.08% | 107,551 | 加仓 |
| Traction Financial Partners, LLC | 273,938 | $1,256.56万 | 7.74% | 146,869 | 加仓 |
| Three Bridge Wealth Advisors, LLC | 267,339 | $1,226.28万 | 3.37% | 1,556 | 加仓 |
| Johnson & White Wealth Management, LLC | 264,295 | $1,212.32万 | 5.13% | 9,462 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 252,480 | $1,158.13万 | 0.02% | 973 | 加仓 |
| Federation des caisses Desjardins du Quebec | 251,726 | $1,154.67万 | 0.04% | 251,726 | 新建仓 |
| UBS Group AG | 243,465 | $1,116.77万 | 0.00% | -13,837 | 减仓 |
| AlphaCore Capital LLC | 239,286 | $1,097.60万 | 0.26% | -1,016 | 减仓 |
| Mariner, LLC | 226,850 | $1,040.56万 | 0.01% | -1,173 | 减仓 |
| Regal Investment Advisors LLC | 174,947 | $802.48万 | 0.46% | 1,055 | 加仓 |
| Accredited Investors Inc. | 168,807 | $774.32万 | 0.42% | -1,196 | 减仓 |
| AQR CAPITAL MANAGEMENT LLC | 159,688 | $732.49万 | 0.00% | 10,736 | 加仓 |
| Creative Planning | 157,276 | $721.43万 | 0.00% | 4,251 | 加仓 |
| Arlington Financial Advisors, LLC | 156,382 | $717.32万 | 1.02% | -6,988 | 减仓 |
| Bank of New York Mellon Corp | 150,475 | $690.23万 | 0.00% | 9,541 | 加仓 |
| Dynamic Advisor Solutions LLC | 147,544 | $676.79万 | 0.21% | -116 | 减仓 |
| Verum Partners LLC | 143,143 | $656.60万 | 1.25% | -1,518 | 减仓 |
| Ducere Wealth Management LLC | 136,292 | $625.17万 | 2.47% | -5,291 | 减仓 |
| Cornerstone Wealth Management, LLC | 123,678 | $567.31万 | 0.28% | -126 | 减仓 |
| JPMORGAN CHASE & CO | 126,578 | $562.84万 | 0.00% | 10,866 | 加仓 |
| Perigon Wealth Management, LLC | 121,307 | $556.43万 | 0.10% | -1,561 | 减仓 |
| Cerity Partners LLC | 120,617 | $553.27万 | 0.01% | 153 | 加仓 |
| Charles Schwab Trust Co | 115,971 | $531.96万 | 0.34% | -472 | 减仓 |
| Focus Partners Wealth | 115,498 | $529.79万 | 0.01% | 4,553 | 加仓 |
| Steward Partners Investment Advisory, LLC | 114,558 | $525.48万 | 0.03% | 2,819 | 加仓 |
| HighTower Advisors, LLC | 112,388 | $515.53万 | 0.01% | -4,800 | 减仓 |
| ALBION FINANCIAL GROUP /UT | 112,200 | $514.66万 | 0.33% | 0 | 不变 |
| Sunrise Financial Services, LLC | 99,279 | $455.39万 | 3.23% | 99,193 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 97,711 | $439.01万 | 0.00% | 27,066 | 加仓 |
| Wealthspire Advisors, LLC | 95,248 | $436.90万 | 0.03% | 0 | 不变 |
| ENVESTNET ASSET MANAGEMENT INC | 82,866 | $380.11万 | 0.00% | 5,093 | 加仓 |
| Clearstead Advisors, LLC | 82,193 | $377.02万 | 0.03% | 81,793 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 81,466 | $373.68万 | 0.01% | -177,230 | 减仓 |
内部人交易（Form 4）
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