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 🔒 | ||||||||
2026Q2 买入最多
| CI INVESTMENTS INC. | 新建仓 | $1,228.61万 |
| MORGAN STANLEY | 加仓 | $613.62万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $557.48万 |
| Lebenthal Global Advisors, LLC | 新建仓 | $555.19万 |
| EP Wealth Advisors, LLC | 加仓 | $503.68万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $362.76万 |
| ROYAL BANK OF CANADA | 加仓 | $359.16万 |
| Quantinno Capital Management LP | 加仓 | $224.22万 |
| JPMORGAN CHASE & CO | 加仓 | $152.37万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $138.06万 |
| LPL Financial LLC | 加仓 | $110.68万 |
| Cresset Asset Management, LLC | 加仓 | $106.26万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $90.47万 |
| CITADEL ADVISORS LLC | 重新持有 | $89.69万 |
| Sanctuary Advisors, LLC | 加仓 | $83.10万 |
| Dynamic Advisor Solutions LLC | 加仓 | $77.30万 |
| GOLDMAN SACHS GROUP INC | 重新持有 | $66.65万 |
| Traction Financial Partners, LLC | 加仓 | $64.95万 |
| Equitable Holdings, Inc. | 加仓 | $61.43万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $56.47万 |
2026Q2 卖出最多
| Invesco Ltd. | 减仓 | -$1,358.26万 |
| Independent Advisor Alliance | 减仓 | -$273.54万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$244.85万 |
| Clearstead Advisors, LLC | 减仓 | -$222.67万 |
| Waverly Advisors, LLC | 减仓 | -$211.03万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$164.95万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$141.47万 |
| FIRST FOUNDATION ADVISORS | 减仓 | -$110.05万 |
| Focus Partners Wealth | 减仓 | -$109.55万 |
| M Holdings Securities, Inc. | 清仓 | -$102.90万 |
| Wealthspire Retirement, LLC | 减仓 | -$98.84万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 减仓 | -$92.14万 |
| Corient Private Wealth LP | 减仓 | -$61.23万 |
| Federation des caisses Desjardins du Quebec | 减仓 | -$59.34万 |
| Ducere Wealth Management LLC | 减仓 | -$57.23万 |
| WealthShield Partners, LLC | 清仓 | -$44.84万 |
| PFG Advisors | 减仓 | -$40.97万 |
| Accredited Investors Inc. | 减仓 | -$39.55万 |
| Charles Schwab Trust Co | 减仓 | -$37.33万 |
| Baird Financial Group, Inc. | 减仓 | -$35.55万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2,829,358 | $1.58亿 | 0.01% | -29,576 | 减仓 |
| LPL Financial LLC | 1,398,235 | $7,797.95万 | 0.02% | 19,846 | 加仓 |
| MORGAN STANLEY | 1,300,997 | $7,255.67万 | 0.00% | 110,026 | 加仓 |
| Waverly Advisors, LLC | 1,071,783 | $5,977.33万 | 0.35% | -37,840 | 减仓 |
| Cetera Investment Advisers | 1,034,707 | $5,770.56万 | 0.05% | 3,489 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,031,039 | $5,750.11万 | 0.01% | 99,961 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,010,685 | $5,636.59万 | 0.02% | -43,903 | 减仓 |
| Arbor Investment Advisors, LLC | 805,518 | $4,492.37万 | 5.08% | 1,927 | 加仓 |
| ROYAL BANK OF CANADA | 767,863 | $4,282.40万 | 0.01% | 64,399 | 加仓 |
| Stonebridge Financial Group, LLC | 762,863 | $4,254.49万 | 3.23% | -412 | 减仓 |
| FIRST FOUNDATION ADVISORS | 739,179 | $4,122.40万 | 1.48% | -19,733 | 减仓 |
| WCG Wealth Advisors LLC | 634,759 | $3,540.04万 | 0.84% | -5,696 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 422,426 | $2,305.40万 | 0.04% | 10,348 | 加仓 |
| Wealthspire Retirement, LLC | 355,967 | $1,985.23万 | 1.09% | -17,723 | 减仓 |
| Sanctuary Advisors, LLC | 293,041 | $1,634.29万 | 0.08% | 14,901 | 加仓 |
| Baird Financial Group, Inc. | 288,249 | $1,607.56万 | 0.02% | -6,374 | 减仓 |
| Equitable Holdings, Inc. | 286,779 | $1,599.36万 | 0.10% | 11,015 | 加仓 |
| Traction Financial Partners, LLC | 285,584 | $1,592.70万 | 8.46% | 11,646 | 加仓 |
| Johnson & White Wealth Management, LLC | 266,421 | $1,485.83万 | 5.56% | 2,126 | 加仓 |
| Three Bridge Wealth Advisors, LLC | 261,632 | $1,459.12万 | 3.65% | -5,707 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 247,800 | $1,381.98万 | 0.02% | -4,680 | 减仓 |
| UBS Group AG | 241,394 | $1,346.25万 | 0.00% | -2,071 | 减仓 |
| Federation des caisses Desjardins du Quebec | 241,085 | $1,344.53万 | 0.04% | -10,641 | 减仓 |
| AlphaCore Capital LLC | 234,261 | $1,306.47万 | 0.24% | -5,025 | 减仓 |
| AQR CAPITAL MANAGEMENT LLC | 224,734 | $1,253.34万 | 0.00% | 65,046 | 加仓 |
| Mariner, LLC | 223,907 | $1,248.73万 | 0.01% | -2,943 | 减仓 |
| CI INVESTMENTS INC. | 220,300 | $1,228.61万 | 0.04% | 220,300 | 新建仓 |
| Regal Investment Advisors LLC | 179,531 | $1,001.25万 | 0.52% | 4,584 | 加仓 |
| Creative Planning | 163,037 | $909.26万 | 0.01% | 5,761 | 加仓 |
| Accredited Investors Inc. | 161,715 | $901.89万 | 0.39% | -7,092 | 减仓 |
| Dynamic Advisor Solutions LLC | 161,405 | $900.16万 | 0.26% | 13,861 | 加仓 |
| Arlington Financial Advisors, LLC | 153,664 | $856.98万 | 1.09% | -2,718 | 减仓 |
| Bank of New York Mellon Corp | 153,219 | $854.50万 | 0.00% | 2,744 | 加仓 |
| JPMORGAN CHASE & CO | 154,161 | $851.59万 | 0.00% | 27,583 | 加仓 |
| Verum Partners LLC | 137,069 | $764.43万 | 1.14% | -6,074 | 减仓 |
| Ducere Wealth Management LLC | 126,030 | $702.87万 | 2.11% | -10,262 | 减仓 |
| Cerity Partners LLC | 123,550 | $689.03万 | 0.01% | 2,933 | 加仓 |
| Cornerstone Wealth Management, LLC | 122,475 | $683.04万 | 0.29% | -1,203 | 减仓 |
| Perigon Wealth Management, LLC | 117,056 | $652.82万 | 0.10% | -4,251 | 减仓 |
| Steward Partners Investment Advisory, LLC | 116,848 | $651.66万 | 0.03% | 2,290 | 加仓 |
| Invesco Ltd. | 115,881 | $646.27万 | 0.00% | -243,547 | 减仓 |
| HighTower Advisors, LLC | 115,153 | $642.21万 | 0.01% | 2,765 | 加仓 |
| ALBION FINANCIAL GROUP /UT | 112,200 | $625.74万 | 0.36% | 0 | 不变 |
| Charles Schwab Trust Co | 109,278 | $609.44万 | 0.34% | -6,693 | 减仓 |
| Sunrise Financial Services, LLC | 107,920 | $601.87万 | 3.58% | 8,641 | 加仓 |
| AMERIPRISE FINANCIAL INC | 103,683 | $578.24万 | 0.00% | 24,755 | 加仓 |
| EP Wealth Advisors, LLC | 102,790 | $573.26万 | 0.02% | 90,313 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 104,432 | $572.03万 | 0.00% | 6,721 | 加仓 |
| Lebenthal Global Advisors, LLC | 99,550 | $555.19万 | 0.75% | 99,550 | 新建仓 |
| Wealthspire Advisors, LLC | 95,879 | $534.72万 | 0.03% | 631 | 加仓 |
内部人交易（Form 4）
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