PWB INVESCO EXCHANGE TRADED FD T
LARGE CAP GROWTH
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 | 244 | 10,277,397 | $17.27亿 | 34 | 68 | 62 | 15 | $2.94亿 |
| 2026Q1 | 222 | 8,637,094 | $10.88亿 | 19 | 56 | 72 | 5 | $1.21亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $3,146.18万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $2,298.61万 |
| Stratos Wealth Partners, LTD. | 加仓 | $1,052.57万 |
| Ethos Financial Group, LLC | 新建仓 | $708.87万 |
| AssuredPartners Investment Advisors, LLC | 新建仓 | $589.62万 |
| TWO SIGMA INVESTMENTS, LP | 加仓 | $555.35万 |
| Equitable Holdings, Inc. | 加仓 | $527.74万 |
| OSAIC HOLDINGS, INC. | 加仓 | $398.07万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $396.60万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $322.48万 |
| Independent Advisor Alliance | 加仓 | $322.24万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $314.32万 |
| WIN ADVISORS, INC | 重新持有 | $297.51万 |
| Cornerstone Wealth Management, LLC | 加仓 | $195.22万 |
| FIFTH THIRD BANCORP | 加仓 | $188.62万 |
| TITLEIST ASSET MANAGEMENT, LLC | 新建仓 | $188.03万 |
| World Investment Advisors | 新建仓 | $159.52万 |
| Cetera Investment Advisers | 加仓 | $157.13万 |
| Private Advisor Group, LLC | 加仓 | $146.15万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $135.97万 |
2026Q1 卖出最多
| Mariner, LLC | 减仓 | -$334.51万 |
| UBS Group AG | 减仓 | -$323.34万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$170.43万 |
| ROYAL BANK OF CANADA | 减仓 | -$146.35万 |
| Elevation Capital Advisory, LLC | 减仓 | -$136.76万 |
| SILVER OAK SECURITIES, INCORPORATED | 清仓 | -$133.14万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$103.07万 |
| Blue Capital, Inc. | 减仓 | -$87.43万 |
| Hershey Financial Advisers, LLC | 减仓 | -$57.16万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 减仓 | -$55.08万 |
| Corient Private Wealth LP | 清仓 | -$40.65万 |
| PARK AVENUE SECURITIES LLC | 减仓 | -$39.23万 |
| TOBIAS FINANCIAL ADVISORS, INC. | 减仓 | -$34.63万 |
| Empowered Funds, LLC | 减仓 | -$25.50万 |
| Milestones Private Investment Advisors LLC | 清仓 | -$22.45万 |
| National Wealth Management Group, LLC | 减仓 | -$18.99万 |
| Baird Financial Group, Inc. | 减仓 | -$18.23万 |
| Garton & Associates Financial Advisors LLC | 清仓 | -$17.92万 |
| Capital Investment Counsel, LLC | 减仓 | -$17.49万 |
| Meridian Wealth Management, LLC | 减仓 | -$15.10万 |
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 | 1,621,323 | $2.04亿 | 0.05% | 249,836 | 加仓 |
| MORGAN STANLEY | 826,967 | $1.04亿 | 0.01% | 4,536 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 661,451 | $8,329.65万 | 0.03% | 182,531 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 442,993 | $5,578.61万 | 0.00% | 5,962 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 289,045 | $3,639.90万 | 0.09% | 25,608 | 加仓 |
| AMERIPRISE FINANCIAL INC | 241,313 | $3,015.49万 | 0.01% | 31,738 | 加仓 |
| ACT WEALTH MANAGEMENT, LLC | 212,221 | $2,672.50万 | 8.97% | 4,149 | 加仓 |
| Center for Wealth Management Advisory | 209,950 | $2,643.90万 | 19.04% | -587 | 减仓 |
| Garden State Investment Advisory Services LLC | 166,918 | $2,102.00万 | 4.62% | 1,264 | 加仓 |
| UBS Group AG | 164,666 | $2,073.64万 | 0.00% | -25,676 | 减仓 |
| Wharton Business Group, LLC | 163,944 | $2,064.55万 | 0.78% | 0 | 不变 |
| COMMONWEALTH EQUITY SERVICES, LLC | 138,873 | $1,748.83万 | 0.02% | 24,960 | 加仓 |
| WELLS FARGO & COMPANY/MN | 135,624 | $1,707.91万 | 0.00% | 10,797 | 加仓 |
| WIN ADVISORS, INC | 126,940 | $1,598.56万 | 7.31% | 23,625 | 重新持有 |
| Kestra Advisory Services, LLC | 116,579 | $1,468.08万 | 0.06% | 8,874 | 加仓 |
| ROYAL BANK OF CANADA | 115,371 | $1,452.80万 | 0.00% | -11,622 | 减仓 |
| Stratos Wealth Partners, LTD. | 115,196 | $1,450.67万 | 0.16% | 83,583 | 加仓 |
| GOLDMAN SACHS GROUP INC | 106,532 | $1,341.56万 | 0.00% | 0 | 不变 |
| Cornerstone Wealth Management, LLC | 105,264 | $1,325.59万 | 0.66% | 15,502 | 加仓 |
| Private Advisor Group, LLC | 101,943 | $1,283.76万 | 0.06% | 11,606 | 加仓 |
| TRUIST FINANCIAL CORP | 100,670 | $1,267.74万 | 0.02% | 8,225 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 99,838 | $1,257.26万 | 0.00% | -13,534 | 减仓 |
| Capital Investment Counsel, LLC | 90,881 | $1,144.46万 | 1.57% | -1,389 | 减仓 |
| OSAIC HOLDINGS, INC. | 90,430 | $1,138.77万 | 0.02% | 31,611 | 加仓 |
| Regal Investment Advisors LLC | 86,807 | $1,093.16万 | 0.63% | -866 | 减仓 |
| Baird Financial Group, Inc. | 86,688 | $1,091.66万 | 0.02% | -1,448 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 74,923 | $923.65万 | 0.00% | 8,492 | 加仓 |
| Equitable Holdings, Inc. | 70,619 | $897.58万 | 0.06% | 41,521 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 69,654 | $877.16万 | 0.02% | -910 | 减仓 |
| TWO SIGMA INVESTMENTS, LP | 69,200 | $871.44万 | 0.01% | 44,100 | 加仓 |
| Cetera Investment Advisers | 66,501 | $837.44万 | 0.01% | 12,478 | 加仓 |
| CWM, LLC | 62,712 | $789.73万 | 0.02% | -874 | 减仓 |
| Ethos Financial Group, LLC | 56,291 | $708.87万 | 0.52% | 56,291 | 新建仓 |
| MML INVESTORS SERVICES, LLC | 53,100 | $668.69万 | 0.02% | 5,981 | 加仓 |
| Rockefeller Capital Management L.P. | 47,817 | $602.17万 | 0.01% | -233 | 减仓 |
| AssuredPartners Investment Advisors, LLC | 45,520 | $589.62万 | 0.64% | 45,520 | 新建仓 |
| Dynamic Advisor Solutions LLC | 46,685 | $587.91万 | 0.19% | -1,165 | 减仓 |
| Mill Creek Capital Advisors, LLC | 45,920 | $578.27万 | 0.12% | 0 | 不变 |
| Meridian Wealth Management, LLC | 45,610 | $574.37万 | 0.20% | -1,199 | 减仓 |
| Chicago Partners Investment Group LLC | 35,139 | $510.29万 | 0.10% | -674 | 减仓 |
| Forge Financial Services LLC | 39,424 | $496.56万 | 0.50% | -95 | 减仓 |
| OneAscent Financial Services LLC | 36,449 | $459.00万 | 0.25% | -440 | 减仓 |
| JPL Wealth Management, LLC | 35,356 | $445.24万 | 1.02% | -676 | 减仓 |
| Firestone Capital Management | 33,937 | $427.37万 | 0.89% | -2 | 减仓 |
| Spire Wealth Management | 33,327 | $419.68万 | 0.14% | 959 | 加仓 |
| Institute for Wealth Management, LLC. | 29,830 | $375.65万 | 0.40% | -323 | 减仓 |
| Independent Advisor Alliance | 29,101 | $366.47万 | 0.04% | 25,589 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 27,160 | $342.16万 | 0.02% | -4,372 | 减仓 |
| FMR LLC | 24,215 | $304.94万 | 0.00% | 577 | 加仓 |
| Ullmann Wealth Partners Group, LLC | 22,022 | $277.32万 | 0.29% | 0 | 不变 |
内部人交易(Form 4)
PWB 董事、高管和大股东的最新买卖申报。专业版可看 🔒