PWV INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
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 | 195 | 14,058,255 | $10.66亿 | 20 | 61 | 44 | 7 | $6,827.60万 |
| 2026Q1 | 183 | 13,169,167 | $9.18亿 | 9 | 52 | 53 | 6 | $2,855.51万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $1,744.24万 |
| Waverly Advisors, LLC | 加仓 | $1,575.46万 |
| MORGAN STANLEY | 加仓 | $1,225.05万 |
| Arkadios Wealth Advisors | 加仓 | $567.52万 |
| Pathstone Holdings, LLC | 新建仓 | $522.91万 |
| OSAIC HOLDINGS, INC. | 加仓 | $380.21万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $296.26万 |
| SPWM Advisors LLC | 加仓 | $225.32万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $206.29万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $186.47万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $130.21万 |
| CITIGROUP INC | 加仓 | $118.78万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $107.56万 |
| Stratos Investment Management, LLC | 加仓 | $81.14万 |
| CITADEL ADVISORS LLC | 新建仓 | $78.65万 |
| Ameritas Advisory Services, LLC | 加仓 | $67.34万 |
| Creative Planning | 加仓 | $59.37万 |
| Atlas Private Wealth Advisors | 加仓 | $55.65万 |
| IAG Wealth Partners, LLC | 加仓 | $54.12万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $50.94万 |
2026Q2 卖出最多
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$380.42万 |
| PNC Financial Services Group, Inc. | 减仓 | -$205.78万 |
| Independent Advisor Alliance | 减仓 | -$190.96万 |
| Equitable Holdings, Inc. | 减仓 | -$170.69万 |
| UBS Group AG | 减仓 | -$126.29万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$105.07万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$57.96万 |
| Kestra Advisory Services, LLC | 减仓 | -$45.71万 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 减仓 | -$37.09万 |
| WealthShield Partners, LLC | 清仓 | -$33.13万 |
| ROYAL BANK OF CANADA | 减仓 | -$26.30万 |
| Spire Wealth Management | 减仓 | -$22.03万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$19.66万 |
| Cullen/Frost Bankers, Inc. | 减仓 | -$14.43万 |
| JNBA Financial Advisors | 减仓 | -$13.34万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 减仓 | -$13.30万 |
| Private Advisor Group, LLC | 减仓 | -$12.40万 |
| MAI Capital Management | 清仓 | -$9.33万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$8.74万 |
| ADVISORTRUST PARTNERS, LLC | 清仓 | -$7.84万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 3,694,080 | $2.80亿 | 0.01% | 161,680 | 加仓 |
| LPL Financial LLC | 2,270,178 | $1.72亿 | 0.04% | 230,202 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 827,805 | $6,272.28万 | 0.00% | 6,723 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 564,589 | $4,277.89万 | 0.01% | 24,610 | 加仓 |
| PNC Financial Services Group, Inc. | 492,625 | $3,732.62万 | 0.02% | -27,159 | 减仓 |
| Arkadios Wealth Advisors | 461,900 | $3,499.82万 | 0.53% | 74,900 | 加仓 |
| UBS Group AG | 448,413 | $3,397.63万 | 0.00% | -16,668 | 减仓 |
| IAG Wealth Partners, LLC | 330,061 | $2,500.87万 | 2.48% | 7,143 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 287,183 | $2,175.98万 | 0.03% | -50,207 | 减仓 |
| Atlas Private Wealth Advisors | 246,888 | $1,870.67万 | 4.10% | 7,344 | 加仓 |
| Waverly Advisors, LLC | 224,439 | $1,700.57万 | 0.10% | 207,927 | 加仓 |
| Stratos Investment Management, LLC | 221,590 | $1,678.99万 | 0.61% | 10,709 | 加仓 |
| SPWM Advisors LLC | 204,744 | $1,611.54万 | 14.89% | 28,627 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 196,174 | $1,486.41万 | 0.00% | -7,649 | 减仓 |
| OSAIC HOLDINGS, INC. | 163,533 | $1,239.26万 | 0.01% | 50,173 | 加仓 |
| Cullen/Frost Bankers, Inc. | 161,665 | $1,224.93万 | 0.12% | -1,905 | 减仓 |
| Kestra Advisory Services, LLC | 161,023 | $1,220.07万 | 0.04% | -6,033 | 减仓 |
| WELLS FARGO & COMPANY/MN | 159,560 | $1,208.98万 | 0.00% | -2,595 | 减仓 |
| Wharton Business Group, LLC | 155,635 | $1,179.20万 | 0.39% | 0 | 不变 |
| Regal Investment Advisors LLC | 142,748 | $1,081.60万 | 0.56% | 5,598 | 加仓 |
| ROYAL BANK OF CANADA | 128,295 | $972.10万 | 0.00% | -3,471 | 减仓 |
| Rockefeller Capital Management L.P. | 127,080 | $962.89万 | 0.01% | 1,070 | 加仓 |
| Ullmann Wealth Partners Group, LLC | 103,489 | $784.13万 | 0.71% | -60 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 102,602 | $777.41万 | 0.01% | -1,153 | 减仓 |
| Stonebridge Financial Group, LLC | 101,373 | $768.10万 | 0.58% | -729 | 减仓 |
| Private Advisor Group, LLC | 93,337 | $707.22万 | 0.03% | -1,636 | 减仓 |
| Cetera Investment Advisers | 86,590 | $656.10万 | 0.01% | 1,076 | 加仓 |
| Equitable Holdings, Inc. | 84,548 | $640.62万 | 0.04% | -22,528 | 减仓 |
| CARY STREET PARTNERS FINANCIAL LLC | 72,693 | $550.79万 | 0.12% | 2,585 | 加仓 |
| Pathstone Holdings, LLC | 69,013 | $522.91万 | 0.02% | 69,013 | 新建仓 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 63,358 | $480.06万 | 1.69% | -4,895 | 减仓 |
| Rose Capital Advisors LLC | 60,314 | $457.00万 | 2.29% | — | — |
| Cambridge Investment Research Advisors, Inc. | 57,468 | $435.40万 | 0.00% | 27,228 | 加仓 |
| AGH Wealth Advisors, LLC | 54,415 | $412.42万 | 2.60% | 1,944 | 加仓 |
| Horizon Family Wealth, Inc. | 52,645 | $398.89万 | 1.82% | 281 | 加仓 |
| Cooksen Wealth, LLC | 51,511 | $390.30万 | 2.46% | 0 | 不变 |
| Farther Finance Advisors, LLC | 49,624 | $376.00万 | 0.03% | -319 | 减仓 |
| JPMORGAN CHASE & CO | 48,843 | $374.67万 | 0.00% | 2,380 | 加仓 |
| CITIGROUP INC | 41,832 | $316.96万 | 0.00% | 15,676 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 39,100 | $296.26万 | 0.00% | 39,100 | 新建仓 |
| Firestone Capital Management | 37,363 | $283.10万 | 0.53% | 0 | 不变 |
| JONES FINANCIAL COMPANIES LLLP | 35,524 | $273.54万 | 0.00% | 16,910 | 加仓 |
| Parallel Advisors, LLC | 35,605 | $269.78万 | 0.04% | 0 | 不变 |
| MERCER GLOBAL ADVISORS INC /ADV | 33,131 | $251.04万 | 0.00% | 14,196 | 加仓 |
| Baird Financial Group, Inc. | 31,742 | $240.51万 | 0.00% | 13 | 加仓 |
| MML INVESTORS SERVICES, LLC | 28,583 | $216.57万 | 0.00% | 3,077 | 加仓 |
| Spire Wealth Management | 27,846 | $210.99万 | 0.06% | -2,907 | 减仓 |
| Prosperity Consulting Group, LLC | 26,498 | $200.78万 | 0.08% | 0 | 不变 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26,019 | $197.15万 | 0.00% | 363 | 加仓 |
| Ameritas Advisory Services, LLC | 24,130 | $182.83万 | 0.04% | 8,887 | 加仓 |
内部人交易（Form 4）
PWV 董事、高管和大股东的最新买卖申报。专业版可看 🔒