PWZ INVESCO EXCH TRADED FD TR II
CALIF AMT MUN
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 | 130 | 35,458,892 | $8.69亿 | 13 | 61 | 26 | 15 | $4,104.06万 |
| 2026Q1 | 127 | 33,618,805 | $8.03亿 | 11 | 47 | 40 | 11 | -$4,161.06万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $1,321.21万 |
| Shared Vision Wealth Group LLC | 加仓 | $675.45万 |
| Gerber Kawasaki Wealth & Investment Management | 加仓 | $441.29万 |
| GUGGENHEIM CAPITAL LLC | 加仓 | $418.35万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $398.00万 |
| Affinity Capital Advisors, LLC | 加仓 | $200.48万 |
| JPMORGAN CHASE & CO | 加仓 | $191.88万 |
| Integrated Wealth Concepts LLC | 加仓 | $185.50万 |
| Wealthfront Advisers LLC | 加仓 | $177.25万 |
| Tower Research Capital LLC (TRC) | 重新持有 | $134.89万 |
| LPL Financial LLC | 加仓 | $120.33万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 新建仓 | $118.90万 |
| Private Advisor Group, LLC | 新建仓 | $115.95万 |
| Robertson Stephens Wealth Management, LLC | 加仓 | $96.41万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $96.14万 |
| MORGAN STANLEY | 加仓 | $91.89万 |
| EP Wealth Advisors, LLC | 加仓 | $90.88万 |
| SYON CAPITAL LLC | 加仓 | $65.29万 |
| Farther Finance Advisors, LLC | 加仓 | $53.96万 |
| HighTower Advisors, LLC | 加仓 | $53.73万 |
2026Q2 卖出最多
| Beacon Pointe Advisors, LLC | 清仓 | -$369.97万 |
| Mariner, LLC | 减仓 | -$288.28万 |
| Allworth Financial LP | 清仓 | -$206.68万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$124.69万 |
| Allegiance Financial Group Advisory Services LLC | 清仓 | -$61.75万 |
| Compound Planning, Inc. | 减仓 | -$59.02万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$56.30万 |
| FF Advisors,LLC | 重新持有 | -$39.62万 |
| JANE STREET GROUP, LLC | 减仓 | -$34.09万 |
| Vise Technologies, Inc. | 清仓 | -$33.04万 |
| Impact Investors, Inc | 减仓 | -$29.67万 |
| SteelPeak Wealth, LLC | 减仓 | -$27.34万 |
| Elequin Capital, LP | 重新持有 | -$26.79万 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 清仓 | -$26.38万 |
| Ameritas Advisory Services, LLC | 清仓 | -$25.67万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$24.63万 |
| HILL ISLAND FINANCIAL LLC | 减仓 | -$24.02万 |
| Gateway Wealth Partners, LLC | 清仓 | -$23.87万 |
| Stratos Wealth Partners, LTD. | 清仓 | -$22.42万 |
| IHT Wealth Management, LLC | 清仓 | -$21.55万 |
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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 17,483,077 | $4.29亿 | 0.82% | 72,318 | 加仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 3,478,440 | $8,525.66万 | 0.11% | 539,048 | 加仓 |
| Gerber Kawasaki Wealth & Investment Management | 2,093,022 | $5,130.00万 | 1.37% | 180,046 | 加仓 |
| Composition Wealth, LLC | 1,244,215 | $3,049.57万 | 0.36% | 5,701 | 加仓 |
| SYON CAPITAL LLC | 1,231,692 | $3,018.88万 | 1.32% | 26,637 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,215,616 | $2,979.48万 | 0.00% | 162,383 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 1,027,646 | $2,518.76万 | 0.16% | 170,685 | 加仓 |
| EP Wealth Advisors, LLC | 788,637 | $1,932.95万 | 0.07% | 37,079 | 加仓 |
| LPL Financial LLC | 682,964 | $1,673.94万 | 0.00% | 49,095 | 加仓 |
| MORGAN STANLEY | 625,770 | $1,533.76万 | 0.00% | 37,489 | 加仓 |
| FIRST FOUNDATION ADVISORS | 379,879 | $931.08万 | 0.33% | 560 | 加仓 |
| Shared Vision Wealth Group LLC | 310,889 | $761.99万 | 2.62% | 275,580 | 加仓 |
| JPMORGAN CHASE & CO | 297,671 | $730.78万 | 0.00% | 78,158 | 加仓 |
| Pure Financial Advisors, LLC | 284,900 | $698.29万 | 0.09% | 13,262 | 加仓 |
| Robertson Stephens Wealth Management, LLC | 238,198 | $583.82万 | 0.14% | 39,333 | 加仓 |
| WELLS FARGO & COMPANY/MN | 183,517 | $449.80万 | 0.00% | -50,874 | 减仓 |
| Integrated Wealth Concepts LLC | 175,464 | $430.07万 | 0.02% | 75,683 | 加仓 |
| FIRST AMERICAN TRUST, FSB | 169,374 | $415.14万 | 0.25% | -7,707 | 减仓 |
| HighTower Advisors, LLC | 145,793 | $357.34万 | 0.00% | 21,923 | 加仓 |
| Chatterton & Associates Inc. | 144,898 | $353.99万 | 2.08% | 12,486 | 加仓 |
| Elmwood Wealth Management, Inc. | 141,077 | $345.78万 | 0.86% | -835 | 减仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 133,243 | $326.58万 | 0.01% | 10,258 | 加仓 |
| Affinity Capital Advisors, LLC | 123,281 | $302.84万 | 0.37% | 81,613 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 123,367 | $302.00万 | 0.00% | 3,237 | 加仓 |
| FMR LLC | 110,870 | $271.74万 | 0.00% | 18,108 | 加仓 |
| Farther Finance Advisors, LLC | 100,617 | $246.61万 | 0.02% | 22,015 | 加仓 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 89,454 | $219.25万 | 0.19% | 11,530 | 加仓 |
| SimpliFi, Inc. | 85,725 | $210.11万 | 0.83% | -415 | 减仓 |
| UBS Group AG | 83,031 | $203.51万 | 0.00% | 270 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 81,920 | $200.80万 | 0.00% | 39,223 | 加仓 |
| Navigation Group, LLC | 77,030 | $188.80万 | 0.37% | 0 | 不变 |
| SteelPeak Wealth, LLC | 74,450 | $182.48万 | 0.05% | -11,155 | 减仓 |
| JANE STREET GROUP, LLC | 72,803 | $178.44万 | 0.00% | -13,908 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 71,630 | $175.57万 | 0.00% | 1,743 | 加仓 |
| McNaughton Wealth Management, LLC | 63,304 | $155.16万 | 0.55% | -6,566 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 63,111 | $154.69万 | 0.00% | 3,294 | 加仓 |
| Tower Research Capital LLC (TRC) | 61,770 | $151.40万 | 0.04% | 55,036 | 重新持有 |
| AMERIPRISE FINANCIAL INC | 60,941 | $149.37万 | 0.00% | -3,771 | 减仓 |
| CITADEL ADVISORS LLC | 58,069 | $142.33万 | 0.00% | 16,765 | 重新持有 |
| Elequin Capital, LP | 50,028 | $122.62万 | 0.04% | -10,929 | 重新持有 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 48,510 | $118.90万 | 0.02% | 48,510 | 新建仓 |
| Private Advisor Group, LLC | 47,308 | $115.95万 | 0.01% | 47,308 | 新建仓 |
| ENVESTNET ASSET MANAGEMENT INC | 46,329 | $113.55万 | 0.00% | 11,016 | 加仓 |
| Compound Planning, Inc. | 45,611 | $111.79万 | 0.03% | -24,079 | 减仓 |
| Cetera Investment Advisers | 45,549 | $111.64万 | 0.00% | 8,213 | 加仓 |
| FOCUS Wealth Advisors, LLC | 43,481 | $106.57万 | 0.49% | 98 | 加仓 |
| Cerity Partners LLC | 40,278 | $98.72万 | 0.00% | 20,139 | 加仓 |
| Global Retirement Partners, LLC | 39,422 | $96.62万 | 0.01% | — | — |
| Prospera Financial Services Inc | 38,693 | $94.83万 | 0.01% | 1,037 | 加仓 |
| OneDigital Investment Advisors LLC | 38,626 | $94.67万 | 0.01% | 7,055 | 加仓 |
内部人交易（Form 4）
PWZ 董事、高管和大股东的最新买卖申报。专业版可看 🔒