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 🔒 | ||||||||
2026Q1 买入最多
| GUGGENHEIM CAPITAL LLC | 加仓 | $483.72万 |
| Gerber Kawasaki Wealth & Investment Management | 加仓 | $389.49万 |
| Beacon Pointe Advisors, LLC | 新建仓 | $369.97万 |
| Robertson Stephens Wealth Management, LLC | 加仓 | $349.72万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $344.19万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $231.11万 |
| Integrated Wealth Concepts LLC | 加仓 | $147.93万 |
| FIRST FOUNDATION ADVISORS | 加仓 | $120.25万 |
| Composition Wealth, LLC | 加仓 | $103.45万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $102.42万 |
| HighTower Advisors, LLC | 加仓 | $101.42万 |
| Chatterton & Associates Inc. | 加仓 | $97.00万 |
| MORGAN STANLEY | 加仓 | $94.33万 |
| LPL Financial LLC | 加仓 | $87.98万 |
| Allegiance Financial Group Advisory Services LLC | 新建仓 | $61.75万 |
| KEYBANK NATIONAL ASSOCIATION/OH | 加仓 | $37.25万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $35.56万 |
| EP Wealth Advisors, LLC | 加仓 | $33.40万 |
| Elmwood Wealth Management, Inc. | 加仓 | $31.60万 |
| STIFEL FINANCIAL CORP | 新建仓 | $27.18万 |
2026Q1 卖出最多
| Stratos Wealth Partners, LTD. | 减仓 | -$3,122.76万 |
| Wealthfront Advisers LLC | 减仓 | -$2,445.20万 |
| JANE STREET GROUP, LLC | 减仓 | -$329.65万 |
| Hennion & Walsh Asset Management, Inc. | 清仓 | -$240.90万 |
| FIRST AMERICAN TRUST, FSB | 减仓 | -$206.70万 |
| SYON CAPITAL LLC | 减仓 | -$199.89万 |
| NORTHERN TRUST CORP | 清仓 | -$175.47万 |
| StoneX Group Inc. | 清仓 | -$173.33万 |
| Align Financial, LLC | 减仓 | -$162.53万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$109.19万 |
| Mariner, LLC | 减仓 | -$55.93万 |
| Wedmont Private Capital | 清仓 | -$50.21万 |
| Pure Financial Advisors, LLC | 减仓 | -$49.88万 |
| Cerity Partners LLC | 减仓 | -$41.51万 |
| GAMMA Investing LLC | 清仓 | -$23.30万 |
| Allworth Financial LP | 重新持有 | -$23.10万 |
| Blue Zone Wealth Advisors, LLC | 清仓 | -$22.85万 |
| JPMORGAN CHASE & CO | 减仓 | -$22.52万 |
| HRT FINANCIAL LP | 清仓 | -$21.10万 |
| ECLECTIC ASSOCIATES INC /ADV | 清仓 | -$20.25万 |
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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 17,410,759 | $4.16亿 | 0.91% | -1,024,382 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,939,392 | $7,016.33万 | 0.10% | 144,192 | 加仓 |
| Gerber Kawasaki Wealth & Investment Management | 1,912,976 | $4,568.04万 | 1.45% | 163,109 | 加仓 |
| Composition Wealth, LLC | 1,238,514 | $2,956.33万 | 0.41% | 43,337 | 加仓 |
| SYON CAPITAL LLC | 1,205,055 | $2,876.47万 | 1.45% | -83,740 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,053,233 | $2,514.07万 | 0.00% | 96,820 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 856,961 | $2,045.57万 | 0.16% | 202,648 | 加仓 |
| EP Wealth Advisors, LLC | 751,558 | $1,793.97万 | 0.09% | 13,992 | 加仓 |
| LPL Financial LLC | 633,869 | $1,513.05万 | 0.00% | 36,860 | 加仓 |
| MORGAN STANLEY | 588,281 | $1,404.23万 | 0.00% | 39,519 | 加仓 |
| FIRST FOUNDATION ADVISORS | 379,319 | $905.44万 | 0.36% | 50,378 | 加仓 |
| Pure Financial Advisors, LLC | 271,638 | $648.40万 | 0.09% | -20,895 | 减仓 |
| WELLS FARGO & COMPANY/MN | 234,391 | $559.49万 | 0.00% | 14,898 | 加仓 |
| JPMORGAN CHASE & CO | 219,513 | $522.66万 | 0.00% | -9,460 | 减仓 |
| Robertson Stephens Wealth Management, LLC | 198,865 | $474.69万 | 0.13% | 146,509 | 加仓 |
| FIRST AMERICAN TRUST, FSB | 177,081 | $422.69万 | 0.28% | -86,593 | 减仓 |
| Beacon Pointe Advisors, LLC | 154,995 | $369.97万 | 0.02% | 154,995 | 新建仓 |
| Elmwood Wealth Management, Inc. | 141,912 | $338.74万 | 0.94% | 13,237 | 加仓 |
| Mariner, LLC | 140,618 | $335.66万 | 0.00% | -23,430 | 减仓 |
| Chatterton & Associates Inc. | 132,412 | $320.83万 | 2.25% | 40,031 | 加仓 |
| HighTower Advisors, LLC | 123,870 | $295.68万 | 0.00% | 42,489 | 加仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 122,985 | $293.56万 | 0.01% | 15,606 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 120,130 | $285.07万 | 0.00% | 43,159 | 加仓 |
| Integrated Wealth Concepts LLC | 99,781 | $238.18万 | 0.02% | 61,973 | 加仓 |
| FMR LLC | 92,762 | $221.42万 | 0.00% | -355 | 减仓 |
| JANE STREET GROUP, LLC | 86,711 | $206.98万 | 0.00% | -138,102 | 减仓 |
| Allworth Financial LP | 86,585 | $206.68万 | 0.01% | -9,676 | 重新持有 |
| SimpliFi, Inc. | 86,140 | $205.62万 | 0.86% | 3,208 | 加仓 |
| SteelPeak Wealth, LLC | 85,605 | $204.34万 | 0.06% | -1,269 | 减仓 |
| UBS Group AG | 82,761 | $197.55万 | 0.00% | -2,595 | 减仓 |
| Farther Finance Advisors, LLC | 78,602 | $188.41万 | 0.02% | 719 | 加仓 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 77,924 | $186.00万 | 0.18% | 8,549 | 加仓 |
| Navigation Group, LLC | 77,030 | $183.87万 | 0.43% | — | — |
| RAYMOND JAMES FINANCIAL INC | 69,887 | $166.82万 | 0.00% | 4,738 | 加仓 |
| McNaughton Wealth Management, LLC | 69,870 | $166.78万 | 0.69% | -5,990 | 减仓 |
| Compound Planning, Inc. | 69,690 | $166.35万 | 0.05% | 9,151 | 加仓 |
| AMERIPRISE FINANCIAL INC | 64,712 | $154.47万 | 0.00% | -4,163 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 59,817 | $142.78万 | 0.00% | 3,029 | 加仓 |
| Impact Investors, Inc | 45,400 | $108.37万 | 0.75% | 372 | 加仓 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,252 | $108.02万 | 0.00% | -425 | 减仓 |
| FOCUS Wealth Advisors, LLC | 43,383 | $103.55万 | 0.51% | -1,077 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 42,697 | $101.90万 | 0.00% | -6,495 | 减仓 |
| Affinity Capital Advisors, LLC | 41,668 | $99.46万 | 0.14% | 181 | 加仓 |
| Prospera Financial Services Inc | 37,656 | $89.88万 | 0.01% | -3,899 | 减仓 |
| Atlas Legacy Advisors, LLC | 37,451 | $89.40万 | 0.16% | 33 | 加仓 |
| Cetera Investment Advisers | 37,336 | $89.12万 | 0.00% | -1,526 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 35,313 | $84.29万 | 0.00% | 4,001 | 加仓 |
| Shared Vision Wealth Group LLC | 35,309 | $84.28万 | 0.34% | 0 | 不变 |
| Quantinno Capital Management LP | 35,059 | $83.69万 | 0.00% | -2,881 | 减仓 |
| Destination Wealth Management | 33,816 | $80.72万 | 0.02% | 3,700 | 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 🔒