RWJ INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
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 | 205 | 19,876,798 | $11.83亿 | 23 | 73 | 70 | 17 | $7,564.08万 |
| 2026Q1 | 194 | 18,459,271 | $9.32亿 | 22 | 79 | 50 | 13 | $2,357.69万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| LPL Financial LLC | 加仓 | $740.56万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $526.51万 |
| MORGAN STANLEY | 加仓 | $408.74万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $352.85万 |
| Oxford Wealth Group, LLC | 加仓 | $253.60万 |
| Patriot Financial Group Insurance Agency, LLC | 加仓 | $195.34万 |
| Wellington Grp LLC | 加仓 | $180.74万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $178.26万 |
| Focus Partners Wealth | 加仓 | $154.25万 |
| IFP Advisors, Inc | 加仓 | $141.29万 |
| Fusion Family Wealth, LLC | 加仓 | $105.86万 |
| Cerity Partners LLC | 加仓 | $105.82万 |
| STIFEL FINANCIAL CORP | 加仓 | $90.48万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $76.93万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $71.83万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $55.67万 |
| Merit Financial Group, LLC | 新建仓 | $47.17万 |
| RFG Advisory, LLC | 新建仓 | $44.91万 |
| NATIXIS ADVISORS, LLC | 加仓 | $44.70万 |
| UBS Group AG | 加仓 | $43.72万 |
2026Q1 卖出最多
| Sunrise Financial Services, LLC | 减仓 | -$606.61万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$370.13万 |
| CPC Advisors, LLC | 减仓 | -$236.22万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$209.62万 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 清仓 | -$150.88万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$114.59万 |
| Orion Porfolio Solutions, LLC | 清仓 | -$79.79万 |
| GTS SECURITIES LLC | 减仓 | -$64.28万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$63.40万 |
| Sonoma Allocations LLC | 减仓 | -$51.19万 |
| SILVER OAK SECURITIES, INCORPORATED | 清仓 | -$46.95万 |
| MARSHALL WACE, LLP | 清仓 | -$38.63万 |
| INTEGRITY WEALTH ADVISORS, INC. | 清仓 | -$29.10万 |
| MONECO ADVISORS, LLC | 减仓 | -$26.46万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$22.70万 |
| CARLSON FINANCIAL, INC. | 减仓 | -$21.74万 |
| Wealthcare Advisory Partners LLC | 清仓 | -$20.70万 |
| ADAPT WEALTH ADVISORS, LLC | 减仓 | -$12.69万 |
| ROYAL BANK OF CANADA | 减仓 | -$10.84万 |
| New Insight Wealth Advisors | 减仓 | -$10.34万 |
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 | 2,987,354 | $1.51亿 | 0.04% | 146,704 | 加仓 |
| MORGAN STANLEY | 2,295,217 | $1.16亿 | 0.01% | 80,971 | 加仓 |
| Fusion Family Wealth, LLC | 1,498,972 | $7,566.81万 | 5.65% | 20,971 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 1,339,599 | $6,762.30万 | 0.00% | 104,300 | 加仓 |
| AMERIPRISE FINANCIAL INC | 805,952 | $4,068.51万 | 0.01% | 14,230 | 加仓 |
| UBS Group AG | 784,822 | $3,961.78万 | 0.01% | 8,661 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 761,645 | $3,844.78万 | 0.01% | -41,526 | 减仓 |
| OSAIC HOLDINGS, INC. | 557,227 | $2,813.40万 | 0.04% | -2,025 | 减仓 |
| Focus Partners Wealth | 555,972 | $2,806.55万 | 0.03% | 30,556 | 加仓 |
| Wellington Grp LLC | 485,446 | $2,450.53万 | 7.55% | 35,805 | 加仓 |
| WELLS FARGO & COMPANY/MN | 435,885 | $2,200.35万 | 0.00% | 11,029 | 加仓 |
| MAI Capital Management | 423,510 | $2,137.88万 | 0.12% | 3,082 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 397,512 | $2,006.64万 | 0.01% | 69,900 | 加仓 |
| CPC Advisors, LLC | 319,178 | $1,611.22万 | 2.61% | -46,795 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 249,589 | $1,259.92万 | 0.02% | -22,700 | 减仓 |
| Ancora Advisors LLC | 219,170 | $1,106.37万 | 0.24% | 1,969 | 加仓 |
| Private Advisor Group, LLC | 204,089 | $1,030.24万 | 0.05% | 7,171 | 加仓 |
| INDEPENDENT FINANCIAL GROUP, LLC | 203,532 | $1,027.43万 | 0.23% | -415 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 158,038 | $782.76万 | 0.00% | 35,991 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 138,545 | $699.38万 | 0.11% | 15,240 | 加仓 |
| ROYAL BANK OF CANADA | 138,354 | $698.50万 | 0.00% | -2,147 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 133,650 | $677.87万 | 0.01% | -72,975 | 减仓 |
| Cetera Investment Advisers | 133,119 | $671.99万 | 0.01% | -913 | 减仓 |
| &PARTNERS | 132,887 | $670.70万 | 0.03% | 7,252 | 加仓 |
| Cyr Financial Inc. | 131,655 | $664.60万 | 3.91% | 6,524 | 加仓 |
| IFP Advisors, Inc | 130,793 | $660.24万 | 0.14% | 27,989 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 127,136 | $641.78万 | 0.00% | 6,442 | 加仓 |
| Oxford Wealth Group, LLC | 120,815 | $609.87万 | 3.33% | 50,238 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 115,033 | $580.70万 | 0.01% | -4,497 | 减仓 |
| Patriot Financial Group Insurance Agency, LLC | 75,170 | $379.46万 | 0.21% | 38,696 | 加仓 |
| Mariner, LLC | 73,351 | $370.28万 | 0.00% | -1,951 | 减仓 |
| CoreCap Advisors, LLC | 60,572 | $305.74万 | 0.10% | 1,873 | 加仓 |
| GOLDMAN SACHS GROUP INC | 60,000 | $302.88万 | 0.00% | 0 | 不变 |
| GUIDANCE CAPITAL, INC | 53,794 | $300.60万 | 0.62% | 7,470 | 加仓 |
| Valued Retirements, Inc. | 58,155 | $293.57万 | 2.87% | -704 | 减仓 |
| POTENTIA WEALTH | 57,364 | $289.57万 | 1.12% | 864 | 加仓 |
| STIFEL FINANCIAL CORP | 55,110 | $278.20万 | 0.00% | 17,924 | 加仓 |
| Fortis Capital Management LLC | 54,208 | $273.64万 | 0.28% | 7,961 | 加仓 |
| Belpointe Asset Management LLC | 53,311 | $269.11万 | 0.10% | 4,431 | 加仓 |
| MONECO ADVISORS, LLC | 50,966 | $257.27万 | 0.20% | -5,241 | 减仓 |
| MML INVESTORS SERVICES, LLC | 49,968 | $252.24万 | 0.01% | -12,559 | 减仓 |
| Steward Partners Investment Advisory, LLC | 48,317 | $243.91万 | 0.01% | 975 | 加仓 |
| Rockefeller Capital Management L.P. | 45,024 | $227.28万 | 0.00% | 1,500 | 加仓 |
| NewEdge Advisors, LLC | 44,090 | $222.56万 | 0.01% | 2,000 | 加仓 |
| Sanctuary Advisors, LLC | 43,994 | $222.08万 | 0.01% | 1,058 | 加仓 |
| Pacific Sun Financial Corp | 41,628 | $210.14万 | 1.02% | 1,104 | 加仓 |
| Cerity Partners LLC | 41,195 | $207.94万 | 0.00% | 20,964 | 加仓 |
| JAMES INVESTMENT RESEARCH, INC. | 40,984 | $206.89万 | 0.23% | -426 | 减仓 |
| PERSPECTIVE WEALTH ADVISORS LLC | 40,534 | $204.62万 | 1.33% | 2,523 | 加仓 |
| JPMORGAN CHASE & CO | 39,944 | $196.53万 | 0.00% | 1,685 | 加仓 |
内部人交易（Form 4）
RWJ 董事、高管和大股东的最新买卖申报。专业版可看 🔒