13F 机构持仓

RWJ INVESCO EXCH TRADED FD TR II

S&P SMALLCAP 600

持有机构数2052026Q2
26Q126Q2
机构合计持股(股)19,876,7982026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q220519,876,798$11.83亿 23737017$7,564.08万
2026Q119418,459,271$9.32亿 22795013$2,357.69万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

MORGAN STANLEY加仓$2,922.46万
FSA WEALTH PARTNERS, INC.新建仓$1,083.39万
BANK OF AMERICA CORP /DE/加仓$862.60万
Koshinski Asset Management, Inc.新建仓$795.33万
Cambridge Investment Research Advisors, Inc.加仓$561.30万
Advisor OS, LLC加仓$501.74万
OSAIC HOLDINGS, INC.加仓$303.70万
UBS Group AG加仓$269.86万
CITADEL ADVISORS LLC新建仓$175.58万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$153.47万
TWO SIGMA INVESTMENTS, LP新建仓$136.85万
Wellington Grp LLC加仓$134.97万
JONES FINANCIAL COMPANIES LLLP加仓$112.86万
MML INVESTORS SERVICES, LLC加仓$109.18万
Private Advisor Group, LLC加仓$106.46万
Focus Partners Wealth加仓$95.99万
RAYMOND JAMES FINANCIAL INC加仓$94.81万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$92.98万
Ancora Advisors LLC加仓$91.33万
MAI Capital Management加仓$86.52万

2026Q2 卖出最多

Mariner, LLC减仓-$410.85万
LPL Financial LLC减仓-$405.07万
Patriot Financial Group Insurance Agency, LLC减仓-$207.96万
Sonoma Allocations LLC清仓-$180.35万
Fusion Family Wealth, LLC减仓-$161.64万
WELLS FARGO & COMPANY/MN减仓-$121.75万
Ameritas Investment Partners, Inc.清仓-$104.35万
ADAPT WEALTH ADVISORS, LLC清仓-$95.62万
CARLSON FINANCIAL, INC.减仓-$92.92万
STIFEL FINANCIAL CORP减仓-$56.76万
IFG Advisory, LLC重新持有-$37.80万
Gateway Wealth Partners, LLC清仓-$34.89万
Swisher Financial Concepts, Inc.减仓-$33.71万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$31.65万
Janney Montgomery Scott LLC减仓-$28.92万
Independent Advisor Alliance清仓-$27.48万
Claro Advisors Inc.减仓-$27.41万
Pacific Sun Financial Corp减仓-$25.57万
Strive Financial Group ,LLC减仓-$25.31万
Summit Financial Strategies, Inc.清仓-$20.36万

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
LPL Financial LLC2,919,275$1.74亿0.04%-68,079减仓
MORGAN STANLEY2,786,387$1.66亿0.01%491,170加仓
BANK OF AMERICA CORP /DE/1,484,573$8,833.21万0.01%144,974加仓
Fusion Family Wealth, LLC1,471,806$8,757.25万5.82%-27,166减仓
UBS Group AG830,176$4,939.55万0.01%45,354加仓
AMERIPRISE FINANCIAL INC803,936$4,782.87万0.01%-2,016减仓
RAYMOND JAMES FINANCIAL INC777,580$4,626.60万0.01%15,935加仓
OSAIC HOLDINGS, INC.608,257$3,619.96万0.04%51,030加仓
Focus Partners Wealth572,104$3,404.03万0.03%16,132加仓
Wellington Grp LLC508,130$3,023.38万8.00%22,684加仓
MAI Capital Management438,051$2,606.40万0.10%14,541加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO423,305$2,518.66万0.01%25,793加仓
WELLS FARGO & COMPANY/MN415,422$2,471.76万0.00%-20,463减仓
CPC Advisors, LLC322,099$1,916.49万2.58%2,921加仓
COMMONWEALTH EQUITY SERVICES, LLC244,270$1,453.41万0.02%-5,319减仓
Ancora Advisors LLC234,519$1,395.39万0.27%15,349加仓
Private Advisor Group, LLC221,981$1,320.81万0.06%17,892加仓
Cambridge Investment Research Advisors, Inc.209,362$1,245.80万0.01%94,329加仓
INDEPENDENT FINANCIAL GROUP, LLC204,873$1,218.99万0.23%1,341加仓
FSA WEALTH PARTNERS, INC.182,083$1,083.39万2.71%182,083新建仓
JONES FINANCIAL COMPANIES LLLP176,877$1,059.67万0.00%18,839加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC149,274$888.33万0.01%15,624加仓
ROYAL BANK OF CANADA145,182$863.90万0.00%6,828加仓
Cetera Investment Advisers138,125$821.84万0.01%5,006加仓
HARBOUR INVESTMENTS, INC.136,371$811.41万0.11%-2,174减仓
Cyr Financial Inc.136,063$809.57万4.22%4,408加仓
&PARTNERS135,350$804.71万0.03%2,463加仓
Koshinski Asset Management, Inc.133,669$795.33万0.42%133,669新建仓
IFP Advisors, Inc130,190$774.63万0.14%-603减仓
Oxford Wealth Group, LLC125,860$748.87万3.35%5,045加仓
ENVESTNET ASSET MANAGEMENT INC124,882$743.05万0.00%-2,254减仓
Advisor OS, LLC91,826$546.36万0.36%84,326加仓
MML INVESTORS SERVICES, LLC68,317$406.48万0.01%18,349加仓
CoreCap Advisors, LLC61,854$368.03万0.11%1,282加仓
GOLDMAN SACHS GROUP INC60,000$357.00万0.00%0不变
Fortis Capital Management LLC59,207$352.28万0.39%4,999加仓
Bellars Harris Wealth Management, LLC58,914$350.54万0.71%——
GUIDANCE CAPITAL, INC56,940$349.27万0.75%3,146加仓
Valued Retirements, Inc.58,175$346.14万3.11%20加仓
POTENTIA WEALTH56,915$338.65万1.39%-449减仓
Belpointe Asset Management LLC54,935$326.87万0.11%1,624加仓
MONECO ADVISORS, LLC50,145$298.36万0.18%-821减仓
Carolina Wealth Management Inc48,365$287.77万1.32%——
NewEdge Advisors, LLC47,471$282.45万0.01%3,381加仓
Steward Partners Investment Advisory, LLC46,711$277.93万0.01%-1,606减仓
STIFEL FINANCIAL CORP45,571$271.15万0.00%-9,539减仓
Rockefeller Capital Management L.P.44,583$265.27万0.00%-441减仓
Sanctuary Advisors, LLC43,919$261.32万0.01%-75减仓
JPMORGAN CHASE & CO42,006$250.44万0.00%2,062加仓
Main Street Group, LTD41,284$245.64万0.57%2,397加仓

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