RWK INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
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 | 140 | 6,038,092 | $8.83亿 | 11 | 46 | 52 | 12 | $864.72万 |
| 2026Q1 | 138 | 6,010,624 | $7.69亿 | 18 | 56 | 35 | 7 | $3,366.04万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Bleakley Financial Group, LLC | 加仓 | $2,374.98万 |
| UBS Group AG | 加仓 | $635.19万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $606.25万 |
| MORGAN STANLEY | 加仓 | $300.21万 |
| LPL Financial LLC | 加仓 | $281.47万 |
| Patriot Financial Group Insurance Agency, LLC | 加仓 | $189.85万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $189.48万 |
| Fusion Family Wealth, LLC | 加仓 | $179.05万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $171.12万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $112.33万 |
| Resonant Capital Advisors, LLC | 加仓 | $84.92万 |
| CITADEL ADVISORS LLC | 新建仓 | $81.02万 |
| Investors Research Corp | 加仓 | $76.49万 |
| RFG Advisory, LLC | 新建仓 | $67.84万 |
| Kestra Advisory Services, LLC | 加仓 | $64.19万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 新建仓 | $60.85万 |
| Independent Wealth Network Inc. | 新建仓 | $52.32万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $50.48万 |
| GTS SECURITIES LLC | 加仓 | $45.96万 |
| Seros Financial, LLC | 新建仓 | $45.44万 |
2026Q1 卖出最多
| AMERIPRISE FINANCIAL INC | 减仓 | -$763.95万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$344.96万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$338.93万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$297.11万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$256.65万 |
| ROYAL BANK OF CANADA | 减仓 | -$174.88万 |
| RVW Wealth, LLC | 减仓 | -$162.12万 |
| TWO SIGMA INVESTMENTS, LP | 清仓 | -$136.58万 |
| BNP PARIBAS FINANCIAL MARKETS | 重新持有 | -$128.26万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$69.67万 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 减仓 | -$65.99万 |
| Capital Square, LLC | 清仓 | -$41.44万 |
| NewEdge Advisors, LLC | 减仓 | -$30.62万 |
| NWAM LLC | 减仓 | -$20.77万 |
| Geneos Wealth Management Inc. | 减仓 | -$17.26万 |
| Marshall & Sterling Wealth Advisors Inc. | 减仓 | -$16.19万 |
| Sigma Planning Corp | 减仓 | -$9.47万 |
| Greenline Wealth Management LLC | 清仓 | -$6.68万 |
| Arax Advisory Partners | 减仓 | -$6.67万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 清仓 | -$6.52万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 961,423 | $1.23亿 | 0.01% | 23,406 | 加仓 |
| LPL Financial LLC | 625,490 | $8,022.53万 | 0.02% | 21,945 | 加仓 |
| AMERIPRISE FINANCIAL INC | 589,766 | $7,562.48万 | 0.02% | -59,577 | 减仓 |
| Fusion Family Wealth, LLC | 551,484 | $7,073.33万 | 5.28% | 13,960 | 加仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 535,439 | $6,867.54万 | 0.58% | -5,145 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 326,143 | $4,183.11万 | 0.00% | 47,267 | 加仓 |
| WELLS FARGO & COMPANY/MN | 264,549 | $3,393.11万 | 0.01% | -23,165 | 减仓 |
| Bleakley Financial Group, LLC | 205,423 | $2,634.76万 | 0.41% | 185,169 | 加仓 |
| Resonant Capital Advisors, LLC | 170,930 | $2,192.35万 | 1.15% | 6,621 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 141,406 | $1,813.68万 | 0.01% | 8,758 | 加仓 |
| UBS Group AG | 126,627 | $1,624.12万 | 0.00% | 49,524 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 122,428 | $1,570.26万 | 0.01% | 3,936 | 加仓 |
| RVW Wealth, LLC | 117,587 | $1,508.17万 | 1.17% | -12,640 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 87,942 | $1,127.94万 | 0.02% | 13,342 | 加仓 |
| OSAIC HOLDINGS, INC. | 74,949 | $961.41万 | 0.01% | 97 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 67,627 | $849.66万 | 0.00% | 15,081 | 加仓 |
| EverSource Wealth Advisors, LLC | 47,863 | $613.89万 | 0.19% | 3,440 | 加仓 |
| ROYAL BANK OF CANADA | 47,381 | $607.70万 | 0.00% | -13,635 | 减仓 |
| Ipsen Advisor Group LLC | 46,159 | $592.03万 | 4.14% | 564 | 加仓 |
| NWAM LLC | 39,790 | $510.34万 | 0.29% | -1,619 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37,600 | $486.02万 | 0.01% | -26,687 | 减仓 |
| CWM, LLC | 36,724 | $471.02万 | 0.01% | 3,046 | 加仓 |
| Private Advisor Group, LLC | 36,135 | $463.47万 | 0.02% | -210 | 减仓 |
| Marshall & Sterling Wealth Advisors Inc. | 33,967 | $435.66万 | 2.85% | -1,262 | 减仓 |
| Cetera Investment Advisers | 30,137 | $386.54万 | 0.00% | 2,647 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 29,993 | $384.70万 | 0.00% | -20,010 | 减仓 |
| Patriot Financial Group Insurance Agency, LLC | 27,750 | $355.91万 | 0.20% | 14,802 | 加仓 |
| Sanctuary Advisors, LLC | 27,644 | $354.56万 | 0.02% | 288 | 加仓 |
| Ausdal Financial Partners, Inc. | 27,149 | $348.21万 | 0.15% | 29 | 加仓 |
| GHP Investment Advisors, Inc. | 24,783 | $317.87万 | 0.13% | -217 | 减仓 |
| Perigon Wealth Management, LLC | 24,690 | $316.68万 | 0.06% | 1,147 | 加仓 |
| Kestra Advisory Services, LLC | 23,060 | $295.77万 | 0.01% | 5,005 | 加仓 |
| PERSPECTIVE WEALTH ADVISORS LLC | 20,950 | $268.70万 | 1.74% | 1,369 | 加仓 |
| BNP PARIBAS FINANCIAL MARKETS | 20,000 | $256.52万 | 0.00% | -10,000 | 重新持有 |
| Geneos Wealth Management Inc. | 18,011 | $231.00万 | 0.05% | -1,346 | 减仓 |
| Western Wealth Management, LLC | 17,389 | $223.03万 | 0.08% | 1,732 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 16,703 | $214.20万 | 0.01% | 3,406 | 加仓 |
| TRUIST FINANCIAL CORP | 16,046 | $205.80万 | 0.00% | -272 | 减仓 |
| Sigma Planning Corp | 15,192 | $194.86万 | 0.05% | -738 | 减仓 |
| Rockefeller Capital Management L.P. | 14,437 | $185.17万 | 0.00% | 42 | 加仓 |
| Klingman & Associates, LLC | 12,954 | $166.15万 | 0.08% | 0 | 不变 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 12,658 | $162.30万 | 0.10% | 228 | 加仓 |
| Waverly Advisors, LLC | 12,327 | $158.10万 | 0.01% | 1,152 | 加仓 |
| JPMORGAN CHASE & CO | 11,513 | $143.87万 | 0.00% | 1,474 | 加仓 |
| J. Derek Lewis & Associates Inc. | 10,985 | $140.89万 | 0.32% | 456 | 加仓 |
| Integrated Wealth Concepts LLC | 10,276 | $131.81万 | 0.01% | 198 | 加仓 |
| Ancora Advisors LLC | 9,966 | $127.82万 | 0.03% | -23 | 减仓 |
| STIFEL FINANCIAL CORP | 9,367 | $120.14万 | 0.00% | 78 | 加仓 |
| Snowden Capital Advisors LLC | 9,109 | $116.83万 | 0.03% | 1 | 加仓 |
| GTS SECURITIES LLC | 8,717 | $111.80万 | 0.04% | 3,583 | 加仓 |
内部人交易(Form 4)
RWK 董事、高管和大股东的最新买卖申报。专业版可看 🔒