13F 机构持仓

RZV INVESCO EXCHANGE TRADED FD T

S&P SML600 VAL

持有机构数712026Q2
26Q126Q2
机构合计持股(股)921,2412026Q2
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
2026Q271921,241$1.37亿 721256$109.70万
2026Q165906,829$1.13亿 725145$232.71万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

RAYMOND JAMES FINANCIAL INC新建仓$468.80万
LPL Financial LLC加仓$176.54万
STIFEL FINANCIAL CORP加仓$133.33万
THEORY FINANCIAL LLC加仓$117.71万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$96.31万
Baird Financial Group, Inc.新建仓$67.99万
COMMONWEALTH EQUITY SERVICES, LLC加仓$59.81万
JONES FINANCIAL COMPANIES LLLP加仓$48.46万
Innova Wealth Partners加仓$42.16万
Cetera Investment Advisers加仓$39.91万
CITADEL ADVISORS LLC加仓$39.27万
Independent Advisor Alliance新建仓$28.34万
JANE STREET GROUP, LLC新建仓$21.61万
Focus Financial Network, Inc.加仓$13.73万
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC加仓$12.33万
MORGAN STANLEY加仓$9.48万
Smallwood Wealth Investment Management, LLC加仓$4.42万
Fifth Third Securities, Inc. 加仓$4.07万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$3.78万
FMR LLC加仓$3.23万

2026Q1 卖出最多

IMC-Chicago, LLC清仓-$515.25万
Wealthcare Advisory Partners LLC减仓-$275.13万
GOLDMAN SACHS GROUP INC减仓-$209.08万
Fortis Group Advisors, LLC清仓-$116.61万
Merit Financial Group, LLC减仓-$14.78万
BANK OF AMERICA CORP /DE/减仓-$13.15万
Discipline Wealth Solutions, LLC减仓-$11.47万
Kestra Advisory Services, LLC清仓-$3.35万
NTV Asset Management LLC减仓-$2.49万
CoreCap Advisors, LLC清仓-$2.10万
Lester Murray Antman dba SimplyRich减仓-$1.96万
JPMORGAN CHASE & CO重新持有-$1.89万
CWM, LLC减仓-$1.34万
AQR CAPITAL MANAGEMENT LLC减仓-$1.33万
Stratos Wealth Partners, LTD.减仓-$8,336
CAPTRUST FINANCIAL ADVISORS减仓-$4,728
ROYAL BANK OF CANADA减仓-$1,990
OSAIC HOLDINGS, INC.减仓-$995
Twelve Points Wealth Management LLC减仓-$498

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
Systematic Alpha Investments, LLC306,488$3,812.82万1.08%0不变
LPL Financial LLC85,361$1,061.92万0.00%14,191加仓
Armbruster Capital Management, Inc.66,103$822.34万1.35%181加仓
Wealthcare Advisory Partners LLC51,863$645.20万0.13%-22,116减仓
THEORY FINANCIAL LLC37,781$470.01万1.65%9,462加仓
RAYMOND JAMES FINANCIAL INC37,684$468.80万0.00%37,684新建仓
BANK OF AMERICA CORP /DE/32,305$401.88万0.00%-1,057减仓
STIFEL FINANCIAL CORP20,677$257.25万0.00%10,717加仓
MORGAN STANLEY19,441$241.85万0.00%762加仓
COMMONWEALTH EQUITY SERVICES, LLC17,402$216.49万0.00%4,808加仓
Smallwood Wealth Investment Management, LLC15,794$196.48万1.04%355加仓
Merit Financial Group, LLC13,682$170.21万0.01%-1,188减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP13,329$165.82万0.00%7,742加仓
NTV Asset Management LLC12,450$154.88万0.17%-200减仓
UBS Group AG12,314$153.19万0.00%180加仓
Innova Wealth Partners11,209$139.44万0.66%3,389加仓
CAPTRUST FINANCIAL ADVISORS10,489$130.49万0.00%-38减仓
ROYAL BANK OF CANADA9,647$120.00万0.00%-16减仓
Stratos Wealth Partners, LTD.8,425$104.82万0.01%-67减仓
Lester Murray Antman dba SimplyRich8,363$104.00万0.27%-158减仓
CITADEL ADVISORS LLC7,975$99.21万0.00%3,157加仓
Cetera Investment Advisers7,832$97.44万0.00%3,208加仓
Discipline Wealth Solutions, LLC7,149$88.94万0.09%-922减仓
Ayalon Insurance Comp Ltd.7,023$87.40万0.18%0不变
JONES FINANCIAL COMPANIES LLLP6,215$76.15万0.00%3,955加仓
Fifth Third Securities, Inc. 6,028$74.99万0.05%327加仓
American Institute for Advanced Investment Management, LLP5,870$73.02万0.46%110加仓
OSAIC HOLDINGS, INC.5,521$68.68万0.00%-8减仓
Baird Financial Group, Inc.5,465$67.99万0.00%5,465新建仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5,080$63.20万0.00%304加仓
Creative Planning4,384$54.53万0.00%14加仓
WELLS FARGO & COMPANY/MN4,203$52.29万0.00%1加仓
Twelve Points Wealth Management LLC3,826$47.60万0.10%-4减仓
IFP Advisors, Inc3,523$43.83万0.01%0不变
Focus Financial Network, Inc.3,198$39.78万0.01%1,104加仓
Cambridge Investment Research Advisors, Inc.2,847$35.40万0.00%0不变
Private Advisory Group LLC2,709$33.70万0.02%0不变
GOLDMAN SACHS GROUP INC2,637$32.81万0.00%-16,807减仓
Janney Montgomery Scott LLC2,463$30.60万0.00%0不变
Worth Asset Management, LLC2,345$29.17万0.11%43加仓
LOM Asset Management Ltd2,300$28.61万0.08%0不变
Independent Advisor Alliance2,278$28.34万0.00%2,278新建仓
ENVESTNET ASSET MANAGEMENT INC2,231$27.75万0.00%233加仓
CWM, LLC1,939$24.12万0.00%-108减仓
HighTower Advisors, LLC1,782$22.16万0.00%8加仓
JANE STREET GROUP, LLC1,737$21.61万0.00%1,737新建仓
AQR CAPITAL MANAGEMENT LLC1,697$21.11万0.00%-107减仓
Allworth Financial LP1,200$14.93万0.00%0不变
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,094$13.61万0.00%991加仓
CARDIFF PARK ADVISORS, LLC650$8.09万0.01%0重新持有

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