VRIG INVESCO ACTIVELY MANAGED EXC
VAR RATE INVT
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 | 170 | 48,455,190 | $12.15亿 | 22 | 79 | 50 | 17 | $1.41亿 |
| 2026Q1 | 161 | 42,913,247 | $10.75亿 | 25 | 81 | 40 | 14 | $1.11亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Bank of New York Mellon Corp | 加仓 | $1,976.79万 |
| MORGAN STANLEY | 加仓 | $1,574.37万 |
| Harfst & Associates, Inc. | 加仓 | $1,115.64万 |
| OSAIC HOLDINGS, INC. | 加仓 | $908.17万 |
| Auour Investments LLC | 新建仓 | $736.01万 |
| Concurrent Investment Advisors, LLC | 加仓 | $685.18万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $569.54万 |
| Arkadios Wealth Advisors | 加仓 | $486.57万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $365.26万 |
| Ascentis Independent Advisors | 新建仓 | $326.74万 |
| NewEdge Advisors, LLC | 加仓 | $310.89万 |
| Leo Wealth, LLC | 新建仓 | $310.64万 |
| Synergy Asset Management, LLC | 新建仓 | $287.61万 |
| Mayflower Financial Advisors, LLC | 加仓 | $287.21万 |
| Cetera Investment Advisers | 加仓 | $270.93万 |
| Signal Advisors Wealth, LLC | 加仓 | $265.91万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $261.02万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $253.05万 |
| Elequin Capital, LP | 加仓 | $228.37万 |
| Asset Allocation Strategies LLC | 加仓 | $227.62万 |
2026Q1 卖出最多
| LPL Financial LLC | 减仓 | -$1,210.54万 |
| Invesco Ltd. | 减仓 | -$550.31万 |
| HighTower Advisors, LLC | 减仓 | -$269.80万 |
| LAFFER TENGLER INVESTMENTS, INC. | 减仓 | -$178.44万 |
| Beaumont Financial Advisors, LLC | 减仓 | -$177.64万 |
| Tailwinds Wealth, LLC | 清仓 | -$145.49万 |
| Stratos Wealth Partners, LTD. | 清仓 | -$130.91万 |
| STIFEL FINANCIAL CORP | 减仓 | -$77.16万 |
| IHT Wealth Management, LLC | 减仓 | -$60.08万 |
| Cherry Creek Investment Advisors, Inc. | 减仓 | -$39.76万 |
| VISTA INVESTMENT MANAGEMENT | 减仓 | -$33.55万 |
| Cambridge Investment Research Advisors, Inc. | 减仓 | -$30.81万 |
| Betterment LLC | 减仓 | -$30.10万 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 减仓 | -$29.21万 |
| Sunflower Bank, N.A. | 减仓 | -$28.28万 |
| FOUNDERS FINANCIAL SECURITIES LLC | 清仓 | -$28.19万 |
| TWO SIGMA SECURITIES, LLC | 清仓 | -$26.80万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$24.20万 |
| JAMES INVESTMENT RESEARCH, INC. | 减仓 | -$24.14万 |
| Asset One Wealth Management LLC | 清仓 | -$23.73万 |
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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 13,118,584 | $3.28亿 | 0.03% | -219,818 | 减仓 |
| LPL Financial LLC | 5,164,951 | $1.29亿 | 0.03% | -483,539 | 减仓 |
| MORGAN STANLEY | 2,875,404 | $7,198.58万 | 0.00% | 628,867 | 加仓 |
| Bank of New York Mellon Corp | 1,781,949 | $4,461.11万 | 0.01% | 789,612 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,447,770 | $3,625.30万 | 0.05% | 362,680 | 加仓 |
| Schorn Wealth LLC | 989,787 | $2,477.93万 | 7.48% | 11,851 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 838,914 | $2,100.22万 | 0.01% | 227,496 | 加仓 |
| STIFEL FINANCIAL CORP | 811,540 | $2,031.69万 | 0.02% | -30,822 | 减仓 |
| Harfst & Associates, Inc. | 789,727 | $1,977.08万 | 3.53% | 445,631 | 加仓 |
| Cherry Creek Investment Advisors, Inc. | 680,973 | $1,704.82万 | 7.41% | -15,880 | 减仓 |
| Equitable Holdings, Inc. | 609,520 | $1,529.90万 | 0.10% | 8,587 | 加仓 |
| WELLS FARGO & COMPANY/MN | 564,242 | $1,412.58万 | 0.00% | 145,901 | 加仓 |
| Cetera Investment Advisers | 543,151 | $1,359.78万 | 0.01% | 108,220 | 加仓 |
| Wealthcare Advisory Partners LLC | 509,921 | $1,276.59万 | 0.25% | -2,409 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 502,463 | $1,257.92万 | 0.02% | 104,261 | 加仓 |
| Concurrent Investment Advisors, LLC | 485,736 | $1,216.04万 | 0.13% | 273,687 | 加仓 |
| CALTON & ASSOCIATES, INC. | 469,425 | $1,175.20万 | 1.69% | -4,719 | 减仓 |
| Cerro Pacific Wealth Advisors LLC | 432,203 | $1,082.02万 | 2.84% | 59,634 | 加仓 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 429,364 | $1,074.91万 | 0.49% | 32,846 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 376,270 | $941.99万 | 0.00% | 101,079 | 加仓 |
| Vectors Research Management, LLC | 344,900 | $863.46万 | 2.52% | 2,391 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 295,403 | $739.50万 | 0.02% | -12,306 | 减仓 |
| Arkadios Wealth Advisors | 294,700 | $737.78万 | 0.12% | 194,356 | 加仓 |
| Auour Investments LLC | 293,991 | $736.01万 | 2.32% | 293,991 | 新建仓 |
| HighTower Advisors, LLC | 290,844 | $728.13万 | 0.01% | -107,771 | 减仓 |
| COURIER CAPITAL LLC | 281,604 | $704.99万 | 0.39% | -2,408 | 减仓 |
| Beaumont Financial Advisors, LLC | 244,728 | $612.68万 | 0.42% | -70,958 | 减仓 |
| KMG FIDUCIARY PARTNERS, LLC | 236,800 | $592.83万 | 0.44% | 5,284 | 加仓 |
| E6 Portfolios, LLC | 234,635 | $587.41万 | 6.12% | 54,838 | 加仓 |
| Wagner Wealth Management, LLC | 186,384 | $466.61万 | 0.94% | 814 | 加仓 |
| JAMES INVESTMENT RESEARCH, INC. | 180,692 | $452.36万 | 0.51% | -9,643 | 减仓 |
| Thayer Financial, L.L.C. | 179,020 | $448.18万 | 4.57% | 41,220 | 加仓 |
| Total Clarity Wealth Management, Inc. | 178,084 | $445.83万 | 1.05% | -4,944 | 减仓 |
| Private Advisor Group, LLC | 175,804 | $440.13万 | 0.02% | 2,118 | 加仓 |
| Mayflower Financial Advisors, LLC | 173,737 | $434.95万 | 0.44% | 114,722 | 加仓 |
| Signal Advisors Wealth, LLC | 165,445 | $414.19万 | 0.28% | 106,214 | 加仓 |
| TRUIST FINANCIAL CORP | 164,721 | $412.38万 | 0.01% | 83,684 | 加仓 |
| Blue Capital, Inc. | 164,202 | $411.08万 | 2.68% | 40,589 | 加仓 |
| FIRST TRUST ADVISORS LP | 162,593 | $407.05万 | 0.00% | 16,290 | 加仓 |
| ASSETMARK, INC | 159,021 | $398.11万 | 0.01% | -5,119 | 减仓 |
| Kestra Advisory Services, LLC | 156,044 | $390.66万 | 0.01% | 6,671 | 加仓 |
| Regal Investment Advisors LLC | 152,257 | $381.18万 | 0.22% | -8,573 | 减仓 |
| NewEdge Advisors, LLC | 146,925 | $367.83万 | 0.01% | 124,182 | 加仓 |
| Milestone Investment Advisors LLC | 145,554 | $364.39万 | 0.88% | 1,983 | 加仓 |
| Kovack Advisors, Inc. | 144,210 | $361.10万 | 0.19% | -6,926 | 减仓 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 148,541 | $356.20万 | 0.48% | 26,804 | 加仓 |
| Corient Private Wealth LP | 141,838 | $356.01万 | 0.01% | 0 | 不变 |
| Ascentis Independent Advisors | 130,512 | $326.74万 | 0.25% | 130,512 | 新建仓 |
| Leo Wealth, LLC | 131,440 | $310.64万 | 0.23% | 131,440 | 新建仓 |
| Goldstone Financial Group, LLC | 122,165 | $305.84万 | 0.33% | -808 | 减仓 |
内部人交易(Form 4)
VRIG 董事、高管和大股东的最新买卖申报。专业版可看 🔒