XSMO INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
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 | 321 | 24,824,560 | $23.23亿 | 37 | 149 | 85 | 18 | $3.18亿 |
| 2026Q1 | 296 | 21,437,379 | $16.33亿 | 39 | 130 | 79 | 17 | $4,173.01万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| OSAIC HOLDINGS, INC. | 加仓 | $1,140.18万 |
| Financial Partners Group, Inc | 新建仓 | $1,134.51万 |
| Family Investment Center, Inc. | 新建仓 | $791.84万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $710.32万 |
| LPL Financial LLC | 加仓 | $679.82万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $656.77万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $651.10万 |
| Independent Advisor Alliance | 加仓 | $590.45万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $524.24万 |
| Fifth Third Securities, Inc. | 加仓 | $484.00万 |
| Cetera Investment Advisers | 加仓 | $452.52万 |
| HighTower Advisors, LLC | 加仓 | $421.01万 |
| Nvest Financial, LLC | 新建仓 | $409.87万 |
| Seros Financial, LLC | 加仓 | $358.06万 |
| ROYAL BANK OF CANADA | 加仓 | $272.90万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $269.26万 |
| AE Wealth Management LLC | 加仓 | $238.08万 |
| Mariner, LLC | 加仓 | $233.10万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $230.44万 |
| RFG Advisory, LLC | 加仓 | $227.22万 |
2026Q1 卖出最多
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$2,373.81万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$1,663.92万 |
| BNP PARIBAS FINANCIAL MARKETS | 减仓 | -$1,368.36万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$834.67万 |
| NewEdge Advisors, LLC | 减仓 | -$458.40万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$348.07万 |
| River Wealth Advisors LLC | 减仓 | -$322.62万 |
| MORGAN STANLEY | 减仓 | -$277.38万 |
| Clark Wealth Partners | 减仓 | -$252.32万 |
| Rockefeller Capital Management L.P. | 减仓 | -$165.31万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$152.72万 |
| UBS Group AG | 减仓 | -$133.36万 |
| Sequoia Financial Advisors, LLC | 减仓 | -$129.92万 |
| Meridian Wealth Management, LLC | 减仓 | -$127.51万 |
| Brookwood Investment Group LLC | 清仓 | -$125.48万 |
| INTEGRITY ALLIANCE, LLC. | 减仓 | -$103.72万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$96.60万 |
| Atria Investments, Inc | 减仓 | -$95.72万 |
| Golden State Wealth Management, LLC | 减仓 | -$89.14万 |
| Maia Wealth LLC | 清仓 | -$81.46万 |
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 | 2,260,942 | $1.72亿 | 0.05% | 89,427 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,880,771 | $1.43亿 | 0.21% | 150,090 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,716,439 | $1.30亿 | 0.03% | 85,649 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,121,972 | $8,529.24万 | 0.03% | -109,796 | 减仓 |
| MORGAN STANLEY | 906,214 | $6,889.05万 | 0.00% | -36,488 | 减仓 |
| Cetera Investment Advisers | 870,093 | $6,614.45万 | 0.07% | 59,526 | 加仓 |
| WELLS FARGO & COMPANY/MN | 840,309 | $6,388.03万 | 0.01% | 5,081 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 609,649 | $4,634.56万 | 0.03% | 28,005 | 加仓 |
| Gratus Wealth Advisors, LLC | 520,253 | $3,954.96万 | 5.72% | 29,366 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 474,699 | $3,608.67万 | 0.00% | 68,961 | 加仓 |
| CWM, LLC | 438,442 | $3,333.04万 | 0.09% | 24,914 | 加仓 |
| Apollon Wealth Management, LLC | 389,278 | $2,959.29万 | 0.48% | 4,347 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 388,961 | $2,917.22万 | 0.01% | 94,709 | 加仓 |
| River Wealth Advisors LLC | 314,190 | $2,388.47万 | 2.74% | -42,439 | 减仓 |
| HighTower Advisors, LLC | 278,545 | $2,117.59万 | 0.02% | 55,379 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 271,285 | $2,062.30万 | 0.05% | 86,395 | 加仓 |
| STIFEL FINANCIAL CORP | 255,832 | $1,944.85万 | 0.02% | 776 | 加仓 |
| Thrivent Financial for Lutherans | 243,847 | $1,853.70万 | 0.04% | 7,503 | 加仓 |
| Focus Financial Network, Inc. | 222,013 | $1,687.74万 | 0.61% | 11,755 | 加仓 |
| Mariner, LLC | 221,410 | $1,683.16万 | 0.02% | 30,663 | 加仓 |
| Modern Wealth Management, LLC | 217,165 | $1,671.30万 | 0.29% | -7,832 | 减仓 |
| Armbruster Capital Management, Inc. | 202,501 | $1,539.41万 | 2.52% | 2,849 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 187,664 | $1,426.62万 | 0.02% | 30,313 | 加仓 |
| Clark Wealth Partners | 187,619 | $1,426.28万 | 9.58% | -33,191 | 减仓 |
| NBZ Investment Advisors LLC | 184,296 | $1,401.02万 | 6.12% | 9,768 | 加仓 |
| Sound Income Strategies, LLC | 152,422 | $1,173.04万 | 0.57% | 24,757 | 加仓 |
| Financial Partners Group, Inc | 149,238 | $1,134.51万 | 1.36% | 149,238 | 新建仓 |
| Meridian Wealth Management, LLC | 147,335 | $1,120.04万 | 0.39% | -16,773 | 减仓 |
| ROYAL BANK OF CANADA | 143,914 | $1,094.00万 | 0.00% | 35,899 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 129,973 | $1,010.41万 | 0.02% | -305,353 | 减仓 |
| Sequoia Financial Advisors, LLC | 128,764 | $978.86万 | 0.05% | -17,090 | 减仓 |
| VestGen Advisors, LLC | 112,459 | $969.74万 | 0.24% | -142 | 减仓 |
| Seros Financial, LLC | 125,274 | $952.33万 | 6.06% | 47,101 | 加仓 |
| RFG Advisory, LLC | 123,107 | $935.86万 | 0.17% | 29,890 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 120,546 | $916.39万 | 0.05% | -20,090 | 减仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 112,983 | $858.91万 | 0.16% | 4,206 | 加仓 |
| Integrated Capital Management, LLC | 110,662 | $841.26万 | 3.55% | 4,817 | 加仓 |
| MML INVESTORS SERVICES, LLC | 105,400 | $801.25万 | 0.02% | -45,787 | 减仓 |
| USAdvisors Wealth Management, LLC | 108,147 | $794.70万 | 2.64% | 3,287 | 加仓 |
| Family Investment Center, Inc. | 104,162 | $791.84万 | 1.52% | 104,162 | 新建仓 |
| Kingsview Wealth Management, LLC | 102,218 | $777.06万 | 0.11% | -4,449 | 减仓 |
| Provident Wealth Management, LLC | 101,804 | $773.91万 | 2.34% | -1,339 | 减仓 |
| Cooper Financial Group | 99,429 | $755.86万 | 0.76% | 485 | 加仓 |
| Anderson Financial Strategies, LLC | 82,617 | $729.76万 | 4.01% | -2,837 | 减仓 |
| Private Advisor Group, LLC | 95,927 | $729.24万 | 0.03% | -4,928 | 减仓 |
| TRUIST FINANCIAL CORP | 95,568 | $726.51万 | 0.01% | 4,668 | 加仓 |
| Arkadios Wealth Advisors | 94,526 | $718.58万 | 0.12% | -16 | 减仓 |
| Snowden Capital Advisors LLC | 92,627 | $704.15万 | 0.19% | 1,677 | 加仓 |
| EPG Wealth Management LLC | 88,887 | $675.72万 | 1.83% | 226 | 加仓 |
| Independent Advisor Alliance | 87,541 | $665.49万 | 0.07% | 77,670 | 加仓 |
内部人交易（Form 4）
XSMO 董事、高管和大股东的最新买卖申报。专业版可看 🔒