XSVM INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
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 | 131 | 5,330,473 | $3.71亿 | 12 | 43 | 52 | 9 | $1,941.19万 |
| 2026Q1 | 128 | 5,273,445 | $3.18亿 | 11 | 41 | 47 | 12 | -$4,175.17万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Del-Sette Capital Management, LLC | 加仓 | $246.50万 |
| Independent Advisor Alliance | 新建仓 | $141.39万 |
| ASSETMARK, INC | 新建仓 | $127.67万 |
| Mariner, LLC | 新建仓 | $96.00万 |
| GOLDMAN SACHS GROUP INC | 新建仓 | $94.16万 |
| Banco Santander, S.A. | 加仓 | $86.80万 |
| CITADEL ADVISORS LLC | 新建仓 | $84.71万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $66.88万 |
| 360 Financial, Inc. | 加仓 | $60.52万 |
| &PARTNERS | 新建仓 | $41.76万 |
| Eagle Strategies LLC | 加仓 | $40.37万 |
| Williams & Novak, LLC | 加仓 | $37.12万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $35.40万 |
| Gateway Wealth Partners, LLC | 新建仓 | $33.44万 |
| GWN SECURITIES INC. | 新建仓 | $20.55万 |
| JANE STREET GROUP, LLC | 重新持有 | $18.96万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $18.90万 |
| STIFEL FINANCIAL CORP | 加仓 | $18.22万 |
| JPMORGAN CHASE & CO | 加仓 | $17.70万 |
| Altman Advisors, Inc. | 加仓 | $17.68万 |
2026Q1 卖出最多
| Valmark Advisers, Inc. | 减仓 | -$1,852.48万 |
| Traction Financial Partners, LLC | 减仓 | -$897.80万 |
| Janney Montgomery Scott LLC | 减仓 | -$828.43万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$309.12万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$192.93万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$175.62万 |
| MORGAN STANLEY | 减仓 | -$174.80万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$153.82万 |
| Stratos Wealth Partners, LTD. | 减仓 | -$108.38万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$105.23万 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 清仓 | -$102.64万 |
| TWO SIGMA INVESTMENTS, LP | 减仓 | -$71.71万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$66.23万 |
| Valued Wealth Advisors LLC | 减仓 | -$63.00万 |
| ROYAL BANK OF CANADA | 减仓 | -$60.18万 |
| Oath Planning, LLC | 减仓 | -$47.03万 |
| Bestgate Wealth Advisors, LLC | 减仓 | -$43.63万 |
| CWM, LLC | 减仓 | -$42.79万 |
| LPL Financial LLC | 减仓 | -$40.77万 |
| Premier Path Wealth Partners, LLC | 减仓 | -$36.67万 |
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 | 854,235 | $5,147.62万 | 0.01% | -6,766 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 446,914 | $2,693.10万 | 0.00% | -17,462 | 减仓 |
| MORGAN STANLEY | 385,516 | $2,323.12万 | 0.00% | -29,007 | 减仓 |
| 360 Financial, Inc. | 324,153 | $1,953.35万 | 5.89% | 10,043 | 加仓 |
| CWM, LLC | 213,354 | $1,285.67万 | 0.03% | -7,101 | 减仓 |
| Banco Santander, S.A. | 191,813 | $1,155.87万 | 0.09% | 14,404 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 190,164 | $1,145.93万 | 0.00% | -25,526 | 减仓 |
| Cetera Investment Advisers | 144,598 | $871.35万 | 0.01% | 1,549 | 加仓 |
| Altman Advisors, Inc. | 139,995 | $843.61万 | 3.30% | 2,934 | 加仓 |
| Janney Montgomery Scott LLC | 138,157 | $832.50万 | 0.02% | -137,481 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 118,718 | $715.39万 | 0.00% | 5,874 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 118,333 | $713.08万 | 0.01% | -51,297 | 减仓 |
| Private Advisor Group, LLC | 112,004 | $674.93万 | 0.03% | 2,194 | 加仓 |
| OSAIC HOLDINGS, INC. | 111,649 | $673.00万 | 0.01% | -29,134 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 97,330 | $586.51万 | 0.00% | -10,991 | 减仓 |
| CIBC WORLD MARKET INC. | 97,215 | $585.82万 | 0.01% | -324 | 减仓 |
| Cooper Financial Group | 71,681 | $431.95万 | 0.44% | -1,892 | 减仓 |
| ROYAL BANK OF CANADA | 71,264 | $429.50万 | 0.00% | -9,985 | 减仓 |
| Kellett Wealth Advisors, LLC | 68,120 | $410.49万 | 2.22% | 2,932 | 加仓 |
| MML INVESTORS SERVICES, LLC | 62,650 | $377.53万 | 0.01% | -32,016 | 减仓 |
| MONECO ADVISORS, LLC | 55,365 | $333.63万 | 0.26% | -460 | 减仓 |
| Fermata Advisors, LLC | 51,980 | $313.23万 | 0.71% | -3,416 | 减仓 |
| Del-Sette Capital Management, LLC | 51,204 | $308.55万 | 1.85% | 40,906 | 加仓 |
| AMERIPRISE FINANCIAL INC | 50,779 | $306.02万 | 0.00% | 3,136 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 45,838 | $276.22万 | 0.03% | 1,263 | 加仓 |
| DOPKINS WEALTH MANAGEMENT, LLC | 45,290 | $272.92万 | 1.10% | 1,262 | 加仓 |
| Premier Path Wealth Partners, LLC | 39,644 | $238.90万 | 0.31% | -6,085 | 减仓 |
| CITIGROUP INC | 39,166 | $236.01万 | 0.00% | -604 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 38,764 | $230.14万 | 0.00% | 11,265 | 加仓 |
| WELLS FARGO & COMPANY/MN | 34,742 | $209.36万 | 0.00% | 1,297 | 加仓 |
| Apex Wealth Management, LLC | 34,720 | $209.22万 | 1.44% | 317 | 重新持有 |
| Williams & Novak, LLC | 34,198 | $207.31万 | 1.55% | 6,124 | 加仓 |
| IHT Wealth Management, LLC | 31,485 | $189.73万 | 0.04% | -979 | 减仓 |
| Farther Finance Advisors, LLC | 31,168 | $188.94万 | 0.02% | -1,283 | 减仓 |
| Tolleson Wealth Management, Inc. | 30,000 | $180.78万 | 0.26% | 0 | 不变 |
| LOWERY THOMAS, LLC | 25,984 | $156.58万 | 0.90% | 314 | 加仓 |
| Spire Wealth Management | 25,857 | $155.81万 | 0.05% | 51 | 加仓 |
| Bestgate Wealth Advisors, LLC | 24,337 | $146.65万 | 2.65% | -7,240 | 减仓 |
| Independent Advisor Alliance | 23,463 | $141.39万 | 0.02% | 23,463 | 新建仓 |
| Traction Financial Partners, LLC | 23,046 | $138.88万 | 0.86% | -148,984 | 减仓 |
| STIFEL FINANCIAL CORP | 22,076 | $133.02万 | 0.00% | 3,023 | 加仓 |
| SFM, LLC | 21,295 | $128.33万 | 0.78% | 220 | 加仓 |
| ASSETMARK, INC | 21,187 | $127.67万 | 0.00% | 21,187 | 新建仓 |
| OxenFree Capital LLC | 19,679 | $124.77万 | 0.61% | -918 | 减仓 |
| JPMORGAN CHASE & CO | 18,860 | $111.41万 | 0.00% | 2,997 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 18,100 | $109.07万 | 0.00% | -11,900 | 减仓 |
| Marshall Financial Group, LLC | 16,933 | $102.04万 | 0.16% | -279 | 减仓 |
| Sanctuary Advisors, LLC | 16,535 | $99.64万 | 0.01% | 0 | 不变 |
| Mariner, LLC | 15,932 | $96.00万 | 0.00% | 15,932 | 新建仓 |
| Brightwater Advisory LLC | 15,928 | $95.98万 | 0.63% | 1,762 | 加仓 |
内部人交易（Form 4）
XSVM 董事、高管和大股东的最新买卖申报。专业版可看 🔒