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 🔒 | ||||||||
2026Q2 买入最多
| CIBC WORLD MARKET INC. | 加仓 | $1,815.47万 |
| NEW WAVE WEALTH ADVISORS LLC | 新建仓 | $405.31万 |
| Savant Capital, LLC | 新建仓 | $182.41万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $165.08万 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 加仓 | $146.77万 |
| Mariner, LLC | 加仓 | $99.71万 |
| OSAIC HOLDINGS, INC. | 加仓 | $84.91万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $76.85万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $73.99万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $72.71万 |
| Premier Path Wealth Partners, LLC | 加仓 | $71.53万 |
| BAROMETER CAPITAL MANAGEMENT INC. | 新建仓 | $57.06万 |
| 360 Financial, Inc. | 加仓 | $50.42万 |
| Private Advisor Group, LLC | 加仓 | $49.55万 |
| FIDUCIARY FINANCIAL ADVISORS | 新建仓 | $47.80万 |
| LYELL WEALTH MANAGEMENT, LP | 新建仓 | $37.10万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $36.94万 |
| Banco Santander, S.A. | 加仓 | $36.37万 |
| Waverly Advisors, LLC | 新建仓 | $33.64万 |
| Ullmann Wealth Partners Group, LLC | 新建仓 | $22.23万 |
2026Q2 卖出最多
| LPL Financial LLC | 减仓 | -$275.56万 |
| Del-Sette Capital Management, LLC | 减仓 | -$270.73万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$225.20万 |
| ASSETMARK, INC | 减仓 | -$146.27万 |
| Independent Advisor Alliance | 减仓 | -$142.81万 |
| Brightwater Advisory LLC | 清仓 | -$95.98万 |
| ROYAL BANK OF CANADA | 减仓 | -$70.45万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$58.00万 |
| JANE STREET GROUP, LLC | 清仓 | -$44.12万 |
| MORGAN STANLEY | 减仓 | -$38.65万 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 减仓 | -$38.17万 |
| Stratos Wealth Partners, LTD. | 减仓 | -$35.91万 |
| Cetera Investment Advisers | 减仓 | -$33.86万 |
| TWO SIGMA INVESTMENTS, LP | 减仓 | -$26.44万 |
| SFM, LLC | 减仓 | -$25.60万 |
| Janney Montgomery Scott LLC | 减仓 | -$23.44万 |
| CITADEL ADVISORS LLC | 减仓 | -$22.80万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$20.43万 |
| Gateway Wealth Partners, LLC | 减仓 | -$18.01万 |
| Traction Financial Partners, LLC | 减仓 | -$11.20万 |
2026Q2 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 | 814,637 | $5,669.06万 | 0.01% | -39,598 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 457,363 | $3,182.79万 | 0.00% | 10,449 | 加仓 |
| MORGAN STANLEY | 379,962 | $2,644.17万 | 0.00% | -5,554 | 减仓 |
| CIBC WORLD MARKET INC. | 358,096 | $2,491.99万 | 0.04% | 260,881 | 加仓 |
| 360 Financial, Inc. | 331,398 | $2,306.20万 | 5.86% | 7,245 | 加仓 |
| Banco Santander, S.A. | 197,040 | $1,371.20万 | 0.09% | 5,227 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 157,803 | $1,098.15万 | 0.00% | -32,361 | 减仓 |
| Cetera Investment Advisers | 139,733 | $972.40万 | 0.01% | -4,865 | 减仓 |
| Altman Advisors, Inc. | 139,180 | $968.56万 | 3.17% | -815 | 减仓 |
| Janney Montgomery Scott LLC | 134,789 | $938.00万 | 0.02% | -3,368 | 减仓 |
| OSAIC HOLDINGS, INC. | 123,847 | $862.09万 | 0.01% | 12,198 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 119,498 | $831.59万 | 0.00% | 780 | 加仓 |
| Private Advisor Group, LLC | 119,124 | $828.99万 | 0.04% | 7,120 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 115,397 | $803.05万 | 0.01% | -2,936 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 102,638 | $714.26万 | 0.00% | 5,308 | 加仓 |
| MML INVESTORS SERVICES, LLC | 86,371 | $601.06万 | 0.01% | 23,721 | 加仓 |
| Cooper Financial Group | 72,107 | $501.79万 | 0.42% | 426 | 加仓 |
| Kellett Wealth Advisors, LLC | 71,282 | $496.05万 | 2.31% | 3,162 | 加仓 |
| ROYAL BANK OF CANADA | 61,141 | $425.50万 | 0.00% | -10,123 | 减仓 |
| NEW WAVE WEALTH ADVISORS LLC | 58,242 | $405.31万 | 0.55% | 58,242 | 新建仓 |
| MONECO ADVISORS, LLC | 54,532 | $379.49万 | 0.23% | -833 | 减仓 |
| Fermata Advisors, LLC | 52,280 | $363.81万 | 0.74% | 300 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 49,673 | $349.94万 | 0.00% | 10,909 | 加仓 |
| AMERIPRISE FINANCIAL INC | 50,140 | $349.01万 | 0.00% | -639 | 减仓 |
| Premier Path Wealth Partners, LLC | 49,922 | $347.41万 | 0.40% | 10,278 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 46,343 | $322.50万 | 0.03% | 505 | 加仓 |
| DOPKINS WEALTH MANAGEMENT, LLC | 45,814 | $318.82万 | 1.16% | 524 | 加仓 |
| CITIGROUP INC | 37,995 | $264.41万 | 0.00% | -1,171 | 减仓 |
| Williams & Novak, LLC | 35,073 | $244.07万 | 1.61% | 875 | 加仓 |
| Apex Wealth Management, LLC | 34,873 | $242.68万 | 1.48% | 153 | 加仓 |
| WELLS FARGO & COMPANY/MN | 34,143 | $237.60万 | 0.00% | -599 | 减仓 |
| IHT Wealth Management, LLC | 30,772 | $214.14万 | 0.05% | -713 | 减仓 |
| Farther Finance Advisors, LLC | 30,707 | $213.69万 | 0.02% | -461 | 减仓 |
| Mariner, LLC | 30,260 | $210.58万 | 0.00% | 14,328 | 加仓 |
| Tolleson Wealth Management, Inc. | 30,000 | $208.77万 | 0.28% | 0 | 不变 |
| Savant Capital, LLC | 26,208 | $182.41万 | 0.01% | 26,208 | 新建仓 |
| LOWERY THOMAS, LLC | 26,088 | $181.54万 | 0.89% | 104 | 加仓 |
| Spire Wealth Management | 25,756 | $179.24万 | 0.05% | -101 | 减仓 |
| Bestgate Wealth Advisors, LLC | 24,275 | $168.93万 | 2.69% | -62 | 减仓 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24,094 | $167.67万 | 0.01% | 21,090 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 24,098 | $167.60万 | 0.00% | 10,639 | 加仓 |
| STIFEL FINANCIAL CORP | 21,574 | $150.14万 | 0.00% | -502 | 减仓 |
| Traction Financial Partners, LLC | 21,436 | $149.17万 | 0.79% | -1,610 | 减仓 |
| JPMORGAN CHASE & CO | 19,173 | $133.54万 | 0.00% | 313 | 加仓 |
| OxenFree Capital LLC | 18,423 | $128.05万 | 0.59% | -1,256 | 减仓 |
| SFM, LLC | 17,617 | $122.60万 | 0.63% | -3,678 | 减仓 |
| Marshall Financial Group, LLC | 16,900 | $117.61万 | 0.17% | -33 | 减仓 |
| Sanctuary Advisors, LLC | 16,535 | $115.07万 | 0.01% | 0 | 不变 |
| UBS Group AG | 14,433 | $100.44万 | 0.00% | -144 | 减仓 |
| Eagle Strategies LLC | 14,352 | $99.88万 | 0.10% | 572 | 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 🔒