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INVESCO DORSEY · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO DORSEY

PUI
持有机构数
43
机构合计市值 (Q2 2026)
$4,281.9万
机构合计股数 (Q2 2026)
90.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+53.9万股
23 · 9 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-9.4万股
14 · 7 清仓 · ≈
⚖️ 净额
+44.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,281.9万
持有机构数
43
新买入
9
加仓
14
减仓
7
清仓
7
持股不变
13
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Transamerica Financial Advisors, LLC
1.08%<0.01%#2$1,272.6万26.8万股$2.6万542股+26.7万股+49,273.43%加仓
Janney Montgomery Scott LLC
0.01%#11$643.4万13.5万股$00股+13.5万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#23$558.6万11.7万股$524.1万11.1万股+5,964股+5.35%加仓
ROI Financial Advisors, LLC
1.2%1.26%#1$232.7万4.9万股$210.3万4.5万股+4,195股+9.38%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#29$203.1万4.2万股$168.7万3.6万股+6,202股+17.24%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#35$198.5万4.2万股$191.4万4.2万股+58股+0.14%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#20$179.5万3.8万股$26.5万5,631股+3.2万股+570.25%加仓
阿尔法核心资本AlphaCore Capital LLC
0.02%#8$116.7万2.5万股$00股+2.5万股新买入
Capital Advisors, Ltd. LLC
0.07%0.08%#4$73.9万1.6万股$73.1万1.6万股00.00%持仓不变
咨询服务网络Advisory Services Network, LLC
0.01%#12$70.6万1.5万股$00股+1.5万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#21$66.7万1.4万股$26.3万5,586股+8,439股+151.07%加仓
Trek Financial, LLC
0.03%0.03%#6$60.2万1.3万股$59.5万1.3万股00.00%持仓不变
NWF Advisory Services Inc.
0.06%0.05%#5$59.1万1.2万股$44.2万9,407股+3,028股+32.19%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#38$55.3万1.2万股$51.0万1.1万股+786股+7.25%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#34$50.5万1.1万股$00股+1.1万股新买入
FIFTH THIRD SECURITIES, INC.
0.02%0.05%#7$41.1万8,647股$81.6万1.7万股-8,707股-50.17%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#16$39.2万8,246股$39.1万8,261股-15股-0.18%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#37$34.2万7,186股$22.2万4,714股+2,472股+52.44%加仓
StoneX Group Inc.
0.01%0.02%#10$33.8万7,100股$33.4万7,100股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%#36$32.5万6,824股$00股+6,824股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#39$27.5万5,777股$28.5万6,064股-287股-4.73%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.01%#14$27.0万5,677股$00股+5,677股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#33$25.3万5,323股$26.2万5,569股-246股-4.42%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#26$24.8万5,218股$27.4万5,838股-620股-10.62%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#24$24.1万5,076股$00股+5,076股新买入
Western 财富管理Western Wealth Management, LLC
0.01%0.01%#13$23.0万4,833股$34.4万7,325股-2,492股-34.02%减仓
WESTBOURNE INVESTMENTS, INC.
0.09%0.1%#3$21.3万4,485股$21.1万4,485股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#18$16.7万3,509股$00股+3,509股新买入
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#19$15.6万3,280股$14.7万3,130股+150股+4.79%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#40$14.9万3,141股$74.5万1.6万股-1.3万股-80.17%减仓
Arax顾问Arax Advisory Partners
<0.01%#31$7.1万1,500股$00股+1,500股新买入
PRIVATE TRUST CO NA
0.01%0.01%#15$6.5万1,377股$6.5万1,377股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#42$5.4万1,120股$2,47753股+1,067股+2,013.21%加仓
斯特林资本管理Sterling Capital Management LLC
<0.01%<0.01%#28$5.2万1,100股$5.2万1,100股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#43$4.0万831股$3.9万831股00.00%持仓不变
BELLEVUE ASSET MANAGEMENT, LLC
0.01%0.01%#9$3.0万628股$3.0万628股00.00%持仓不变
Capital Investment Advisory Services, LLC
<0.01%<0.01%#22$2.4万506股$2.4万504股+2股+0.40%加仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#30$1.8万390股$1.8万390股00.00%持仓不变
Providence Capital Advisors, LLC
<0.01%<0.01%#17$1.7万360股$1.7万360股00.00%持仓不变
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#32$8,560180股$8,462180股00.00%持仓不变
Founders Financial Alliance, LLC
<0.01%<0.01%#27$6,872145股$6,764144股+1股+0.69%加仓
Archer Investment Corp
<0.01%<0.01%#25$5,944125股$5,876125股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#41$2,41551股$2,37751股00.00%持仓不变

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