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景顺·S&P MIDCAP QUALITY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

景顺·S&P MIDCAP QUALITY ETF

INVESCO S&P MIDCAP QUALITY ETFXMHQ
持有机构数
571
机构合计市值 (Q2 2026)
$38.07亿
机构合计股数 (Q2 2026)
3,375.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+266.2万股
274 · 63 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-430.9万股
250 · 52 清仓 · ≈
⚖️ 净额
-164.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$38.07亿
持有机构数
571
新买入
63
加仓
211
减仓
198
清仓
52
持股不变
99
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
LPL金融LPL Financial LLC
0.1%0.12%#237$4.59亿407.0万股$4.59亿444.1万股-37.2万股-8.37%减仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#378$2.77亿245.4万股$2.27亿216.0万股+29.3万股+13.58%加仓
Cetera投资顾问Cetera Investment Advisers
0.14%0.15%#203$1.57亿139.5万股$1.45亿140.2万股-7,198股-0.51%减仓
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
1.08%1.12%#76$1.45亿128.1万股$1.32亿128.1万股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.07%0.08%#270$1.37亿121.0万股$1.24亿120.2万股+7,521股+0.63%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.05%0.05%#305$1.21亿108.4万股$9,831.1万97.7万股+10.7万股+10.91%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.03%#348$1.20亿106.6万股$1.21亿117.1万股-10.6万股-9.01%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.13%0.14%#209$1.07亿94.8万股$9,769.3万94.5万股+2,998股+0.32%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#344$9,278.6万82.2万股$9,255.0万89.5万股-7.3万股-8.19%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#436$7,239.6万64.1万股$6,791.7万65.7万股-1.6万股-2.39%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#390$6,638.2万58.8万股$7,415.5万71.7万股-12.9万股-18.02%减仓
Waverly顾问Waverly Advisors, LLC
0.31%0.02%#157$5,304.3万47.0万股$287.0万2.8万股+44.2万股+1,592.61%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.06%0.06%#284$4,869.0万43.1万股$3,846.7万37.2万股+5.9万股+15.91%加仓
Focus Partners财富Focus Partners Wealth
0.05%0.05%#304$4,744.0万42.0万股$4,558.4万44.1万股-2.1万股-4.70%减仓
STRAIGHTLINE GROUP LLC
19.72%18.71%#1$4,183.2万37.1万股$3,762.2万36.4万股+6,632股+1.82%加仓
Armbruster Capital Management, Inc.
6.22%6.51%#8$4,175.4万36.7万股$3,973.6万37.0万股-3,172股-0.86%减仓
NewEdge顾问NewEdge Advisors, LLC
0.12%0.12%#218$4,116.3万36.5万股$3,449.3万33.4万股+3.1万股+9.28%加仓
Focus Financial Network, Inc.
1.22%1.27%#67$3,936.6万34.9万股$3,546.7万34.3万股+5,637股+1.64%加仓
EQUITABLE TRUST CO
1.59%1.59%#55$3,821.6万33.9万股$3,435.8万33.2万股+6,172股+1.86%加仓
Cambridge Investment Research Advisors, Inc.
0.08%0.09%#256$3,667.4万32.5万股$3,387.9万32.8万股-2,850股-0.87%减仓
UMB银行UMB Bank, n.a.
0.46%0.46%#129$3,629.3万32.2万股$3,272.2万31.7万股+4,969股+1.57%加仓
克雷斯特伍德顾问Crestwood Advisors Group, LLC
0.51%0.51%#117$3,414.2万30.2万股$3,059.9万29.6万股+6,453股+2.18%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#435$3,189.8万28.3万股$2,499.4万24.2万股+4.1万股+16.87%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.5%0.52%#118$3,002.8万26.6万股$2,685.2万26.0万股+6,250股+2.41%加仓
蓝泉财富管理Bluespring Wealth Management, LLC
0.56%#109$2,887.3万25.6万股$00股+25.6万股新买入
HighTower顾问HighTower Advisors, LLC
0.03%0.03%#338$2,765.8万24.5万股$2,549.5万24.7万股-1,584股-0.64%减仓
Private Advisor集团Private Advisor Group, LLC
0.11%0.12%#228$2,481.6万22.0万股$2,548.8万24.7万股-2.7万股-10.84%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#425$2,391.5万21.2万股$2,816.0万27.2万股-6.1万股-22.23%减仓
FIDELITY D & D BANCORP INC
8.1%8.43%#3$2,360.1万20.7万股$2,101.6万19.6万股+1.2万股+5.96%加仓
Trilogy Capital Inc.
0.91%0.94%#87$2,337.7万20.7万股$2,138.6万20.7万股+210股+0.10%加仓
Blue Water Asset Management
7.23%6.96%#5$2,240.5万19.8万股$2,014.1万19.5万股+3,640股+1.87%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.07%0.08%#273$2,162.0万19.2万股$1,982.3万19.2万股-240股-0.13%减仓
TRUST CO OF TOLEDO NA /OH/
1.77%1.77%#51$2,123.5万18.8万股$1,868.2万18.1万股+7,393股+4.09%加仓
KPP Advisory Services LLC
2.63%2.75%#31$2,080.9万18.4万股$1,895.3万18.3万股+989股+0.54%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#469$1,998.0万17.7万股$1,856.8万18.0万股-2,625股-1.46%减仓
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
2.29%2.32%#39$1,987.7万17.6万股$1,755.9万17.0万股+6,108股+3.59%加仓
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
0.79%0.94%#95$1,929.1万18.7万股$1,948.4万19.0万股-3,613股-1.90%减仓
Wealthspire Retirement, LLC
1%0.93%#80$1,827.1万16.2万股$1,546.3万15.0万股+1.2万股+8.21%加仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
0.49%0.5%#124$1,818.5万16.1万股$1,577.1万15.3万股+8,558股+5.61%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.02%#377$1,794.8万15.9万股$1,643.9万15.9万股-25股-0.02%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.4%0.42%#142$1,688.0万15.0万股$1,493.5万14.4万股+5,054股+3.50%加仓
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
2.49%1.76%#35$1,671.4万14.8万股$1,042.9万10.1万股+4.7万股+46.77%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.03%0.04%#325$1,656.0万14.7万股$1,271.9万12.3万股+2.4万股+19.23%加仓
Mount Lucas Management LP
5.67%11.05%#11$1,590.2万14.0万股$2,993.1万27.9万股-13.9万股-49.87%减仓
布利克利金融集团Bleakley Financial Group, LLC
0.2%0.22%#179$1,589.4万14.1万股$1,417.7万13.7万股+3,663股+2.67%加仓
跳跃金融Jump Financial, LLC
0.12%0.05%#221$1,489.2万13.1万股$387.9万3.6万股+9.5万股+262.20%加仓
Everest Financial Group LLC
2.01%2.66%#46$1,486.7万13.2万股$1,614.3万15.6万股-2.4万股-15.67%减仓
Traction Financial Partners, LLC
7.85%8.01%#4$1,477.8万13.1万股$1,300.6万12.6万股+5,099股+4.05%加仓
NBZ Investment Advisors LLC
5.7%5.91%#10$1,462.2万13.0万股$1,353.4万13.1万股-1,395股-1.07%减仓
Clearview Wealth Management LLC
9.3%9.41%#2$1,447.0万12.8万股$1,330.3万12.9万股-504股-0.39%减仓

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