13FBOX
INVESCO EXCHANGE TRADED FD TR DJ INDL AVG DV · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO EXCHANGE TRADED FD TR DJ INDL AVG DV

DJD
持有机构数
97
机构合计市值 (Q2 2026)
$1.55亿
机构合计股数 (Q2 2026)
244.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+12.3万股
52 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-27.6万股
34 · 10 清仓 · ≈
⚖️ 净额
-15.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.55亿
持有机构数
97
新买入
17
加仓
35
减仓
24
清仓
10
持股不变
21
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
0.01%0.01%#40$3,264.9万51.5万股$3,090.4万51.7万股-2,101股-0.41%减仓
CIBC世界市场CIBC WORLD MARKET INC.
0.05%0.05%#16$2,981.0万47.0万股$2,896.3万48.5万股-1.4万股-2.97%减仓
MRA Advisory Group
5.81%6.06%#1$1,602.0万25.3万股$1,487.1万24.9万股+3,870股+1.55%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#70$936.3万14.8万股$915.9万15.3万股-5,563股-3.63%减仓
ABSOLUTE CAPITAL MANAGEMENT, LLC
1.89%2.18%#2$757.9万12.0万股$657.7万11.0万股+9,500股+8.63%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.02%0.03%#23$455.1万7.2万股$415.5万7.0万股+2,266股+3.26%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#66$339.6万5.4万股$241.6万4.0万股+1.3万股+32.55%加仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.07%0.08%#13$305.3万4.8万股$275.4万4.6万股+2,083股+4.52%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#55$271.2万4.3万股$289.5万4.8万股-5,657股-11.67%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#51$265.4万4.2万股$228.1万3.8万股+3,685股+9.65%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#67$261.4万4.1万股$251.3万4.2万股-808股-1.92%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#37$259.2万4.1万股$237.2万4.0万股+1,190股+3.00%加仓
世界投资顾问World Investment Advisors
0.04%0.04%#20$227.1万3.6万股$224.9万3.8万股-1,345股-3.57%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#54$201.5万3.2万股$176.2万2.9万股+2,304股+7.81%加仓
Venture Visionary 合伙人Venture Visionary Partners LLC
0.06%0.06%#14$198.0万3.1万股$186.7万3.1万股00.00%持仓不变
RETIREMENT PLANNING GROUP, LLC / NY
1.01%1.14%#4$184.8万2.9万股$177.1万3.0万股-489股-1.65%减仓
PW Nova Financial Services LLC
0.36%0.4%#5$167.7万2.6万股$160.8万2.7万股-452股-1.68%减仓
Keebeck Wealth Management
0.16%0.18%#8$167.2万2.6万股$157.7万2.6万股00.00%持仓不变
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
0.04%0.05%#17$159.0万2.5万股$151.4万2.5万股-255股-1.01%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#79$150.1万2.4万股$84.1万1.4万股+9,590股+68.08%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#53$135.0万2.1万股$128.3万2.1万股-167股-0.78%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%<0.01%#41$124.9万2.0万股$96.4万1.6万股+3,566股+22.10%加仓
CreativeOne Wealth, LLC
0.03%0.03%#22$117.0万1.8万股$110.1万1.8万股+45股+0.24%加仓
Regatta Research & Money Management
1.06%#3$111.8万1.8万股$00股+1.8万股新买入
信安证券PRINCIPAL SECURITIES, INC.
0.01%0.01%#34$99.8万1.6万股$90.8万1.5万股+553股+3.64%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.02%0.02%#27$98.6万1.6万股$85.1万1.4万股+1,317股+9.24%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#73$94.6万1.5万股$67.8万1.2万股+3,390股+29.46%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#68$84.2万1.3万股$92.8万1.6万股-2,251股-14.48%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#59$78.4万1.2万股$32.2万5,398股+6,971股+129.14%加仓
CIBC美国CIBC Bancorp USA Inc.
<0.01%<0.01%#65$66.5万1.1万股$59.7万1.0万股+501股+5.01%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#87$65.9万1.0万股$62.2万1.0万股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.01%#36$62.6万9,880股$59.9万1.0万股-142股-1.42%减仓
Three Cord True Wealth Management, LLC
0.25%0.29%#7$53.5万8,442股$52.4万8,775股-333股-3.79%减仓
NTV ASSET MANAGEMENT LLC
0.05%0.06%#15$52.7万8,313股$53.3万8,925股-612股-6.86%减仓
Storen Legacy Partners, LLC
0.14%0.15%#9$51.8万8,179股$48.6万8,129股+50股+0.62%加仓
WealthPlan Investment Management, LLC
0.03%0.03%#21$51.5万8,133股$51.2万8,570股-437股-5.10%减仓
Seek First Inc.
0.32%#6$50.4万7,947股$00股+7,947股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#86$49.2万7,770股$54.8万9,167股-1,397股-15.24%减仓
Astoria Portfolio Advisors LLC.
0.08%0.09%#12$46.9万7,400股$44.4万7,400股00.00%持仓不变
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
<0.01%<0.01%#44$40.0万6,304股$33.3万5,572股+732股+13.14%加仓
Kovack Advisors, Inc.
0.02%0.02%#26$39.5万6,207股$37.6万6,347股-140股-2.21%减仓
SeaCrest Wealth Management, LLC
0.04%#18$38.6万6,083股$00股+6,083股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#64$36.8万5,803股$31.0万5,196股+607股+11.68%加仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.01%0.02%#32$35.8万5,653股$33.8万5,653股00.00%持仓不变
Essex Financial Services, Inc.
0.02%0.02%#28$35.4万5,592股$33.4万5,592股00.00%持仓不变
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#74$35.2万5,548股$33.1万5,548股00.00%持仓不变
奥本海默公司OPPENHEIMER & CO INC
<0.01%#49$30.4万4,798股$00股+4,798股新买入
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%<0.01%#52$29.6万4,676股$27.0万4,514股+162股+3.59%加仓
MarinerMariner, LLC
<0.01%<0.01%#75$29.5万4,652股$26.2万4,394股+258股+5.87%加仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#58$28.8万4,544股$28.6万4,784股-240股-5.02%减仓

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