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景顺·TR INVT GRADE MUNS · 13F 机构持仓分析
期权收益计算器 机构排行

景顺·TR INVT GRADE MUNS

INVESCO TR INVT GRADE MUNSVGM
持有机构数
102
机构合计市值 (Q2 2026)
$1.28亿
机构合计股数 (Q2 2026)
1,211.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+155.9万股
49 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-115.6万股
37 · 17 清仓 · ≈
⚖️ 净额
+40.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.28亿
持有机构数
102
新买入
10
加仓
39
减仓
20
清仓
17
持股不变
33
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
Hennion & Walsh Asset Management, Inc.
0.38%0.32%#6$1,322.1万124.7万股$965.5万97.8万股+26.9万股+27.51%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.07%0.09%#20$1,125.3万106.2万股$1,145.9万116.1万股-9.9万股-8.56%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#58$814.2万76.8万股$510.4万51.8万股+25.0万股+48.35%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#82$747.3万70.5万股$551.6万54.5万股+16.0万股+29.35%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#62$663.3万62.6万股$681.5万69.1万股-6.5万股-9.38%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#69$654.9万61.8万股$565.3万57.3万股+4.5万股+7.88%加仓
SIT INVESTMENT ASSOCIATES INC
0.12%0.13%#15$639.8万60.4万股$660.7万66.9万股-6.6万股-9.83%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#72$601.5万56.7万股$564.5万57.2万股-4,474股-0.78%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#86$532.0万50.2万股$487.4万49.4万股+8,033股+1.63%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#74$405.8万38.3万股$361.8万36.7万股+1.6万股+4.46%加仓
N.E.W. Advisory Services LLC
0.27%0.17%#8$396.3万37.4万股$227.0万23.0万股+14.4万股+62.56%加仓
范埃克联合公司VAN ECK ASSOCIATES CORP
<0.01%<0.01%#54$376.4万35.5万股$309.0万31.3万股+4.2万股+13.42%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#52$264.3万24.9万股$184.7万18.7万股+6.2万股+33.22%加仓
GREATMARK INVESTMENT PARTNERS, INC.
0.29%0.29%#7$263.7万24.9万股$245.5万24.9万股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#55$252.9万23.9万股$233.8万23.7万股+1,678股+0.71%加仓
Melone Private Wealth, LLC
0.93%0.7%#2$244.9万23.1万股$170.6万17.3万股+5.8万股+33.64%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#51$217.9万20.6万股$167.0万16.9万股+3.6万股+21.46%加仓
顾问资产管理Advisors Asset Management, Inc.
0.03%0.03%#29$206.0万19.4万股$191.5万19.4万股+351股+0.18%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#78$180.9万17.1万股$147.4万14.9万股+2.1万股+14.22%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.02%0.02%#32$178.2万16.8万股$160.7万16.3万股+5,310股+3.26%加仓
Fiera资本Fiera Capital Corp
0.01%<0.01%#42$163.9万15.5万股$88.0万8.9万股+6.5万股+73.42%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#47$145.1万13.7万股$68.9万7.0万股+6.7万股+96.16%加仓
Indiana Trust & Investment Management Co
0.42%0.37%#5$120.4万12.2万股$120.4万12.2万股00.00%持仓不变
Regatta Research & Money Management
1.14%#1$120.2万11.3万股$00股+11.3万股新买入
Claro Advisors Inc.
0.11%0.13%#17$106.0万10.0万股$111.1万11.3万股-1.3万股-11.16%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.01%0.02%#35$105.2万9.9万股$97.6万9.9万股+324股+0.33%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#67$103.1万9.7万股$85.8万8.7万股+1.0万股+11.97%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#66$101.9万9.6万股$111.0万11.2万股-1.6万股-14.54%减仓
Cutler Capital Management, LLC
0.24%0.27%#9$91.3万8.6万股$85.0万8.6万股00.00%持仓不变
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#80$89.9万8.5万股$83.7万8.5万股00.00%持仓不变
Tyche Wealth Partners LLC
0.12%0.12%#16$83.4万7.9万股$81.0万8.2万股-3,450股-4.20%减仓
Whipplewood Advisors, LLC
0.5%0.36%#3$73.6万6.9万股$69.5万7.0万股-927股-1.32%减仓
顶峰之路顾问Summit Trail Advisors, LLC
0.01%0.01%#40$71.1万6.7万股$40.5万4.1万股+2.6万股+63.45%加仓
Capital Investment Advisory Services, LLC
0.04%0.05%#27$69.7万6.6万股$68.2万6.9万股-3,371股-4.88%减仓
世界投资顾问World Investment Advisors
0.01%0.01%#38$59.9万6.1万股$67.2万6.8万股-7,340股-10.78%减仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#71$59.6万5.6万股$50.6万5.1万股+4,935股+9.63%加仓
LexAurum Advisors, LLC
0.07%0.07%#22$59.3万5.6万股$54.2万5.5万股+1,036股+1.89%加仓
Worth Asset Management, LLC
0.17%#12$53.0万5.0万股$00股+5.0万股新买入
Wealth Care LLC
0.43%0.44%#4$53.0万5.0万股$49.4万5.0万股00.00%持仓不变
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#53$51.3万4.8万股$67.8万6.9万股-2.0万股-29.61%减仓
Burford Brothers, Inc.
0.18%0.19%#11$49.2万4.6万股$45.8万4.6万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#61$47.7万4.5万股$44.2万4.5万股+225股+0.50%加仓
Wealth Alliance Advisory Group, LLC
0.07%0.02%#21$47.6万4.5万股$15.5万1.6万股+2.9万股+185.26%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#77$44.4万4.2万股$40.0万4.1万股+1,327股+3.27%加仓
MELFA WEALTH MANAGEMENT, INC.
0.21%0.21%#10$39.6万3.7万股$36.9万3.7万股00.00%持仓不变
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#83$38.3万3.6万股$35.1万3.6万股+549股+1.54%加仓
Cornerstone Wealth Management, LLC
0.02%0.02%#33$35.2万3.3万股$30.0万3.0万股+2,834股+9.32%加仓
Sovereign Financial Group, Inc.
0.05%0.03%#24$32.7万3.1万股$30.5万3.1万股+23股+0.07%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#79$31.5万3.0万股$36.8万3.7万股-7,550股-20.27%减仓
繁荣金融服务Prospera Financial Services Inc
<0.01%<0.01%#44$31.4万3.0万股$29.2万3.0万股00.00%持仓不变

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