证券记录 · 已归档季度
PWB
Invesco Large Cap Growth ETF · Financial Services · Asset Management
45被追踪持有人
+2Δ持有人
6.33M持有股份
$1.07B报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.7% ·
股份流向 +18.2% ·
净新建仓位 +4.4%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +2 | 6.33M | $1.07B | +3 | −1 |
| Q1 2026 | 44 | +1 | 5.42M | $681.86M | +2 | −1 |
| Q4 2025 | 42 | -1 | 4.85M | $616.42M | — | −1 |
| Q3 2025 | 7 | -1 | 970.02K | $121.66M | — | −1 |
| Q2 2025 | 5 | +2 | 63.27K | $7.43M | +2 | — |
| Q1 2025 | 1 | 0 | 3.42K | $328,649 | — | — |
| Q4 2024 | 1 | -1 | 3.42K | $348,147 | — | −1 |
| Q3 2024 | 2 | +2 | 9.47K | $934,522 | +2 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.92M | +18.3% | $323.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 915.16K | +10.7% | $154.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 915.16K | +10.7% | $154.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 915.16K | +10.7% | $154.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Raymond James Financial Inc | 730.76K | +10.5% | $123.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 730.76K | +10.5% | $123.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 580.69K | +31.1% | $97.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 580.69K | +31.1% | $97.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 334.05K | +38.4% | $56.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 231.53K | +156.0% | $39.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 231.53K | +156.0% | $39.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 165.76K | +0.7% | $27.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 165.76K | +0.7% | $27.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 143.10K | +5.5% | $24.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 143.10K | +5.5% | $24.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 140.05K | +0.8% | $23.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 137.85K | +29.4% | $23.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Royal Bank Of Canada | 135.43K | +17.4% | $22.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 135.43K | +17.4% | $22.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 111.49K | +11.7% | $18.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 110.34K | +47.3% | $17.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 97.53K | -3.1% | $16.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 91.10K | +31.6% | $15.35M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 79.58K | -8.2% | $13.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 79.58K | -8.2% | $13.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 78.01K | +17.3% | $13.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 75.09K | +41.4% | $12.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 68.25K | -2.0% | $11.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 49.44K | +3.4% | $8.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 21.98K | -9.2% | $3.70M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Fifth Third Bancorp | 14.85K | -4.1% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 11.10K | -0.8% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 11.10K | -0.8% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Hrt Financial Lp | 8.75K | 新增 | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 8.50K | +61.2% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 8.50K | +61.2% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 8.50K | +61.2% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 8.50K | +61.2% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 8.50K | +61.2% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 8.17K | -37.7% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Creative Planning | 6.94K | +8.8% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Mariner, LLC | 6.61K | -69.9% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mariner, LLC | 6.61K | -69.9% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 5.69K | -13.9% | $958,676 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 5.69K | -13.9% | $958,676 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 5.69K | -13.9% | $958,676 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 5.69K | -13.9% | $958,676 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 5.24K | +126.5% | $850,763 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Blair William & Co/Il | 4.44K | 0.0% | $747,977 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Invesco Ltd. | 4.30K | 新增 | $724,715 | 0.0% | New | 1 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 4.03K | 0.0% | $679,062 | 0.0% | Held | 2 | SEC ↗ |
| 52 | HighTower Advisors, LLC | 3.89K | 0.0% | $655,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 3.62K | -0.1% | $609,151 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Northwestern Mutual Wealth… | 3.12K | -34.7% | $524,827 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Focus Partners Wealth | 2.51K | +5.0% | $422,667 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | CIBC Bancorp USA Inc. | 2.34K | 0.0% | $393,860 | 0.0% | Held | 2 | SEC ↗ |
| 57 | CIBC Bancorp USA Inc. | 2.34K | 0.0% | $393,860 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Cerity Partners LLC | 2.27K | 0.0% | $381,562 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Allspring Global Investments… | 2.20K | 新增 | $351,142 | 0.0% | New | 1 | SEC ↗ |
| 60 | Lido Advisors, LLC | 1.64K | -7.6% | $276,611 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | UBS AM, a distinct business unit of… | 1.35K | -35.9% | $227,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Assetmark, Inc | 1.05K | +1.5% | $177,388 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | BlackRock ✦ (被动) | 686 | 0.0% | $115,564 | 0.0% | Held | 5 | SEC ↗ |
| 64 | Us Bancorp \De\ | 602 | 0.0% | $101,413 | 0.0% | Held | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Hrt Financial Lp | $1.47M | 0.0% |
| Invesco Ltd. | $724,715 | 0.0% |
| Allspring Global Investments… | $351,142 | 0.0% |
已清仓
| Citigroup Inc | $126,937 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 220 持有人, 8.63M 股份, $1.05B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据