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证券记录

XLG

Invesco S&P 500 Top 50 ETF · Financial Services · Asset Management - Global

62.10 +0.5% 市值 $10.30B 报价延迟(FMP) · 截至 Aug 25 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
68被追踪持有人
+5Δ持有人
53.30M持有股份
$3.26B报告持仓市值
+7新建仓位
−2清仓
Strongly Rising 确信度评分 49/100 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +7.9% · 股份流向 +10.1% · 净新建仓位 +7.4%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 68 +5 53.30M $3.26B +7 −2
Q1 2026 64 -3 48.51M $2.64B +5 −8
Q4 2025 68 0 60.43M $3.58B +1 −1
Q3 2025 11 -1 15.96M $917.91M +1 −2
Q2 2025 9 +3 1.81M $94.15M +3
Q1 2025 4 -1 2.10M $96.57M +1 −2
Q4 2024 5 0 6.19M $309.33M +2 −2
Q3 2024 5 -1 5.96M $283.27M +1 −2
Q2 2024 6 5.78M $264.41M
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 LPL Financial LLC 9.45M -5.4% $578.46M 0.1% ▼ Trim 3 SEC ↗
2 JPMorgan Chase 7.17M +877.6% $433.56M 0.0% ▲ Add 4 SEC ↗
3 JPMorgan Chase 7.17M +877.6% $433.56M 0.0% ▲ Add 4 SEC ↗
4 JPMorgan Chase 7.17M +877.6% $433.56M 0.0% ▲ Add 4 SEC ↗
5 JPMorgan Chase 7.17M +877.6% $433.56M 0.0% ▲ Add 4 SEC ↗
6 JPMorgan Chase 7.17M +877.6% $433.56M 0.0% ▲ Add 4 SEC ↗
7 JPMorgan Chase 7.17M +877.6% $433.56M 0.0% ▲ Add 4 SEC ↗
8 JPMorgan Chase 7.17M +877.6% $433.56M 0.0% ▲ Add 4 SEC ↗
9 JPMorgan Chase 7.17M +877.6% $433.56M 0.0% ▲ Add 4 SEC ↗
10 JPMorgan Chase 7.17M +877.6% $433.56M 0.0% ▲ Add 4 SEC ↗
11 Morgan Stanley 6.38M -2.0% $390.56M 0.0% ▼ Trim 4 SEC ↗
12 Morgan Stanley 6.38M -2.0% $390.56M 0.0% ▼ Trim 4 SEC ↗
13 Morgan Stanley 6.38M -2.0% $390.56M 0.0% ▼ Trim 4 SEC ↗
14 Wells Fargo & Company/Mn 3.45M -1.7% $210.97M 0.0% ▼ Trim 3 SEC ↗
15 Wells Fargo & Company/Mn 3.45M -1.7% $210.97M 0.0% ▼ Trim 3 SEC ↗
16 Bank Of America Corp /De/ 3.10M -4.0% $189.57M 0.0% ▼ Trim 3 SEC ↗
17 Bank Of America Corp /De/ 3.10M -4.0% $189.57M 0.0% ▼ Trim 3 SEC ↗
18 Bank Of America Corp /De/ 3.10M -4.0% $189.57M 0.0% ▼ Trim 3 SEC ↗
19 Raymond James Financial Inc 2.77M -2.8% $169.88M 0.0% ▼ Trim 3 SEC ↗
20 Raymond James Financial Inc 2.77M -2.8% $169.88M 0.0% ▼ Trim 3 SEC ↗
21 Raymond James Financial Inc 2.77M -2.8% $169.88M 0.0% ▼ Trim 3 SEC ↗
22 Osaic Holdings, Inc. 2.38M -11.9% $145.62M 0.2% ▼ Trim 3 SEC ↗
23 Osaic Holdings, Inc. 2.38M -11.9% $145.62M 0.2% ▼ Trim 3 SEC ↗
24 Osaic Holdings, Inc. 2.38M -11.9% $145.62M 0.2% ▼ Trim 3 SEC ↗
25 Osaic Holdings, Inc. 2.38M -11.9% $145.62M 0.2% ▼ Trim 3 SEC ↗
26 Royal Bank Of Canada 1.92M +22.4% $117.65M 0.0% ▲ Add 3 SEC ↗
27 Royal Bank Of Canada 1.92M +22.4% $117.65M 0.0% ▲ Add 3 SEC ↗
28 Royal Bank Of Canada 1.92M +22.4% $117.65M 0.0% ▲ Add 3 SEC ↗
29 Royal Bank Of Canada 1.92M +22.4% $117.65M 0.0% ▲ Add 3 SEC ↗
30 Royal Bank Of Canada 1.92M +22.4% $117.65M 0.0% ▲ Add 3 SEC ↗
31 Royal Bank Of Canada 1.92M +22.4% $117.65M 0.0% ▲ Add 3 SEC ↗
32 Ameriprise Financial Inc 1.69M +4.1% $103.39M 0.0% ▲ Add 3 SEC ↗
33 Ameriprise Financial Inc 1.69M +4.1% $103.39M 0.0% ▲ Add 3 SEC ↗
34 Ameriprise Financial Inc 1.69M +4.1% $103.39M 0.0% ▲ Add 3 SEC ↗
35 Ameriprise Financial Inc 1.69M +4.1% $103.39M 0.0% ▲ Add 3 SEC ↗
36 Wealth Enhancement Advisory… 1.37M -5.2% $84.93M 0.1% ▼ Trim 3 SEC ↗
37 UBS Group AG 1.30M -29.7% $79.61M 0.0% ▼ Trim 3 SEC ↗
38 UBS Group AG 1.30M -29.7% $79.61M 0.0% ▼ Trim 3 SEC ↗
39 UBS Group AG 1.30M -29.7% $79.61M 0.0% ▼ Trim 3 SEC ↗
40 Lido Advisors, LLC 1.26M -5.2% $77.01M 0.3% ▼ Trim 3 SEC ↗
41 Lido Advisors, LLC 1.26M -5.2% $77.01M 0.3% ▼ Trim 3 SEC ↗
42 Lido Advisors, LLC 1.26M -5.2% $77.01M 0.3% ▼ Trim 3 SEC ↗
43 Lido Advisors, LLC 1.26M -5.2% $77.01M 0.3% ▼ Trim 3 SEC ↗
44 HighTower Advisors, LLC 1.20M +33.0% $73.18M 0.1% ▲ Add 3 SEC ↗
45 Stifel Financial Corp 1.12M +11.5% $68.71M 0.1% ▲ Add 3 SEC ↗
46 Stifel Financial Corp 1.12M +11.5% $68.71M 0.1% ▲ Add 3 SEC ↗
47 Stifel Financial Corp 1.12M +11.5% $68.71M 0.1% ▲ Add 3 SEC ↗
48 Envestnet Asset Management Inc 1.07M -9.8% $65.81M 0.0% ▼ Trim 3 SEC ↗
49 Invesco Ltd. 931.94K -7.7% $57.06M 0.0% ▼ Trim 3 SEC ↗
50 Invesco Ltd. 931.94K -7.7% $57.06M 0.0% ▼ Trim 3 SEC ↗
51 Invesco Ltd. 931.94K -7.7% $57.06M 0.0% ▼ Trim 3 SEC ↗
52 Mml Investors Services, Llc 887.76K +19.8% $54.36M 0.1% ▲ Add 3 SEC ↗
53 Jones Financial Companies Lllp 837.47K +10.4% $49.66M 0.0% ▲ Add 3 SEC ↗
54 Cetera Investment Advisers 746.10K +7.7% $45.68M 0.0% ▲ Add 3 SEC ↗
55 Citigroup Inc 745.85K +24.9% $45.67M 0.0% ▲ Add 3 SEC ↗
56 Goldman Sachs Group 374.67K -47.6% $22.94M 0.0% ▼ Trim 4 SEC ↗
57 Brown Advisory Inc 342.32K -23.9% $20.96M 0.0% ▼ Trim 3 SEC ↗
58 Brown Advisory Inc 342.32K -23.9% $20.96M 0.0% ▼ Trim 3 SEC ↗
59 Commonwealth Equity Services, Llc 291.21K -8.2% $17.83M 0.0% ▼ Trim 3 SEC ↗
60 Northwestern Mutual Wealth… 289.30K -20.9% $17.71M 0.0% ▼ Trim 3 SEC ↗
61 Mirae Asset Global Investments Co.… 280.00K -37.6% $17.14M 0.0% ▼ Trim 3 SEC ↗
62 Qube Research & Technologies Ltd 272.20K +32460.4% $16.67M 0.0% ▲ Add 3 SEC ↗
63 Mercer Global Advisors Inc /Adv 198.61K -3.6% $12.16M 0.0% ▼ Trim 3 SEC ↗
64 D. E. Shaw & Co. 155.80K 新增 $9.54M 0.0% New 1 SEC ↗
65 Bank Of Montreal /Can/ 152.00K -3.1% $9.31M 0.0% ▼ Trim 3 SEC ↗
66 Bank Of Montreal /Can/ 152.00K -3.1% $9.31M 0.0% ▼ Trim 3 SEC ↗
67 Bank Of Montreal /Can/ 152.00K -3.1% $9.31M 0.0% ▼ Trim 3 SEC ↗
68 Rockefeller Capital Management L.P. 140.93K -26.4% $8.63M 0.0% ▼ Trim 3 SEC ↗
69 Baird Financial Group, Inc. 109.82K -4.5% $6.72M 0.0% ▼ Trim 3 SEC ↗
70 Gotham Asset Management 105.82K 0.0% $6.48M 0.0% Held 7 SEC ↗
71 Truist Financial Corp 77.85K +1.1% $4.77M 0.0% ▲ Add 3 SEC ↗
72 Truist Financial Corp 77.85K +1.1% $4.77M 0.0% ▲ Add 3 SEC ↗
73 Focus Partners Wealth 66.47K +1.4% $4.07M 0.0% ▲ Add 3 SEC ↗
74 Fidelity (FMR) 62.29K +9.5% $3.81M 0.0% ▲ Add 5 SEC ↗
75 Us Bancorp \De\ 53.79K +0.5% $3.29M 0.0% ▲ Add 3 SEC ↗
76 Us Bancorp \De\ 53.79K +0.5% $3.29M 0.0% ▲ Add 3 SEC ↗
77 Renaissance Technologies 53.30K 新增 $3.26M 0.0% New 1 SEC ↗
78 Blair William & Co/Il 45.06K +114.4% $2.76M 0.0% ▲ Add 3 SEC ↗
79 Cerity Partners LLC 41.66K -4.5% $2.55M 0.0% ▼ Trim 3 SEC ↗
80 Cerity Partners LLC 41.66K -4.5% $2.55M 0.0% ▼ Trim 3 SEC ↗
81 Cerity Partners LLC 41.66K -4.5% $2.55M 0.0% ▼ Trim 3 SEC ↗
82 Fisher Asset Management 39.30K -10.4% $2.41M 0.0% ▼ Trim 9 SEC ↗
83 Captrust Financial Advisors 38.27K -23.0% $2.34M 0.0% ▼ Trim 3 SEC ↗
84 BlackRock (被动) 35.69K +100.3% $2.19M 0.0% ▲ Add 5 SEC ↗
85 BlackRock (被动) 35.69K +100.3% $2.19M 0.0% ▲ Add 5 SEC ↗
86 Creative Planning 33.62K +6.2% $2.06M 0.0% ▲ Add 3 SEC ↗
87 Mariner, LLC 32.34K -49.3% $1.98M 0.0% ▼ Trim 3 SEC ↗
88 Fifth Third Bancorp 31.61K -36.4% $1.94M 0.0% ▼ Trim 3 SEC ↗
89 Susquehanna International Group, Llp 26.95K +324.4% $1.65M 0.0% ▲ Add 3 SEC ↗
90 AQR Capital Management 26.27K -16.3% $1.61M 0.0% ▼ Trim 5 SEC ↗
91 AQR Capital Management 26.27K -16.3% $1.61M 0.0% ▼ Trim 5 SEC ↗
92 Quantinno Capital Management LP 21.69K +24.8% $1.33M 0.0% ▲ Add 3 SEC ↗
93 Hrt Financial Lp 18.12K 新增 $1.11M 0.0% New 1 SEC ↗
94 Citadel Advisors 17.36K -67.7% $1.06M 0.0% ▼ Trim 2 SEC ↗
95 Jane Street Group, Llc 15.73K -89.5% $963,209 0.0% ▼ Trim 2 SEC ↗
96 Allspring Global Investments… 11.10K +15.6% $674,104 0.0% ▲ Add 3 SEC ↗
97 IMC-Chicago, LLC 9.33K +55.4% $571,092 0.0% ▲ Add 2 SEC ↗
98 Corient Private Wealth LP 8.24K -38.5% $504,767 0.0% ▼ Trim 3 SEC ↗
99 Pnc Financial Services Group, Inc. 8.00K -1.2% $489,841 0.0% ▼ Trim 3 SEC ↗
100 Pnc Financial Services Group, Inc. 8.00K -1.2% $489,841 0.0% ▼ Trim 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

D. E. Shaw & Co. $9.54M 0.0%
Renaissance Technologies $3.26M 0.0%
Hrt Financial Lp $1.11M 0.0%

已清仓

First Trust Advisors Lp $243,084 曾为 0.0%
Group One Trading Llc $22,202 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): 560 持有人, 77.71M 股份, $4.18B 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