证券记录 · 已归档季度
AIO
名称等待档案录入
30被追踪持有人
+6Δ持有人
4.60M持有股份
$129.00M报告持仓市值
+8新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +25.0% ·
股份流向 +8.2% ·
净新建仓位 +20.0%
— 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 | 30 | +6 | 4.60M | $129.00M | +8 | −2 |
| Q1 2026 | 25 | +2 | 4.26M | $91.12M | +3 | −1 |
| Q4 2025 | 23 | 0 | 4.41M | $95.97M | — | — |
| Q3 2025 | 2 | 0 | 1.16M | $27.98M | — | — |
| Q2 2025 | 1 | — | 1 | $25 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.10M | +1.6% | $30.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.10M | +1.6% | $30.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.10M | +1.6% | $30.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 869.83K | +6.3% | $24.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 616.77K | -3.5% | $17.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 616.77K | -3.5% | $17.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 452.67K | +4.7% | $12.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 380.28K | +0.6% | $10.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 354.98K | -2.5% | $9.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 354.98K | -2.5% | $9.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 354.98K | -2.5% | $9.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Allspring Global Investments… | 222.39K | 新增 | $6.24M | 0.0% | New | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 160.04K | +17.9% | $4.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 160.04K | +17.9% | $4.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 160.04K | +17.9% | $4.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | LPL Financial LLC | 117.08K | +11.1% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Stifel Financial Corp | 82.79K | +4.6% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | First Trust Advisors Lp | 50.56K | -0.9% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 23.42K | +12.8% | $657,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 21.84K | +9.8% | $586,959 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 17.91K | +1.8% | $502,888 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 17.58K | -21.4% | $493,615 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 17.58K | -21.4% | $493,615 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 15.72K | -40.9% | $441,211 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 14.22K | +19.7% | $399,155 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 14.22K | +19.7% | $399,155 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mariner, LLC | 10.85K | 新增 | $304,560 | 0.0% | New | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 10.82K | 新增 | $303,662 | 0.0% | New | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 9.31K | 新增 | $261,464 | 0.0% | New | 1 | SEC ↗ |
| 30 | Mercer Global Advisors Inc /Adv | 9.22K | -7.2% | $258,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 8.25K | 新增 | $231,578 | 0.0% | New | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 8.00K | 新增 | $224,519 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 7.19K | 0.0% | $201,823 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 3.92K | +57.0% | $110,175 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fifth Third Bancorp | 3.48K | -12.4% | $97,711 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 2.69K | -19.1% | $75,375 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.00K | 新增 | $28,070 | 0.0% | New | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 828 | 0.0% | $23,242 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Assetmark, Inc | 580 | 新增 | $16,281 | 0.0% | New | 1 | 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
| Allspring Global Investments… | $6.24M | 0.0% |
| Mariner, LLC | $304,560 | 0.0% |
| Focus Partners Wealth | $303,662 | 0.0% |
| HighTower Advisors, LLC | $261,464 | 0.0% |
| AQR Capital Management | $231,578 | 0.0% |
| Envestnet Asset Management Inc | $224,519 | 0.0% |
| Us Bancorp \De\ | $28,070 | 0.0% |
| Assetmark, Inc | $16,281 | 0.0% |
已清仓
| Susquehanna International… | $282,676 | 曾为 0.0% |
| Fidelity (FMR) | $43 | 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): 77 持有人, 6.44M 股份, $135.74M 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