证券记录 · 已归档季度
ALLW
名称等待档案录入
26被追踪持有人
+3Δ持有人
8.31M持有股份
$243.13M报告持仓市值
+7新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +13.0% ·
股份流向 +30.0% ·
净新建仓位 +11.5%
— 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 | 26 | +3 | 8.31M | $243.13M | +7 | −4 |
| Q1 2026 | 23 | +7 | 4.37M | $126.20M | +10 | −3 |
| Q4 2025 | 16 | +1 | 1.70M | $46.91M | +2 | −1 |
| Q3 2025 | 1 | -2 | 30 | $836 | — | −2 |
| Q2 2025 | 2 | +1 | 185.08K | $4.83M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.66M | +176.1% | $107.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.14M | 新增 | $62.71M | 0.0% | New | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.14M | 新增 | $62.71M | 0.0% | New | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.14M | 新增 | $62.71M | 0.0% | New | 1 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 840.64K | +15.3% | $24.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mariner, LLC | 405.26K | +54.2% | $11.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 405.26K | +54.2% | $11.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 297.97K | +109.8% | $8.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 268.78K | +34.3% | $7.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 160.86K | +136.4% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 160.86K | +136.4% | $4.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 90.59K | -7.9% | $2.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Stifel Financial Corp | 88.97K | +51.8% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 79.81K | +831.2% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 79.81K | +831.2% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 70.80K | +152.0% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 49.19K | +24994.9% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 49.19K | +24994.9% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 48.02K | -48.6% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 37.61K | +276.1% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 37.61K | +276.1% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Focus Partners Wealth | 25.25K | 新增 | $739,009 | 0.0% | New | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 9.79K | +9.4% | $286,700 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 9.74K | +873.7% | $283,736 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 8.73K | 0.0% | $255,410 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 7.51K | +113.8% | $219,954 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 2.80K | +249.6% | $82,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 1.64K | 新增 | $47,915 | 0.0% | New | 1 | SEC ↗ |
| 29 | Simplex Trading, Llc | 1.48K | 新增 | $43,173 | 0.0% | New | 1 | SEC ↗ |
| 30 | UBS Group AG | 1.05K | 新增 | $30,763 | 0.0% | New | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 750 | 0.0% | $21,953 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Belvedere Trading LLC | 147 | 新增 | $4,303 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 20 | 新增 | $586 | 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
| Bank Of America Corp /De/ | $62.71M | 0.0% |
| Bank Of America Corp /De/ | $62.71M | 0.0% |
| Bank Of America Corp /De/ | $62.71M | 0.0% |
| Focus Partners Wealth | $739,009 | 0.0% |
| Northwestern Mutual Wealth… | $47,915 | 0.0% |
| Simplex Trading, Llc | $43,173 | 0.0% |
| UBS Group AG | $30,763 | 0.0% |
| Belvedere Trading LLC | $4,303 | 0.0% |
| JPMorgan Chase | $586 | 0.0% |
已清仓
| Jane Street Group, Llc | $31.86M | 曾为 0.0% |
| Citadel Advisors | $4.02M | 曾为 0.0% |
| Bank Of Montreal /Can/ | $1.31M | 曾为 0.0% |
| Susquehanna International… | $1.07M | 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): 121 持有人, 14.99M 股份, $423.02M 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