证券记录
AOA
名称等待档案录入
45被追踪持有人
+2Δ持有人
2.42M持有股份
$236.04M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 +1.5% ·
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 | 2.42M | $236.04M | +3 | −1 |
| Q1 2026 | 44 | +3 | 2.39M | $211.03M | +4 | −1 |
| Q4 2025 | 41 | -2 | 2.50M | $224.03M | — | −2 |
| Q3 2025 | 5 | +1 | 268.36K | $23.65M | +2 | −1 |
| Q2 2025 | 2 | 0 | 11.19K | $933,079 | — | — |
| Q1 2025 | 1 | 0 | 3.10K | $237,150 | — | — |
| Q4 2024 | 1 | -1 | 6.80K | $520,948 | — | −1 |
| Q3 2024 | 2 | 0 | 15.56K | $1.23M | — | — |
| Q2 2024 | 2 | — | 30.98K | $2.32M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 611.74K | +9.9% | $59.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 247.09K | -20.7% | $24.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Assetmark, Inc | 245.48K | +0.3% | $23.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 184.63K | -5.2% | $18.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 184.63K | -5.2% | $18.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 149.00K | -13.0% | $14.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 149.00K | -13.0% | $14.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 149.00K | -13.0% | $14.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 102.67K | -4.2% | $10.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 102.67K | -4.2% | $10.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 102.67K | -4.2% | $10.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 79.10K | +5.7% | $7.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 74.65K | +34.7% | $7.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 74.65K | +34.7% | $7.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 70.13K | +2.0% | $6.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 70.13K | +2.0% | $6.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 70.13K | +2.0% | $6.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 67.54K | +13.1% | $6.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 67.54K | +13.1% | $6.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 67.54K | +13.1% | $6.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 67.54K | +13.1% | $6.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Raymond James Financial Inc | 63.30K | -11.8% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 63.30K | -11.8% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 62.92K | +1.5% | $6.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 47.07K | +2.4% | $4.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 40.40K | +242.3% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cerity Partners LLC | 34.25K | +1.0% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 34.25K | +1.0% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 28.69K | +128.0% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 27.65K | +32.0% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Stifel Financial Corp | 26.18K | -5.8% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 26.18K | -5.8% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Captrust Financial Advisors | 25.20K | +5.0% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 24.43K | +13.1% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 24.11K | -11.5% | $2.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Creative Planning | 22.95K | -0.3% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Corient Private Wealth LP | 22.61K | +4.3% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Mariner, LLC | 20.84K | -13.5% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 12.60K | -3.6% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Focus Partners Wealth | 12.30K | +5.3% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 10.89K | +9.5% | $1.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Lido Advisors, LLC | 9.97K | -2.6% | $973,209 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 9.57K | +57.9% | $934,176 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Envestnet Asset Management Inc | 9.17K | +8.8% | $894,821 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Hrt Financial Lp | 8.72K | 新增 | $850,000 | 0.0% | New | 1 | SEC ↗ |
| 46 | Mml Investors Services, Llc | 6.60K | +29.9% | $644,485 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 5.66K | -64.2% | $552,738 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 5.65K | -16.4% | $551,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Fifth Third Bancorp | 5.61K | +0.7% | $547,262 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Blair William & Co/Il | 3.94K | +0.9% | $384,460 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | National Bank Of Canada /Fi/ | 3.59K | +20.7% | $351,226 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | TD Waterhouse Canada Inc. | 3.46K | +32.4% | $337,108 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 2.76K | +0.1% | $269,761 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 2.76K | +0.1% | $269,761 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Truist Financial Corp | 2.24K | 新增 | $218,645 | 0.0% | New | 1 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 1.18K | +0.2% | $115,226 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 1.18K | +0.2% | $115,226 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Us Bancorp \De\ | 788 | -10.2% | $76,909 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Us Bancorp \De\ | 788 | -10.2% | $76,909 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Citigroup Inc | 600 | -25.0% | $58,560 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Simplex Trading, Llc | 238 | 新增 | $23,228 | 0.0% | New | 1 | SEC ↗ |
| 62 | Qube Research & Technologies Ltd | 206 | -78.2% | $20,106 | 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
| Hrt Financial Lp | $850,000 | 0.0% |
| Truist Financial Corp | $218,645 | 0.0% |
| Simplex Trading, Llc | $23,228 | 0.0% |
已清仓
| BlackRock | $2,389 | 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): 402 持有人, 9.29M 股份, $603.70M 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