证券记录
AVK
名称等待档案录入
24被追踪持有人
-4Δ持有人
4.99M持有股份
$65.42M报告持仓市值
+1新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -14.3% ·
股份流向 +4.6% ·
净新建仓位 -16.7%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 24 | -4 | 4.99M | $65.42M | +1 | −5 |
| Q1 2026 | 29 | +6 | 4.78M | $53.34M | +6 | — |
| Q4 2025 | 23 | 0 | 4.55M | $57.07M | — | — |
| Q3 2025 | 2 | — | 527.08K | $6.74M | — | — |
| Q1 2025 | 1 | +1 | 19.12K | $220,465 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.78M | +11.3% | $23.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.78M | +11.3% | $23.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.78M | +11.3% | $23.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 882.00K | +2.5% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 882.00K | +2.5% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 528.82K | -1.4% | $6.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 516.34K | -4.9% | $6.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 516.34K | -4.9% | $6.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 516.34K | -4.9% | $6.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 516.34K | -4.9% | $6.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Baird Financial Group, Inc. | 285.98K | -0.3% | $3.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 190.98K | +2322.4% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 159.50K | -2.8% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Creative Planning | 140.16K | -0.6% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 117.64K | +17.5% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 109.79K | +5.3% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 109.79K | +5.3% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 65.02K | +7.5% | $851,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 63.23K | +12.4% | $828,338 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 42.06K | +7.5% | $550,990 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 28.82K | +0.2% | $376,321 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 19.54K | +3.2% | $256,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 19.45K | 0.0% | $254,808 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 19.45K | 0.0% | $254,808 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 19.29K | +5.0% | $252,738 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Millennium Management ✦ | 11.99K | -77.6% | $157,095 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | IMC-Chicago, LLC | 10.71K | 新增 | $140,366 | 0.0% | New | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 1.47K | 0.0% | $19,309 | 0.0% | Held | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 400 | 0.0% | $5,216 | 0.0% | Held | 4 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 279 | -60.8% | $3,659 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Assetmark, Inc | 262 | 0.0% | $3,432 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 72 | -99.8% | $1,000 | 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
| IMC-Chicago, LLC | $140,366 | 0.0% |
已清仓
| Susquehanna International… | $289,881 | 曾为 0.0% |
| Hrt Financial Lp | $286,000 | 曾为 0.0% |
| Jane Street Group, Llc | $279,011 | 曾为 0.0% |
| Invesco Ltd. | $190,747 | 曾为 0.0% |
| Jones Financial Companies Lllp | $5,270 | 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): 108 持有人, 12.17M 股份, $103.17M 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