证券记录
CARY
名称等待档案录入
21被追踪持有人
-4Δ持有人
34.18M持有股份
$710.19M报告持仓市值
+2新建仓位
−7清仓
动量输入（同类管理人）：
持有人广度 -16.0% ·
股份流向 +30.0% ·
净新建仓位 -20.0%
— 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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 8.99M | +81.6% | $186.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 8.16M | +43.8% | $169.50M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 5.51M | +25.8% | $114.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | UBS Group AG | 3.21M | +33.5% | $66.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 1.48M | +12.2% | $30.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Focus Partners Wealth | 1.47M | +146570.0% | $30.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 1.21M | +2.4% | $25.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 1.11M | +103.7% | $23.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 937.68K | -1.0% | $19.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Stifel Financial Corp | 596.60K | +18.2% | $12.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 565.20K | +30.9% | $11.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 552.85K | +1.7% | $11.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 122.95K | +11.5% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 109.84K | +9.2% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 95.97K | 新增 | $1.99M | 0.0% | New | 1 | SEC ↗ |
| 16 | Fifth Third Bancorp | 23.52K | +13.8% | $488,828 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 19.38K | +83.1% | $402,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 15.14K | +7.3% | $314,590 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 301 | -34.3% | $6,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 91 | 新增 | $1,891 | 0.0% | New | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 131 | +4.0% | $272 | 0.0% | ▲ Add | 5 | 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
| Gotham Asset Management | $1.99M | 0.0% |
| Northwestern Mutual Wealth… | $1,891 | 0.0% |
已清仓
| Citadel Advisors | $2.63M | 曾为 0.0% |
| HighTower Advisors, LLC | $723,864 | 曾为 0.0% |
| Jane Street Group, Llc | $444,852 | 曾为 0.0% |
| Goldman Sachs Group | $398,944 | 曾为 0.0% |
| Susquehanna International… | $322,271 | 曾为 0.0% |
| JPMorgan Chase | $1,620 | 曾为 0.0% |
| Assetmark, Inc | $1,018 | 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): 100 持有人, 37.83M 股份, $804.08M 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