证券记录
CFA
名称等待档案录入
32被追踪持有人
+3Δ持有人
2.67M持有股份
$263.86M报告持仓市值
+3新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +10.3% ·
股份流向 -1.8% ·
净新建仓位 +9.4%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 32 | +3 | 2.67M | $263.86M | +3 | — |
| Q1 2026 | 30 | 0 | 2.72M | $248.84M | +1 | −1 |
| Q4 2025 | 30 | 0 | 2.53M | $229.94M | — | — |
| Q3 2025 | 5 | +1 | 761.36K | $69.27M | +1 | — |
| Q2 2025 | 1 | -1 | 1.20K | $105,841 | — | −1 |
| Q1 2025 | 1 | 0 | 39.74K | $3.36M | — | — |
| Q4 2024 | 1 | 0 | 10.99K | $933,416 | — | — |
| Q3 2024 | 1 | 0 | 18.61K | $1.60M | — | — |
| Q2 2024 | 1 | — | 41.79K | $3.32M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 614.16K | -1.4% | $60.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 614.16K | -1.4% | $60.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 614.16K | -1.4% | $60.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 614.16K | -1.4% | $60.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 346.38K | -1.5% | $34.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 346.38K | -1.5% | $34.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Fifth Third Bancorp | 227.89K | -2.2% | $22.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 206.34K | -3.8% | $20.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 206.34K | -3.8% | $20.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 199.73K | -0.6% | $19.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 199.73K | -0.6% | $19.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 195.82K | -0.2% | $19.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 193.29K | -0.5% | $19.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 193.29K | -0.5% | $19.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 122.32K | -0.1% | $12.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 122.32K | -0.1% | $12.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 118.90K | -1.7% | $11.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 78.78K | +3.1% | $7.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 59.64K | +17.1% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 53.51K | -1.4% | $5.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 52.38K | -44.3% | $5.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 47.48K | +40.2% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 47.48K | +40.2% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 36.40K | +1.3% | $3.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 36.40K | +1.3% | $3.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 34.10K | -0.3% | $3.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 34.10K | -0.3% | $3.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 20.63K | +2.3% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Allspring Global Investments… | 13.60K | 0.0% | $1.35M | 0.0% | Held | 3 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 8.50K | 0.0% | $844,895 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Cetera Investment Advisers | 6.06K | -1.0% | $598,668 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Northern Trust Corp | 5.90K | 0.0% | $582,621 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Creative Planning | 4.68K | 0.0% | $461,986 | 0.0% | Held | 3 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 4.24K | +3.3% | $418,422 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 3.86K | 0.0% | $381,156 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 3.86K | 0.0% | $381,156 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 3.86K | 0.0% | $381,156 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 3.75K | +19.5% | $370,634 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 3.75K | +19.5% | $370,634 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 3.74K | 0.0% | $369,805 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 3.27K | -9.4% | $323,239 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Sei Investments Co | 2.67K | 0.0% | $263,700 | 0.0% | Held | 3 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 2.38K | -29.4% | $234,511 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Assetmark, Inc | 300 | 新增 | $29,640 | 0.0% | New | 1 | SEC ↗ |
| 45 | BlackRock ✦ (被动) | 49 | 新增 | $4,860 | 0.0% | New | 1 | SEC ↗ |
| 46 | Qube Research & Technologies Ltd | 9 | 新增 | $889 | 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
| Assetmark, Inc | $29,640 | 0.0% |
| BlackRock | $4,860 | 0.0% |
| Qube Research & Technologies… | $889 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 71 持有人, 3.42M 股份, $304.65M 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