证券记录
CLIP
名称等待档案录入
30被追踪持有人
+4Δ持有人
4.74M持有股份
$475.71M报告持仓市值
+7新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +15.4% ·
股份流向 0.0% ·
净新建仓位 +13.3%
— 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 | 30 | +4 | 4.74M | $475.71M | +7 | −3 |
| Q1 2026 | 27 | +1 | 4.74M | $476.01M | +3 | −2 |
| Q4 2025 | 26 | 0 | 3.46M | $346.03M | +1 | −1 |
| Q3 2025 | 3 | +1 | 3.11K | $312,099 | +1 | — |
| Q2 2025 | 1 | -1 | 17.98K | $1.81M | — | −1 |
| Q1 2025 | 2 | 0 | 369.75K | $37.14M | — | — |
| Q4 2024 | 2 | 0 | 274.25K | $27.45M | — | — |
| Q3 2024 | 2 | +1 | 202.52K | $20.35M | +1 | — |
| Q2 2024 | 1 | — | 7.20K | $723,585 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.91M | +5.2% | $191.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Sei Investments Co | 1.34M | +0.8% | $134.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Mirae Asset Global Investments Co.… | 235.45K | -9.1% | $23.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Mirae Asset Global Investments Co.… | 235.45K | -9.1% | $23.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 211.51K | -16.8% | $21.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 211.51K | -16.8% | $21.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 135.82K | +2.9% | $13.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 132.84K | 新增 | $13.33M | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 115.75K | +26.9% | $11.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 115.75K | +26.9% | $11.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 115.75K | +26.9% | $11.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 96.82K | -64.3% | $9.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 93.72K | -14.4% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cerity Partners LLC | 84.87K | -7.0% | $8.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 80.09K | +40.7% | $8.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 80.09K | +40.7% | $8.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 65.62K | -23.9% | $6.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 64.66K | +5.5% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 60.30K | +17.5% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 60.30K | +17.5% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 39.25K | +30.0% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 15.94K | +7.7% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Focus Partners Wealth | 14.97K | 新增 | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 13.35K | -22.2% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 12.34K | -61.6% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 12.34K | -61.6% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 6.04K | 新增 | $605,652 | 0.0% | New | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 5.30K | -77.0% | $532,203 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Creative Planning | 3.76K | 新增 | $377,579 | 0.0% | New | 1 | SEC ↗ |
| 30 | UBS Group AG | 3.67K | -38.2% | $367,846 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 1.80K | 新增 | $180,311 | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 512 | 新增 | $51,374 | 0.0% | New | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 399 | -16.0% | $40,036 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 200 | -33.3% | $20,068 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Blair William & Co/Il | 153 | 0.0% | $15,352 | 0.0% | Held | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 118 | 新增 | $11,839 | 0.0% | New | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 12 | — | $1,156 | 0.0% | ▲ Add | 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
| Goldman Sachs Group | $13.33M | 0.0% |
| Focus Partners Wealth | $1.50M | 0.0% |
| HighTower Advisors, LLC | $605,652 | 0.0% |
| Creative Planning | $377,579 | 0.0% |
| Us Bancorp \De\ | $180,311 | 0.0% |
| Rockefeller Capital… | $51,374 | 0.0% |
| JPMorgan Chase | $11,839 | 0.0% |
已清仓
| Citadel Advisors | $1.39M | 曾为 0.0% |
| Northwestern Mutual Wealth… | $16,359 | 曾为 0.0% |
| Fidelity (FMR) | $80 | 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): 143 持有人, 15.95M 股份, $1.30B 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