证券记录 · 已归档季度
CTA
名称等待档案录入
36被追踪持有人
+4Δ持有人
18.37M持有股份
$471.61M报告持仓市值
+8新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +12.5% ·
股份流向 +24.7% ·
净新建仓位 +11.1%
— 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 | 36 | +4 | 18.37M | $471.61M | +8 | −4 |
| Q1 2026 | 33 | +1 | 14.92M | $447.06M | +5 | −4 |
| Q4 2025 | 32 | +1 | 11.62M | $318.10M | +1 | — |
| Q3 2025 | 2 | -1 | 755.51K | $21.13M | — | −1 |
| Q2 2025 | 1 | 0 | 64.17K | $1.72M | — | — |
| Q1 2025 | 1 | +1 | 7.34K | $217,382 | +1 | — |
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/ | 5.17M | +15.7% | $134.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 3.10M | +47.2% | $75.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Citigroup Inc | 2.12M | +57.6% | $55.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 1.48M | +40.0% | $38.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 1.16M | -9.0% | $30.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 804.76K | -0.6% | $20.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Assetmark, Inc | 620.81K | +18.0% | $16.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 538.44K | -21.2% | $13.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Truist Financial Corp | 455.69K | +19.3% | $11.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 455.69K | +19.3% | $11.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 410.11K | +9.9% | $10.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 410.11K | +9.9% | $10.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 391.19K | +105.2% | $10.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 391.19K | +105.2% | $10.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 340.14K | +2460.7% | $8.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Kayne Anderson Rudnick Investment… | 324.83K | 新增 | $8.41M | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 279.83K | -2.2% | $7.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 279.83K | -2.2% | $7.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 223.17K | +18.4% | $5.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 223.17K | +18.4% | $5.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 223.17K | +18.4% | $5.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 218.70K | -49.8% | $5.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 167.66K | +1.6% | $4.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 126.18K | +53.1% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 126.18K | +53.1% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 126.18K | +53.1% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 126.18K | +53.1% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 84.46K | +25.8% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank Of Nova Scotia | 60.60K | -8.2% | $1.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Jane Street Group, Llc | 56.17K | 新增 | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 45.11K | +2962.3% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 45.11K | +2962.3% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 33.87K | +22.7% | $878,550 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 28.70K | 新增 | $744,452 | 0.0% | New | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 22.72K | -0.2% | $587,916 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 21.74K | +109.0% | $564,016 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Tidal Investments LLC | 20.94K | +20.4% | $543,132 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 13.79K | 新增 | $357,609 | 0.0% | New | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 13.66K | 新增 | $354,257 | 0.0% | New | 1 | SEC ↗ |
| 40 | Creative Planning | 13.36K | +10.6% | $346,434 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 11.53K | +153.3% | $299,549 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 11.53K | +153.3% | $299,549 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Cetera Investment Advisers | 10.19K | -16.2% | $264,313 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Belvedere Trading LLC | 4.30K | 新增 | $111,516 | 0.0% | New | 1 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 1.19K | 新增 | $30,948 | 0.0% | New | 1 | SEC ↗ |
| 46 | Simplex Trading, Llc | 1.16K | -32.0% | $29,986 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Us Bancorp \De\ | 1 | 新增 | $40 | 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
| Kayne Anderson Rudnick… | $8.41M | 0.0% |
| Jane Street Group, Llc | $1.46M | 0.0% |
| Goldman Sachs Group | $744,452 | 0.0% |
| Susquehanna International… | $357,609 | 0.0% |
| Rockefeller Capital… | $354,257 | 0.0% |
| Belvedere Trading LLC | $111,516 | 0.0% |
| Jones Financial Companies Lllp | $30,948 | 0.0% |
| Us Bancorp \De\ | $40 | 0.0% |
已清仓
| Mariner, LLC | $1.80M | 曾为 0.0% |
| Citadel Advisors | $1.33M | 曾为 0.0% |
| Fifth Third Bancorp | $43,245 | 曾为 0.0% |
| Pnc Financial Services Group… | $11,695 | 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): 234 持有人, 37.32M 股份, $1.11B 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