证券记录
DBAW
名称等待档案录入
22被追踪持有人
+2Δ持有人
2.72M持有股份
$131.67M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 +0.9% ·
净新建仓位 +9.1%
— 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 | 22 | +2 | 2.72M | $131.67M | +3 | −1 |
| Q1 2026 | 21 | +2 | 2.72M | $116.17M | +3 | −1 |
| Q4 2025 | 19 | -1 | 2.72M | $112.22M | — | −1 |
| Q3 2025 | 3 | 0 | 271.24K | $10.69M | — | — |
| Q2 2025 | 2 | +1 | 34.56K | $1.27M | +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 | 602.46K | -1.2% | $29.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 602.46K | -1.2% | $29.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 592.13K | +1.8% | $28.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 592.13K | +1.8% | $28.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 569.47K | +3.1% | $27.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 367.26K | +12.8% | $17.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 367.26K | +12.8% | $17.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 258.26K | -15.9% | $12.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 258.26K | -15.9% | $12.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 68.98K | -16.0% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 53.04K | +6.0% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 52.70K | +26.2% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 34.79K | -1.0% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 30.53K | +0.4% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 20.27K | +21.1% | $982,621 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 20.27K | +21.1% | $982,621 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 20.12K | -0.8% | $975,183 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Lido Advisors, LLC | 12.65K | +73.3% | $613,154 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cerity Partners LLC | 10.31K | 0.0% | $500,055 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 6.61K | 新增 | $320,313 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 5.01K | -4.2% | $242,897 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 4.78K | +514.4% | $231,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 3.43K | +94.3% | $166,237 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 3.43K | +94.3% | $166,237 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 2.88K | 0.0% | $139,618 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 334 | 0.0% | $16,200 | 0.0% | Held | 5 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 207 | 新增 | $10,035 | 0.0% | New | 1 | SEC ↗ |
| 28 | Assetmark, Inc | 171 | 新增 | $8,290 | 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
| Mercer Global Advisors Inc… | $320,313 | 0.0% |
| Bank Of Montreal /Can/ | $10,035 | 0.0% |
| Assetmark, Inc | $8,290 | 0.0% |
已清仓
| Jane Street Group, Llc | $483,950 | 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): 43 持有人, 3.47M 股份, $148.24M 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