证券记录
DFAW
名称等待档案录入
22被追踪持有人
+3Δ持有人
892.50K持有股份
$73.82M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +15.8% ·
股份流向 -3.8% ·
净新建仓位 +13.6%
— 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 | 22 | +3 | 892.50K | $73.82M | +5 | −2 |
| Q1 2026 | 20 | +2 | 935.94K | $66.25M | +3 | −1 |
| Q4 2025 | 18 | 0 | 486.67K | $36.00M | — | — |
| Q3 2025 | 3 | 0 | 249.03K | $17.90M | — | — |
| Q2 2025 | 1 | -1 | 20.24K | $1.36M | — | −1 |
| Q1 2025 | 2 | +1 | 24.28K | $1.49M | +1 | — |
| Q4 2024 | 1 | +1 | 20.24K | $1.26M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 209.49K | +19.9% | $17.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Brown Advisory Inc | 112.15K | 新增 | $9.28M | 0.0% | New | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 106.19K | +301.1% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 106.19K | +301.1% | $8.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 89.47K | +43.8% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 78.15K | +10.6% | $6.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 66.22K | +11.3% | $5.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 61.66K | -1.2% | $5.10M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 44.09K | +1.2% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Focus Partners Wealth | 35.44K | -86.7% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 31.55K | -41.9% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 23.31K | +3.2% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 8.23K | -3.2% | $681,203 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Corient Private Wealth LP | 7.38K | +17.5% | $610,684 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Creative Planning | 5.40K | -9.4% | $447,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 3.82K | 新增 | $316,423 | 0.0% | New | 1 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 3.50K | 新增 | $291,168 | 0.0% | New | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 3.12K | 新增 | $257,974 | 0.0% | New | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 3.12K | 新增 | $257,974 | 0.0% | New | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 2.35K | +14.1% | $194,770 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 2.35K | +14.1% | $194,770 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 581 | 0.0% | $47,834 | 0.0% | Held | 3 | SEC ↗ |
| 23 | UBS Group AG | 171 | +17.9% | $14,157 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 132 | +1.5% | $10,909 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 123 | 新增 | $10,211 | 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
| Brown Advisory Inc | $9.28M | 0.0% |
| Bank Of America Corp /De/ | $316,423 | 0.0% |
| Wealth Enhancement Advisory… | $291,168 | 0.0% |
| Truist Financial Corp | $257,974 | 0.0% |
| Truist Financial Corp | $257,974 | 0.0% |
| Assetmark, Inc | $10,211 | 0.0% |
已清仓
| Gotham Asset Management | $2.07M | 曾为 0.0% |
| Morgan Stanley | $49,137 | 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): 200 持有人, 8.43M 股份, $613.67M 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