证券记录 · 已归档季度
DFE
名称等待档案录入
27被追踪持有人
-1Δ持有人
387.86K持有股份
$27.92M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -3.6% ·
股份流向 -3.0% ·
净新建仓位 -3.7%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 27 | -1 | 387.86K | $27.92M | +1 | −2 |
| Q1 2026 | 29 | +3 | 400.29K | $28.70M | +3 | — |
| Q4 2025 | 26 | 0 | 358.60K | $25.76M | — | — |
| Q3 2025 | 4 | -1 | 167.49K | $11.79M | — | −1 |
| Q2 2025 | 3 | +2 | 20.65K | $1.45M | +2 | — |
| Q4 2024 | 1 | +1 | 4.10K | $231,865 | +1 | — |
| Q2 2024 | 1 | — | 24.14K | $1.44M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 109.86K | -2.6% | $7.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 92.91K | +30.8% | $6.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 92.91K | +30.8% | $6.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 48.94K | -5.9% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Jane Street Group, Llc | 22.97K | -5.0% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 19.71K | +0.7% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 19.71K | +0.7% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Gotham Asset Management ✦ | 15.19K | 0.0% | $1.09M | 0.0% | Held | 5 | SEC ↗ |
| 9 | LPL Financial LLC | 14.06K | +1.9% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 8.74K | -16.2% | $628,767 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 8.74K | -16.2% | $628,767 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 8.21K | -19.7% | $590,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 8.21K | -19.7% | $590,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 8.07K | +0.7% | $581,162 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 5.47K | +13.3% | $393,892 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 5.44K | -17.5% | $391,517 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 5.32K | +1.9% | $382,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 4.85K | +5.0% | $348,868 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 4.05K | -0.3% | $292,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 4.05K | -0.3% | $292,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 3.29K | 0.0% | $236,189 | 0.0% | Held | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 3.29K | 0.0% | $236,189 | 0.0% | Held | 4 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 2.73K | 新增 | $200,083 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fifth Third Bancorp | 2.14K | 0.0% | $154,016 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 1.73K | +12.0% | $123,216 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1.31K | 0.0% | $94,065 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 1.13K | 0.0% | $81,614 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 1.13K | 0.0% | $81,614 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 555 | +55.9% | $39,974 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 555 | +55.9% | $39,974 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | TD Waterhouse Canada Inc. | 500 | 0.0% | $35,990 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 395 | 0.0% | $28,428 | 0.0% | Held | 3 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 200 | 0.0% | $14,380 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Blair William & Co/Il | 95 | 0.0% | $6,837 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 8 | 0.0% | $576 | 0.0% | Held | 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
| Wealth Enhancement Advisory… | $200,083 | 0.0% |
已清仓
| Bank of New York Mellon Corp | $1.86M | 曾为 0.0% |
| Citigroup Inc | $39,453 | 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): 61 持有人, 602.16K 股份, $42.60M 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