证券记录
DFEV
名称等待档案录入
40被追踪持有人
+6Δ持有人
8.64M持有股份
$366.17M报告持仓市值
+7新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +17.6% ·
股份流向 +24.4% ·
净新建仓位 +15.0%
— 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 | 40 | +6 | 8.64M | $366.17M | +7 | −1 |
| Q1 2026 | 35 | +7 | 6.99M | $248.34M | +7 | — |
| Q4 2025 | 28 | -2 | 5.81M | $195.96M | — | −2 |
| Q3 2025 | 5 | +1 | 1.10M | $35.22M | +1 | — |
| Q2 2025 | 1 | -1 | 847.23K | $25.41M | — | −1 |
| Q1 2025 | 1 | 0 | 586.22K | $15.86M | — | — |
| Q4 2024 | 1 | +1 | 15.20K | $398,497 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 2.88M | +40.1% | $120.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 2.88M | +40.1% | $120.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.03M | +3.8% | $43.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.03M | +3.8% | $43.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.03M | +3.8% | $43.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 978.03K | +2.5% | $41.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 701.65K | -4.4% | $29.94M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 701.65K | -4.4% | $29.94M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Royal Bank Of Canada | 370.88K | +21.4% | $15.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 370.88K | +21.4% | $15.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 347.53K | +153.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 347.53K | +153.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 347.53K | +153.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 310.64K | +5234.8% | $13.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jane Street Group, Llc | 273.44K | 新增 | $11.67M | 0.0% | New | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 229.79K | +1056.0% | $9.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cerity Partners LLC | 229.79K | +1056.0% | $9.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 187.07K | +12.0% | $7.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 176.86K | +32.2% | $7.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 143.20K | +2.3% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 137.16K | +12.8% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 137.16K | +12.8% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 137.16K | +12.8% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 116.55K | +4.0% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Corient Private Wealth LP | 104.47K | -6.8% | $4.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 72.96K | +126.1% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 72.96K | +126.1% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 72.96K | +126.1% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 67.23K | +2.3% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Northern Trust Corp | 60.79K | 新增 | $2.59M | 0.0% | New | 1 | SEC ↗ |
| 31 | Northern Trust Corp | 60.79K | 新增 | $2.59M | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 58.30K | +1.9% | $2.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 58.30K | +1.9% | $2.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 52.92K | 0.0% | $2.26M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 52.55K | -31.5% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 52.53K | 新增 | $2.24M | 0.0% | New | 1 | SEC ↗ |
| 37 | LPL Financial LLC | 38.49K | -5.7% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Citigroup Inc | 33.38K | +62.8% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 29.92K | -10.9% | $1.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 26.80K | +302.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | UBS Group AG | 20.60K | +1.9% | $878,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | UBS Group AG | 20.60K | +1.9% | $878,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Focus Partners Wealth | 14.03K | -12.6% | $598,737 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 13.64K | 新增 | $572,884 | 0.0% | New | 1 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 11.60K | +689.3% | $495,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 11.60K | +689.3% | $495,058 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Mariner, LLC | 10.83K | -1.3% | $462,268 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Nuveen, LLC | 9.48K | 新增 | $404,570 | 0.0% | New | 1 | SEC ↗ |
| 49 | Cetera Investment Advisers | 9.10K | -0.3% | $388,234 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 8.64K | +10.1% | $368,644 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 7.60K | 新增 | $324,259 | 0.0% | New | 1 | SEC ↗ |
| 52 | Fifth Third Bancorp | 1.45K | -0.8% | $61,995 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Us Bancorp \De\ | 748 | 新增 | $31,915 | 0.0% | New | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 509 | +0.6% | $21,733 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Assetmark, Inc | 188 | 0.0% | $8,021 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 134 | -51.8% | $5,717 | 0.0% | ▼ Trim | 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
| Jane Street Group, Llc | $11.67M | 0.0% |
| Northern Trust Corp | $2.59M | 0.0% |
| Northern Trust Corp | $2.59M | 0.0% |
| Citadel Advisors | $2.24M | 0.0% |
| Wealth Enhancement Advisory… | $572,884 | 0.0% |
| Nuveen, LLC | $404,570 | 0.0% |
| Quantinno Capital Management… | $324,259 | 0.0% |
| Us Bancorp \De\ | $31,915 | 0.0% |
已清仓
| Goldman Sachs Group | $17.89M | 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): 264 持有人, 31.28M 股份, $1.05B 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