证券记录 · 已归档季度
DFGP
名称等待档案录入
26被追踪持有人
+4Δ持有人
3.48M持有股份
$189.68M报告持仓市值
+5新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +18.2% ·
股份流向 +30.0% ·
净新建仓位 +15.4%
— 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 | 26 | +4 | 3.48M | $189.68M | +5 | −1 |
| Q1 2026 | 23 | +3 | 2.47M | $133.53M | +6 | −3 |
| Q4 2025 | 20 | -3 | 2.37M | $128.09M | — | −3 |
| Q3 2025 | 4 | 0 | 359.73K | $19.99M | — | — |
| Q2 2025 | 1 | 0 | 20.72K | $1.13M | — | — |
| Q1 2025 | 1 | 0 | 33.18K | $1.77M | — | — |
| Q4 2024 | 1 | 0 | 80.41K | $4.25M | — | — |
| Q3 2024 | 1 | +1 | 5.78K | $318,698 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 712.64K | +4.0% | $38.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 708.69K | +15.3% | $38.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 482.69K | 新增 | $26.35M | 0.0% | New | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 436.46K | +9.9% | $23.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS AM, a distinct business unit of… | 184.79K | 0.0% | $10.06M | 0.0% | Held | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 146.51K | +66.1% | $7.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 123.22K | +81.8% | $6.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 123.22K | +81.8% | $6.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Mariner, LLC | 118.14K | -0.9% | $6.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mariner, LLC | 118.14K | -0.9% | $6.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citigroup Inc | 102.85K | +83.3% | $5.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 82.72K | +16.2% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 82.72K | +16.2% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 82.72K | +16.2% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 77.96K | +320.8% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 77.96K | +320.8% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 65.74K | 新增 | $3.58M | 0.0% | New | 1 | SEC ↗ |
| 18 | Cerity Partners LLC | 48.36K | +2.6% | $2.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 41.62K | 新增 | $2.27M | 0.0% | New | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 40.11K | -22.8% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 32.64K | +26.2% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 28.93K | +256.0% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 11.15K | +39.1% | $607,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Sei Investments Co | 9.58K | +13.0% | $521,560 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Nuveen, LLC | 8.24K | 新增 | $448,588 | 0.0% | New | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 6.93K | +41.2% | $377,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 6.93K | +41.2% | $377,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 4.88K | 0.0% | $265,831 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Raymond James Financial Inc | 3.92K | 新增 | $213,630 | 0.0% | New | 1 | SEC ↗ |
| 30 | Raymond James Financial Inc | 3.92K | 新增 | $213,630 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 2.18K | +21.6% | $118,879 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 569 | +7.2% | $30,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS Group AG | 150 | -51.3% | $8,169 | 0.0% | ▼ Trim | 2 | 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
| Jones Financial Companies Lllp | $26.35M | 0.0% |
| Jane Street Group, Llc | $3.58M | 0.0% |
| Goldman Sachs Group | $2.27M | 0.0% |
| Nuveen, LLC | $448,588 | 0.0% |
| Raymond James Financial Inc | $213,630 | 0.0% |
| Raymond James Financial Inc | $213,630 | 0.0% |
已清仓
| Fisher Asset Management | $404,925 | 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): 170 持有人, 37.17M 股份, $1.90B 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