证券记录
DFIP
名称等待档案录入
23被追踪持有人
0Δ持有人
769.33K持有股份
$31.74M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 0.0% · 股份流向 +19.4% · 净新建仓位 -4.3% — 公式
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
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 | 162.47K | +18.6% | $6.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 146.32K | +24.2% | $6.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Assetmark, Inc | 76.72K | +8.6% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 56.62K | 新增 | $2.34M | 0.0% | New | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 52.08K | +9.1% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 47.53K | +78.0% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 42.36K | +5.5% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Creative Planning | 34.68K | -6.2% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 31.17K | +11.0% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 24.67K | +1.4% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 16.91K | -64.8% | $698,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Citigroup Inc | 15.55K | +17.9% | $641,680 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 13.02K | +110.7% | $537,140 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Mercer Global Advisors Inc /Adv | 10.46K | +0.7% | $431,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 10.21K | +13.3% | $421,908 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 9.51K | -4.7% | $392,183 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | UBS Group AG | 6.21K | +34.7% | $256,276 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 5.30K | -2.4% | $218,775 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS AM, a distinct business unit of… | 4.25K | 0.0% | $175,416 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.31K | -2.2% | $54,172 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 21 | JPMorgan Chase ✦ | 1.30K | -6.7% | $53,933 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 22 | Franklin Resources Inc | 550 | 0.0% | $22,690 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 122 | -24.2% | $5,033 | 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
| Citadel Advisors | $2.34M | 0.0% |
已清仓
| HighTower Advisors, LLC | $205,513 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $18,774 | 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): 161 持有人, 18.17M 股份, $752.75M 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