证券记录
DFSE
名称等待档案录入
23被追踪持有人
+1Δ持有人
1.02M持有股份
$49.86M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.5% ·
股份流向 +1.4% ·
净新建仓位 +4.3%
— 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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 569.43K | +6.0% | $27.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 84.06K | +16.8% | $4.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 66.53K | -8.9% | $3.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cerity Partners LLC | 65.09K | +132.1% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Goldman Sachs Group ✦ | 59.02K | +18.0% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Corient Private Wealth LP | 53.53K | -1.6% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Brown Advisory Inc | 24.65K | +48.1% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 22.64K | +2.2% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 14.98K | -82.7% | $732,068 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 14.64K | +13.9% | $715,487 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 11.84K | +1.1% | $578,670 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Captrust Financial Advisors | 7.02K | +0.2% | $343,250 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 6.41K | +20.3% | $313,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Quantinno Capital Management LP | 5.54K | 0.0% | $270,744 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Creative Planning | 4.76K | 新增 | $232,510 | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 3.11K | +22.9% | $152,054 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Royal Bank Of Canada | 2.80K | +9.6% | $137,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | JPMorgan Chase ✦ | 1.80K | -0.6% | $86,590 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Kayne Anderson Rudnick Investment… | 1.45K | 新增 | $69,621 | 0.0% | New | 1 | SEC ↗ |
| 20 | Us Bancorp \De\ | 824 | 0.0% | $40,277 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 420 | 0.0% | $20,529 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 281 | 0.0% | $13,744 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 26 | 0.0% | $1,271 | 0.0% | Held | 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
| Creative Planning | $232,510 | 0.0% |
| Kayne Anderson Rudnick… | $69,621 | 0.0% |
已清仓
| Mariner, LLC | $676,781 | 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): 172 持有人, 8.95M 股份, $374.68M 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