证券记录
DFSI
名称等待档案录入
26被追踪持有人
+2Δ持有人
2.60M持有股份
$117.10M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +8.3% ·
股份流向 +6.0% ·
净新建仓位 +7.7%
— 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 | +2 | 2.60M | $117.10M | +2 | — |
| Q1 2026 | 25 | +3 | 2.45M | $104.14M | +5 | −2 |
| Q4 2025 | 22 | -1 | 2.16M | $92.80M | — | −1 |
| Q3 2025 | 4 | +1 | 89.76K | $3.68M | +1 | — |
| Q1 2025 | 1 | 0 | 189.15K | $6.60M | — | — |
| Q4 2024 | 1 | 0 | 10.14K | $333,099 | +1 | −1 |
| Q3 2024 | 1 | +1 | 11.16K | $398,841 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1.22M | +4.6% | $54.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 248.54K | +35.9% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 228.45K | +289.6% | $10.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 228.45K | +289.6% | $10.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 228.45K | +289.6% | $10.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 156.53K | +3.1% | $7.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Corient Private Wealth LP | 117.84K | -7.2% | $5.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Brown Advisory Inc | 104.11K | +6.5% | $4.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 99.01K | -5.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 99.01K | -5.0% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 86.25K | -68.7% | $3.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cerity Partners LLC | 84.22K | +93.6% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cerity Partners LLC | 84.22K | +93.6% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 51.22K | +17.4% | $2.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 50.59K | -1.3% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 30.53K | +3.6% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 22.88K | +102.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 22.88K | +102.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 22.88K | +102.2% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 20.64K | -31.6% | $931,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 11.07K | +3.9% | $499,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 9.81K | +18.1% | $442,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mariner, LLC | 9.68K | +1.2% | $436,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 8.43K | -52.5% | $380,013 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 7.64K | -15.1% | $344,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 6.89K | +3.0% | $310,983 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 6.89K | +3.0% | $310,983 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 6.70K | 新增 | $302,080 | 0.0% | New | 1 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 5.44K | -11.0% | $245,209 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Stifel Financial Corp | 5.14K | -18.1% | $232,020 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Kayne Anderson Rudnick Investment… | 2.82K | 新增 | $127,186 | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.13K | +2.2% | $96,013 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 299 | 0.0% | $13,485 | 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
| Goldman Sachs Group | $302,080 | 0.0% |
| Kayne Anderson Rudnick… | $127,186 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 226 持有人, 16.11M 股份, $674.64M 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