证券记录
DFSU
名称等待档案录入
29被追踪持有人
+4Δ持有人
4.17M持有股份
$194.66M报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +16.0% ·
股份流向 +11.2% ·
净新建仓位 +13.8%
— 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 | 29 | +4 | 4.17M | $194.66M | +6 | −2 |
| Q1 2026 | 25 | -1 | 3.75M | $154.84M | +1 | −2 |
| Q4 2025 | 26 | -2 | 3.58M | $156.11M | — | −2 |
| Q3 2025 | 4 | 0 | 36.70K | $1.56M | — | — |
| Q2 2025 | 2 | +2 | 16.28K | $638,873 | +2 | — |
| Q4 2024 | 1 | 0 | 24.30K | $920,856 | — | — |
| Q3 2024 | 1 | -1 | 42.19K | $1.57M | — | −1 |
| Q2 2024 | 2 | — | 27.36K | $953,909 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.16M | +11.8% | $100.75M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Mercer Global Advisors Inc /Adv | 460.20K | +20.1% | $21.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 415.68K | -3.3% | $19.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Corient Private Wealth LP | 206.97K | -3.2% | $9.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 185.05K | +10.3% | $8.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Brown Advisory Inc | 129.06K | +5.7% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 101.25K | +2.5% | $4.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 96.53K | +13.0% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 96.53K | +13.0% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 66.61K | +209.8% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 66.61K | +209.8% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 66.61K | +209.8% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 48.08K | +97.3% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 46.14K | +90.4% | $2.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 46.14K | +90.4% | $2.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Cerity Partners LLC | 45.03K | 新增 | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 45.03K | 新增 | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 32.78K | -8.8% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 27.04K | +7.5% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 26.95K | +241.1% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 25.49K | -3.1% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mariner, LLC | 20.72K | -16.8% | $966,080 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mariner, LLC | 20.72K | -16.8% | $966,080 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 16.98K | -46.5% | $791,791 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 14.62K | -1.3% | $681,887 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 13.02K | +6937.8% | $607,123 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 6.91K | 新增 | $322,027 | 0.0% | New | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 5.22K | 新增 | $243,455 | 0.0% | New | 1 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 4.88K | 新增 | $227,648 | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 4.17K | -2.0% | $194,307 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Kayne Anderson Rudnick Investment… | 3.35K | 新增 | $156,461 | 0.0% | New | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 2.90K | -43.1% | $135,274 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.90K | -43.1% | $135,274 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 2.90K | -43.1% | $135,274 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 2.90K | -43.1% | $135,274 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 632 | -27.2% | $29,470 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | UBS Group AG | 538 | 新增 | $25,087 | 0.0% | New | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 388 | 0.0% | $18,092 | 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
| Cerity Partners LLC | $2.10M | 0.0% |
| Cerity Partners LLC | $2.10M | 0.0% |
| Cetera Investment Advisers | $322,027 | 0.0% |
| AQR Capital Management | $243,455 | 0.0% |
| Citadel Advisors | $227,648 | 0.0% |
| Kayne Anderson Rudnick… | $156,461 | 0.0% |
| UBS Group AG | $25,087 | 0.0% |
已清仓
| Jane Street Group, Llc | $2.03M | 曾为 0.0% |
| Bank Of America Corp /De/ | $783,216 | 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): 255 持有人, 34.25M 股份, $1.39B 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