证券记录
DIM
名称等待档案录入
21被追踪持有人
+2Δ持有人
206.57K持有股份
$17.60M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 +10.5% ·
股份流向 +11.3% ·
净新建仓位 +9.5%
— 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 | Morgan Stanley ✦ | 32.14K | +0.5% | $2.74M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 26.10K | +10.4% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 23.95K | +0.1% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 22.04K | -3.2% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 15.33K | -1.6% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 14.47K | +466.5% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | UBS Group AG | 14.28K | -13.6% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 8.82K | -2.8% | $751,980 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 8.34K | +6.1% | $711,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Jane Street Group, Llc | 8.12K | -31.7% | $692,409 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 6.16K | +8.6% | $524,929 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 5.10K | +25415.0% | $434,920 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Invesco Ltd. | 4.83K | -6.5% | $411,576 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 3.90K | 新增 | $332,132 | 0.0% | New | 1 | SEC ↗ ×2 |
| 15 | Assetmark, Inc | 3.75K | 新增 | $320,039 | 0.0% | New | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 3.66K | +0.8% | $312,102 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 3.12K | +0.1% | $265,790 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 2.25K | +18.9% | $189,725 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | National Bank Of Canada /Fi/ | 165 | 0.0% | $14,032 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Russell Investments Group, Ltd. | 35 | 0.0% | $2,983 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1 | -97.7% | $85 | 0.0% | ▼ Trim | 5 | 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
| Raymond James Financial Inc | $332,132 | 0.0% |
| Assetmark, Inc | $320,039 | 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): 48 持有人, 529.57K 股份, $40.21M 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