证券记录
DIV
名称等待档案录入
36被追踪持有人
0Δ持有人
5.43M持有股份
$103.52M报告持仓市值
+2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 +9.9% · 净新建仓位 0.0% — 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 5.43M | $103.52M | +2 | −2 |
| Q1 2026 | 37 | +1 | 4.97M | $93.88M | +4 | −3 |
| Q4 2025 | 36 | 0 | 4.72M | $81.82M | — | — |
| Q3 2025 | 7 | +1 | 1.18M | $20.84M | +1 | — |
| Q2 2025 | 3 | 0 | 123.94K | $2.18M | — | — |
| Q1 2025 | 1 | 0 | 61.00K | $1.15M | — | — |
| Q4 2024 | 1 | -1 | 36.20K | $652,715 | — | −1 |
| Q3 2024 | 2 | 0 | 103.34K | $1.93M | +1 | −1 |
| Q2 2024 | 2 | — | 39.31K | $678,150 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.36M | +44.8% | $25.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 733.73K | +8.8% | $13.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 733.73K | +8.8% | $13.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 728.73K | +26.8% | $13.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 728.73K | +26.8% | $13.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 728.73K | +26.8% | $13.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 410.20K | +33.0% | $7.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wealthfront Advisers LLC | 343.94K | +3.6% | $6.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 301.69K | -26.8% | $5.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 301.69K | -26.8% | $5.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 301.69K | -26.8% | $5.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 281.80K | -26.8% | $5.37M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 13 | Royal Bank Of Canada | 213.69K | +4.8% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 174.50K | -2.1% | $3.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 137.41K | +40.2% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 127.75K | -0.2% | $2.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 83.19K | +23.6% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 83.19K | +23.6% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mirae Asset Global Investments Co.… | 69.00K | -6.8% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 67.88K | +18.9% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 67.88K | +18.9% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Sei Investments Co | 64.08K | +34.4% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 57.45K | +6.7% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 56.00K | -12.1% | $1.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 56.00K | -12.1% | $1.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 50.66K | -1.5% | $965,064 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 40.87K | +8.0% | $778,497 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 40.87K | +8.0% | $778,497 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 35.18K | +27.6% | $670,096 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 15.75K | 0.0% | $300,000 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 15.75K | 0.0% | $300,000 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Creative Planning | 15.53K | +22.6% | $295,886 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 12.99K | +0.6% | $247,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 11.75K | -26.4% | $223,838 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mariner, LLC | 10.20K | -77.1% | $194,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 5.32K | 0.0% | $101,346 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 4.83K | -62.2% | $91,973 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 4.80K | +88.6% | $91,377 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 3.55K | -23.7% | $67,663 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Citigroup Inc | 2.15K | +257.5% | $40,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Fifth Third Bancorp | 1.54K | -30.7% | $29,414 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 801 | +1.6% | $15,264 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Blair William & Co/Il | 750 | 0.0% | $14,288 | 0.0% | Held | 3 | SEC ↗ |
| 44 | BlackRock ✦ (被动) | 102 | +2.0% | $1,942 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | BlackRock ✦ (被动) | 102 | +2.0% | $1,942 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Simplex Trading, Llc | 69 | 新增 | $1,314 | 0.0% | New | 1 | SEC ↗ |
| 47 | TD Waterhouse Canada Inc. | 4 | 新增 | $77 | 0.0% | New | 1 | 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
| Simplex Trading, Llc | $1,314 | 0.0% |
| TD Waterhouse Canada Inc. | $77 | 0.0% |
已清仓
| Citadel Advisors | $923,567 | 曾为 0.0% |
| D. E. Shaw & Co. | $856,378 | 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): 125 持有人, 9.87M 股份, $182.54M 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