证券记录
DSU
名称等待档案录入
25被追踪持有人
+2Δ持有人
7.84M持有股份
$76.07M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +8.7% ·
股份流向 -0.7% ·
净新建仓位 +8.0%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 25 | +2 | 7.84M | $76.07M | +3 | −1 |
| Q1 2026 | 24 | 0 | 7.90M | $75.73M | +3 | −3 |
| Q4 2025 | 24 | 0 | 7.93M | $80.73M | — | — |
| Q3 2025 | 1 | — | 3.99M | $42.33M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.44M | -0.6% | $43.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.44M | -0.6% | $43.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.44M | -0.6% | $43.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.44M | -0.6% | $43.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 696.29K | -1.4% | $6.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 554.59K | -1.3% | $5.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 554.59K | -1.3% | $5.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 552.61K | +8.9% | $5.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 552.61K | +8.9% | $5.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 390.63K | -4.0% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 390.63K | -4.0% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 226.49K | -2.4% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 226.49K | -2.4% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 221.75K | -7.1% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 221.75K | -7.1% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 131.91K | +4.9% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 131.91K | +4.9% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 118.22K | 0.0% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 118.22K | 0.0% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 118.22K | 0.0% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 116.70K | +3.6% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 75.05K | -33.5% | $727,990 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 73.41K | -5.8% | $712,131 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 73.41K | -5.8% | $712,131 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Creative Planning | 60.07K | -0.2% | $582,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Citigroup Inc | 42.25K | +0.1% | $409,851 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 36.58K | -13.9% | $354,811 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Lido Advisors, LLC | 24.23K | 新增 | $235,080 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 22.47K | -30.7% | $217,969 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Jane Street Group, Llc | 22.47K | -30.7% | $217,969 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 15.30K | 0.0% | $148,410 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 11.70K | 0.0% | $113,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Hrt Financial Lp | 10.96K | 新增 | $106,000 | 0.0% | New | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 10.87K | 新增 | $105,443 | 0.0% | New | 1 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 3.17K | +448.3% | $30,745 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 2.25K | +34.1% | $21,844 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 221 | -46.9% | $2,159 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 14 | 0.0% | $136 | 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
| Lido Advisors, LLC | $235,080 | 0.0% |
| Hrt Financial Lp | $106,000 | 0.0% |
| Focus Partners Wealth | $105,443 | 0.0% |
已清仓
| Susquehanna International… | $165,648 | 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): 89 持有人, 14.94M 股份, $125.76M 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