证券记录
DTH
名称等待档案录入
33被追踪持有人
+3Δ持有人
5.07M持有股份
$274.51M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 +2.2% ·
净新建仓位 +9.1%
— 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 | 33 | +3 | 5.07M | $274.51M | +4 | −1 |
| Q1 2026 | 31 | +2 | 5.12M | $277.03M | +3 | −1 |
| Q4 2025 | 29 | -1 | 4.39M | $226.58M | — | −1 |
| Q3 2025 | 4 | +1 | 905.24K | $44.49M | +1 | — |
| Q2 2025 | 1 | — | 2.56K | $118,823 | — | — |
| Q4 2024 | 1 | +1 | 220.21K | $8.32M | +1 | — |
| Q2 2024 | 1 | — | 11.87K | $455,504 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.55M | -2.5% | $83.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.55M | -2.5% | $83.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.55M | -2.5% | $83.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 939.67K | -2.2% | $50.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 773.98K | -15.3% | $41.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 403.26K | +219.8% | $21.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 403.26K | +219.8% | $21.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 302.36K | +87.6% | $16.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 135.73K | +10.9% | $7.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 135.73K | +10.9% | $7.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 126.38K | +74.5% | $6.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 92.81K | 新增 | $5.02M | 0.0% | New | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 90.96K | +8.8% | $4.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 70.69K | +0.1% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 66.61K | -2.4% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 61.10K | -36.4% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 60.04K | +115.4% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 52.21K | +9.4% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 52.21K | +9.4% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 52.21K | +9.4% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 44.53K | +2.9% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 43.25K | +8.5% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 38.26K | +2.2% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 34.85K | -1.7% | $1.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Mariner, LLC | 34.55K | -89.4% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 30.14K | 新增 | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 27.13K | -2.9% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 26.67K | +125.0% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 20.70K | +251.0% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 18.62K | +47.4% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Captrust Financial Advisors | 8.38K | -18.4% | $453,614 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 5.20K | -14.7% | $281,588 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 3.85K | 新增 | $212,199 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 3.36K | +17.6% | $181,760 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 3.36K | +17.6% | $181,760 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 2.77K | +3.3% | $149,668 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 2.54K | 0.0% | $137,332 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 2.54K | 0.0% | $137,332 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 2.54K | 0.0% | $137,332 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 727 | 新增 | $39,338 | 0.0% | New | 1 | SEC ↗ |
| 41 | Blair William & Co/Il | 468 | 0.0% | $25,323 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 156 | 0.0% | $8,441 | 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
| Citadel Advisors | $5.02M | 0.0% |
| Susquehanna International… | $1.63M | 0.0% |
| Wealth Enhancement Advisory… | $212,199 | 0.0% |
| Russell Investments Group… | $39,338 | 0.0% |
已清仓
| Bank Of Montreal /Can/ | $3.01M | 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): 108 持有人, 7.96M 股份, $417.38M 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