证券记录
EIS
名称等待档案录入
51被追踪持有人
+3Δ持有人
1.30M持有股份
$156.50M报告持仓市值
+6新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 -30.0% ·
净新建仓位 +3.9%
— 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 | 51 | +3 | 1.30M | $156.50M | +6 | −4 |
| Q1 2026 | 50 | +5 | 1.89M | $218.77M | +7 | −2 |
| Q4 2025 | 44 | -1 | 1.03M | $113.02M | — | −1 |
| Q3 2025 | 7 | +1 | 135.05K | $13.55M | +1 | — |
| Q2 2025 | 4 | 0 | 9.45K | $896,433 | +1 | −1 |
| Q1 2025 | 2 | +1 | 12.83K | $954,261 | +2 | −1 |
| Q4 2024 | 1 | -1 | 5.89K | $454,133 | — | −1 |
| Q3 2024 | 2 | -1 | 6.65K | $449,284 | — | −1 |
| Q2 2024 | 3 | — | 23.73K | $1.44M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Korea Investment CORP | 436.08K | 0.0% | $52.64M | 0.1% | Held | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 167.88K | +16.2% | $20.27M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Jane Street Group, Llc | 112.22K | -75.5% | $13.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 74.26K | +25.2% | $8.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | UBS Group AG | 58.66K | -29.3% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 53.12K | -11.6% | $6.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | Royal Bank Of Canada | 47.62K | +37.8% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 8 | LPL Financial LLC | 35.09K | +7.1% | $4.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 30.54K | +14.9% | $3.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 28.85K | +14.4% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 28.09K | +4.4% | $3.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Qube Research & Technologies Ltd | 17.96K | 新增 | $2.17M | 0.0% | New | 1 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 16.56K | +72.2% | $2.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 16.01K | +7176.8% | $1.91M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 15 | Cetera Investment Advisers | 15.68K | +8.6% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 13.20K | -26.8% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 13.08K | +13.1% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wealthfront Advisers LLC | 12.84K | +20.1% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 12.12K | -6.2% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Hrt Financial Lp | 9.76K | 新增 | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 9.21K | 新增 | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 22 | TD Waterhouse Canada Inc. | 7.64K | +29.6% | $921,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 7.45K | 新增 | $899,169 | 0.0% | New | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 7.37K | +0.3% | $889,924 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 6.65K | +5.2% | $803,240 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Creative Planning | 6.57K | +83.7% | $793,488 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Envestnet Asset Management Inc | 5.68K | -62.1% | $686,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 4.44K | +3.1% | $536,322 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 4.05K | -5.6% | $488,668 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 3.94K | +18.3% | $464,038 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 3.62K | +6.8% | $436,850 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Toronto Dominion Bank | 2.90K | 0.0% | $350,663 | 0.0% | Held | 3 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 2.86K | 新增 | $345,593 | 0.0% | New | 1 | SEC ↗ |
| 34 | Captrust Financial Advisors | 2.80K | -3.1% | $338,350 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 2.76K | +7.9% | $332,661 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 2.60K | -97.6% | $314,329 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Wealth Enhancement Advisory… | 2.29K | -32.9% | $273,963 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Quantinno Capital Management LP | 2.27K | +15.8% | $273,891 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Invesco Ltd. | 2.03K | -0.2% | $244,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 1.84K | -73.2% | $222,348 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 41 | CIBC Bancorp USA Inc. | 1.84K | 0.0% | $222,107 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 42 | Corient Private Wealth LP | 1.75K | -48.3% | $211,725 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.32K | +728.1% | $159,941 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Fidelity (FMR) ✦ | 1.15K | +7.6% | $138,779 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 664 | +2.1% | $80,151 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 472 | -12.1% | $56,980 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Barclays Plc | 400 | 新增 | $48,284 | 0.0% | New | 1 | SEC ↗ |
| 48 | Mirae Asset Global Investments Co.… | 312 | -84.1% | $37,662 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Rhumbline Advisers | 170 | 0.0% | $20,520 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Franklin Resources Inc | 130 | 0.0% | $15,692 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Fifth Third Bancorp | 21 | -19.2% | $2,535 | 0.0% | ▼ Trim | 2 | 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
| Qube Research & Technologies… | $2.17M | 0.0% |
| Hrt Financial Lp | $1.18M | 0.0% |
| Bnp Paribas Financial Markets | $1.11M | 0.0% |
| Goldman Sachs Group | $899,169 | 0.0% |
| AQR Capital Management | $345,593 | 0.0% |
| Barclays Plc | $48,284 | 0.0% |
已清仓
| BlackRock | $20.78M | 曾为 0.0% |
| HighTower Advisors, LLC | $3.26M | 曾为 0.0% |
| Blair William & Co/Il | $1.75M | 曾为 0.0% |
| Bank of New York Mellon Corp | $269,059 | 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): 171 持有人, 2.77M 股份, $310.16M 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