证券记录
EPM
名称等待档案录入
51被追踪持有人
-4Δ持有人
12.86M持有股份
$47.34M报告持仓市值
+4新建仓位
−8清仓
动量输入（同类管理人）：
持有人广度 -7.3% ·
股份流向 +0.7% ·
净新建仓位 -7.8%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | -4 | 12.86M | $47.34M | +4 | −8 |
| Q1 2026 | 56 | +1 | 12.76M | $58.43M | +5 | −4 |
| Q4 2025 | 55 | +3 | 12.65M | $44.78M | +3 | — |
| Q3 2025 | 12 | 0 | 7.37M | $35.54M | — | — |
| Q2 2025 | 9 | -2 | 6.64M | $31.21M | — | −2 |
| Q1 2025 | 8 | -1 | 2.60M | $13.47M | +1 | −2 |
| Q4 2024 | 9 | +4 | 2.62M | $13.72M | +4 | — |
| Q3 2024 | 4 | 0 | 1.87M | $9.91M | +1 | −1 |
| Q2 2024 | 4 | — | 2.09M | $11.01M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 2.42M | +2.1% | $8.89M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 2 | Dimensional Fund Advisors Lp | 1.49M | +2.4% | $5.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Vanguard Capital Management Llc | 1.27M | +2.0% | $4.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | American Century Companies Inc | 1.08M | -0.9% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 1.03M | +8.1% | $3.79M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 6 | Raymond James Financial Inc | 996.43K | -3.2% | $3.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (被动) | 885.71K | +13.8% | $3.26M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | State Street Global Advisors ✦ (被动) | 691.69K | -0.1% | $2.55M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 637.69K | -2.1% | $2.35M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 10 | AQR Capital Management ✦ | 375.69K | +1020.6% | $1.38M | 0.0% | ▲ Add | 6 | SEC ↗ ×6 |
| 11 | Northern Trust Corp | 265.47K | -14.0% | $976,922 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Quantinno Capital Management LP | 171.61K | +157.9% | $631,526 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 164.53K | -42.4% | $605,456 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | UBS Group AG | 158.95K | -19.9% | $584,925 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Wells Fargo & Company/Mn | 111.65K | +64.7% | $410,864 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Charles Schwab Investment… | 98.68K | +11.1% | $363,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 84.80K | -0.9% | $312,047 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 18 | Bank Of America Corp /De/ | 63.83K | -10.2% | $234,895 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 63.16K | -0.8% | $232,417 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Nuveen, LLC | 62.00K | 0.0% | $228,156 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 21 | Connor, Clark & Lunn Investment… | 53.85K | +66.5% | $198,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Invesco Ltd. | 52.28K | -13.3% | $192,398 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 23 | Truist Financial Corp | 49.79K | 0.0% | $183,220 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 48.68K | -85.1% | $179,131 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 48.37K | +612.9% | $177,985 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 26 | D. E. Shaw & Co. ✦ | 46.46K | +67.8% | $170,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 43.25K | +204.1% | $159,161 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Alliancebernstein L.P. | 31.61K | +28.4% | $144,774 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Russell Investments Group, Ltd. | 37.80K | +162.0% | $139,114 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Victory Capital Management Inc | 34.14K | -8.9% | $125,624 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Deutsche Bank Ag\ | 33.29K | +13.7% | $122,496 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Wealth Enhancement Advisory… | 26.23K | 新增 | $95,219 | 0.0% | New | 1 | SEC ↗ |
| 33 | Rhumbline Advisers | 24.71K | -7.5% | $90,938 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Lido Advisors, LLC | 23.79K | 新增 | $87,539 | 0.0% | New | 1 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 23.20K | 0.0% | $86,000 | 0.0% | Held | 7 | SEC ↗ |
| 36 | Citigroup Inc | 21.23K | +1199.5% | $78,137 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Wellington Management ✦ | 19.78K | +19.6% | $72,801 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 38 | Sei Investments Co | 16.30K | 0.0% | $59,980 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Mariner, LLC | 15.89K | 新增 | $58,497 | 0.0% | New | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 15.29K | +3.3% | $56,864 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 41 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 14.81K | -2.4% | $54,486 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Captrust Financial Advisors | 11.02K | 新增 | $40,567 | 0.0% | New | 1 | SEC ↗ |
| 43 | New York State Common Retirement… | 9.56K | 0.0% | $35,188 | 0.0% | Held | 3 | SEC ↗ |
| 44 | Barclays Plc | 9.02K | -9.4% | $33,182 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Osaic Holdings, Inc. | 8.07K | +2.0% | $29,694 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 46 | Pnc Financial Services Group, Inc. | 8.03K | +11.7% | $29,565 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 7.62K | +8.3% | $28,038 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Legal & General Group Plc | 2.99K | 0.0% | $11,011 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 1.37K | 0.0% | $5,196 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 1.01K | 0.0% | $3,714 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Royal Bank Of Canada | 941 | -13.5% | $3,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
"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
| Wealth Enhancement Advisory… | $95,219 | 0.0% |
| Lido Advisors, LLC | $87,539 | 0.0% |
| Mariner, LLC | $58,497 | 0.0% |
| Captrust Financial Advisors | $40,567 | 0.0% |
已清仓
| Point72 Asset Management | $768,345 | 曾为 0.0% |
| Millennium Management | $402,284 | 曾为 0.0% |
| Jane Street Group, Llc | $282,416 | 曾为 0.0% |
| Two Sigma Investments | $82,591 | 曾为 0.0% |
| Arrowstreet Capital | $75,465 | 曾为 0.0% |
| Focus Partners Wealth | $63,836 | 曾为 0.0% |
| LPL Financial LLC | $53,744 | 曾为 0.0% |
| Manufacturers Life Insurance… | $45,997 | 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): 120 持有人, 17.86M 股份, $81.42M 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