证券记录
EVF
名称等待档案录入
20被追踪持有人
+1Δ持有人
885.04K持有股份
$4.41M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +5.3% ·
股份流向 -2.4% ·
净新建仓位 +5.0%
· 公式
持有人分散化：持有人数增多，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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 223.78K | -5.3% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 123.22K | +0.4% | $613,611 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Loomis Sayles & Co L P | 122.69K | 0.0% | $611,016 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 105.33K | -5.7% | $524,556 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 55.16K | +8.8% | $274,680 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 49.03K | -15.7% | $244,180 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 38.58K | +41.5% | $192,117 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 33.29K | +0.3% | $165,803 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 30.63K | +4.5% | $152,534 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 29.39K | -12.3% | $146,337 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 20.04K | 0.0% | $99,784 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 18.16K | 新增 | $90,417 | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 11.00K | -59.1% | $54,800 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Creative Planning | 10.63K | -47.3% | $52,942 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 10.00K | 0.0% | $49,800 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 2.42K | 0.0% | $12,059 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 902 | -28.0% | $4,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 552 | +3.2% | $2,749 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 244 | +1.7% | $1,219 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Us Bancorp \De\ | 4 | 0.0% | $20 | 0.0% | Held | 3 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $90,417 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 53 持有人, 4.99M 股份, $19.14M 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
持有该证券的受追踪机构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。
Sep 17
SC 13G/A: MORGAN STANLEY
Aug 14
SC 13G/A: 1607 Capital Partners, LLC
Jul 06
SC 13G/A: ROYAL BANK OF CANADA
Jul 06
SC 13G/A: ROYAL BANK OF CANADA
Jun 05
SC 13G/A: BANK OF AMERICA CORP /DE/
May 29
SC 13G/A: UBS AG
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