证券记录
EVT
名称等待档案录入
36被追踪持有人
+3Δ持有人
7.16M持有股份
$198.24M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +9.1% ·
股份流向 +1.4% ·
净新建仓位 +8.3%
— 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 | 36 | +3 | 7.16M | $198.24M | +5 | −2 |
| Q1 2026 | 34 | +2 | 7.08M | $173.70M | +3 | −1 |
| Q4 2025 | 32 | 0 | 7.18M | $180.80M | — | — |
| Q3 2025 | 3 | 0 | 1.07M | $26.23M | — | — |
| Q2 2025 | 2 | +1 | 104.19K | $2.51M | +2 | −1 |
| Q1 2025 | 1 | +1 | 9.46K | $220,181 | +1 | — |
| Q2 2024 | 1 | — | 16.33K | $380,326 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.02M | +0.7% | $28.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.02M | +0.7% | $28.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.02M | +0.7% | $28.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 991.44K | +1.9% | $27.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 991.44K | +1.9% | $27.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 991.44K | +1.9% | $27.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | UBS Group AG | 902.53K | +1.1% | $24.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 817.70K | -7.5% | $22.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 817.70K | -7.5% | $22.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 763.63K | +4.8% | $21.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 763.63K | +4.8% | $21.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 763.63K | +4.8% | $21.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 538.36K | +2.9% | $14.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 314.08K | +5.3% | $8.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 314.08K | +5.3% | $8.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 229.86K | -10.0% | $6.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 208.41K | +7.7% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 196.43K | +3.6% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 172.88K | +14.6% | $4.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | First Trust Advisors Lp | 156.28K | +2.0% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 153.94K | +5.3% | $4.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 120.20K | -5.7% | $3.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Allspring Global Investments… | 98.41K | +40.6% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 71.69K | +24.3% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 56.08K | -0.3% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 56.08K | -0.3% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 56.08K | -0.3% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 50.28K | +13.0% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 47.66K | -2.3% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 47.66K | -2.3% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mariner, LLC | 39.65K | -0.6% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Creative Planning | 30.57K | +13.1% | $846,095 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Focus Partners Wealth | 27.62K | +35.0% | $764,439 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 26.79K | +3.9% | $741,547 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Corient Private Wealth LP | 25.44K | -6.3% | $704,123 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 25.27K | +12.3% | $699,584 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 18.37K | +13.5% | $508,531 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Jane Street Group, Llc | 14.55K | 新增 | $402,717 | 0.0% | New | 1 | SEC ↗ |
| 39 | Jane Street Group, Llc | 14.55K | 新增 | $402,717 | 0.0% | New | 1 | SEC ↗ |
| 40 | Cerity Partners LLC | 13.36K | -2.6% | $369,793 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Kayne Anderson Rudnick Investment… | 10.00K | 0.0% | $276,800 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 9.74K | 新增 | $269,631 | 0.0% | New | 1 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 7.53K | 新增 | $208,292 | 0.0% | New | 1 | SEC ↗ |
| 44 | Fifth Third Bancorp | 3.16K | -39.2% | $87,441 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 499 | 新增 | $13,812 | 0.0% | New | 1 | SEC ↗ |
| 46 | Jones Financial Companies Lllp | 359 | 新增 | $9,707 | 0.0% | New | 1 | SEC ↗ |
| 47 | Assetmark, Inc | 168 | 0.0% | $4,650 | 0.0% | Held | 3 | SEC ↗ |
| 48 | BlackRock ✦ (被动) | 1 | 0.0% | $14 | 0.0% | Held | 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
| Jane Street Group, Llc | $402,717 | 0.0% |
| Jane Street Group, Llc | $402,717 | 0.0% |
| Citadel Advisors | $269,631 | 0.0% |
| Susquehanna International… | $208,292 | 0.0% |
| Northwestern Mutual Wealth… | $13,812 | 0.0% |
| Jones Financial Companies Lllp | $9,707 | 0.0% |
已清仓
| Two Sigma Investments | $1.24M | 曾为 0.0% |
| Us Bancorp \De\ | $5,008 | 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): 144 持有人, 13.78M 股份, $334.80M 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