证券记录
FAB
名称等待档案录入
26被追踪持有人
0Δ持有人
479.50K持有股份
$48.68M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -3.1% · 净新建仓位 0.0% — 公式
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 | 26 | 0 | 479.50K | $48.68M | +1 | −1 |
| Q1 2026 | 26 | +1 | 494.68K | $46.77M | +1 | — |
| Q4 2025 | 25 | 0 | 425.69K | $37.95M | — | — |
| Q3 2025 | 5 | 0 | 93.52K | $8.16M | — | — |
| Q2 2025 | 2 | 0 | 6.89K | $559,806 | +1 | −1 |
| Q1 2025 | 1 | 0 | 4.30K | $341,893 | +1 | −1 |
| Q4 2024 | 1 | 0 | 22.13K | $1.83M | — | — |
| Q3 2024 | 1 | 0 | 2.42K | $204,548 | — | — |
| Q2 2024 | 1 | — | 29.49K | $2.32M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 77.53K | +39.7% | $7.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 65.53K | -0.1% | $6.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 65.53K | -0.1% | $6.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 65.53K | -0.1% | $6.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 61.42K | -0.1% | $6.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 61.42K | -0.1% | $6.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 45.54K | +1.3% | $4.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 45.54K | +1.3% | $4.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 43.25K | -0.9% | $4.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 36.60K | +10.9% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 36.60K | +10.9% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 34.20K | +3.2% | $3.47M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Stifel Financial Corp | 18.09K | -5.7% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 15.52K | -27.6% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 15.44K | -11.9% | $1.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 10.92K | -50.0% | $1.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 9.37K | -74.1% | $951,038 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 7.56K | +5.3% | $767,528 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 7.56K | +5.3% | $767,528 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 7.47K | -4.1% | $758,741 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 7.27K | +77.8% | $737,978 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 7.17K | +37.0% | $734,187 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cetera Investment Advisers | 6.74K | -1.8% | $684,449 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 4.00K | -3.0% | $406,128 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Creative Planning | 3.20K | +0.2% | $324,518 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 811 | +0.2% | $82,363 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 789 | 0.0% | $80,104 | 0.0% | Held | 5 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 769 | +9.9% | $78,410 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Assetmark, Inc | 102 | 新增 | $10,353 | 0.0% | New | 1 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 100 | 0.0% | $10,150 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 98 | 0.0% | $9,947 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Citigroup Inc | 1 | -99.3% | $101 | 0.0% | ▼ Trim | 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
| Assetmark, Inc | $10,353 | 0.0% |
已清仓
| Russell Investments Group… | $1,891 | 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): 67 持有人, 676.16K 股份, $62.42M 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