证券记录 · 已归档季度
FDIS
名称等待档案录入
52被追踪持有人
+2Δ持有人
3.69M持有股份
$379.11M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +4.0% ·
股份流向 -18.5% ·
净新建仓位 +3.8%
— 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 | 52 | +2 | 3.69M | $379.11M | +4 | −2 |
| Q1 2026 | 51 | -1 | 4.52M | $421.60M | +5 | −6 |
| Q4 2025 | 52 | +1 | 5.20M | $532.07M | +1 | — |
| Q3 2025 | 7 | +1 | 338.81K | $34.85M | +2 | −1 |
| Q2 2025 | 4 | -1 | 117.33K | $11.04M | +1 | −2 |
| Q1 2025 | 3 | 0 | 163.42K | $13.81M | — | — |
| Q4 2024 | 3 | 0 | 117.04K | $11.41M | +1 | −1 |
| Q3 2024 | 3 | -1 | 108.83K | $9.62M | — | −1 |
| Q2 2024 | 4 | — | 155.22K | $12.57M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.44M | -4.5% | $147.68M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.44M | -4.5% | $147.68M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 3 | Lido Advisors, LLC | 1.44M | -4.5% | $147.68M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 4 | Lido Advisors, LLC | 1.44M | -4.5% | $147.68M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 5 | Charles Schwab Investment… | 597.55K | -54.3% | $61.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 235.99K | -4.8% | $24.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 235.99K | -4.8% | $24.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 235.99K | -4.8% | $24.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Assetmark, Inc | 215.66K | +15.8% | $22.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 126.43K | +4.6% | $13.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 124.33K | -2.0% | $12.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 122.60K | -38.3% | $12.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 122.60K | -38.3% | $12.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 88.60K | +111.3% | $9.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 88.60K | +111.3% | $9.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 88.60K | +111.3% | $9.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 88.60K | +111.3% | $9.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Citigroup Inc | 84.17K | +64.0% | $8.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 81.71K | +503.6% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 81.71K | +503.6% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Fisher Asset Management ✦ | 64.38K | -3.9% | $6.62M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 58.37K | +4.0% | $6.00M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Stifel Financial Corp | 57.70K | +2.0% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 57.70K | +2.0% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 46.74K | +15.3% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 40.31K | +83.3% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 40.31K | +83.3% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 40.31K | +83.3% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 40.00K | -0.5% | $4.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 37.52K | -50.2% | $3.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 33.87K | +38.4% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | UBS Group AG | 23.32K | -11.8% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | UBS Group AG | 23.32K | -11.8% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | UBS Group AG | 23.32K | -11.8% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 21.83K | -34.7% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 21.83K | -34.7% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 17.84K | +16.3% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 16.85K | -66.1% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 15.97K | +9.0% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 15.00K | -60.3% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 10.21K | -43.4% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Jane Street Group, Llc | 10.00K | -20.8% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 9.60K | +38.0% | $987,326 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Creative Planning | 7.75K | +1.4% | $796,665 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 7.59K | +20.5% | $780,433 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 5.46K | +14.0% | $560,770 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Northern Trust Corp | 4.38K | 0.0% | $450,542 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 3.71K | -19.8% | $381,596 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Mml Investors Services, Llc | 3.40K | +41.2% | $349,687 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Corient Private Wealth LP | 2.81K | 新增 | $288,671 | 0.0% | New | 1 | SEC ↗ |
| 51 | Franklin Resources Inc | 2.65K | -8.0% | $272,526 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 2.47K | +8.8% | $254,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 2.47K | +8.8% | $254,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Empower Advisory Group, LLC | 2.33K | +0.4% | $239,514 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Captrust Financial Advisors | 2.08K | 新增 | $213,393 | 0.0% | New | 1 | SEC ↗ |
| 56 | Point72 Asset Management ✦ | 2.01K | -24.4% | $206,503 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Fifth Third Bancorp | 1.48K | -31.9% | $152,568 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 1.47K | +2.9% | $150,573 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 1.47K | +2.9% | $150,573 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 1.47K | +2.9% | $150,573 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 1.47K | +2.9% | $150,573 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 1.41K | 0.0% | $144,593 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 1.41K | 0.0% | $144,593 | 0.0% | Held | 3 | SEC ↗ |
| 64 | BlackRock ✦ (被动) | 1.12K | 0.0% | $115,622 | 0.0% | Held | 5 | SEC ↗ |
| 65 | Qube Research & Technologies Ltd | 639 | 新增 | $65,715 | 0.0% | New | 1 | SEC ↗ |
| 66 | National Bank Of Canada /Fi/ | 284 | -99.0% | $29,207 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | TD Waterhouse Canada Inc. | 250 | 0.0% | $25,850 | 0.0% | Held | 3 | SEC ↗ |
| 68 | Bank Of Montreal /Can/ | 171 | -17.4% | $17,586 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 150 | 0.0% | $15,426 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Blair William & Co/Il | 121 | +384.0% | $12,444 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Allspring Global Investments… | 100 | 新增 | $10,310 | 0.0% | New | 1 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 91 | -51.6% | $9,358 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Us Bancorp \De\ | 23 | -42.5% | $2,365 | 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
| Corient Private Wealth LP | $288,671 | 0.0% |
| Captrust Financial Advisors | $213,393 | 0.0% |
| Qube Research & Technologies… | $65,715 | 0.0% |
| Allspring Global Investments… | $10,310 | 0.0% |
已清仓
| Two Sigma Investments | $4.36M | 曾为 0.0% |
| Truist Financial Corp | $211,607 | 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): 229 持有人, 7.51M 股份, $682.53M 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