证券记录
FIDU
名称等待档案录入
40被追踪持有人
-3Δ持有人
4.71M持有股份
$468.73M报告持仓市值
+3新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -7.0% ·
股份流向 +2.4% ·
净新建仓位 -7.5%
— 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 | 40 | -3 | 4.71M | $468.73M | +3 | −6 |
| Q1 2026 | 44 | +4 | 4.60M | $397.76M | +6 | −2 |
| Q4 2025 | 40 | +1 | 4.45M | $365.94M | +1 | — |
| Q3 2025 | 4 | +1 | 290.01K | $23.76M | +1 | — |
| Q2 2025 | 1 | -1 | 66.06K | $5.12M | — | −1 |
| Q1 2025 | 1 | +1 | 17.84K | $1.22M | +1 | — |
| Q3 2024 | 1 | +1 | 28.63K | $2.07M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 1.67M | -3.8% | $166.55M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 2 | Lido Advisors, LLC | 1.67M | -3.8% | $166.55M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 3 | Lido Advisors, LLC | 1.67M | -3.8% | $166.55M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 4 | Lido Advisors, LLC | 1.67M | -3.8% | $166.55M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 942.09K | +5.9% | $93.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 400.73K | +3.0% | $39.92M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 285.84K | +3.9% | $28.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 219.37K | +2.5% | $21.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 219.37K | +2.5% | $21.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 219.37K | +2.5% | $21.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 219.37K | +2.5% | $21.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 145.72K | +2.4% | $14.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 145.72K | +2.4% | $14.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 126.15K | -2.9% | $12.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 126.15K | -2.9% | $12.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 123.20K | -6.3% | $12.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 99.98K | +12.2% | $9.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 92.11K | +13.8% | $9.17M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Royal Bank Of Canada | 78.64K | -15.1% | $7.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 78.64K | -15.1% | $7.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 73.52K | +1.1% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 73.52K | +1.1% | $7.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 65.29K | +12.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 65.29K | +12.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 65.29K | +12.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 65.29K | +12.3% | $6.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 54.76K | +10851.2% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 54.76K | +10851.2% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 52.19K | +0.6% | $5.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bnp Paribas Financial Markets | 50.00K | 新增 | $4.98M | 0.0% | New | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 37.53K | +54.0% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 32.50K | -24.4% | $3.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 30.06K | +224.1% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 30.06K | +224.1% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Citigroup Inc | 27.49K | +13.1% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 18.09K | +20.3% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | UBS Group AG | 17.77K | +177.3% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | UBS Group AG | 17.77K | +177.3% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Truist Financial Corp | 9.75K | -0.9% | $971,067 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Mariner, LLC | 8.33K | -54.0% | $830,001 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 7.17K | +9.4% | $713,762 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Creative Planning | 6.29K | -2.1% | $626,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Hrt Financial Lp | 6.10K | 新增 | $607,000 | 0.0% | New | 1 | SEC ↗ |
| 44 | Quantinno Capital Management LP | 4.03K | -8.6% | $401,818 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 3.55K | +22.4% | $343,819 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Captrust Financial Advisors | 3.03K | +0.5% | $302,107 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | HighTower Advisors, LLC | 2.99K | -64.1% | $297,638 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 2.73K | 0.0% | $271,636 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Corient Private Wealth LP | 2.29K | 新增 | $227,862 | 0.0% | New | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 2.27K | -30.9% | $225,967 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Us Bancorp \De\ | 1.07K | +9.0% | $106,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 882 | +4.3% | $86,612 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 882 | +4.3% | $86,612 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | BlackRock ✦ (被动) | 500 | 0.0% | $49,805 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 250 | 0.0% | $24,903 | 0.0% | Held | 3 | SEC ↗ |
| 56 | TD Waterhouse Canada Inc. | 220 | +3566.7% | $21,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Assetmark, Inc | 26 | 0.0% | $2,590 | 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
| Bnp Paribas Financial Markets | $4.98M | 0.0% |
| Hrt Financial Lp | $607,000 | 0.0% |
| Corient Private Wealth LP | $227,862 | 0.0% |
已清仓
| Susquehanna International… | $3.43M | 曾为 0.0% |
| Jane Street Group, Llc | $923,688 | 曾为 0.0% |
| Belvedere Trading LLC | $78,560 | 曾为 0.0% |
| Qube Research & Technologies… | $63,246 | 曾为 0.0% |
| Russell Investments Group… | $2,323 | 曾为 0.0% |
| National Bank Of Canada /Fi/ | $779 | 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): 219 持有人, 8.65M 股份, $734.40M 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