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证券记录 · 已归档季度

FISI

名称等待档案录入

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
73被追踪持有人
+4Δ持有人
10.18M持有股份
$394.99M报告持仓市值
+10新建仓位
−6清仓
Rising 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +5.8% · 股份流向 -2.6% · 净新建仓位 +5.5%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 73 +4 10.18M $394.99M +10 −6
Q1 2026 71 +5 10.46M $331.56M +9 −4
Q4 2025 66 0 10.46M $326.35M +1 −1
Q3 2025 19 +2 7.32M $199.25M +2
Q2 2025 14 0 5.63M $144.56M
Q1 2025 11 +1 2.92M $73.01M +1
Q4 2024 10 +3 2.36M $64.54M +3
Q3 2024 6 -2 926.96K $23.61M −2
Q2 2024 8 987.35K $19.08M
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 BlackRock (被动) 1.67M +12.8% $64.97M 0.0% ▲ Add 5 SEC ↗
2 BlackRock (被动) 1.67M +12.8% $64.97M 0.0% ▲ Add 5 SEC ↗
3 BlackRock (被动) 1.67M +12.8% $64.97M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (被动) 1.67M +12.8% $64.97M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (被动) 1.67M +12.8% $64.97M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (被动) 1.67M +12.8% $64.97M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (被动) 1.67M +12.8% $64.97M 0.0% ▲ Add 5 SEC ↗
8 Dimensional Fund Advisors Lp 1.00M +4.7% $39.07M 0.0% ▲ Add 3 SEC ↗
9 Dimensional Fund Advisors Lp 1.00M +4.7% $39.07M 0.0% ▲ Add 3 SEC ↗
10 Dimensional Fund Advisors Lp 1.00M +4.7% $39.07M 0.0% ▲ Add 3 SEC ↗
11 Dimensional Fund Advisors Lp 1.00M +4.7% $39.07M 0.0% ▲ Add 3 SEC ↗
12 Vanguard Capital Management Llc 841.17K +0.7% $32.78M 0.0% ▲ Add 2 SEC ↗
13 Adage Capital Partners 834.97K -12.0% $32.54M 0.0% ▼ Trim 7 SEC ↗
14 State Street Global Advisors (被动) 592.49K +2.3% $23.27M 0.0% ▲ Add 7 SEC ↗
15 Geode Capital Management (被动) 586.72K +3.2% $22.87M 0.0% ▲ Add 9 SEC ↗
16 Geode Capital Management (被动) 586.72K +3.2% $22.87M 0.0% ▲ Add 9 SEC ↗
17 Two Sigma Investments 457.10K +66.4% $17.81M 0.0% ▲ Add 9 SEC ↗
18 JPMorgan Chase 404.98K +66.7% $15.73M 0.0% ▲ Add 4 SEC ↗
19 JPMorgan Chase 404.98K +66.7% $15.73M 0.0% ▲ Add 4 SEC ↗
20 JPMorgan Chase 404.98K +66.7% $15.73M 0.0% ▲ Add 4 SEC ↗
21 JPMorgan Chase 404.98K +66.7% $15.73M 0.0% ▲ Add 4 SEC ↗
22 JPMorgan Chase 404.98K +66.7% $15.73M 0.0% ▲ Add 4 SEC ↗
23 American Century Companies Inc 349.61K +298.4% $13.62M 0.0% ▲ Add 3 SEC ↗
24 AQR Capital Management 251.50K +59.2% $9.80M 0.0% ▲ Add 9 SEC ↗
25 AQR Capital Management 251.50K +59.2% $9.80M 0.0% ▲ Add 9 SEC ↗
26 AQR Capital Management 251.50K +59.2% $9.80M 0.0% ▲ Add 9 SEC ↗
27 AQR Capital Management 251.50K +59.2% $9.80M 0.0% ▲ Add 9 SEC ↗
28 AQR Capital Management 251.50K +59.2% $9.80M 0.0% ▲ Add 9 SEC ↗
29 Raymond James Financial Inc 248.28K -28.9% $9.68M 0.0% ▼ Trim 2 SEC ↗
30 Morgan Stanley 234.92K -9.9% $9.15M 0.0% ▼ Trim 4 SEC ↗
31 Morgan Stanley 234.92K -9.9% $9.15M 0.0% ▼ Trim 4 SEC ↗
32 Morgan Stanley 234.92K -9.9% $9.15M 0.0% ▼ Trim 4 SEC ↗
33 Morgan Stanley 234.92K -9.9% $9.15M 0.0% ▼ Trim 4 SEC ↗
34 Morgan Stanley 234.92K -9.9% $9.15M 0.0% ▼ Trim 4 SEC ↗
35 Morgan Stanley 234.92K -9.9% $9.15M 0.0% ▼ Trim 4 SEC ↗
36 Morgan Stanley 234.92K -9.9% $9.15M 0.0% ▼ Trim 4 SEC ↗
37 Morgan Stanley 234.92K -9.9% $9.15M 0.0% ▼ Trim 4 SEC ↗
38 Morgan Stanley 234.92K -9.9% $9.15M 0.0% ▼ Trim 4 SEC ↗
39 Morgan Stanley 234.92K -9.9% $9.15M 0.0% ▼ Trim 4 SEC ↗
40 Morgan Stanley 234.92K -9.9% $9.15M 0.0% ▼ Trim 4 SEC ↗
41 Goldman Sachs Group 216.11K -11.9% $8.42M 0.0% ▼ Trim 4 SEC ↗
42 Goldman Sachs Group 216.11K -11.9% $8.42M 0.0% ▼ Trim 4 SEC ↗
43 Alliancebernstein L.P. 245.26K -3.1% $7.78M 0.0% ▼ Trim 3 SEC ↗
44 Hotchkis & Wiley Capital Management… 199.50K -1.4% $7.77M 0.0% ▼ Trim 3 SEC ↗
45 Qube Research & Technologies Ltd 193.83K +186.6% $7.55M 0.0% ▲ Add 2 SEC ↗
46 Northern Trust Corp 176.22K +6.5% $6.87M 0.0% ▲ Add 3 SEC ↗
47 Northern Trust Corp 176.22K +6.5% $6.87M 0.0% ▲ Add 3 SEC ↗
48 Northern Trust Corp 176.22K +6.5% $6.87M 0.0% ▲ Add 3 SEC ↗
49 Northern Trust Corp 176.22K +6.5% $6.87M 0.0% ▲ Add 3 SEC ↗
50 Charles Schwab Investment… 162.21K +1.3% $6.32M 0.0% ▲ Add 3 SEC ↗
51 Renaissance Technologies 136.90K -32.5% $5.34M 0.0% ▼ Trim 9 SEC ↗
52 Bank Of America Corp /De/ 128.69K +7.5% $5.01M 0.0% ▲ Add 3 SEC ↗
53 Bank of New York Mellon Corp 117.84K +2.3% $4.59M 0.0% ▲ Add 3 SEC ↗
54 Bank of New York Mellon Corp 117.84K +2.3% $4.59M 0.0% ▲ Add 3 SEC ↗
55 Bank of New York Mellon Corp 117.84K +2.3% $4.59M 0.0% ▲ Add 3 SEC ↗
56 Bank of New York Mellon Corp 117.84K +2.3% $4.59M 0.0% ▲ Add 3 SEC ↗
57 Citadel Advisors 85.48K +646.0% $3.33M 0.0% ▲ Add 9 SEC ↗
58 Citadel Advisors 85.48K +646.0% $3.33M 0.0% ▲ Add 9 SEC ↗
59 Nuveen, LLC 71.47K +25.7% $2.79M 0.0% ▲ Add 3 SEC ↗
60 Nuveen, LLC 71.47K +25.7% $2.79M 0.0% ▲ Add 3 SEC ↗
61 Nuveen, LLC 71.47K +25.7% $2.79M 0.0% ▲ Add 3 SEC ↗
62 Fidelity (FMR) 65.94K -9.1% $2.57M 0.0% ▼ Trim 5 SEC ↗
63 Fidelity (FMR) 65.94K -9.1% $2.57M 0.0% ▼ Trim 5 SEC ↗
64 Prudential Financial Inc 65.74K +221.6% $2.56M 0.0% ▲ Add 3 SEC ↗
65 Wellington Management 62.98K -93.0% $2.45M 0.0% ▼ Trim 7 SEC ↗
66 New York State Common Retirement… 62.02K +4.4% $2.42M 0.0% ▲ Add 3 SEC ↗
67 Commonwealth Equity Services, Llc 57.72K -2.0% $2.25M 0.0% ▼ Trim 3 SEC ↗
68 Russell Investments Group, Ltd. 52.74K +50.7% $2.05M 0.0% ▲ Add 3 SEC ↗
69 Russell Investments Group, Ltd. 52.74K +50.7% $2.05M 0.0% ▲ Add 3 SEC ↗
70 Russell Investments Group, Ltd. 52.74K +50.7% $2.05M 0.0% ▲ Add 3 SEC ↗
71 Russell Investments Group, Ltd. 52.74K +50.7% $2.05M 0.0% ▲ Add 3 SEC ↗
72 Russell Investments Group, Ltd. 52.74K +50.7% $2.05M 0.0% ▲ Add 3 SEC ↗
73 Russell Investments Group, Ltd. 52.74K +50.7% $2.05M 0.0% ▲ Add 3 SEC ↗
74 Universal- Beteiligungs- und… 46.24K +0.1% $1.80M 0.0% ▲ Add 3 SEC ↗
75 Connor, Clark & Lunn Investment… 41.54K +3.7% $1.62M 0.0% ▲ Add 3 SEC ↗
76 Franklin Resources Inc 40.04K +33.0% $1.56M 0.0% ▲ Add 3 SEC ↗
77 Franklin Resources Inc 40.04K +33.0% $1.56M 0.0% ▲ Add 3 SEC ↗
78 Franklin Resources Inc 40.04K +33.0% $1.56M 0.0% ▲ Add 3 SEC ↗
79 Franklin Resources Inc 40.04K +33.0% $1.56M 0.0% ▲ Add 3 SEC ↗
80 Victory Capital Management Inc 37.80K +0.5% $1.47M 0.0% ▲ Add 3 SEC ↗
81 Man Group plc 37.57K +25.5% $1.46M 0.0% ▲ Add 2 SEC ↗
82 Invesco Ltd. 31.79K -6.6% $1.24M 0.0% ▼ Trim 3 SEC ↗
83 Invesco Ltd. 31.79K -6.6% $1.24M 0.0% ▼ Trim 3 SEC ↗
84 Invesco Ltd. 31.79K -6.6% $1.24M 0.0% ▼ Trim 3 SEC ↗
85 Sei Investments Co 30.79K -40.2% $1.20M 0.0% ▼ Trim 3 SEC ↗
86 Sei Investments Co 30.79K -40.2% $1.20M 0.0% ▼ Trim 3 SEC ↗
87 Rhumbline Advisers 25.43K +1.1% $991,038 0.0% ▲ Add 3 SEC ↗
88 Quantinno Capital Management LP 23.84K +16.3% $929,038 0.0% ▲ Add 3 SEC ↗
89 Creative Planning 23.63K +18.2% $920,895 0.0% ▲ Add 3 SEC ↗
90 Creative Planning 23.63K +18.2% $920,895 0.0% ▲ Add 3 SEC ↗
91 Millennium Management 23.39K +35.7% $911,625 0.0% ▲ Add 7 SEC ↗
92 Ameriprise Financial Inc 19.43K 0.0% $757,303 0.0% Held 3 SEC ↗
93 Deutsche Bank Ag\ 19.22K +13.2% $748,964 0.0% ▲ Add 3 SEC ↗
94 Citigroup Inc 17.85K +15.6% $695,498 0.0% ▲ Add 3 SEC ↗
95 Citigroup Inc 17.85K +15.6% $695,498 0.0% ▲ Add 3 SEC ↗
96 Bnp Paribas Financial Markets 16.95K +2.3% $660,464 0.0% ▲ Add 3 SEC ↗
97 Wells Fargo & Company/Mn 16.50K +123.1% $642,973 0.0% ▲ Add 3 SEC ↗
98 Wells Fargo & Company/Mn 16.50K +123.1% $642,973 0.0% ▲ Add 3 SEC ↗
99 T. Rowe Price 15.81K +3.1% $617,000 0.0% ▲ Add 6 SEC ↗
100 Wealth Enhancement Advisory… 14.12K 新增 $548,484 0.0% New 1 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

Wealth Enhancement Advisory… $548,484 0.0%

已清仓

ProShare Advisors LLC $6.48M 曾为 0.0%
Susquehanna International… $526,640 曾为 0.0%
Marshall Wace $374,462 曾为 0.0%
Hsbc Holdings Plc $369,284 曾为 0.0%
Jane Street Group, Llc $329,688 曾为 0.0%
Balyasny Asset Management L.P. $289,322 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): 148 持有人, 15.57M 股份, $468.20M 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