证券记录
FLCH
名称等待档案录入
24被追踪持有人
+3Δ持有人
3.13M持有股份
$63.90M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +14.3% ·
股份流向 +2.1% ·
净新建仓位 +12.5%
— 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 | 24 | +3 | 3.13M | $63.90M | +4 | −1 |
| Q1 2026 | 22 | +1 | 3.07M | $68.67M | +4 | −3 |
| Q4 2025 | 21 | +1 | 2.50M | $59.58M | +2 | −1 |
| Q3 2025 | 4 | +1 | 160.40K | $4.17M | +1 | — |
| Q2 2025 | 1 | — | 90 | $1,944 | — | — |
| Q3 2024 | 1 | +1 | 126.42K | $2.54M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 1.21M | +2.3% | $24.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 569.17K | +4.5% | $11.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 448.80K | +3438.6% | $9.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 448.80K | +3438.6% | $9.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 448.80K | +3438.6% | $9.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 448.80K | +3438.6% | $9.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 448.80K | +3438.6% | $9.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Cetera Investment Advisers | 363.81K | +3.3% | $7.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 188.04K | -22.8% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 188.04K | -22.8% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 107.94K | +23.0% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 68.67K | +0.6% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 68.67K | +0.6% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 68.67K | +0.6% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 68.67K | +0.6% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Franklin Resources Inc | 28.99K | 0.0% | $591,773 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Franklin Resources Inc | 28.99K | 0.0% | $591,773 | 0.0% | Held | 3 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 27.02K | 新增 | $551,457 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 25.81K | +68.4% | $526,803 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 24.62K | +23.3% | $502,594 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 20.05K | -60.4% | $410,736 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Hrt Financial Lp | 13.98K | 新增 | $285,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 13.07K | -30.6% | $266,737 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 13.07K | -30.6% | $266,737 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 6.83K | 0.0% | $139,400 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 5.47K | -98.7% | $111,732 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 5.47K | -98.7% | $111,732 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 2.49K | +5.6% | $50,767 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 1.12K | 0.0% | $22,903 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.02K | +179.3% | $20,932 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | TD Waterhouse Canada Inc. | 600 | 新增 | $12,384 | 0.0% | New | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 200 | 0.0% | $4,083 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 199 | 0.0% | $4,062 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 134 | +13300.0% | $2,741 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 134 | +13300.0% | $2,741 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 124 | 新增 | $2,513 | 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
| D. E. Shaw & Co. | $551,457 | 0.0% |
| Hrt Financial Lp | $285,000 | 0.0% |
| TD Waterhouse Canada Inc. | $12,384 | 0.0% |
| Jones Financial Companies Lllp | $2,513 | 0.0% |
已清仓
| Citadel Advisors | $421,738 | 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): 63 持有人, 5.39M 股份, $115.19M 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