证券记录
FMHI
名称等待档案录入
33被追踪持有人
+2Δ持有人
9.14M持有股份
$443.02M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 +6.5% ·
股份流向 +7.0% ·
净新建仓位 +6.1%
— 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 | 33 | +2 | 9.14M | $443.02M | +4 | −2 |
| Q1 2026 | 32 | +3 | 8.62M | $410.28M | +4 | −1 |
| Q4 2025 | 29 | +1 | 8.53M | $409.07M | +1 | — |
| Q3 2025 | 4 | 0 | 1.46M | $69.23M | — | — |
| Q2 2025 | 2 | +1 | 25.36K | $1.18M | +1 | — |
| Q1 2025 | 1 | 0 | 7.88K | $376,943 | +1 | −1 |
| Q4 2024 | 1 | 0 | 23.95K | $1.16M | — | — |
| Q3 2024 | 1 | +1 | 10.04K | $495,927 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 1.50M | +13.0% | $72.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.41M | -0.6% | $68.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.41M | -0.6% | $68.25M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.18M | +6.3% | $57.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.18M | +6.3% | $57.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 1.16M | +5.8% | $56.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 798.19K | -0.1% | $38.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 798.19K | -0.1% | $38.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 401.18K | +11.7% | $19.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 376.75K | +13.4% | $18.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citigroup Inc | 345.76K | -12.3% | $16.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 306.65K | -1.2% | $14.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 306.65K | -1.2% | $14.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 306.65K | -1.2% | $14.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 250.96K | +24.7% | $12.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 250.96K | +24.7% | $12.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 223.57K | +17.8% | $10.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 223.57K | +17.8% | $10.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 223.57K | +17.8% | $10.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Royal Bank Of Canada | 213.51K | +57.6% | $10.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 213.51K | +57.6% | $10.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 213.51K | +57.6% | $10.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 183.03K | +210.7% | $8.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 144.71K | +4.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 144.71K | +4.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 144.71K | +4.3% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 136.77K | +5.0% | $6.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 118.82K | +19.9% | $5.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 93.32K | +10.2% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 83.32K | +47.3% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 56.27K | -6.7% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 33.50K | 新增 | $1.62M | 0.0% | New | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 33.50K | +33.3% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 14.71K | -11.2% | $713,191 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Hrt Financial Lp | 13.36K | +26.7% | $647,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Captrust Financial Advisors | 9.14K | -4.1% | $443,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Mariner, LLC | 8.24K | +20.6% | $399,461 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Nuveen, LLC | 7.62K | 新增 | $369,600 | 0.0% | New | 1 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 6.95K | +13.9% | $337,005 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 6.93K | -1.6% | $336,036 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 6.87K | 新增 | $332,962 | 0.0% | New | 1 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 5.08K | 0.0% | $246,219 | 0.0% | Held | 6 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 4.37K | -80.4% | $211,659 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | BlackRock ✦ (被动) | 1.08K | 新增 | $52,321 | 0.0% | New | 1 | SEC ↗ |
| 45 | Us Bancorp \De\ | 316 | 0.0% | $15,323 | 0.0% | Held | 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
| Ameriprise Financial Inc | $1.62M | 0.0% |
| Nuveen, LLC | $369,600 | 0.0% |
| Mercer Global Advisors Inc… | $332,962 | 0.0% |
| BlackRock | $52,321 | 0.0% |
已清仓
| Goldman Sachs Group | $5.56M | 曾为 0.0% |
| Citadel Advisors | $283,338 | 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): 179 持有人, 13.49M 股份, $605.71M 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