证券记录
FRA
名称等待档案录入
28被追踪持有人
-4Δ持有人
3.12M持有股份
$34.33M报告持仓市值
+1新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -12.5% ·
股份流向 -9.0% ·
净新建仓位 -14.3%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 28 | -4 | 3.12M | $34.33M | +1 | −5 |
| Q1 2026 | 33 | +4 | 3.43M | $37.83M | +6 | −2 |
| Q4 2025 | 29 | 0 | 3.89M | $45.90M | — | — |
| Q3 2025 | 2 | -1 | 373.41K | $4.85M | — | −1 |
| Q2 2025 | 2 | 0 | 38.83K | $510,161 | — | — |
| Q1 2025 | 1 | +1 | 49.31K | $637,137 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 408.28K | -11.8% | $4.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 408.28K | -11.8% | $4.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 404.82K | +5.3% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 404.82K | +5.3% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Invesco Ltd. | 394.93K | -1.7% | $4.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 394.93K | -1.7% | $4.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Loomis Sayles & Co L P | 319.35K | 0.0% | $3.51M | 0.0% | Held | 2 | SEC ↗ |
| 8 | Loomis Sayles & Co L P | 319.35K | 0.0% | $3.51M | 0.0% | Held | 2 | SEC ↗ |
| 9 | Cerity Partners LLC | 232.71K | +3.3% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 218.29K | -4.2% | $2.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | LPL Financial LLC | 176.65K | -14.8% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 167.84K | -2.1% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 152.92K | +3.2% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 122.09K | +1.5% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 102.40K | +17.1% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 102.40K | +17.1% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 73.99K | 新增 | $813,139 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 65.51K | +1.7% | $719,910 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 65.51K | +1.7% | $719,910 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 52.32K | -52.4% | $575,006 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 46.12K | -51.9% | $506,872 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 38.69K | -74.1% | $425,143 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Lido Advisors, LLC | 31.47K | 0.0% | $345,888 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Focus Partners Wealth | 26.85K | +29.0% | $295,123 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 24.63K | -3.9% | $267,717 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 17.08K | 0.0% | $187,742 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 13.56K | -8.7% | $149,035 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | BlackRock ✦ (被动) | 12.78K | 0.0% | $140,480 | 0.0% | Held | 5 | SEC ↗ |
| 29 | Truist Financial Corp | 12.23K | -61.2% | $134,408 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 12.23K | -61.2% | $134,408 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 4.00K | 0.0% | $43,927 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 3.13K | -10.3% | $34,399 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 1.07K | +1.2% | $11,770 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 500 | 0.0% | $5,480 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Citigroup Inc | 2 | 0.0% | $22 | 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
| Goldman Sachs Group | $813,139 | 0.0% |
已清仓
| Nomura Holdings Inc | $336,881 | 曾为 0.0% |
| Jane Street Group, Llc | $231,927 | 曾为 0.0% |
| Balyasny Asset Management L.P. | $175,141 | 曾为 0.0% |
| Susquehanna International… | $163,945 | 曾为 0.0% |
| HighTower Advisors, LLC | $114,900 | 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): 93 持有人, 9.05M 股份, $88.17M 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