证券记录
FXH
名称等待档案录入
43被追踪持有人
-2Δ持有人
2.94M持有股份
$360.08M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 -4.4% ·
股份流向 +5.2% ·
净新建仓位 -7.0%
— 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 | 43 | -2 | 2.94M | $360.08M | +3 | −6 |
| Q1 2026 | 47 | +2 | 2.85M | $310.11M | +4 | −2 |
| Q4 2025 | 45 | 0 | 3.16M | $358.68M | +1 | −1 |
| Q3 2025 | 6 | 0 | 1.20M | $131.69M | — | — |
| Q2 2025 | 3 | -1 | 45.23K | $4.69M | — | −1 |
| Q1 2025 | 2 | +1 | 18.43K | $1.91M | +1 | — |
| Q4 2024 | 1 | -1 | 17.12K | $1.78M | — | −1 |
| Q3 2024 | 2 | 0 | 35.39K | $3.96M | — | — |
| Q2 2024 | 2 | — | 30.34K | $3.17M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 830.68K | +1.3% | $101.68M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 384.72K | +36.5% | $47.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 302.64K | +1.7% | $37.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 282.25K | +5.4% | $34.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 263.11K | -6.2% | $32.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | UBS Group AG | 177.25K | +50.6% | $21.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 100.28K | -6.1% | $12.27M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 94.08K | +59.8% | $11.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 71.95K | +15.5% | $8.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 62.49K | -20.0% | $7.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 11 | Commonwealth Equity Services, Llc | 61.08K | -11.7% | $7.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 40.35K | +2.3% | $4.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Ameriprise Financial Inc | 32.60K | -6.8% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Baird Financial Group, Inc. | 31.21K | -2.9% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 27.26K | -3.8% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 24.81K | +46.8% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 23.32K | +3.6% | $2.87M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 18 | Corient Private Wealth LP | 23.16K | -3.2% | $2.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 18.18K | -7.5% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Quantinno Capital Management LP | 13.04K | -1.6% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 8.33K | -15.5% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 8.17K | +4.3% | $999,926 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 8.11K | -46.6% | $992,786 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 6.65K | -3.7% | $817,103 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 6.42K | +46.8% | $786,155 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 6.06K | 新增 | $741,463 | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | Captrust Financial Advisors | 5.12K | 0.0% | $626,693 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 4.85K | -12.0% | $593,687 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Creative Planning | 4.81K | +1.4% | $588,428 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 3.19K | +22692.9% | $390,579 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Fidelity (FMR) ✦ | 3.10K | +6.4% | $379,038 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Empower Advisory Group, LLC | 2.83K | 新增 | $346,759 | 0.0% | New | 1 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 2.65K | -3.1% | $327,949 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 2.12K | +8.0% | $259,855 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 1.57K | -45.7% | $192,658 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 1.20K | -4.8% | $146,880 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 839 | 0.0% | $102,341 | 0.0% | Held | 3 | SEC ↗ |
| 38 | BlackRock ✦ (被动) | 591 | 0.0% | $72,338 | 0.0% | Held | 5 | SEC ↗ ×2 |
| 39 | Us Bancorp \De\ | 340 | -94.5% | $41,616 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | Blair William & Co/Il | 165 | 0.0% | $20,196 | 0.0% | Held | 3 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 80 | 新增 | $9,877 | 0.0% | New | 1 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 15 | -59.5% | $1,836 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Allspring Global Investments… | 3 | 0.0% | $378 | 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
| Bank of New York Mellon Corp | $741,463 | 0.0% |
| Empower Advisory Group, LLC | $346,759 | 0.0% |
| TD Waterhouse Canada Inc. | $9,877 | 0.0% |
已清仓
| HighTower Advisors, LLC | $5.00M | 曾为 0.0% |
| Susquehanna International… | $2.67M | 曾为 0.0% |
| Jane Street Group, Llc | $1.71M | 曾为 0.0% |
| Citadel Advisors | $502,966 | 曾为 0.0% |
| Mariner, LLC | $210,831 | 曾为 0.0% |
| Citigroup Inc | $9,879 | 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): 236 持有人, 4.02M 股份, $424.12M 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