证券记录
FXZ
名称等待档案录入
33被追踪持有人
0Δ持有人
2.73M持有股份
$216.87M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +15.1% · 净新建仓位 0.0% — 公式
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 | 0 | 2.73M | $216.87M | +1 | −1 |
| Q1 2026 | 34 | +2 | 2.38M | $181.08M | +2 | — |
| Q4 2025 | 32 | -1 | 1.63M | $105.96M | — | −1 |
| Q3 2025 | 6 | 0 | 260.45K | $16.04M | — | — |
| Q2 2025 | 3 | -1 | 9.21K | $524,681 | — | −1 |
| Q1 2025 | 2 | -1 | 62.18K | $3.45M | — | −1 |
| Q4 2024 | 3 | 0 | 61.32K | $3.48M | — | — |
| Q3 2024 | 3 | +1 | 57.96K | $3.89M | +1 | — |
| Q2 2024 | 2 | — | 42.66K | $2.77M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 486.76K | +7.7% | $38.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 486.76K | +7.7% | $38.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 405.60K | +54.9% | $32.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 405.60K | +54.9% | $32.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 405.60K | +54.9% | $32.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 405.60K | +54.9% | $32.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 382.23K | -0.8% | $30.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 382.23K | -0.8% | $30.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 322.41K | +5.0% | $25.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 179.20K | +155.5% | $14.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 179.20K | +155.5% | $14.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 147.49K | +10.8% | $11.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 147.49K | +10.8% | $11.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 101.65K | -2.3% | $8.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 92.46K | -2.6% | $7.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 80.17K | +532.9% | $6.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 75.35K | -4.4% | $5.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Truist Financial Corp | 66.10K | -12.5% | $5.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 66.10K | -12.5% | $5.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 59.12K | +2.8% | $4.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 59.12K | +2.8% | $4.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 59.12K | +2.8% | $4.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 57.56K | +1.2% | $4.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 50.77K | +39.9% | $4.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 50.00K | 0.0% | $3.97M | 0.0% | Held | 4 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 39.10K | 0.0% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 39.10K | 0.0% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 38.88K | -5.4% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 26.68K | +1.5% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 15.19K | +37.9% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 13.37K | +67.8% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Creative Planning | 8.66K | -1.7% | $688,273 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 7.47K | 新增 | $593,655 | 0.0% | New | 1 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 7.44K | -82.5% | $591,113 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 6.36K | -3.5% | $504,841 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 3.36K | +0.1% | $266,754 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 2.87K | +0.4% | $227,992 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.29K | -59.3% | $181,427 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 2.29K | -59.3% | $181,427 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | BlackRock ✦ (被动) | 889 | 0.0% | $70,622 | 0.0% | Held | 5 | SEC ↗ |
| 41 | Franklin Resources Inc | 750 | 0.0% | $59,580 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 242 | -17.1% | $19,224 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 179 | +138.7% | $14,258 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 136 | 0.0% | $10,772 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Assetmark, Inc | 43 | 0.0% | $3,416 | 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
| Baird Financial Group, Inc. | $593,655 | 0.0% |
已清仓
| Russell Investments Group… | $991 | 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): 112 持有人, 3.18M 股份, $234.03M 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