证券记录
GAIN
名称等待档案录入
34被追踪持有人
+1Δ持有人
3.29M持有股份
$50.83M报告持仓市值
+7新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 +3.0% ·
股份流向 -8.2% ·
净新建仓位 +2.9%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 34 | +1 | 3.29M | $50.83M | +7 | −6 |
| Q1 2026 | 33 | +3 | 3.58M | $50.87M | +10 | −7 |
| Q4 2025 | 30 | -1 | 2.92M | $40.85M | +1 | −2 |
| Q3 2025 | 6 | 0 | 1.03M | $14.25M | +1 | −1 |
| Q2 2025 | 4 | -1 | 506.44K | $7.23M | +1 | −2 |
| Q1 2025 | 4 | +1 | 223.26K | $2.98M | +1 | — |
| Q4 2024 | 3 | 0 | 110.08K | $1.46M | +2 | −2 |
| Q3 2024 | 3 | -1 | 198.64K | $2.87M | — | −1 |
| Q2 2024 | 4 | — | 472.25K | $6.60M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 618.15K | -15.6% | $9.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 618.15K | -15.6% | $9.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | UBS Group AG | 618.15K | -15.6% | $9.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 584.11K | -27.4% | $9.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 349.85K | +3.5% | $5.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 349.85K | +3.5% | $5.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 349.85K | +3.5% | $5.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 349.85K | +3.5% | $5.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Legal & General Group Plc | 337.07K | +12.1% | $5.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 220.76K | +6.4% | $3.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 220.76K | +6.4% | $3.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | LPL Financial LLC | 185.18K | -1.2% | $2.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Blair William & Co/Il | 143.68K | -1.4% | $2.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Tudor Investment Corp Et Al | 120.96K | -3.4% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Marshall Wace ✦ | 116.69K | 新增 | $1.80M | 0.0% | New | 1 | SEC ↗ |
| 16 | Marshall Wace ✦ | 116.69K | 新增 | $1.80M | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 91.02K | -4.4% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 90.30K | 0.0% | $1.40M | 0.0% | Held | 3 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 90.30K | 0.0% | $1.40M | 0.0% | Held | 3 | SEC ↗ |
| 20 | Invesco Ltd. | 72.62K | +67.9% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 58.45K | +0.5% | $904,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 58.45K | +0.5% | $904,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 54.24K | +13.2% | $838,610 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 54.24K | +13.2% | $838,610 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 42.01K | +32.7% | $649,427 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 37.59K | 新增 | $581,188 | 0.0% | New | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 37.59K | 新增 | $581,188 | 0.0% | New | 1 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 22.59K | -22.6% | $349,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Focus Partners Wealth | 20.91K | +0.8% | $323,279 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 20.48K | +17.6% | $316,673 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 20.48K | +17.6% | $316,673 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mackenzie Financial Corp | 16.01K | 新增 | $247,515 | 0.0% | New | 1 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 13.75K | -1.5% | $212,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 13.75K | -1.5% | $212,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Creative Planning | 13.62K | +2.8% | $210,481 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 12.64K | 新增 | $195,399 | 0.0% | New | 1 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 11.55K | -3.8% | $178,633 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Nomura Holdings Inc | 10.00K | 新增 | $154,600 | 0.0% | New | 1 | SEC ↗ |
| 39 | Simplex Trading, Llc | 9.86K | -38.4% | $152,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 7.71K | +25.4% | $118,523 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 7.71K | +25.4% | $118,523 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 7.71K | +25.4% | $118,523 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 2.17K | 新增 | $33,510 | 0.0% | New | 1 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 1.39K | 0.0% | $21,042 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Nomura Asset Management Co Ltd | 1.22K | -17.0% | $18,830 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Fifth Third Bancorp | 1.05K | 0.0% | $16,218 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Us Bancorp \De\ | 426 | 新增 | $6,586 | 0.0% | New | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 117 | -81.2% | $1,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Bnp Paribas Financial Markets | 15 | +7.1% | $232 | 0.0% | ▲ Add | 2 | 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
| Marshall Wace | $1.80M | 0.0% |
| Marshall Wace | $1.80M | 0.0% |
| Citadel Advisors | $581,188 | 0.0% |
| Citadel Advisors | $581,188 | 0.0% |
| Mackenzie Financial Corp | $247,515 | 0.0% |
| Bank Of America Corp /De/ | $195,399 | 0.0% |
| Nomura Holdings Inc | $154,600 | 0.0% |
| Russell Investments Group… | $33,510 | 0.0% |
| Us Bancorp \De\ | $6,586 | 0.0% |
已清仓
| Squarepoint Ops LLC | $1.47M | 曾为 0.0% |
| Jane Street Group, Llc | $990,635 | 曾为 0.0% |
| Susquehanna International… | $655,216 | 曾为 0.0% |
| HighTower Advisors, LLC | $164,326 | 曾为 0.0% |
| Hrt Financial Lp | $142,000 | 曾为 0.0% |
| Citigroup Inc | $114 | 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): 88 持有人, 7.86M 股份, $102.30M 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。
公开市场买入 (P)
Aug 18
Ritchie Taylor
Officer · Chief Financial… · 1.50K 股 @ 16.20 · $24,300
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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