证券记录
IBCA
名称等待档案录入
27被追踪持有人
+2Δ持有人
3.71M持有股份
$94.92M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +8.0% ·
股份流向 +13.9% ·
净新建仓位 +7.4%
— 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 | 27 | +2 | 3.71M | $94.92M | +3 | −1 |
| Q1 2026 | 25 | +6 | 3.26M | $83.49M | +6 | — |
| Q4 2025 | 19 | +2 | 1.85M | $47.87M | +2 | — |
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/ | 935.35K | +16.0% | $23.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 935.35K | +16.0% | $23.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 526.17K | +18.0% | $13.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 402.15K | +15.7% | $10.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 392.95K | +2.5% | $10.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 269.61K | +1.5% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 269.61K | +1.5% | $6.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Lido Advisors, LLC | 249.47K | -0.8% | $6.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 226.93K | +17.6% | $5.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 226.93K | +17.6% | $5.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Us Bancorp \De\ | 120.42K | +35.2% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 111.64K | +49.1% | $2.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 86.84K | +53.4% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 80.46K | +20.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 80.46K | +20.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 75.05K | -9.6% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 52.17K | +9.0% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 31.97K | 新增 | $818,829 | 0.0% | New | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 28.75K | 新增 | $736,339 | 0.0% | New | 1 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 25.30K | 新增 | $647,907 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 22.19K | +95.3% | $568,357 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Creative Planning | 16.45K | +6.3% | $421,310 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 13.55K | -3.2% | $347,118 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 12.26K | +14.4% | $313,902 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 11.06K | 0.0% | $283,272 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 10.01K | +7.0% | $256,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 10.01K | +7.0% | $256,382 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 3.26K | +1.2% | $83,596 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 2.26K | 0.0% | $57,852 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Fifth Third Bancorp | 800 | 0.0% | $20,488 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 749 | 0.0% | $19,242 | 0.0% | Held | 2 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 52 | 0.0% | $1,332 | 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
| Susquehanna International… | $818,829 | 0.0% |
| Jane Street Group, Llc | $736,339 | 0.0% |
| Mercer Global Advisors Inc… | $647,907 | 0.0% |
已清仓
| Citadel Advisors | $1.69M | 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): 78 持有人, 9.63M 股份, $246.92M 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