证券记录
IDNA
名称等待档案录入
25被追踪持有人
+2Δ持有人
1.83M持有股份
$61.60M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 +8.7% ·
股份流向 +19.8% ·
净新建仓位 +8.0%
— 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 | 25 | +2 | 1.83M | $61.60M | +3 | −1 |
| Q1 2026 | 23 | +1 | 1.52M | $44.24M | +4 | −3 |
| Q4 2025 | 22 | 0 | 1.48M | $38.79M | — | — |
| Q3 2025 | 2 | +1 | 79.57K | $1.88M | +1 | — |
| Q4 2024 | 1 | +1 | 17.02K | $385,163 | +1 | — |
| Q2 2024 | 1 | — | 39.05K | $902,720 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 493.57K | +1.4% | $16.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 493.57K | +1.4% | $16.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 467.00K | +1.8% | $15.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 467.00K | +1.8% | $15.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 467.00K | +1.8% | $15.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Jane Street Group, Llc | 114.93K | 新增 | $3.88M | 0.0% | New | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 111.05K | -2.9% | $3.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 95.35K | +283.6% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 95.35K | +283.6% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 88.54K | +70.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 88.54K | +70.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 88.54K | +70.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 88.54K | +70.8% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 81.34K | -13.7% | $2.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 81.34K | -13.7% | $2.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Raymond James Financial Inc | 75.46K | -1.5% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 75.46K | -1.5% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 71.50K | -1.4% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Lido Advisors, LLC | 38.01K | +14.8% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 27.65K | -0.1% | $933,210 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 24.57K | +19.2% | $812,589 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 21.62K | 新增 | $725,432 | 0.0% | New | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 21.46K | 新增 | $724,376 | 0.0% | New | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 20.13K | +62.5% | $679,353 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 18.65K | +159.6% | $629,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 16.35K | +69.7% | $551,914 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 15.78K | +41.4% | $532,539 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 15.78K | +41.4% | $532,539 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 15.64K | +2.1% | $527,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 5.19K | +48.7% | $175,131 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 897 | +213.6% | $30,184 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 550 | 0.0% | $18,563 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 500 | 0.0% | $16,875 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 94 | -47.8% | $3,156 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 2 | -99.3% | $68 | 0.0% | ▼ Trim | 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
| Jane Street Group, Llc | $3.88M | 0.0% |
| Wealth Enhancement Advisory… | $725,432 | 0.0% |
| Citadel Advisors | $724,376 | 0.0% |
已清仓
| Fifth Third Bancorp | $41,052 | 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): 61 持有人, 2.13M 股份, $61.13M 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