证券记录 · 已归档季度
ILCV
名称等待档案录入
46被追踪持有人
+1Δ持有人
4.36M持有股份
$441.45M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +2.2% ·
股份流向 +0.2% ·
净新建仓位 +2.2%
— 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 | 46 | +1 | 4.36M | $441.45M | +3 | −2 |
| Q1 2026 | 46 | +4 | 4.37M | $406.72M | +6 | −2 |
| Q4 2025 | 42 | -1 | 4.78M | $441.67M | — | −1 |
| Q3 2025 | 6 | 0 | 1.05M | $94.47M | +1 | −1 |
| Q2 2025 | 3 | +1 | 20.27K | $1.69M | +1 | — |
| Q1 2025 | 1 | 0 | 9.39K | $764,897 | — | — |
| Q4 2024 | 1 | 0 | 4.99K | $404,009 | — | — |
| Q3 2024 | 1 | 0 | 4.24K | $348,446 | — | — |
| Q2 2024 | 1 | — | 30.65K | $2.34M | — | — |
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/ | 646.78K | +4.1% | $65.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 646.78K | +4.1% | $65.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 479.16K | +3.9% | $48.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 479.16K | +3.9% | $48.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 479.16K | +3.9% | $48.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 429.09K | -1.8% | $43.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 429.09K | -1.8% | $43.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 429.09K | -1.8% | $43.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 404.80K | -5.5% | $40.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 340.87K | -3.1% | $34.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 340.87K | -3.1% | $34.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 340.87K | -3.1% | $34.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 308.14K | -4.8% | $31.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 308.14K | -4.8% | $31.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 308.14K | -4.8% | $31.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 308.14K | -4.8% | $31.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Royal Bank Of Canada | 229.94K | +5.6% | $23.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 229.94K | +5.6% | $23.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 229.94K | +5.6% | $23.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 212.21K | -0.6% | $21.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 212.21K | -0.6% | $21.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 194.43K | -1.3% | $19.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 138.39K | +0.2% | $14.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 121.73K | -2.9% | $12.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 119.95K | -7.2% | $12.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 118.91K | +7.6% | $12.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 118.91K | +7.6% | $12.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Corient Private Wealth LP | 117.53K | -0.2% | $11.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 116.81K | +3.9% | $11.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 63.63K | +5.2% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 59.96K | +1.8% | $6.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 37.38K | -0.3% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Mariner, LLC | 37.38K | -0.3% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 23.85K | -2.3% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Two Sigma Investments ✦ | 23.50K | 新增 | $2.38M | 0.0% | New | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 18.02K | +0.3% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Citigroup Inc | 15.42K | +26.3% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Truist Financial Corp | 15.26K | -2.6% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 14.28K | +1.6% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 13.66K | -34.2% | $1.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 12.71K | +11.4% | $1.29M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Fifth Third Bancorp | 12.23K | -5.1% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 10.45K | +16.1% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Stifel Financial Corp | 9.43K | +38.3% | $954,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Stifel Financial Corp | 9.43K | +38.3% | $954,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Gotham Asset Management ✦ | 5.96K | 0.0% | $603,188 | 0.0% | Held | 4 | SEC ↗ |
| 47 | Financial Engines Advisors L.L.C. | 5.55K | -10.8% | $562,287 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Focus Partners Wealth | 5.22K | +21.9% | $528,675 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | First Manhattan Co. Llc. | 5.00K | 0.0% | $506,200 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Cerity Partners LLC | 4.45K | +90.5% | $450,310 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Cerity Partners LLC | 4.45K | +90.5% | $450,310 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Creative Planning | 4.41K | +11.0% | $446,266 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Creative Planning | 4.41K | +11.0% | $446,266 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | HighTower Advisors, LLC | 3.37K | -38.3% | $341,494 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Quantinno Capital Management LP | 3.29K | 新增 | $333,527 | 0.0% | New | 1 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 2.99K | -1.8% | $302,428 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 2.99K | -1.8% | $302,428 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Lido Advisors, LLC | 2.95K | -70.4% | $298,860 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Brown Advisory Inc | 2.00K | 新增 | $202,581 | 0.0% | New | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 1.03K | 0.0% | $104,480 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Assetmark, Inc | 944 | 0.0% | $95,571 | 0.0% | Held | 3 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 829 | 0.0% | $83,928 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 208 | 0.0% | $21,058 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 193 | -36.9% | $19,506 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 193 | -36.9% | $19,506 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 3 | -95.4% | $254 | 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
| Two Sigma Investments | $2.38M | 0.0% |
| Quantinno Capital Management… | $333,527 | 0.0% |
| Brown Advisory Inc | $202,581 | 0.0% |
已清仓
| Citadel Advisors | $974,058 | 曾为 0.0% |
| Jane Street Group, Llc | $225,771 | 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): 190 持有人, 8.61M 股份, $726.58M 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