证券记录
JPC
名称等待档案录入
40被追踪持有人
-5Δ持有人
42.61M持有股份
$335.78M报告持仓市值
+1新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -11.1% ·
股份流向 +2.0% ·
净新建仓位 -12.5%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 40 | -5 | 42.61M | $335.78M | +1 | −6 |
| Q1 2026 | 46 | +5 | 41.80M | $315.26M | +6 | −1 |
| Q4 2025 | 41 | -1 | 40.42M | $327.88M | — | −1 |
| Q3 2025 | 4 | +1 | 7.58M | $62.15M | +1 | — |
| Q2 2025 | 1 | 0 | 14.57K | $116,885 | — | — |
| Q1 2025 | 1 | -1 | 13.84K | $110,168 | +1 | −2 |
| Q4 2024 | 2 | 0 | 41.19K | $323,730 | — | — |
| Q3 2024 | 2 | +1 | 133.56K | $1.08M | +1 | — |
| Q2 2024 | 1 | — | 37.71K | $281,724 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.66M | +3.9% | $44.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.66M | +3.9% | $44.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.66M | +3.9% | $44.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.66M | +3.9% | $44.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.66M | +3.9% | $44.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 5.04M | +5.5% | $39.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 5.04M | +5.5% | $39.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 4.69M | +0.9% | $36.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 4.69M | +0.9% | $36.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 4.36M | -0.8% | $34.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 4.36M | -0.8% | $34.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 4.36M | -0.8% | $34.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 4.15M | +1.8% | $32.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 4.15M | +1.8% | $32.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 4.15M | +1.8% | $32.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.91M | +1.1% | $22.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Invesco Ltd. | 2.70M | +5.0% | $21.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Invesco Ltd. | 2.70M | +5.0% | $21.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Invesco Ltd. | 2.70M | +5.0% | $21.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 2.41M | +5.8% | $19.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 1.55M | +1.0% | $12.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.37M | +12.5% | $10.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.37M | +12.5% | $10.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.37M | +12.5% | $10.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 1.22M | +0.1% | $9.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 1.22M | +2.0% | $9.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cerity Partners LLC | 1.22M | +2.0% | $9.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Truist Financial Corp | 895.42K | +0.8% | $7.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Truist Financial Corp | 895.42K | +0.8% | $7.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 895.42K | +0.8% | $7.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 833.20K | +3.7% | $6.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 825.01K | +3.8% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 479.66K | +9.6% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Stifel Financial Corp | 479.66K | +9.6% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Lido Advisors, LLC | 454.54K | 0.0% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 391.17K | -2.3% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 378.62K | +8.0% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | First Trust Advisors Lp | 215.67K | -0.2% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Jane Street Group, Llc | 157.45K | -49.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Jane Street Group, Llc | 157.45K | -49.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 154.86K | -0.5% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fifth Third Bancorp | 71.11K | +0.3% | $560,309 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mariner, LLC | 67.07K | -21.6% | $528,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 63.12K | +6.3% | $497,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 54.01K | +8.0% | $425,598 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Mml Investors Services, Llc | 53.13K | -0.6% | $418,681 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Hrt Financial Lp | 45.59K | +21.0% | $359,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Northwestern Mutual Wealth… | 36.30K | -18.7% | $286,086 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 32.01K | 0.0% | $252,270 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Creative Planning | 26.14K | -23.7% | $206,014 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 24.26K | +12.7% | $191,185 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Us Bancorp \De\ | 24.26K | +12.7% | $191,185 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Corient Private Wealth LP | 17.78K | 新增 | $140,075 | 0.0% | New | 1 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 15.72K | -17.1% | $123,876 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Focus Partners Wealth | 13.55K | +13.4% | $107,141 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 13.54K | -53.1% | $106,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 13.54K | -53.1% | $106,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 2.89K | +196.4% | $22,797 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Assetmark, Inc | 1.52K | +0.5% | $11,985 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 1.15K | 0.0% | $9,094 | 0.0% | Held | 3 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 400 | +11.4% | $3,140 | 0.0% | ▲ Add | 4 | 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
| Corient Private Wealth LP | $140,075 | 0.0% |
已清仓
| Millennium Management | $749,122 | 曾为 0.0% |
| Susquehanna International… | $357,773 | 曾为 0.0% |
| Citadel Advisors | $150,415 | 曾为 0.0% |
| Goldman Sachs Group | $126,883 | 曾为 0.0% |
| BlackRock | $1,998 | 曾为 0.0% |
| Jones Financial Companies Lllp | $1,039 | 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): 319 持有人, 64.53M 股份, $466.80M 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