证券记录
KOID
名称等待档案录入
19被追踪持有人
+4Δ持有人
580.10K持有股份
$23.91M报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +26.7% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
— 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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 297.18K | +485.7% | $12.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 74.89K | +11.1% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Sumitomo Mitsui Trust Group, Inc. | 67.34K | 新增 | $2.78M | 0.0% | New | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 40.91K | +6.0% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Focus Partners Wealth | 25.33K | +236.0% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 20.55K | -3.5% | $847,238 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 13.20K | 新增 | $544,104 | 0.0% | New | 1 | SEC ↗ ×2 |
| 8 | Susquehanna International Group, Llp | 10.09K | -72.0% | $415,992 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 9.11K | +143.3% | $375,514 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 10 | TD Waterhouse Canada Inc. | 6.85K | 0.0% | $281,190 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 5.00K | 新增 | $206,182 | 0.0% | New | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 3.68K | +2843.2% | $152,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 2.12K | 新增 | $87,179 | 0.0% | New | 1 | SEC ↗ ×2 |
| 14 | UBS Group AG | 1.33K | -80.6% | $54,946 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Bank Of Montreal /Can/ | 897 | +16.2% | $36,974 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 850 | +325.0% | $33,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 644 | -97.0% | $26,507 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 80 | 新增 | $3,298 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 52 | 新增 | $2,140 | 0.0% | New | 1 | 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
| Sumitomo Mitsui Trust Group… | $2.78M | 0.0% |
| Bank Of America Corp /De/ | $544,104 | 0.0% |
| Envestnet Asset Management Inc | $206,182 | 0.0% |
| Osaic Holdings, Inc. | $87,179 | 0.0% |
| Wells Fargo & Company/Mn | $3,298 | 0.0% |
| Fidelity (FMR) | $2,140 | 0.0% |
已清仓
| Jane Street Group, Llc | $1.10M | 曾为 0.0% |
| Citadel Advisors | $688,646 | 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): 34 持有人, 908.04K 股份, $28.33M 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