证券记录
NAN
名称等待档案录入
16被追踪持有人
+1Δ持有人
2.86M持有股份
$33.59M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +6.7% ·
股份流向 +3.2% ·
净新建仓位 +6.2%
— 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 | 16 | +1 | 2.86M | $33.59M | +1 | — |
| Q1 2026 | 16 | -3 | 2.77M | $30.96M | +1 | −4 |
| Q4 2025 | 19 | 0 | 2.66M | $30.02M | — | — |
| Q3 2025 | 1 | — | 553.66K | $6.33M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 856.58K | -2.7% | $10.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 856.58K | -2.7% | $10.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 500.72K | -1.8% | $5.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Lido Advisors, LLC | 413.88K | 0.0% | $4.88M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 316.52K | +15.1% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 316.52K | +15.1% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 198.68K | +0.4% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 145.06K | +14.3% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 115.00K | +55.0% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 115.00K | +55.0% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 92.49K | +3.2% | $1.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 63.66K | +10.2% | $746,692 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 53.52K | -0.1% | $627,810 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 45.55K | +0.4% | $534,321 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 23.71K | 0.0% | $278,165 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 21.77K | +99.5% | $255,314 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 11.99K | 0.0% | $140,608 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 2.19K | 0.0% | $25,742 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Assetmark, Inc | 34 | 新增 | $399 | 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
| Assetmark, Inc | $399 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 55 持有人, 4.94M 股份, $53.72M 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