证券记录
NCDL
名称等待档案录入
25被追踪持有人
0Δ持有人
6.14M持有股份
$76.36M报告持仓市值
+4新建仓位
−4清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -3.2% · 净新建仓位 0.0% — 公式
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 | 0 | 6.14M | $76.36M | +4 | −4 |
| Q1 2026 | 25 | -2 | 6.35M | $80.81M | +3 | −5 |
| Q4 2025 | 27 | 0 | 8.12M | $108.41M | +1 | −1 |
| Q3 2025 | 7 | +1 | 1.59M | $21.95M | +1 | — |
| Q2 2025 | 4 | -2 | 599.03K | $9.70M | — | −2 |
| Q1 2025 | 6 | +1 | 1.48M | $25.15M | +1 | — |
| Q4 2024 | 5 | 0 | 1.23M | $20.65M | — | — |
| Q3 2024 | 5 | 0 | 362.27K | $6.31M | — | — |
| Q2 2024 | 5 | — | 300.28K | $5.22M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Corient Private Wealth LP | 1.61M | -6.9% | $20.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 997.79K | +46.3% | $12.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 997.79K | +46.3% | $12.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 997.79K | +46.3% | $12.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Invesco Ltd. | 893.25K | 0.0% | $11.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 552.18K | -12.5% | $6.86M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 456.48K | +23.6% | $5.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 456.48K | +23.6% | $5.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 456.48K | +23.6% | $5.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Stifel Financial Corp | 306.65K | -8.7% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 306.65K | -8.7% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 242.48K | -22.1% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 242.48K | -22.1% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Nuveen, LLC | 226.76K | 0.0% | $2.82M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 222.51K | +50.4% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 222.51K | +50.4% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 178.34K | -14.1% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 87.74K | +0.5% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Neuberger Berman Group LLC | 63.75K | -8.7% | $791,775 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 63.00K | -58.6% | $782,460 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 21 | Lido Advisors, LLC | 57.51K | +6.9% | $735,470 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 59.08K | 0.0% | $733,740 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 42.66K | -66.0% | $529,825 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 20.00K | 0.0% | $248,400 | 0.0% | Held | 6 | SEC ↗ |
| 25 | Cerity Partners LLC | 14.80K | 0.0% | $183,791 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 14.23K | 新增 | $176,724 | 0.0% | New | 1 | SEC ↗ |
| 27 | Nomura Holdings Inc | 12.00K | 新增 | $149,040 | 0.0% | New | 1 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 9.77K | +510.7% | $121,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 9.77K | +510.7% | $121,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3.95K | 新增 | $49,059 | 0.0% | New | 1 | SEC ↗ |
| 31 | Barclays Plc | 3.30K | 新增 | $41,036 | 0.0% | New | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 1.65K | -57.4% | $20,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 1.65K | -57.4% | $20,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 145 | -84.7% | $1,801 | 0.0% | ▼ Trim | 2 | 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
| Osaic Holdings, Inc. | $176,724 | 0.0% |
| Nomura Holdings Inc | $149,040 | 0.0% |
| Pnc Financial Services Group… | $49,059 | 0.0% |
| Barclays Plc | $41,036 | 0.0% |
已清仓
| Millennium Management | $1.43M | 曾为 0.0% |
| Jane Street Group, Llc | $1.24M | 曾为 0.0% |
| LPL Financial LLC | $154,150 | 曾为 0.0% |
| Jones Financial Companies Lllp | $1,272 | 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): 66 持有人, 15.23M 股份, $185.29M 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