证券记录
NCV
名称等待档案录入
19被追踪持有人
-2Δ持有人
2.79M持有股份
$49.04M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -9.5% ·
股份流向 +3.8% ·
净新建仓位 -10.5%
— 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 | 19 | -2 | 2.79M | $49.04M | +1 | −3 |
| Q1 2026 | 22 | +2 | 2.69M | $40.05M | +3 | −1 |
| Q4 2025 | 20 | 0 | 2.88M | $43.56M | — | — |
| Q3 2025 | 2 | +1 | 1.37M | $20.60M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.20M | -8.0% | $21.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.20M | -8.0% | $21.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.20M | -8.0% | $21.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.20M | -8.0% | $21.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | LPL Financial LLC | 388.00K | +4.8% | $6.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 305.02K | +239.5% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 261.27K | -4.6% | $4.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 259.16K | -0.3% | $4.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 106.67K | +8.3% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 65.45K | +4.5% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 33.46K | -1.9% | $589,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Lido Advisors, LLC | 31.73K | 0.0% | $558,113 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 30.84K | +14.1% | $542,437 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 30.60K | +1.5% | $538,184 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 26.01K | -4.5% | $457,587 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 26.01K | -4.5% | $457,587 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mariner, LLC | 19.70K | +1.8% | $346,505 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 17.47K | -18.2% | $307,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 17.47K | -18.2% | $307,290 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 6.13K | +1.7% | $107,836 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 6.13K | +1.7% | $107,836 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 3.07K | -0.4% | $53,987 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 1.50K | 新增 | $26,385 | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 1.04K | +1282.7% | $18,250 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 1.04K | +1282.7% | $18,250 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Assetmark, Inc | 307 | +438.6% | $5,400 | 0.0% | ▲ Add | 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
| Pnc Financial Services Group… | $26,385 | 0.0% |
已清仓
| Millennium Management | $397,742 | 曾为 0.0% |
| BlackRock | $6,279 | 曾为 0.0% |
| Fidelity (FMR) | $30 | 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): 59 持有人, 6.50M 股份, $88.84M 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。
公开市场买入 (P)
Aug 18
MCDANIEL CONNIE D
Director · 356 股 @ 16.83 · $5,992
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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