证券记录
NEA
名称等待档案录入
44被追踪持有人
0Δ持有人
29.61M持有股份
$347.62M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +1.1% · 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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.84M | -0.7% | $115.56M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 2 | Raymond James Financial Inc | 3.59M | +19.4% | $42.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.91M | +4.5% | $34.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | UBS Group AG | 1.64M | -5.5% | $19.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 1.47M | +1.7% | $17.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.39M | -9.2% | $16.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 1.25M | -5.8% | $14.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 1.12M | +3.2% | $13.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 1.09M | +2.1% | $12.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 694.03K | +21.3% | $8.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 582.86K | +7.5% | $6.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 579.19K | -14.1% | $6.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 487.09K | +9.6% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Rockefeller Capital Management L.P. | 367.54K | -3.1% | $4.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 320.44K | +45.3% | $3.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Northwestern Mutual Wealth… | 271.42K | -3.4% | $3.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Lido Advisors, LLC | 230.80K | +1.5% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Invesco Ltd. | 214.53K | +0.2% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 173.18K | +119.3% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 162.82K | -0.9% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Wealth Enhancement Advisory… | 119.70K | +6.7% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Corient Private Wealth LP | 117.25K | -11.1% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 111.68K | -3.3% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Captrust Financial Advisors | 98.10K | +4.1% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mariner, LLC | 94.22K | -7.3% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Mercer Global Advisors Inc /Adv | 84.79K | -1.7% | $995,386 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 83.18K | -2.9% | $976,568 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jane Street Group, Llc | 81.04K | -54.8% | $951,362 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Creative Planning | 68.43K | -29.2% | $803,341 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Focus Partners Wealth | 51.33K | +3.1% | $603,021 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cerity Partners LLC | 46.72K | +2.4% | $548,521 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Fifth Third Bancorp | 42.49K | -4.0% | $498,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 37.97K | +13.3% | $445,746 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Financial Engines Advisors L.L.C. | 28.83K | 0.0% | $338,499 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Alliancebernstein L.P. | 27.40K | 0.0% | $307,691 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 26.18K | -22.9% | $307,353 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 37 | CIBC Bancorp USA Inc. | 22.81K | +0.5% | $267,768 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Northern Trust Corp | 22.78K | 0.0% | $267,449 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 39 | Quantinno Capital Management LP | 21.06K | +0.9% | $247,278 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 10.86K | 新增 | $127,438 | 0.0% | New | 1 | SEC ↗ |
| 41 | First Trust Advisors Lp | 10.32K | -60.7% | $121,156 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 7.54K | +1.4% | $88,363 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | JPMorgan Chase ✦ | 1.05K | 新增 | $12,239 | 0.0% | New | 1 | SEC ↗ |
| 44 | Assetmark, Inc | 177 | +883.3% | $2,078 | 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
| Bank Of Montreal /Can/ | $127,438 | 0.0% |
| JPMorgan Chase | $12,239 | 0.0% |
已清仓
| BlackRock | $2.25M | 曾为 0.0% |
| Nomura Holdings Inc | $336,900 | 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): 298 持有人, 53.23M 股份, $568.43M 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)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Sep 24
Hamilton Michael S.
Other · 2.68K 股 · $26,573
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