证券记录
NFJ
名称等待档案录入
31被追踪持有人
+1Δ持有人
21.27M持有股份
$323.14M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +3.3% ·
股份流向 -3.3% ·
净新建仓位 +3.2%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 31 | +1 | 21.27M | $323.14M | +3 | −2 |
| Q1 2026 | 31 | -1 | 22.01M | $277.50M | +1 | −2 |
| Q4 2025 | 32 | +1 | 22.68M | $292.38M | +1 | — |
| Q3 2025 | 2 | — | 10.98M | $142.88M | — | — |
| Q3 2024 | 1 | +1 | 50.81K | $662,628 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 10.39M | -2.9% | $157.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 10.39M | -2.9% | $157.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 10.39M | -2.9% | $157.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 10.39M | -2.9% | $157.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 10.39M | -2.9% | $157.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.49M | -5.2% | $37.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Allspring Global Investments… | 1.74M | +3.9% | $26.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 1.25M | +1.8% | $18.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 1.15M | -5.6% | $17.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 1.15M | -5.6% | $17.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Focus Partners Wealth | 927.67K | -3.0% | $14.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 745.66K | +1.2% | $11.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 500.10K | -1.8% | $7.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 437.67K | 0.0% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 437.67K | 0.0% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 437.67K | 0.0% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 379.84K | -3.1% | $5.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 379.84K | -3.1% | $5.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 270.33K | +5.8% | $4.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 270.33K | +5.8% | $4.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 270.33K | +5.8% | $4.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Capstone Investment Advisors, Llc | 253.67K | -51.8% | $3.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 192.04K | +13.7% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 192.04K | +13.7% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Creative Planning | 182.43K | -2.9% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 50.91K | +4.1% | $773,310 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 47.50K | -15.8% | $721,469 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 46.05K | -0.3% | $697,688 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mariner, LLC | 43.06K | +20.4% | $654,136 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 40.12K | -3.7% | $609,426 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 29.50K | -21.3% | $448,188 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 27.45K | +0.9% | $417,026 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 15.60K | 新增 | $236,953 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 15.43K | +6.0% | $234,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 14.42K | -67.9% | $219,025 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 13.77K | -11.8% | $209,193 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 10.07K | 新增 | $152,994 | 0.0% | New | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 7.21K | +0.8% | $109,567 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 7.21K | +0.8% | $109,567 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 5.65K | -0.8% | $85,793 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 1.80K | 0.0% | $27,360 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 170 | 新增 | $2,545 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 27 | +2600.0% | $410 | 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
| Truist Financial Corp | $236,953 | 0.0% |
| Goldman Sachs Group | $152,994 | 0.0% |
| Jones Financial Companies Lllp | $2,545 | 0.0% |
已清仓
| BlackRock | $36,619 | 曾为 0.0% |
| JPMorgan Chase | $8,395 | 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): 121 持有人, 37.62M 股份, $456.26M 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 20
MCDANIEL CONNIE D
Director · 350 股 @ 15.67 · $5,484
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