证券记录
PBP
名称等待档案录入
22被追踪持有人
0Δ持有人
2.18M持有股份
$49.97M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +4.7% · 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 | 22 | 0 | 2.18M | $49.97M | +1 | −1 |
| Q1 2026 | 22 | -1 | 2.08M | $45.83M | +2 | −3 |
| Q4 2025 | 23 | -1 | 2.71M | $61.91M | +1 | −2 |
| Q3 2025 | 3 | 0 | 781.61K | $17.29M | +1 | −1 |
| Q2 2025 | 1 | -1 | 930 | $20,330 | — | −1 |
| Q1 2025 | 1 | +1 | 14.60K | $323,704 | +1 | — |
| Q3 2024 | 1 | 0 | 44.55K | $1.02M | — | — |
| Q2 2024 | 1 | — | 49.05K | $1.09M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 827.09K | +4.0% | $18.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 827.09K | +4.0% | $18.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 268.77K | +31.1% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 268.77K | +31.1% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 268.77K | +31.1% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 216.81K | +5.8% | $4.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Creative Planning | 157.60K | -11.0% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 124.23K | +4.0% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 114.79K | +0.4% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 114.79K | +0.4% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 80.09K | +13.3% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 80.09K | +13.3% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 80.09K | +13.3% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Assetmark, Inc | 72.08K | +24.9% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 71.09K | +181.1% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 66.26K | -33.4% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 66.26K | -33.4% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 45.31K | +20.7% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 41.67K | -4.4% | $954,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 23.40K | +0.9% | $535,950 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 20.95K | +4.7% | $479,819 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 18.23K | 0.0% | $417,467 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Corient Private Wealth LP | 14.22K | 0.0% | $325,730 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 11.83K | -70.0% | $270,953 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 4.99K | +9.8% | $114,248 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 1.88K | -20.7% | $43,081 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 400 | 0.0% | $9,160 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 139 | 0.0% | $3,183 | 0.0% | Held | 3 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 118 | 新增 | $2,702 | 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
| BlackRock | $2,702 | 0.0% |
已清仓
| Jane Street Group, Llc | $239,603 | 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): 57 持有人, 10.18M 股份, $220.80M 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