证券记录
PCN
名称等待档案录入
26被追踪持有人
-2Δ持有人
4.69M持有股份
$56.09M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 -7.1% ·
股份流向 +3.7% ·
净新建仓位 -7.7%
— 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 | 26 | -2 | 4.69M | $56.09M | +1 | −3 |
| Q1 2026 | 29 | -1 | 4.53M | $53.89M | +3 | −4 |
| Q4 2025 | 30 | +2 | 4.22M | $53.87M | +2 | — |
| Q3 2025 | 1 | -1 | 1.10M | $14.71M | — | −1 |
| Q2 2025 | 1 | — | 14.17K | $179,805 | — | — |
| Q3 2024 | 1 | +1 | 12.88K | $182,767 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.28M | +3.9% | $15.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.28M | +3.9% | $15.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.28M | +3.9% | $15.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 734.77K | +6.8% | $8.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 579.37K | +15.0% | $6.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 579.37K | +15.0% | $6.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 516.61K | +5.8% | $6.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 516.61K | +5.8% | $6.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 279.04K | +1.3% | $3.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 219.71K | +1.8% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 173.02K | +8.8% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 171.25K | -6.7% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 171.25K | -6.7% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 160.19K | -2.7% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 88.24K | +12.8% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 88.24K | +12.8% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 88.24K | +12.8% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 78.02K | -5.4% | $932,352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 78.02K | -5.4% | $932,352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 59.05K | -51.6% | $705,588 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 59.05K | -51.6% | $705,588 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 58.71K | -21.0% | $701,632 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 58.71K | -21.0% | $701,632 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Lido Advisors, LLC | 44.12K | +134.2% | $528,231 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Focus Partners Wealth | 33.67K | -18.1% | $402,362 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 30.94K | -7.8% | $369,757 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 29.92K | +1.3% | $357,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Truist Financial Corp | 29.92K | +1.3% | $357,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 25.67K | +165.4% | $306,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 21.30K | 0.0% | $254,541 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Nomura Holdings Inc | 20.00K | +6.9% | $239,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 19.37K | 0.0% | $231,495 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Creative Planning | 17.62K | -9.2% | $210,617 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 17.15K | 新增 | $204,925 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 12.87K | -1.0% | $153,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | BlackRock ✦ (被动) | 11.25K | 0.0% | $134,473 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 8.28K | -5.5% | $98,994 | 0.0% | ▼ Trim | 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
| Captrust Financial Advisors | $204,925 | 0.0% |
已清仓
| TD Waterhouse Canada Inc. | $108,000 | 曾为 0.0% |
| Assetmark, Inc | $14,125 | 曾为 0.0% |
| Citigroup Inc | $7,509 | 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): 122 持有人, 12.10M 股份, $141.58M 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