证券记录
PEY
名称等待档案录入
41被追踪持有人
+5Δ持有人
12.76M持有股份
$295.97M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +13.9% ·
股份流向 +0.4% ·
净新建仓位 +12.2%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 41 | +5 | 12.76M | $295.97M | +5 | — |
| Q1 2026 | 37 | +1 | 12.73M | $272.50M | +4 | −3 |
| Q4 2025 | 35 | -2 | 13.95M | $284.37M | +1 | −3 |
| Q3 2025 | 7 | +1 | 2.72M | $57.36M | +1 | — |
| Q2 2025 | 3 | +1 | 108.49K | $2.21M | +1 | — |
| Q1 2025 | 1 | 0 | 171.40K | $3.68M | +1 | −1 |
| Q4 2024 | 1 | -1 | 10.03K | $213,217 | — | −1 |
| Q3 2024 | 2 | -1 | 163.25K | $3.58M | — | −1 |
| Q2 2024 | 3 | — | 72.94K | $1.43M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.50M | -0.9% | $104.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.50M | -0.9% | $104.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.50M | -0.9% | $104.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.40M | +0.6% | $55.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.40M | +0.6% | $55.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.40M | +0.6% | $55.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 1.35M | -0.7% | $31.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 948.15K | +3.7% | $21.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 948.15K | +3.7% | $21.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 655.74K | +2.8% | $15.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 655.74K | +2.8% | $15.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 655.74K | +2.8% | $15.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 395.56K | -4.1% | $9.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 313.70K | +21.6% | $7.27M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | UBS Group AG | 311.99K | -4.2% | $7.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 311.99K | -4.2% | $7.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 270.62K | +5.9% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 208.58K | -18.1% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 208.58K | -18.1% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 208.58K | -18.1% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 208.58K | -18.1% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 195.85K | -4.2% | $4.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 168.24K | +10.2% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 168.24K | +10.2% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 168.24K | +10.2% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 138.03K | +2.9% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 108.84K | +2.2% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 98.31K | +7.5% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 91.62K | 新增 | $2.12M | 0.0% | New | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 74.03K | -1.5% | $1.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 71.88K | -6.6% | $1.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 68.67K | -48.4% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 54.72K | +6.3% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 37.01K | +4.1% | $857,808 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 37.01K | +4.1% | $857,808 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 36.32K | -20.8% | $841,921 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 36.32K | -20.8% | $841,921 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Creative Planning | 35.19K | +6.9% | $815,590 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 32.55K | +0.4% | $771,841 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mariner, LLC | 32.76K | -24.6% | $759,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | CIBC Bancorp USA Inc. | 30.18K | 0.0% | $699,572 | 0.0% | Held | 2 | SEC ↗ |
| 42 | CIBC Bancorp USA Inc. | 30.18K | 0.0% | $699,572 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 30.13K | -4.2% | $698,428 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | Cerity Partners LLC | 19.35K | +0.8% | $448,484 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Truist Financial Corp | 18.52K | -2.1% | $429,328 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Truist Financial Corp | 18.52K | -2.1% | $429,328 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 13.02K | +0.1% | $301,758 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 13.02K | +0.1% | $301,758 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 12.51K | 新增 | $289,935 | 0.0% | New | 1 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 11.43K | 新增 | $265,040 | 0.0% | New | 1 | SEC ↗ |
| 51 | Focus Partners Wealth | 10.55K | 0.0% | $244,527 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 7.33K | -37.4% | $171,672 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 7.33K | -37.4% | $171,672 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 7.33K | -37.4% | $171,672 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 7.33K | -37.4% | $171,672 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | BlackRock ✦ (被动) | 1.35K | +68.8% | $31,299 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Simplex Trading, Llc | 1.15K | +114900.0% | $26,657 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Us Bancorp \De\ | 1.02K | 新增 | $23,574 | 0.0% | New | 1 | SEC ↗ |
| 59 | UBS AM, a distinct business unit of… | 716 | 0.0% | $16,597 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Bank Of Montreal /Can/ | 546 | 0.0% | $12,656 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Assetmark, Inc | 172 | 0.0% | $3,987 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Citigroup Inc | 1 | 新增 | $23 | 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
| Stifel Financial Corp | $2.12M | 0.0% |
| D. E. Shaw & Co. | $289,935 | 0.0% |
| Citadel Advisors | $265,040 | 0.0% |
| Us Bancorp \De\ | $23,574 | 0.0% |
| Citigroup Inc | $23 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 174 持有人, 17.20M 股份, $359.56M 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