证券记录 · 已归档季度
PMO
名称等待档案录入
22被追踪持有人
+1Δ持有人
2.93M持有股份
$30.88M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.8% ·
股份流向 +9.3% ·
净新建仓位 +4.5%
— 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 | 22 | +1 | 2.93M | $30.88M | +2 | −1 |
| Q1 2026 | 21 | -2 | 2.68M | $27.60M | +1 | −3 |
| Q4 2025 | 23 | -1 | 2.67M | $28.61M | — | −1 |
| Q3 2025 | 2 | +1 | 394.71K | $4.08M | +1 | — |
| Q4 2024 | 1 | -1 | 12.18K | $123,343 | — | −1 |
| Q3 2024 | 2 | +1 | 29.63K | $323,010 | +1 | — |
| Q2 2024 | 1 | — | 18.52K | $189,984 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 443.30K | +2.0% | $4.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 443.30K | +2.0% | $4.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 443.30K | +2.0% | $4.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 443.30K | +2.0% | $4.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Allspring Global Investments… | 307.43K | +105.1% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 306.53K | -0.5% | $3.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 280.63K | -4.1% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 280.63K | -4.1% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 236.50K | +21.3% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 210.00K | -2.2% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 197.11K | +28.7% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 178.49K | -2.9% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 165.60K | +1.7% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 123.85K | -1.9% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 86.28K | +6.4% | $909,343 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 86.28K | +6.4% | $909,343 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 83.20K | -8.6% | $876,916 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 83.20K | -8.6% | $876,916 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 77.24K | -3.7% | $814,068 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 59.77K | +23.2% | $629,919 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 59.77K | +23.2% | $629,919 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 44.25K | +37.5% | $466,435 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 44.25K | +37.5% | $466,435 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 29.33K | -6.7% | $309,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 29.33K | -6.7% | $309,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Toronto Dominion Bank | 28.10K | 新增 | $296,174 | 0.0% | New | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 21.01K | -15.3% | $221,435 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 19.78K | 0.0% | $208,460 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Hrt Financial Lp | 11.77K | 新增 | $124,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 10.23K | -34.9% | $107,814 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 9.35K | -0.3% | $98,581 | 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
| Toronto Dominion Bank | $296,174 | 0.0% |
| Hrt Financial Lp | $124,000 | 0.0% |
已清仓
| Susquehanna International… | $249,559 | 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): 88 持有人, 8.73M 股份, $84.09M 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