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证券记录

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名称等待档案录入

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
37被追踪持有人
-2Δ持有人
2.85M持有股份
$77.57M报告持仓市值
+11新建仓位
−13清仓
Falling 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 -5.1% · 股份流向 -5.9% · 净新建仓位 -5.4%公式
广泛派发 — 持股数量下降且持有人减少

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 37 -2 2.85M $77.57M +11 −13
Q1 2026 39 +5 3.03M $90.14M +8 −3
Q4 2025 34 +2 2.67M $80.94M +2
Q3 2025 11 -1 1.00M $23.53M −1
Q2 2025 9 +2 771.41K $17.64M +2
Q1 2025 5 -1 398.26K $4.95M −1
Q4 2024 6 +2 437.11K $6.54M +2
Q3 2024 3 +1 277.82K $3.61M +1
Q2 2024 2 248.41K $2.21M
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 Raymond James Financial Inc 561.34K +10.4% $15.29M 0.0% ▲ Add 3 SEC ↗
2 Raymond James Financial Inc 561.34K +10.4% $15.29M 0.0% ▲ Add 3 SEC ↗
3 BlackRock (被动) 424.43K +948.3% $11.56M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (被动) 424.43K +948.3% $11.56M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (被动) 424.43K +948.3% $11.56M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (被动) 424.43K +948.3% $11.56M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (被动) 424.43K +948.3% $11.56M 0.0% ▲ Add 5 SEC ↗
8 BlackRock (被动) 424.43K +948.3% $11.56M 0.0% ▲ Add 5 SEC ↗
9 Dimensional Fund Advisors Lp 384.49K -0.9% $10.47M 0.0% ▼ Trim 3 SEC ↗
10 Dimensional Fund Advisors Lp 384.49K -0.9% $10.47M 0.0% ▼ Trim 3 SEC ↗
11 Dimensional Fund Advisors Lp 384.49K -0.9% $10.47M 0.0% ▼ Trim 3 SEC ↗
12 Dimensional Fund Advisors Lp 384.49K -0.9% $10.47M 0.0% ▼ Trim 3 SEC ↗
13 Vanguard Capital Management Llc 343.02K +6.0% $9.34M 0.0% ▲ Add 2 SEC ↗
14 Geode Capital Management (被动) 201.23K +115.6% $5.48M 0.0% ▲ Add 9 SEC ↗
15 Geode Capital Management (被动) 201.23K +115.6% $5.48M 0.0% ▲ Add 9 SEC ↗
16 Morgan Stanley 172.34K +12.6% $4.69M 0.0% ▲ Add 4 SEC ↗
17 Morgan Stanley 172.34K +12.6% $4.69M 0.0% ▲ Add 4 SEC ↗
18 Morgan Stanley 172.34K +12.6% $4.69M 0.0% ▲ Add 4 SEC ↗
19 Morgan Stanley 172.34K +12.6% $4.69M 0.0% ▲ Add 4 SEC ↗
20 Morgan Stanley 172.34K +12.6% $4.69M 0.0% ▲ Add 4 SEC ↗
21 Renaissance Technologies 154.39K -26.2% $4.20M 0.0% ▼ Trim 9 SEC ↗
22 State Street Global Advisors (被动) 83.66K +112.5% $2.28M 0.0% ▲ Add 7 SEC ↗
23 American Century Companies Inc 71.45K -52.0% $1.95M 0.0% ▼ Trim 3 SEC ↗
24 Northern Trust Corp 62.02K +101.3% $1.69M 0.0% ▲ Add 3 SEC ↗
25 Northern Trust Corp 62.02K +101.3% $1.69M 0.0% ▲ Add 3 SEC ↗
26 Wells Fargo & Company/Mn 54.14K +208142.3% $1.47M 0.0% ▲ Add 2 SEC ↗
27 Wells Fargo & Company/Mn 54.14K +208142.3% $1.47M 0.0% ▲ Add 2 SEC ↗
28 Lazard Asset Management Llc 43.32K +2.0% $1.18M 0.0% ▲ Add 2 SEC ↗
29 JPMorgan Chase 40.02K -17.9% $1.09M 0.0% ▼ Trim 4 SEC ↗
30 JPMorgan Chase 40.02K -17.9% $1.09M 0.0% ▼ Trim 4 SEC ↗
31 JPMorgan Chase 40.02K -17.9% $1.09M 0.0% ▼ Trim 4 SEC ↗
32 Arrowstreet Capital 37.36K -75.9% $1.02M 0.0% ▼ Trim 7 SEC ↗
33 Bnp Paribas Financial Markets 35.33K -13.2% $961,954 0.0% ▼ Trim 3 SEC ↗
34 UBS Group AG 25.01K -37.5% $680,941 0.0% ▼ Trim 3 SEC ↗
35 UBS Group AG 25.01K -37.5% $680,941 0.0% ▼ Trim 3 SEC ↗
36 UBS Group AG 25.01K -37.5% $680,941 0.0% ▼ Trim 3 SEC ↗
37 Charles Schwab Investment… 21.48K 新增 $585,009 0.0% New 1 SEC ↗
38 Bank of New York Mellon Corp 21.36K 新增 $581,496 0.0% New 1 SEC ↗
39 Bank of New York Mellon Corp 21.36K 新增 $581,496 0.0% New 1 SEC ↗
40 Bank of New York Mellon Corp 21.36K 新增 $581,496 0.0% New 1 SEC ↗
41 Connor, Clark & Lunn Investment… 18.12K -3.2% $493,517 0.0% ▼ Trim 3 SEC ↗
42 Nuveen, LLC 17.26K 新增 $469,990 0.0% New 1 SEC ↗
43 Nuveen, LLC 17.26K 新增 $469,990 0.0% New 1 SEC ↗
44 Ameriprise Financial Inc 13.69K 新增 $372,833 0.0% New 1 SEC ↗
45 Ameriprise Financial Inc 13.69K 新增 $372,833 0.0% New 1 SEC ↗
46 Russell Investments Group, Ltd. 13.01K -71.0% $354,243 0.0% ▼ Trim 3 SEC ↗
47 Russell Investments Group, Ltd. 13.01K -71.0% $354,243 0.0% ▼ Trim 3 SEC ↗
48 Russell Investments Group, Ltd. 13.01K -71.0% $354,243 0.0% ▼ Trim 3 SEC ↗
49 Russell Investments Group, Ltd. 13.01K -71.0% $354,243 0.0% ▼ Trim 3 SEC ↗
50 Russell Investments Group, Ltd. 13.01K -71.0% $354,243 0.0% ▼ Trim 3 SEC ↗
51 Citadel Advisors 10.58K -35.5% $288,039 0.0% ▼ Trim 2 SEC ↗
52 Citadel Advisors 10.58K -35.5% $288,039 0.0% ▼ Trim 2 SEC ↗
53 Squarepoint Ops LLC 9.65K -59.5% $262,770 0.0% ▼ Trim 2 SEC ↗
54 Rhumbline Advisers 7.50K 新增 $204,139 0.0% New 1 SEC ↗
55 Deutsche Bank Ag\ 7.40K 新增 $201,583 0.0% New 1 SEC ↗
56 Deutsche Bank Ag\ 7.40K 新增 $201,583 0.0% New 1 SEC ↗
57 New York State Common Retirement… 3.70K 新增 $100,751 0.0% New 1 SEC ↗
58 Citigroup Inc 3.49K +5.3% $95,087 0.0% ▲ Add 3 SEC ↗
59 Citigroup Inc 3.49K +5.3% $95,087 0.0% ▲ Add 3 SEC ↗
60 MIRAE ASSET GLOBAL ETFS HOLDINGS… 3.43K 新增 $93,317 0.0% New 1 SEC ↗
61 Barclays Plc 1.46K -89.6% $39,674 0.0% ▼ Trim 3 SEC ↗
62 Barclays Plc 1.46K -89.6% $39,674 0.0% ▼ Trim 3 SEC ↗
63 Legal & General Group Plc 722 新增 $19,660 0.0% New 1 SEC ↗
64 Osaic Holdings, Inc. 690 +176.0% $18,786 0.0% ▲ Add 3 SEC ↗
65 Us Bancorp \De\ 668 0.0% $18,190 0.0% Held 3 SEC ↗
66 Royal Bank Of Canada 411 +189.4% $11,000 0.0% ▲ Add 3 SEC ↗
67 Royal Bank Of Canada 411 +189.4% $11,000 0.0% ▲ Add 3 SEC ↗
68 Simplex Trading, Llc 115 新增 $3,131 0.0% New 1 SEC ↗
69 Jones Financial Companies Lllp 110 0.0% $3,044 0.0% Held 2 SEC ↗
70 Fidelity (FMR) 34 新增 $926 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

Charles Schwab Investment… $585,009 0.0%
Bank of New York Mellon Corp $581,496 0.0%
Bank of New York Mellon Corp $581,496 0.0%
Bank of New York Mellon Corp $581,496 0.0%
Nuveen, LLC $469,990 0.0%
Nuveen, LLC $469,990 0.0%
Ameriprise Financial Inc $372,833 0.0%
Ameriprise Financial Inc $372,833 0.0%
Rhumbline Advisers $204,139 0.0%
Deutsche Bank Ag\ $201,583 0.0%
Deutsche Bank Ag\ $201,583 0.0%
New York State Common… $100,751 0.0%

已清仓

Millennium Management $5.16M 曾为 0.0%
Susquehanna International… $3.71M 曾为 0.0%
Jane Street Group, Llc $1.80M 曾为 0.0%
Qube Research & Technologies… $1.56M 曾为 0.0%
Invesco Ltd. $1.38M 曾为 0.0%
Marshall Wace $1.14M 曾为 0.0%
Goldman Sachs Group $1.03M 曾为 0.0%
Point72 Asset Management $1.02M 曾为 0.0%
Sei Investments Co $741,375 曾为 0.0%
Man Group plc $638,918 曾为 0.0%
Hrt Financial Lp $404,000 曾为 0.0%
LPL Financial LLC $283,165 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): 79 持有人, 4.14M 股份, $116.88M 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