证券记录
PPT
名称等待档案录入
27被追踪持有人
0Δ持有人
5.84M持有股份
$20.38M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 +0.1% · 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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 1.37M | 0.0% | $4.77M | 0.0% | Held | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.14M | +0.2% | $3.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | Invesco Ltd. | 934.60K | +4.2% | $3.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 319.25K | -30.4% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Osaic Holdings, Inc. | 218.22K | +12.6% | $761,450 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 210.63K | +6.1% | $735,084 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Baird Financial Group, Inc. | 197.90K | +2.4% | $690,671 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 199.54K | +10.4% | $684,425 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Focus Partners Wealth | 187.99K | 0.0% | $656,101 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 157.49K | -6.9% | $549,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Mml Investors Services, Llc | 135.62K | +31.1% | $473,331 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 128.03K | -1.7% | $446,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 121.24K | -19.3% | $423,134 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Creative Planning | 82.11K | 0.0% | $286,580 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 77.64K | -5.9% | $270,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 74.94K | -1.8% | $261,540 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 74.56K | +0.5% | $260,232 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Cetera Investment Advisers | 49.98K | +24.6% | $174,448 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 49.20K | +1.6% | $171,726 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 42.35K | +55.6% | $147,795 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 37.72K | +70.9% | $131,657 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Hrt Financial Lp | 21.46K | 新增 | $74,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Mariner, LLC | 14.47K | -0.1% | $50,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Us Bancorp \De\ | 3.50K | 0.0% | $12,215 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.80K | 0.0% | $6,282 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 1.13K | 0.0% | $3,940 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 86 | -5.5% | $300 | 0.0% | ▼ Trim | 2 | 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
| Hrt Financial Lp | $74,000 | 0.0% |
已清仓
| JPMorgan Chase | $5,570 | 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): 94 持有人, 39.86M 股份, $37.65M 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