证券记录
PTF
名称等待档案录入
37被追踪持有人
+4Δ持有人
2.36M持有股份
$321.28M报告持仓市值
+8新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +12.1% ·
股份流向 +30.0% ·
净新建仓位 +10.8%
— 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 | 37 | +4 | 2.36M | $321.28M | +8 | −4 |
| Q1 2026 | 34 | 0 | 1.61M | $139.08M | +3 | −3 |
| Q4 2025 | 34 | -2 | 1.54M | $117.86M | — | −2 |
| Q3 2025 | 6 | 0 | 350.83K | $26.25M | +1 | −1 |
| Q2 2025 | 3 | +1 | 97.92K | $6.69M | +1 | — |
| Q1 2025 | 1 | 0 | 3.53K | $208,247 | — | — |
| Q4 2024 | 1 | 0 | 2.62K | $189,890 | — | — |
| Q3 2024 | 1 | +1 | 6.54K | $414,959 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 580.11K | +2.8% | $79.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 372.14K | +29.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 372.14K | +29.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 372.14K | +29.7% | $50.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 235.63K | +29.0% | $32.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 235.63K | +29.0% | $32.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 199.26K | +3378.8% | $27.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 164.13K | +218.1% | $22.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 164.13K | +218.1% | $22.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 147.13K | +52.6% | $20.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 147.13K | +52.6% | $20.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 101.20K | 新增 | $13.79M | 0.0% | New | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 100.71K | +122.8% | $13.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 100.71K | +122.8% | $13.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 100.71K | +122.8% | $13.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 99.91K | +48.9% | $13.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 99.91K | +48.9% | $13.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 54.56K | +8.3% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 54.56K | +8.3% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 54.56K | +8.3% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 43.01K | +6.8% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 43.01K | +6.8% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 43.01K | +6.8% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 38.53K | +112.5% | $5.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 29.22K | +25.6% | $3.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 27.52K | +127.0% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 23.60K | +804.2% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 23.26K | +57.7% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 21.62K | +2.3% | $2.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 21.61K | 新增 | $2.95M | 0.0% | New | 1 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 17.45K | +22.8% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 13.68K | +38.8% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Susquehanna International Group, Llp | 8.62K | +24.2% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 6.91K | 0.0% | $941,493 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 4.97K | +1.4% | $677,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Captrust Financial Advisors | 4.06K | 0.0% | $553,691 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Mariner, LLC | 3.67K | 0.0% | $499,743 | 0.0% | Held | 3 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 3.34K | 0.0% | $455,548 | 0.0% | Held | 4 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 2.25K | -14.9% | $306,709 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.25K | -14.9% | $306,709 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 2.53K | 0.0% | $292,830 | 0.0% | Held | 3 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 2.21K | -47.9% | $290,655 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 2.21K | -47.9% | $290,655 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 2.21K | -47.9% | $290,655 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Creative Planning | 1.87K | 新增 | $255,172 | 0.0% | New | 1 | SEC ↗ |
| 46 | D. E. Shaw & Co. ✦ | 1.60K | 新增 | $218,096 | 0.0% | New | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 900 | 0.0% | $122,679 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Us Bancorp \De\ | 524 | +1.2% | $71,427 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 441 | 新增 | $60,113 | 0.0% | New | 1 | SEC ↗ |
| 50 | TD Waterhouse Canada Inc. | 320 | 新增 | $40,563 | 0.0% | New | 1 | SEC ↗ |
| 51 | Simplex Trading, Llc | 231 | 新增 | $31,487 | 0.0% | New | 1 | SEC ↗ |
| 52 | Assetmark, Inc | 9 | 新增 | $1,227 | 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
| Two Sigma Investments | $13.79M | 0.0% |
| Truist Financial Corp | $2.95M | 0.0% |
| Creative Planning | $255,172 | 0.0% |
| D. E. Shaw & Co. | $218,096 | 0.0% |
| Bank Of Montreal /Can/ | $60,113 | 0.0% |
| TD Waterhouse Canada Inc. | $40,563 | 0.0% |
| Simplex Trading, Llc | $31,487 | 0.0% |
| Assetmark, Inc | $1,227 | 0.0% |
已清仓
| IMC-Chicago, LLC | $2.91M | 曾为 0.0% |
| Bnp Paribas Financial Markets | $1.73M | 曾为 0.0% |
| Jane Street Group, Llc | $493,779 | 曾为 0.0% |
| Hrt Financial Lp | $324,000 | 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): 106 持有人, 2.48M 股份, $203.73M 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