证券记录 · 已归档季度
QUS
名称等待档案录入
36被追踪持有人
-4Δ持有人
3.41M持有股份
$637.82M报告持仓市值
+3新建仓位
−7清仓
动量输入（同类管理人）：
持有人广度 -10.0% ·
股份流向 -1.6% ·
净新建仓位 -11.1%
— 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 | 36 | -4 | 3.41M | $637.82M | +3 | −7 |
| Q1 2026 | 41 | +8 | 3.47M | $595.30M | +12 | −4 |
| Q4 2025 | 33 | -1 | 3.61M | $629.24M | — | −1 |
| Q3 2025 | 6 | +1 | 344.90K | $59.05M | +1 | — |
| Q2 2025 | 2 | +1 | 23.34K | $3.81M | +1 | — |
| Q4 2024 | 1 | 0 | 13.22K | $2.05M | — | — |
| Q3 2024 | 1 | 0 | 8.62K | $1.36M | — | — |
| Q2 2024 | 1 | — | 20.88K | $3.08M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 2.08M | +1.3% | $389.35M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 373.85K | +6.0% | $69.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 206.81K | -3.1% | $38.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 205.40K | -6.8% | $38.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 205.40K | -6.8% | $38.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 205.40K | -6.8% | $38.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 161.12K | -21.0% | $30.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 122.93K | -1.7% | $22.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 122.93K | -1.7% | $22.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Royal Bank Of Canada | 66.55K | -1.1% | $12.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 39.76K | -8.1% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 39.76K | -8.1% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Quantinno Capital Management LP | 36.32K | +37.5% | $6.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cerity Partners LLC | 26.39K | -4.6% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cerity Partners LLC | 26.39K | -4.6% | $4.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 21.09K | -1.4% | $3.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 12.52K | -62.6% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 11.12K | +7.5% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 8.12K | -1.4% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 5.58K | +40.4% | $1.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 5.58K | +40.4% | $1.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 5.58K | +40.4% | $1.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 5.58K | +40.4% | $1.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 5.58K | +40.4% | $1.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 4.67K | 新增 | $872,831 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 4.21K | +40.5% | $786,836 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 2.90K | -9.9% | $542,308 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 2.90K | -9.9% | $542,308 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Corient Private Wealth LP | 2.34K | -15.0% | $437,426 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Lido Advisors, LLC | 2.16K | -15.2% | $404,108 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fisher Asset Management ✦ | 2.13K | 0.0% | $397,267 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Captrust Financial Advisors | 2.12K | +2.8% | $396,999 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mariner, LLC | 2.04K | +0.2% | $380,907 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 1.64K | 新增 | $306,152 | 0.0% | New | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 1.63K | -66.2% | $304,398 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 1.30K | 0.0% | $243,668 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Blair William & Co/Il | 1.16K | 0.0% | $216,199 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Truist Financial Corp | 1.12K | 新增 | $208,747 | 0.0% | New | 1 | SEC ↗ |
| 39 | UBS Group AG | 952 | 0.0% | $177,893 | 0.0% | Held | 3 | SEC ↗ |
| 40 | BlackRock ✦ (被动) | 643 | 0.0% | $120,152 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 494 | +97.6% | $92,310 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 262 | -38.1% | $48,934 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 204 | +37.8% | $38,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Assetmark, Inc | 51 | 0.0% | $9,530 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 43 | 0.0% | $8,035 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Citigroup Inc | 9 | -95.5% | $1,682 | 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
| Rockefeller Capital… | $872,831 | 0.0% |
| Mml Investors Services, Llc | $306,152 | 0.0% |
| Truist Financial Corp | $208,747 | 0.0% |
已清仓
| Citadel Advisors | $1.73M | 曾为 0.0% |
| Jane Street Group, Llc | $1.67M | 曾为 0.0% |
| Goldman Sachs Group | $480,249 | 曾为 0.0% |
| Creative Planning | $210,255 | 曾为 0.0% |
| Jones Financial Companies Lllp | $178,430 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $162,028 | 曾为 0.0% |
| UBS AM, a distinct business… | $2,746 | 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): 185 持有人, 6.27M 股份, $1.07B 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