证券记录 · 已归档季度
RFG
名称等待档案录入
30被追踪持有人
-1Δ持有人
954.73K持有股份
$61.57M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -3.2% ·
股份流向 +7.7% ·
净新建仓位 -3.3%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 30 | -1 | 954.73K | $61.57M | +1 | −2 |
| Q1 2026 | 32 | +3 | 886.77K | $48.61M | +3 | — |
| Q4 2025 | 29 | -1 | 910.31K | $47.76M | — | −1 |
| Q3 2025 | 5 | +1 | 264.19K | $13.46M | +1 | — |
| Q2 2025 | 1 | -1 | 6.66K | $324,822 | — | −1 |
| Q1 2025 | 1 | +1 | 10.94K | $479,369 | +1 | — |
| Q3 2024 | 1 | 0 | 12.23K | $601,595 | — | — |
| Q2 2024 | 1 | — | 13.99K | $682,061 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 228.91K | +2.4% | $14.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 228.91K | +2.4% | $14.77M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | LPL Financial LLC | 225.86K | +24.4% | $14.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 79.51K | +16.4% | $5.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 79.51K | +16.4% | $5.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 48.13K | -3.2% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 48.13K | -3.2% | $3.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 42.82K | +3.0% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 40.21K | +92.5% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 40.21K | +92.5% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 36.58K | -0.9% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 36.58K | -0.9% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 29.78K | +5.9% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 29.78K | +5.9% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 26.79K | -0.8% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 25.38K | -4.9% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 25.38K | -4.9% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 24.68K | -21.6% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 23.87K | +67.3% | $1.54M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Corient Private Wealth LP | 22.16K | 0.0% | $1.43M | 0.0% | Held | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 18.54K | +4.0% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 10.31K | -0.8% | $665,433 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 9.54K | -5.3% | $586,318 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 8.72K | +60.9% | $548,411 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 8.15K | +1.8% | $525,631 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 7.33K | -53.1% | $472,682 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Stifel Financial Corp | 6.68K | -1.5% | $430,834 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 6.68K | -1.5% | $430,834 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 5.18K | +1.5% | $334,178 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fifth Third Bancorp | 4.85K | 0.0% | $312,971 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Captrust Financial Advisors | 4.64K | 0.0% | $299,217 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Focus Partners Wealth | 4.31K | 新增 | $278,026 | 0.0% | New | 1 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 3.99K | -8.3% | $257,278 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Creative Planning | 3.86K | -1.9% | $248,981 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Citigroup Inc | 1.72K | -21.3% | $110,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 878 | 0.0% | $56,658 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 878 | 0.0% | $56,658 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Blair William & Co/Il | 859 | 0.0% | $55,431 | 0.0% | Held | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 500 | 0.0% | $31,735 | 0.0% | Held | 4 | 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
| Focus Partners Wealth | $278,026 | 0.0% |
已清仓
| IMC-Chicago, LLC | $423,699 | 曾为 0.0% |
| Susquehanna International… | $281,790 | 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): 112 持有人, 1.83M 股份, $98.25M 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