证券记录
RHS
名称等待档案录入
33被追踪持有人
+2Δ持有人
1.91M持有股份
$57.44M报告持仓市值
+5新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +6.5% ·
股份流向 +8.5% ·
净新建仓位 +6.1%
— 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 | 33 | +2 | 1.91M | $57.44M | +5 | −3 |
| Q1 2026 | 32 | -1 | 1.77M | $52.15M | +3 | −4 |
| Q4 2025 | 33 | -2 | 1.91M | $55.42M | — | −2 |
| Q3 2025 | 6 | +2 | 457.97K | $13.38M | +2 | — |
| Q2 2025 | 1 | -1 | 5.84K | $175,058 | — | −1 |
| Q1 2025 | 1 | 0 | 41.92K | $1.29M | — | — |
| Q4 2024 | 1 | -1 | 19.51K | $587,371 | — | −1 |
| Q3 2024 | 2 | +1 | 41.63K | $1.35M | +1 | — |
| Q2 2024 | 1 | — | 12.07K | $369,371 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 320.54K | +1433.8% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 295.49K | -0.9% | $8.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 295.49K | -0.9% | $8.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 194.13K | -3.4% | $5.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 183.41K | -29.0% | $5.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 183.41K | -29.0% | $5.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 183.41K | -29.0% | $5.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | LPL Financial LLC | 159.07K | -2.7% | $4.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 99.02K | -10.4% | $2.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 93.14K | +5.1% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 92.58K | -3.9% | $2.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 92.58K | -3.9% | $2.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 73.59K | -18.4% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 73.59K | -18.4% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 73.59K | -18.4% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 73.59K | -18.4% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 70.00K | 新增 | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 58.05K | +9.3% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 55.49K | -41.6% | $1.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 28.91K | -3.5% | $866,788 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 28.91K | -3.5% | $866,788 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 26.99K | -2.0% | $809,039 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 21.11K | 0.0% | $632,998 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 20.60K | -23.6% | $617,594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 20.60K | -23.6% | $617,594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Lido Advisors, LLC | 18.19K | +23.1% | $545,321 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 16.13K | -15.3% | $483,489 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 15.50K | -25.4% | $464,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 15.50K | -25.4% | $464,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 15.50K | -25.4% | $464,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 12.75K | +31.4% | $391,446 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 11.72K | +21.6% | $351,246 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 10.61K | -2.7% | $317,965 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 10.61K | -2.7% | $317,965 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Aristotle Capital Management, LLC | 9.03K | 新增 | $270,655 | 0.0% | New | 1 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 8.52K | -13.8% | $255,425 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 8.41K | 0.0% | $252,132 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 5.18K | +8.5% | $155,274 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Lazard Asset Management Llc | 3.41K | 新增 | $102,153 | 0.0% | New | 1 | SEC ↗ |
| 40 | Lazard Asset Management Llc | 3.41K | 新增 | $102,153 | 0.0% | New | 1 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 1.76K | -28.0% | $52,802 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 448 | +77.8% | $13,431 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 430 | -11.3% | $12,891 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Franklin Resources Inc | 237 | 新增 | $7,105 | 0.0% | New | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 175 | 0.0% | $5,247 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Kayne Anderson Rudnick Investment… | 22 | 新增 | $660 | 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
| Bnp Paribas Financial Markets | $2.10M | 0.0% |
| Aristotle Capital Management… | $270,655 | 0.0% |
| Lazard Asset Management Llc | $102,153 | 0.0% |
| Lazard Asset Management Llc | $102,153 | 0.0% |
| Franklin Resources Inc | $7,105 | 0.0% |
| Kayne Anderson Rudnick… | $660 | 0.0% |
已清仓
| Citadel Advisors | $818,035 | 曾为 0.0% |
| Mariner, LLC | $708,010 | 曾为 0.0% |
| Susquehanna International… | $593,186 | 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): 115 持有人, 3.66M 股份, $96.87M 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