证券记录
ROBO
名称等待档案录入
54被追踪持有人
0Δ持有人
4.49M持有股份
$384.14M报告持仓市值
+4新建仓位
−5清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +9.2% · 净新建仓位 -1.9% — 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | 0 | 4.49M | $384.14M | +4 | −5 |
| Q1 2026 | 56 | +4 | 4.13M | $282.71M | +6 | −2 |
| Q4 2025 | 52 | 0 | 3.43M | $233.23M | — | — |
| Q3 2025 | 5 | -1 | 556.84K | $36.51M | — | −1 |
| Q2 2025 | 4 | 0 | 61.96K | $3.70M | — | — |
| Q1 2025 | 3 | +1 | 59.92K | $3.09M | +1 | — |
| Q4 2024 | 2 | 0 | 28.59K | $1.61M | — | — |
| Q3 2024 | 2 | -1 | 27.74K | $1.58M | — | −1 |
| Q2 2024 | 3 | — | 56.16K | $3.09M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 895.26K | +18.3% | $76.69M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | UBS Group AG | 878.15K | +3.5% | $75.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Northwestern Mutual Wealth… | 480.23K | -1.1% | $41.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 391.44K | +16.8% | $33.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 265.42K | +5.7% | $22.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 262.46K | +130.0% | $22.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 223.44K | +10.5% | $19.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 8 | Corient Private Wealth LP | 180.24K | -0.2% | $15.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 81.42K | +2.2% | $6.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | National Bank Of Canada /Fi/ | 76.96K | +1.9% | $6.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 72.97K | +15.2% | $6.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | Stifel Financial Corp | 68.41K | +19.0% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 64.54K | +7.7% | $5.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Allianz Asset Management GmbH | 61.38K | 新增 | $5.26M | 0.0% | New | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 52.30K | -4.2% | $4.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Citigroup Inc | 42.65K | +0.7% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 41.46K | +12.1% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Focus Partners Wealth | 35.49K | -1.7% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 31.32K | +3.8% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 27.32K | +196.6% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Blair William & Co/Il | 26.01K | +108.9% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 21.81K | +23.6% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Creative Planning | 15.07K | +4.8% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 13.80K | +43.1% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 13.00K | 0.0% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Fidelity (FMR) ✦ | 13.00K | +17.7% | $1.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 12.10K | -0.2% | $1.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Millennium Management ✦ | 11.53K | -32.5% | $987,660 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 29 | Cerity Partners LLC | 11.35K | -10.5% | $972,003 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Cibc World Market Inc. | 9.64K | +21.8% | $825,420 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 9.63K | -42.1% | $825,163 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 9.49K | +37.4% | $787,537 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Tidal Investments LLC | 8.70K | 新增 | $744,899 | 0.0% | New | 1 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 7.40K | 0.0% | $633,884 | 0.0% | Held | 3 | SEC ↗ ×3 |
| 35 | Mariner, LLC | 7.28K | -28.3% | $623,740 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 7.14K | +52.2% | $611,270 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 6.97K | -0.9% | $581,559 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 38 | Brown Advisory Inc | 6.78K | 新增 | $580,775 | 0.0% | New | 1 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 6.10K | +91.6% | $522,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Lido Advisors, LLC | 5.74K | -71.6% | $491,439 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 4.84K | +4.6% | $414,851 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Truist Financial Corp | 4.54K | -28.1% | $388,468 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | D. E. Shaw & Co. ✦ | 3.85K | -39.5% | $329,791 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 3.47K | +267.1% | $297,477 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Financial Engines Advisors L.L.C. | 2.89K | -18.0% | $247,729 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 2.29K | 0.0% | $195,990 | 0.0% | Held | 3 | SEC ↗ |
| 47 | BlackRock ✦ (被动) | 2.10K | +72.3% | $180,233 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Bank Of Montreal /Can/ | 1.59K | +2.4% | $135,943 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 49 | Us Bancorp \De\ | 1.46K | 0.0% | $125,406 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Simplex Trading, Llc | 1.25K | +25.4% | $107,331 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 697 | -97.3% | $59,705 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Assetmark, Inc | 475 | +533.3% | $40,689 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 150 | 新增 | $12,300 | 0.0% | New | 1 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 102 | -83.2% | $8,737 | 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
| Allianz Asset Management GmbH | $5.26M | 0.0% |
| Tidal Investments LLC | $744,899 | 0.0% |
| Brown Advisory Inc | $580,775 | 0.0% |
| Jones Financial Companies Lllp | $12,300 | 0.0% |
已清仓
| Susquehanna International… | $4.39M | 曾为 0.0% |
| Jane Street Group, Llc | $3.32M | 曾为 0.0% |
| HighTower Advisors, LLC | $1.51M | 曾为 0.0% |
| Hrt Financial Lp | $913,000 | 曾为 0.0% |
| Optiver Holding B.V. | $41,269 | 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): 262 持有人, 7.35M 股份, $487.85M 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