证券记录
RPG
名称等待档案录入
55被追踪持有人
-1Δ持有人
9.37M持有股份
$597.22M报告持仓市值
+2新建仓位
−3清仓
动量输入(同类管理人):
持有人广度 -1.8% ·
股份流向 +1.3% ·
净新建仓位 -1.8%
— 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 | 55 | -1 | 9.37M | $597.22M | +2 | −3 |
| Q1 2026 | 57 | +7 | 9.29M | $433.57M | +10 | −3 |
| Q4 2025 | 49 | +1 | 9.78M | $456.62M | +2 | −1 |
| Q3 2025 | 6 | 0 | 2.15M | $102.66M | — | — |
| Q2 2025 | 3 | -1 | 50.76K | $2.32M | — | −1 |
| Q1 2025 | 2 | 0 | 47.13K | $1.80M | +1 | −1 |
| Q4 2024 | 2 | +1 | 66.26K | $2.73M | +1 | — |
| Q3 2024 | 1 | 0 | 30.61K | $1.20M | — | — |
| Q2 2024 | 1 | — | 109.11K | $4.07M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.55M | +47.5% | $98.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.37M | +2.5% | $87.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.37M | +2.5% | $87.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.37M | +2.5% | $87.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.37M | +2.5% | $87.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 892.30K | -1.3% | $56.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 892.30K | -1.3% | $56.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 892.30K | -1.3% | $56.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 872.80K | -12.8% | $55.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 872.80K | -12.8% | $55.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 872.80K | -12.8% | $55.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 541.71K | -8.5% | $34.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 463.40K | +7.9% | $29.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 463.40K | +7.9% | $29.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 463.40K | +7.9% | $29.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 412.81K | -14.2% | $26.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 412.81K | -14.2% | $26.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 356.56K | +1.1% | $22.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 356.56K | +1.1% | $22.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 356.56K | +1.1% | $22.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 356.56K | +1.1% | $22.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 356.56K | +1.1% | $22.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Creative Planning | 346.36K | +0.6% | $22.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Creative Planning | 346.36K | +0.6% | $22.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 321.44K | -4.8% | $20.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 321.44K | -4.8% | $20.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 299.29K | -9.3% | $19.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 299.29K | -9.3% | $19.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 299.29K | -9.3% | $19.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 259.46K | +1.0% | $16.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Northern Trust Corp | 215.49K | 0.0% | $13.76M | 0.0% | Held | 2 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 132.54K | -23.2% | $8.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Captrust Financial Advisors | 115.55K | -19.6% | $7.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | CIBC Bancorp USA Inc. | 108.94K | 0.0% | $6.96M | 0.0% | Held | 2 | SEC ↗ |
| 35 | CIBC Bancorp USA Inc. | 108.94K | 0.0% | $6.96M | 0.0% | Held | 2 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 105.08K | -2.2% | $6.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 89.98K | +3.1% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 89.98K | +3.1% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 89.98K | +3.1% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 89.98K | +3.1% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Focus Partners Wealth | 78.61K | -6.7% | $5.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Cetera Investment Advisers | 70.99K | -9.0% | $4.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 63.26K | +7.4% | $4.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Corient Private Wealth LP | 59.22K | +10.9% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Truist Financial Corp | 58.41K | +28.5% | $3.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Truist Financial Corp | 58.41K | +28.5% | $3.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Mariner, LLC | 53.58K | +1.2% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 51.10K | +581.5% | $3.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Envestnet Asset Management Inc | 44.80K | +37.1% | $2.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Stifel Financial Corp | 36.69K | +4.1% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 29.43K | +70.5% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Mercer Global Advisors Inc /Adv | 28.40K | -22.9% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Mml Investors Services, Llc | 26.69K | +13.5% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Sei Investments Co | 25.39K | -0.6% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 24.74K | +7.5% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Point72 Asset Management ✦ | 21.23K | +11.3% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Bnp Paribas Financial Markets | 20.63K | -70.5% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Hrt Financial Lp | 20.55K | +87.4% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Baird Financial Group, Inc. | 20.48K | +270.9% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Jones Financial Companies Lllp | 21.27K | +1.1% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Lido Advisors, LLC | 20.17K | 0.0% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Cerity Partners LLC | 19.23K | -4.8% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Us Bancorp \De\ | 17.53K | 0.0% | $1.12M | 0.0% | Held | 3 | SEC ↗ |
| 64 | Blair William & Co/Il | 15.26K | 0.0% | $974,606 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Jane Street Group, Llc | 14.74K | 新增 | $940,957 | 0.0% | New | 1 | SEC ↗ |
| 66 | Northwestern Mutual Wealth… | 13.36K | +1.3% | $852,762 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 12.64K | +4.0% | $806,940 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Citigroup Inc | 11.59K | -0.3% | $740,277 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 11.18K | 0.0% | $713,971 | 0.0% | Held | 3 | SEC ↗ |
| 70 | Fifth Third Bancorp | 8.40K | -4.5% | $536,148 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Susquehanna International Group, Llp | 5.30K | 新增 | $338,213 | 0.0% | New | 1 | SEC ↗ |
| 72 | BlackRock ✦ (被动) | 5.25K | +133.3% | $335,213 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 73 | Financial Engines Advisors L.L.C. | 4.43K | -3.5% | $282,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Bank Of Montreal /Can/ | 3.59K | 0.0% | $229,111 | 0.0% | Held | 3 | SEC ↗ |
| 75 | Bank Of Montreal /Can/ | 3.59K | 0.0% | $229,111 | 0.0% | Held | 3 | SEC ↗ |
| 76 | Assetmark, Inc | 1.88K | -11.8% | $119,783 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | UBS AM, a distinct business unit of… | 1.73K | -22.6% | $110,461 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | National Bank Of Canada /Fi/ | 400 | 0.0% | $25,540 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 265 | 0.0% | $16,920 | 0.0% | Held | 2 | 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
| Jane Street Group, Llc | $940,957 | 0.0% |
| Susquehanna International… | $338,213 | 0.0% |
已清仓
| Two Sigma Investments | $6.80M | 曾为 0.0% |
| IMC-Chicago, LLC | $456,089 | 曾为 0.0% |
| Simplex Trading, Llc | $1,682 | 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): 281 持有人, 15.81M 股份, $718.59M 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