证券记录 · 已归档季度
SCD
名称等待档案录入
17被追踪持有人
+1Δ持有人
2.78M持有股份
$43.48M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 -10.5% ·
净新建仓位 +5.9%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | 17 | +1 | 2.78M | $43.48M | +2 | −1 |
| Q1 2026 | 16 | -2 | 3.10M | $46.35M | +1 | −3 |
| Q4 2025 | 18 | 0 | 3.21M | $47.57M | — | — |
| Q3 2025 | 2 | — | 411.44K | $6.39M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.25M | -29.2% | $19.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.25M | -29.2% | $19.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 411.79K | -4.9% | $6.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 411.79K | -4.9% | $6.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 327.37K | +8.9% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 327.37K | +8.9% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Allspring Global Investments… | 234.39K | +251.4% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 169.54K | +16.5% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 111.98K | +39.2% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 83.82K | +3.9% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 60.23K | -26.5% | $942,683 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 37.97K | +12.5% | $594,175 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 25.44K | -2.2% | $398,105 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 20.08K | -18.3% | $314,260 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Fifth Third Bancorp | 18.50K | 0.0% | $289,525 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 14.38K | +2.5% | $225,117 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 10.06K | +1.0% | $157,470 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 2.00K | 新增 | $31,300 | 0.0% | New | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 1.00K | 新增 | $15,500 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 45 | 0.0% | $707 | 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
| Rockefeller Capital… | $31,300 | 0.0% |
| Jones Financial Companies Lllp | $15,500 | 0.0% |
已清仓
| Invesco Ltd. | $330,670 | 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): 53 持有人, 7.90M 股份, $69.56M 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