证券记录
SETM
名称等待档案录入
31被追踪持有人
+4Δ持有人
2.58M持有股份
$80.28M报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +14.8% ·
股份流向 +30.0% ·
净新建仓位 +12.9%
— 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 | 31 | +4 | 2.58M | $80.28M | +6 | −2 |
| Q1 2026 | 28 | +13 | 1.64M | $54.27M | +13 | — |
| Q4 2025 | 15 | 0 | 403.33K | $11.68M | — | — |
| Q3 2025 | 1 | — | 1 | $41 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 516.91K | +38133.1% | $16.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Jane Street Group, Llc | 344.65K | -36.1% | $10.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Sumitomo Mitsui Trust Group, Inc. | 266.99K | 新增 | $8.32M | 0.0% | New | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 185.01K | +24.6% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 185.01K | +24.6% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 140.87K | +1.4% | $4.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 139.99K | +60.6% | $4.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 123.15K | +6.4% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 112.83K | 新增 | $3.52M | 0.0% | New | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 98.30K | +27.7% | $3.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 98.30K | +27.7% | $3.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 98.30K | +27.7% | $3.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 81.95K | +132.5% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 79.82K | +1.4% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 79.82K | +1.4% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 79.82K | +1.4% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 74.34K | +233.2% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 73.89K | +0.8% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 69.46K | +40.2% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 45.51K | +17.9% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 43.45K | -62.8% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 41.50K | +1.4% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | UBS Group AG | 30.99K | +179.3% | $965,555 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 30.99K | +179.3% | $965,555 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Hrt Financial Lp | 27.32K | 新增 | $851,000 | 0.0% | New | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 18.60K | +19.8% | $579,514 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 16.45K | 新增 | $512,489 | 0.0% | New | 1 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 10.34K | +535.0% | $319,679 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cibc World Market Inc. | 9.99K | 新增 | $311,444 | 0.0% | New | 1 | SEC ↗ |
| 30 | Cerity Partners LLC | 7.52K | 新增 | $234,278 | 0.0% | New | 1 | SEC ↗ |
| 31 | Creative Planning | 7.25K | +3.1% | $225,774 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 4.15K | 0.0% | $129,200 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 2.39K | -6.4% | $74,379 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 2.39K | -6.4% | $74,379 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 2.10K | 0.0% | $65,436 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.49K | +296.3% | $46,311 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.49K | +296.3% | $46,311 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | BlackRock ✦ (被动) | 943 | 0.0% | $29,384 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 0 | -100.0% | $9 | 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
| Sumitomo Mitsui Trust Group… | $8.32M | 0.0% |
| Baird Financial Group, Inc. | $3.52M | 0.0% |
| Hrt Financial Lp | $851,000 | 0.0% |
| Mml Investors Services, Llc | $512,489 | 0.0% |
| Cibc World Market Inc. | $311,444 | 0.0% |
| Cerity Partners LLC | $234,278 | 0.0% |
已清仓
| Mariner, LLC | $734,989 | 曾为 0.0% |
| Truist Financial Corp | $254,782 | 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): 95 持有人, 4.99M 股份, $147.40M 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