证券记录
SHE
名称等待档案录入
39被追踪持有人
0Δ持有人
420.88K持有股份
$64.95M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -1.1% · 净新建仓位 0.0% — 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 | 39 | 0 | 420.88K | $64.95M | +2 | −2 |
| Q1 2026 | 40 | +1 | 426.01K | $54.37M | +2 | −1 |
| Q4 2025 | 39 | 0 | 484.24K | $63.98M | — | — |
| Q3 2025 | 3 | 0 | 174.98K | $22.30M | — | — |
| Q2 2025 | 1 | -1 | 2.55K | $318,548 | — | −1 |
| Q1 2025 | 1 | 0 | 9.62K | $1.10M | — | — |
| Q4 2024 | 1 | +1 | 4.49K | $520,402 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 93.65K | +0.5% | $14.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 93.65K | +0.5% | $14.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 93.65K | +0.5% | $14.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 50.34K | +2.8% | $7.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 38.57K | -15.1% | $5.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 38.57K | -15.1% | $5.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 38.57K | -15.1% | $5.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 37.50K | 0.0% | $5.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 37.50K | 0.0% | $5.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 37.50K | 0.0% | $5.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Cetera Investment Advisers | 28.92K | +0.9% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 18.68K | -2.0% | $2.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 13.47K | -34.5% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 13.29K | +7.8% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 13.29K | +7.8% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 12.19K | +1.0% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 12.30K | +26.9% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 12.13K | -1.7% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 12.13K | -1.7% | $1.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 11.74K | +19.7% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 11.74K | +19.7% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 11.74K | +19.7% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 11.74K | +19.7% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 11.15K | +0.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 11.15K | +0.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Raymond James Financial Inc | 11.15K | +0.1% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealthfront Advisers LLC | 6.05K | -3.6% | $934,362 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 5.88K | 新增 | $908,416 | 0.0% | New | 1 | SEC ↗ |
| 29 | Sei Investments Co | 5.58K | -10.1% | $861,920 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 5.41K | +22.6% | $837,567 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Citigroup Inc | 5.00K | +0.5% | $771,603 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 4.76K | +33.9% | $737,021 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 4.38K | -0.2% | $676,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 3.95K | +0.6% | $610,335 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Focus Partners Wealth | 3.74K | 0.0% | $577,915 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 3.02K | 0.0% | $466,020 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 3.02K | 0.0% | $466,020 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Creative Planning | 2.44K | +8.2% | $377,395 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 2.41K | -0.5% | $372,277 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.24K | -9.4% | $345,530 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Truist Financial Corp | 2.14K | -0.7% | $330,656 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Blair William & Co/Il | 2.10K | +9.8% | $323,775 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 1.94K | -25.5% | $300,097 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Assetmark, Inc | 1.67K | +0.1% | $257,297 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 1.01K | -3.1% | $156,595 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 724 | 0.0% | $111,815 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 700 | 0.0% | $108,108 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Fifth Third Bancorp | 617 | +0.3% | $95,288 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 350 | -8.6% | $54,054 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Simplex Trading, Llc | 320 | 新增 | $49,420 | 0.0% | New | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 290 | 0.0% | $44,788 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Franklin Resources Inc | 118 | 0.0% | $18,224 | 0.0% | Held | 3 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 100 | 0.0% | $15,413 | 0.0% | Held | 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
| Citadel Advisors | $908,416 | 0.0% |
| Simplex Trading, Llc | $49,420 | 0.0% |
已清仓
| Mariner, LLC | $369,661 | 曾为 0.0% |
| Cerity Partners LLC | $243,350 | 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): 126 持有人, 903.45K 股份, $108.67M 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