证券记录 · 已归档季度
SMMV
名称等待档案录入
35被追踪持有人
+2Δ持有人
2.94M持有股份
$135.30M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +6.1% ·
股份流向 +2.5% ·
净新建仓位 +5.7%
— 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 | 35 | +2 | 2.94M | $135.30M | +2 | — |
| Q1 2026 | 33 | -1 | 2.87M | $125.03M | +1 | −2 |
| Q4 2025 | 34 | +2 | 3.28M | $142.34M | +2 | — |
| Q3 2025 | 5 | -1 | 170.55K | $7.34M | +1 | −2 |
| Q2 2025 | 3 | -1 | 16.01K | $672,496 | — | −1 |
| Q1 2025 | 3 | +1 | 56.59K | $2.35M | +1 | — |
| Q4 2024 | 2 | -1 | 35.64K | $1.48M | — | −1 |
| Q3 2024 | 3 | +2 | 187.75K | $7.66M | +2 | — |
| Q2 2024 | 1 | — | 28.60K | $1.07M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.24M | -1.8% | $56.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.24M | -1.8% | $56.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.24M | -1.8% | $56.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 336.65K | -5.3% | $15.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 250.16K | +0.2% | $11.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 250.16K | +0.2% | $11.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 250.16K | +0.2% | $11.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 166.29K | -1.7% | $7.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 153.48K | +14.1% | $7.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 128.82K | +61.9% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 128.82K | +61.9% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Creative Planning | 77.71K | -4.2% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 67.18K | -0.3% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 65.52K | -0.3% | $3.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 62.81K | +13.7% | $2.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 60.44K | -4.0% | $2.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 60.44K | -4.0% | $2.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 60.44K | -4.0% | $2.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 48.07K | +49.6% | $2.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 45.65K | -8.5% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 45.65K | -8.5% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 45.65K | -8.5% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 41.71K | -7.1% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 37.71K | +53.4% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 37.71K | +53.4% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 31.10K | -15.0% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Jane Street Group, Llc | 15.32K | 新增 | $705,195 | 0.0% | New | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 14.90K | +36.7% | $685,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 14.90K | +36.7% | $685,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 14.90K | +36.7% | $685,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 14.85K | +17.4% | $683,649 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 14.61K | +6.1% | $672,410 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Corient Private Wealth LP | 12.35K | 0.0% | $568,359 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 10.47K | 0.0% | $481,848 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 9.25K | +7.5% | $426,077 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 9.25K | +7.5% | $426,077 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Citigroup Inc | 6.94K | 新增 | $319,333 | 0.0% | New | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 5.36K | -2.9% | $246,609 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Stifel Financial Corp | 5.36K | -2.9% | $246,609 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 5.34K | 0.0% | $245,863 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 5.11K | -3.8% | $236,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Lido Advisors, LLC | 4.96K | 0.0% | $228,355 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 4.07K | +7.8% | $187,273 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | BlackRock ✦ (被动) | 3.75K | 0.0% | $172,696 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 1.27K | 0.0% | $58,701 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 353 | 0.0% | $16,280 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Blair William & Co/Il | 317 | 0.0% | $14,595 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Fifth Third Bancorp | 24 | 0.0% | $1,105 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Assetmark, Inc | 7 | 0.0% | $322 | 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
| Jane Street Group, Llc | $705,195 | 0.0% |
| Citigroup Inc | $319,333 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 120 持有人, 4.36M 股份, $186.30M 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