证券记录 · 已归档季度
SMOG
名称等待档案录入
24被追踪持有人
+2Δ持有人
159.24K持有股份
$23.20M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 +9.1% ·
股份流向 +28.9% ·
净新建仓位 +8.3%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.89K | $659,506 | n/a | n/a |
| Q2 2026 | 24 | +2 | 159.24K | $23.20M | +2 | n/a |
| Q1 2026 | 23 | -2 | 125.38K | $17.37M | n/a | −2 |
| Q4 2025 | 25 | -1 | 146.33K | $18.99M | n/a | −1 |
| Q3 2025 | 3 | +1 | 30.62K | $3.89M | +1 | n/a |
| Q2 2025 | 1 | n/a | 321 | $35,322 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.79K | $425,129 | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.20K | $693,120 | n/a | n/a |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 31.04K | +10.5% | $4.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 24.75K | 新增 | $3.62M | 0.0% | New | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 17.83K | -6.5% | $2.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 12.16K | +2.8% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 9.49K | +33.3% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Focus Partners Wealth | 9.41K | 0.0% | $1.37M | 0.0% | Held | 3 | SEC ↗ |
| 7 | UBS Group AG | 8.55K | -13.1% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 6.86K | -3.6% | $1.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 6.12K | +47.8% | $859,253 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 4.89K | 0.0% | $689,672 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 4.57K | +70.3% | $667,721 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 4.38K | -7.5% | $639,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 13 | Mariner, LLC | 3.90K | -0.5% | $569,194 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Jane Street Group, Llc | 3.53K | +92.1% | $515,577 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 2.95K | -1.0% | $430,520 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 2.85K | +103.6% | $416,687 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | National Bank Of Canada /Fi/ | 1.72K | 0.0% | $251,146 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 1.50K | 新增 | $219,360 | 0.0% | New | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 1.04K | 0.0% | $152,525 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 805 | 0.0% | $117,608 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 365 | 0.0% | $53,257 | 0.0% | Held | 5 | SEC ↗ |
| 22 | Blair William & Co/Il | 339 | 0.0% | $49,575 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Fifth Third Bancorp | 166 | 0.0% | $24,252 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Assetmark, Inc | 12 | +500.0% | $1,753 | 0.0% | ▲ Add | 3 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Goldman Sachs Group | $3.62M | 0.0% |
| Envestnet Asset Management Inc | $219,360 | 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): 58 持有人, 231.26K 股份, $28.00M 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
持有该证券的受追踪机构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