证券记录
SMOT
名称等待档案录入
29被追踪持有人
+1Δ持有人
2.41M持有股份
$93.52M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +3.6% ·
股份流向 -5.0% ·
净新建仓位 +3.4%
— 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 | 29 | +1 | 2.41M | $93.52M | +4 | −3 |
| Q1 2026 | 28 | +2 | 2.53M | $89.07M | +4 | −2 |
| Q4 2025 | 26 | +1 | 2.93M | $106.25M | +1 | — |
| Q3 2025 | 4 | +1 | 631.18K | $22.77M | +1 | — |
| Q2 2025 | 1 | — | 2.84K | $98,710 | — | — |
| Q4 2024 | 1 | +1 | 16.18K | $557,897 | +1 | — |
| Q2 2024 | 1 | — | 10.09K | $322,604 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 832.84K | -10.5% | $32.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 442.38K | -10.4% | $17.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 442.38K | -10.4% | $17.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 441.35K | +5.0% | $17.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 441.35K | +5.0% | $17.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 150.38K | -11.2% | $5.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 150.38K | -11.2% | $5.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 114.62K | +8.1% | $4.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 79.58K | -4.1% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 56.71K | -7.8% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 45.24K | -8.9% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 45.24K | -8.9% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 37.55K | +136.3% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 34.85K | -15.5% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 27.89K | +101.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 27.89K | +101.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 27.59K | -2.1% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 19.37K | -27.6% | $752,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 16.40K | -17.4% | $637,149 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 14.39K | 新增 | $559,195 | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 12.78K | 新增 | $496,677 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 11.32K | +2107.0% | $439,973 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 11.32K | +2107.0% | $439,973 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 9.95K | 0.0% | $386,540 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Creative Planning | 7.42K | +0.4% | $288,263 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 5.48K | -75.0% | $213,108 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 3.92K | +2010.2% | $152,526 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 3.12K | +655.0% | $121,352 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 3.12K | +655.0% | $121,352 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 2.91K | -74.4% | $113,211 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 2.00K | 0.0% | $77,837 | 0.0% | Held | 3 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 1.94K | 0.0% | $75,544 | 0.0% | Held | 5 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 1.80K | 新增 | $56,826 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.40K | -17.6% | $54,522 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Assetmark, Inc | 355 | -37.6% | $13,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Citigroup Inc | 163 | 新增 | $6,334 | 0.0% | New | 1 | 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 | $559,195 | 0.0% |
| Mml Investors Services, Llc | $496,677 | 0.0% |
| Bank Of Montreal /Can/ | $56,826 | 0.0% |
| Citigroup Inc | $6,334 | 0.0% |
已清仓
| Mariner, LLC | $525,397 | 曾为 0.0% |
| Russell Investments Group… | $1,760 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $915 | 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): 105 持有人, 6.83M 股份, $231.78M 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