证券记录
SPEU
名称等待档案录入
30被追踪持有人
0Δ持有人
2.79M持有股份
$153.02M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -3.0% · 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 | 30 | 0 | 2.79M | $153.02M | +3 | −3 |
| Q1 2026 | 31 | 0 | 4.08M | $209.24M | +5 | −5 |
| Q4 2025 | 31 | +1 | 5.14M | $268.00M | +1 | — |
| Q3 2025 | 5 | 0 | 1.01M | $50.55M | — | — |
| Q2 2025 | 2 | 0 | 16.27K | $788,500 | +1 | −1 |
| Q1 2025 | 1 | -1 | 284.52K | $12.52M | — | −1 |
| Q4 2024 | 2 | +1 | 334.77K | $13.34M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 849.54K | -2.8% | $46.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 849.54K | -2.8% | $46.62M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 760.24K | +4.0% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 760.24K | +4.0% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 760.24K | +4.0% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 316.54K | -0.2% | $17.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 298.23K | +1.8% | $16.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 298.23K | +1.8% | $16.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jane Street Group, Llc | 103.20K | -42.7% | $5.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 86.99K | +13.0% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 86.99K | +13.0% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 68.80K | -6.0% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Charles Schwab Investment… | 64.78K | -2.0% | $3.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 45.63K | +19.4% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 45.63K | +19.4% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 41.85K | -4.9% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 41.85K | -4.9% | $2.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 32.55K | +0.6% | $1.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Royal Bank Of Canada | 29.54K | -1.9% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 29.54K | -1.9% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 29.54K | -1.9% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 15.35K | +27.9% | $837,248 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 15.35K | +27.9% | $837,248 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 10.80K | +18.0% | $592,811 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Bank Of Nova Scotia | 8.80K | +4.1% | $482,944 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 8.70K | -5.5% | $477,280 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 7.79K | -17.5% | $427,296 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 7.85K | 0.0% | $424,196 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 7.09K | -17.6% | $389,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 4.76K | +4.3% | $261,339 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 4.37K | -21.9% | $239,606 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 4.36K | -0.8% | $239,441 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 4.17K | 新增 | $228,740 | 0.0% | New | 1 | SEC ↗ |
| 34 | Brown Advisory Inc | 3.90K | 新增 | $213,803 | 0.0% | New | 1 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 1.10K | 0.0% | $60,357 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 723 | +1.5% | $39,678 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 560 | 0.0% | $30,733 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Blair William & Co/Il | 170 | +0.6% | $9,335 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 85 | -77.5% | $4,665 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Citigroup Inc | 57 | 新增 | $3,128 | 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
| Truist Financial Corp | $228,740 | 0.0% |
| Brown Advisory Inc | $213,803 | 0.0% |
| Citigroup Inc | $3,128 | 0.0% |
已清仓
| Susquehanna International… | $1.40M | 曾为 0.0% |
| Envestnet Asset Management Inc | $294,832 | 曾为 0.0% |
| Hrt Financial Lp | $202,000 | 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): 99 持有人, 5.81M 股份, $266.79M 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