证券记录
SPGM
名称等待档案录入
37被追踪持有人
-4Δ持有人
5.58M持有股份
$478.31M报告持仓市值
+1新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -9.8% ·
股份流向 +30.0% ·
净新建仓位 -10.8%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 37 | -4 | 5.58M | $478.31M | +1 | −5 |
| Q1 2026 | 42 | +4 | 4.02M | $303.91M | +5 | −1 |
| Q4 2025 | 38 | +1 | 4.87M | $373.64M | +1 | — |
| Q3 2025 | 5 | 0 | 493.43K | $36.96M | — | — |
| Q2 2025 | 2 | 0 | 37.09K | $2.56M | — | — |
| Q1 2025 | 1 | +1 | 143.62K | $8.96M | +1 | — |
| Q2 2024 | 1 | — | 6.33K | $385,041 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.27M | +3.2% | $194.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of Nova Scotia | 1.23M | 新增 | $105.58M | 0.2% | New | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 846.36K | +3477.5% | $72.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 233.16K | +7.8% | $19.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 233.16K | +7.8% | $19.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 183.09K | +7.3% | $15.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 183.09K | +7.3% | $15.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 146.79K | -12.6% | $12.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 146.79K | -12.6% | $12.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 109.14K | +10.5% | $9.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 90.03K | -4.3% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 90.03K | -4.3% | $7.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 89.48K | -0.2% | $7.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 89.48K | -0.2% | $7.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Raymond James Financial Inc | 83.87K | +57.7% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 83.87K | +57.7% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 79.11K | -56.4% | $6.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Corient Private Wealth LP | 30.11K | +0.1% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 24.70K | +9.9% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 23.11K | -1.0% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 22.55K | -1.1% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 19.11K | -0.5% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 14.35K | +5.3% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 14.35K | +5.3% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 14.35K | +5.3% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 13.98K | +23.8% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mariner, LLC | 10.71K | -95.7% | $917,682 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mariner, LLC | 10.71K | -95.7% | $917,682 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 8.99K | +8.2% | $770,345 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 7.47K | +12.2% | $640,128 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Creative Planning | 7.41K | +60.5% | $634,489 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Captrust Financial Advisors | 6.63K | 0.0% | $568,163 | 0.0% | Held | 3 | SEC ↗ |
| 33 | BlackRock ✦ (被动) | 6.51K | -0.2% | $557,969 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 6.03K | 0.0% | $516,162 | 0.0% | Held | 4 | SEC ↗ |
| 35 | Financial Engines Advisors L.L.C. | 5.00K | 0.0% | $427,922 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 4.97K | 0.0% | $425,956 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 4.08K | +1.2% | $349,069 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 4.08K | +1.2% | $349,069 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 4.08K | +1.2% | $349,069 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 2.45K | +7.4% | $210,006 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 1.63K | +1.6% | $137,012 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 1.19K | -7.0% | $101,947 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Franklin Resources Inc | 880 | 0.0% | $75,390 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 755 | +151.7% | $64,668 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 755 | +151.7% | $64,668 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 748 | +0.3% | $64,112 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Citigroup Inc | 542 | +73.7% | $46,433 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Assetmark, Inc | 124 | 0.0% | $10,623 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 20 | 0.0% | $1,713 | 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
| Bank Of Nova Scotia | $105.58M | 0.2% |
已清仓
| Jane Street Group, Llc | $13.43M | 曾为 0.0% |
| Citadel Advisors | $2.32M | 曾为 0.0% |
| Susquehanna International… | $1.89M | 曾为 0.0% |
| Hrt Financial Lp | $636,000 | 曾为 0.0% |
| Simplex Trading, Llc | $5,375 | 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): 168 持有人, 10.50M 股份, $717.29M 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