证券记录
STK
名称等待档案录入
24被追踪持有人
+2Δ持有人
1.68M持有股份
$90.61M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +9.1% ·
股份流向 +1.5% ·
净新建仓位 +8.3%
— 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 | 24 | +2 | 1.68M | $90.61M | +4 | −2 |
| Q1 2026 | 22 | +1 | 1.66M | $62.85M | +2 | −1 |
| Q4 2025 | 21 | 0 | 1.63M | $59.51M | — | — |
| Q3 2025 | 1 | — | 308.66K | $10.90M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 399.38K | -1.2% | $21.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 399.38K | -1.2% | $21.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 385.44K | +23.7% | $20.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 385.44K | +23.7% | $20.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 385.44K | +23.7% | $20.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Invesco Ltd. | 205.49K | -2.9% | $11.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 205.49K | -2.9% | $11.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 196.88K | +0.8% | $10.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 113.49K | -31.9% | $6.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 93.53K | -0.5% | $5.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 93.53K | -0.5% | $5.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 93.53K | -0.5% | $5.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 87.03K | +11.5% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 87.03K | +11.5% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 87.03K | +11.5% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 44.07K | -1.9% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 44.07K | -1.9% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cetera Investment Advisers | 33.26K | -12.0% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 31.23K | -6.0% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 31.23K | -6.0% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 24.29K | -8.7% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 24.29K | -8.7% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 15.90K | +21.5% | $856,450 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 13.29K | +12.7% | $715,986 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 10.33K | +35.8% | $537,813 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 8.16K | 新增 | $439,572 | 0.0% | New | 1 | SEC ↗ |
| 27 | Jane Street Group, Llc | 6.86K | -21.5% | $369,548 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 4.75K | 新增 | $255,633 | 0.0% | New | 1 | SEC ↗ |
| 29 | Northern Trust Corp | 3.84K | 新增 | $206,915 | 0.0% | New | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3.22K | -22.1% | $173,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 1.24K | 0.0% | $66,960 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Us Bancorp \De\ | 289 | 0.0% | $15,568 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 235 | 0.0% | $12,659 | 0.0% | Held | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 70 | 新增 | $3,700 | 0.0% | New | 1 | SEC ↗ |
| 35 | Danske Bank A/S | 4 | 0.0% | $215 | 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
| Envestnet Asset Management Inc | $439,572 | 0.0% |
| HighTower Advisors, LLC | $255,633 | 0.0% |
| Northern Trust Corp | $206,915 | 0.0% |
| JPMorgan Chase | $3,700 | 0.0% |
已清仓
| Mariner, LLC | $202,167 | 曾为 0.0% |
| National Bank Of Canada /Fi/ | $18,960 | 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): 79 持有人, 3.03M 股份, $101.40M 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