证券记录 · 已归档季度
TAGG
名称等待档案录入
19被追踪持有人
+4Δ持有人
36.14M持有股份
$1.53B报告持仓市值
+5新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +26.7% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
— 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 | 19 | +4 | 36.14M | $1.53B | +5 | −1 |
| Q1 2026 | 15 | +3 | 25.76M | $1.10B | +5 | −2 |
| Q4 2025 | 12 | -1 | 18.24M | $790.61M | — | −1 |
| Q3 2025 | 4 | 0 | 15.42M | $664.86M | +1 | −1 |
| Q2 2025 | 2 | -1 | 13.74M | $586.17M | — | −1 |
| Q1 2025 | 2 | +1 | 6.24M | $267.15M | +1 | — |
| Q4 2024 | 1 | 0 | 19.47K | $815,316 | — | — |
| Q3 2024 | 1 | 0 | 20.57K | $899,024 | — | — |
| Q2 2024 | 1 | — | 33.10K | $1.39M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 32.16M | +31.2% | $1.37B | 0.1% | ▲ Add | 6 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 32.16M | +31.2% | $1.37B | 0.1% | ▲ Add | 6 | SEC ↗ |
| 3 | LPL Financial LLC | 2.80M | +50184.9% | $118.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 448.40K | +15.0% | $19.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 127.34K | +58.2% | $5.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 122.14K | -67.0% | $5.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 122.14K | -67.0% | $5.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 105.02K | +83.2% | $4.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 97.95K | +144.2% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 76.78K | +113.1% | $3.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 63.69K | +4341.1% | $2.72M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 55.92K | +158.9% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 28.59K | +2.5% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 27.73K | +18.4% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 27.73K | +18.4% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 11.09K | -7.6% | $471,022 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Hrt Financial Lp | 8.14K | 新增 | $345,000 | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 4.84K | -97.1% | $205,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 4.83K | 新增 | $205,276 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 651 | 新增 | $27,645 | 0.0% | New | 1 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 376 | 新增 | $16,031 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1 | 新增 | $42 | 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
| Hrt Financial Lp | $345,000 | 0.0% |
| Goldman Sachs Group | $205,276 | 0.0% |
| Wells Fargo & Company/Mn | $27,645 | 0.0% |
| Bank Of Montreal /Can/ | $16,031 | 0.0% |
| Fidelity (FMR) | $42 | 0.0% |
已清仓
| Jane Street Group, Llc | $287,720 | 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): 28 持有人, 26.24M 股份, $73.96M 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