证券记录
TBUX
名称等待档案录入
19被追踪持有人
-1Δ持有人
4.30M持有股份
$214.13M报告持仓市值
+1新建仓位
−2清仓
动量输入(同类管理人):
持有人广度 -5.0% ·
股份流向 +25.3% ·
净新建仓位 -5.3%
— 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 | 19 | -1 | 4.30M | $214.13M | +1 | −2 |
| Q1 2026 | 20 | +4 | 3.43M | $170.85M | +8 | −4 |
| Q4 2025 | 16 | -4 | 2.71M | $134.85M | — | −4 |
| Q3 2025 | 5 | 0 | 119.46K | $5.95M | — | — |
| Q2 2025 | 2 | +1 | 16.88K | $839,462 | +1 | — |
| Q4 2024 | 1 | 0 | 42.15K | $2.09M | — | — |
| Q3 2024 | 1 | +1 | 5.35K | $266,017 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.72M | +14.0% | $85.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.72M | +14.0% | $85.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.72M | +14.0% | $85.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 485.70K | +30.1% | $24.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 450.97K | +8.0% | $22.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 450.97K | +8.0% | $22.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 293.64K | +15.9% | $14.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 287.35K | +19.0% | $14.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 179.52K | 新增 | $8.93M | 0.0% | New | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 177.16K | -34.0% | $8.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 164.71K | +153.0% | $8.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 127.39K | +160.9% | $6.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 110.06K | +205.3% | $5.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 109.70K | +66.2% | $5.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 102.62K | +233.3% | $5.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 59.46K | +56.8% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 16.50K | +2.5% | $821,415 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 15.86K | -72.8% | $789,153 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 599 | +139.6% | $29,812 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Fifth Third Bancorp | 118 | 0.0% | $5,873 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 5 | -84.4% | $249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1 | -99.8% | $47 | 0.0% | ▼ Trim | 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
| Mml Investors Services, Llc | $8.93M | 0.0% |
已清仓
| UBS Group AG | $357,802 | 曾为 0.0% |
| Susquehanna International… | $211,388 | 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): 103 持有人, 10.66M 股份, $513.78M 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