证券记录
TCAL
名称等待档案录入
18被追踪持有人
+2Δ持有人
3.26M持有股份
$72.39M报告持仓市值
+5新建仓位
−3清仓
动量输入(同类管理人):
持有人广度 +12.5% ·
股份流向 +9.0% ·
净新建仓位 +11.1%
— 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 | 18 | +2 | 3.26M | $72.39M | +5 | −3 |
| Q1 2026 | 16 | +2 | 2.99M | $66.80M | +4 | −2 |
| Q4 2025 | 14 | +2 | 1.49M | $35.14M | +2 | — |
| Q2 2025 | 1 | — | 1 | $25 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.78M | +13.3% | $39.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Royal Bank Of Canada | 409.73K | +32.9% | $9.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 232.67K | +11.0% | $5.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 227.59K | +22.8% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 227.59K | +22.8% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 218.39K | +40.8% | $4.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 130.10K | -5.2% | $2.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 79.08K | +6.8% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 54.18K | 新增 | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 40.00K | -36.8% | $888,067 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 22.59K | 0.0% | $501,448 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 20.27K | 新增 | $449,883 | 0.0% | New | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 11.73K | 0.0% | $260,406 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 11.13K | -94.4% | $247,109 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Fifth Third Bancorp | 10.00K | 0.0% | $222,000 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 4.63K | 新增 | $102,786 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 3.38K | 新增 | $75,014 | 0.0% | New | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 52 | 新增 | $1,154 | 0.0% | New | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | 0.0% | $22 | 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
| Citadel Advisors | $1.20M | 0.0% |
| Osaic Holdings, Inc. | $449,883 | 0.0% |
| Northwestern Mutual Wealth… | $102,786 | 0.0% |
| Morgan Stanley | $75,014 | 0.0% |
| Pnc Financial Services Group… | $1,154 | 0.0% |
已清仓
| Mariner, LLC | $895,595 | 曾为 0.0% |
| UBS Group AG | $1,587 | 曾为 0.0% |
| Fidelity (FMR) | $134 | 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): 62 持有人, 5.80M 股份, $123.15M 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