证券记录
TEI
名称等待档案录入
29被追踪持有人
+6Δ持有人
6.69M持有股份
$45.08M报告持仓市值
+8新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +26.1% ·
股份流向 +7.2% ·
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 | 29 | +6 | 6.69M | $45.08M | +8 | −2 |
| Q1 2026 | 24 | 0 | 6.24M | $37.51M | +4 | −4 |
| Q4 2025 | 24 | -1 | 6.33M | $40.82M | — | −1 |
| Q3 2025 | 2 | +1 | 2.72M | $16.89M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.68M | -2.6% | $18.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.68M | -2.6% | $18.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.68M | -2.6% | $18.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Invesco Ltd. | 944.66K | +17.9% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Invesco Ltd. | 944.66K | +17.9% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 572.36K | -0.2% | $3.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 514.20K | +0.8% | $3.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 442.87K | +15.5% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 442.87K | +15.5% | $2.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 283.73K | +16.1% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 219.51K | -3.9% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 219.51K | -3.9% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 216.36K | +2.8% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Us Bancorp \De\ | 176.49K | 0.0% | $1.19M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 125.57K | -14.3% | $846,318 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 125.57K | -14.3% | $846,318 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 79.49K | 新增 | $535,783 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 75.62K | +50.0% | $509,672 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 75.62K | +50.0% | $509,672 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 75.62K | +50.0% | $509,672 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 63.41K | +196.9% | $427,413 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | First Trust Advisors Lp | 57.84K | 新增 | $389,814 | 0.0% | New | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 44.08K | +24.0% | $297,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 44.08K | +24.0% | $297,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 33.81K | +0.7% | $227,859 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 26.55K | 新增 | $178,927 | 0.0% | New | 1 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 25.72K | 新增 | $173,373 | 0.0% | New | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 25.72K | 新增 | $173,373 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mariner, LLC | 22.40K | 新增 | $150,949 | 0.0% | New | 1 | SEC ↗ |
| 30 | Hrt Financial Lp | 20.31K | 新增 | $136,000 | 0.0% | New | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 11.16K | +8.8% | $75,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Jane Street Group, Llc | 10.88K | -50.0% | $73,365 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 5.86K | 0.0% | $39,496 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 5.25K | -2.6% | $35,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 1.48K | 0.0% | $9,948 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Assetmark, Inc | 364 | +158.2% | $2,453 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 280 | 新增 | $1,870 | 0.0% | New | 1 | SEC ↗ |
| 38 | Deutsche Bank Ag\ | 79 | 0.0% | $532 | 0.0% | Held | 2 | 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
| Susquehanna International… | $535,783 | 0.0% |
| First Trust Advisors Lp | $389,814 | 0.0% |
| Citadel Advisors | $178,927 | 0.0% |
| Quantinno Capital Management… | $173,373 | 0.0% |
| Corient Private Wealth LP | $173,373 | 0.0% |
| Mariner, LLC | $150,949 | 0.0% |
| Hrt Financial Lp | $136,000 | 0.0% |
| JPMorgan Chase | $1,870 | 0.0% |
已清仓
| Nomura Holdings Inc | $150,250 | 曾为 0.0% |
| BlackRock | $2,963 | 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): 93 持有人, 14.41M 股份, $84.89M 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