证券记录
TLTW
名称等待档案录入
33被追踪持有人
+3Δ持有人
16.54M持有股份
$369.27M报告持仓市值
+3新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 +22.4% ·
净新建仓位 +9.1%
— 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 | 33 | +3 | 16.54M | $369.27M | +3 | — |
| Q1 2026 | 30 | 0 | 13.51M | $305.15M | +3 | −3 |
| Q4 2025 | 30 | +1 | 11.68M | $264.83M | +1 | — |
| Q3 2025 | 4 | -1 | 643.98K | $15.06M | — | −1 |
| Q2 2025 | 3 | 0 | 136.86K | $3.17M | — | — |
| Q1 2025 | 1 | +1 | 17.10K | $411,426 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.56M | +12.0% | $57.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.56M | +12.0% | $57.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.49M | +28.6% | $55.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.49M | +28.6% | $55.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.49M | +28.6% | $55.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.72M | -12.4% | $38.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 1.42M | +8.0% | $31.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 1.22M | +61.2% | $27.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 1.22M | +61.2% | $27.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Cetera Investment Advisers | 1.19M | -13.7% | $26.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 1.04M | +24.7% | $23.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | UBS Group AG | 1.04M | +24.7% | $23.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Quantinno Capital Management LP | 842.60K | 新增 | $18.82M | 0.0% | New | 1 | SEC ↗ |
| 14 | Franklin Resources Inc | 750.46K | +1.5% | $16.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 464.15K | +120.1% | $10.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 464.15K | +120.1% | $10.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Assetmark, Inc | 414.92K | +16.8% | $9.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 343.49K | +32.6% | $7.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 343.49K | +32.6% | $7.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 343.49K | +32.6% | $7.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 296.61K | +135.8% | $6.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Principal Financial Group Inc | 296.05K | +39.7% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 301.50K | +2.0% | $6.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 288.77K | +1191.0% | $6.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 233.59K | -13.5% | $5.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 233.59K | -13.5% | $5.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 233.59K | -13.5% | $5.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 233.59K | -13.5% | $5.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 160.41K | -15.8% | $3.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 135.93K | -7.7% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 135.93K | -7.7% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 123.00K | +121.9% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Sumitomo Mitsui Trust Group, Inc. | 82.85K | 新增 | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 47.80K | -8.9% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 25.52K | -30.9% | $570,213 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Citigroup Inc | 22.62K | +467.7% | $505,398 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Corient Private Wealth LP | 20.97K | 0.0% | $468,456 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 10.48K | 新增 | $234,054 | 0.0% | New | 1 | SEC ↗ |
| 39 | Mirae Asset Global Investments Co.… | 8.21K | -22.8% | $183,300 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 4.71K | -20.6% | $106,271 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 4.71K | -20.6% | $106,271 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 4.71K | -20.6% | $106,271 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 4.55K | -18.0% | $101,588 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 3.14K | 0.0% | $70,148 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 2.10K | -9.7% | $46,906 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 101 | -98.7% | $2,254 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 101 | -98.7% | $2,254 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 0 | -100.0% | $1 | 0.0% | ▼ Trim | 5 | 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
| Quantinno Capital Management… | $18.82M | 0.0% |
| Sumitomo Mitsui Trust Group… | $1.85M | 0.0% |
| Commonwealth Equity Services… | $234,054 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 129 持有人, 21.81M 股份, $479.17M 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