证券记录
VCV
名称等待档案录入
18被追踪持有人
-1Δ持有人
4.80M持有股份
$51.76M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 -5.3% ·
股份流向 +4.6% ·
净新建仓位 -5.6%
— 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 | 18 | -1 | 4.80M | $51.76M | +1 | −2 |
| Q1 2026 | 19 | -3 | 4.59M | $47.88M | — | −3 |
| Q4 2025 | 22 | +1 | 4.58M | $51.01M | +1 | — |
| Q3 2025 | 2 | — | 2.27M | $24.03M | — | — |
| Q1 2025 | 1 | +1 | 10.69K | $113,442 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.85M | +3.2% | $30.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.85M | +3.2% | $30.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 556.46K | +2.1% | $6.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 556.46K | +2.1% | $6.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 386.99K | +12.1% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 249.07K | -2.0% | $2.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 177.62K | +5.7% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 149.16K | +20.2% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 125.11K | +1.7% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 77.55K | +30.4% | $836,778 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 44.72K | -7.1% | $482,551 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 44.72K | -7.1% | $482,551 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 34.04K | -0.9% | $367,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 34.04K | -0.9% | $367,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 27.05K | +1696.1% | $291,865 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 27.03K | +0.2% | $291,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Jane Street Group, Llc | 26.64K | 新增 | $287,457 | 0.0% | New | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 26.64K | 新增 | $287,457 | 0.0% | New | 1 | SEC ↗ |
| 19 | Creative Planning | 22.70K | 0.0% | $244,972 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 20.96K | +54.3% | $226,131 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 15.97K | +1.8% | $172,338 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Us Bancorp \De\ | 8.70K | 0.0% | $93,873 | 0.0% | Held | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.45K | 0.0% | $15,626 | 0.0% | Held | 4 | 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
| Jane Street Group, Llc | $287,457 | 0.0% |
| Jane Street Group, Llc | $287,457 | 0.0% |
已清仓
| Wealth Enhancement Advisory… | $214,659 | 曾为 0.0% |
| Mariner, LLC | $166,142 | 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): 56 持有人, 8.31M 股份, $86.38M 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