证券记录
VKI
名称等待档案录入
22被追踪持有人
-1Δ持有人
4.07M持有股份
$38.59M报告持仓市值
+3新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -4.3% ·
股份流向 0.0% ·
净新建仓位 -4.5%
— 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 | 22 | -1 | 4.07M | $38.59M | +3 | −4 |
| Q1 2026 | 23 | +1 | 4.07M | $35.25M | +3 | −2 |
| Q4 2025 | 22 | 0 | 4.47M | $40.73M | — | — |
| Q3 2025 | 2 | — | 715.50K | $6.27M | — | — |
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/ | 909.36K | +0.8% | $8.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 826.09K | +9.7% | $7.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 826.09K | +9.7% | $7.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | UBS Group AG | 775.08K | -8.2% | $7.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 775.08K | -8.2% | $7.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 536.45K | +11.7% | $5.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 536.45K | +11.7% | $5.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 257.94K | -35.5% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Stifel Financial Corp | 188.01K | +8.8% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 156.66K | +12.6% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 156.66K | +12.6% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 73.74K | +52.1% | $699,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 73.74K | +52.1% | $699,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 67.37K | 0.0% | $633,269 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 58.55K | +15.5% | $555,032 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 46.80K | -15.7% | $443,662 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 36.28K | +1.2% | $343,911 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Nuveen, LLC | 28.58K | 0.0% | $270,957 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 21.08K | 新增 | $199,839 | 0.0% | New | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 21.08K | 新增 | $199,839 | 0.0% | New | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 21.07K | -21.6% | $199,789 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 14.60K | 0.0% | $138,408 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 14.60K | 0.0% | $138,408 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 13.38K | 新增 | $126,861 | 0.0% | New | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 13.28K | +0.3% | $125,850 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mariner, LLC | 12.77K | 新增 | $121,069 | 0.0% | New | 1 | SEC ↗ |
| 27 | Creative Planning | 12.16K | +1.1% | $115,243 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Us Bancorp \De\ | 1.69K | 0.0% | $16,059 | 0.0% | Held | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 0 | — | $8 | 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 | $199,839 | 0.0% |
| Jane Street Group, Llc | $199,839 | 0.0% |
| Baird Financial Group, Inc. | $126,861 | 0.0% |
| Mariner, LLC | $121,069 | 0.0% |
已清仓
| Financial Engines Advisors… | $92,792 | 曾为 0.0% |
| Citadel Advisors | $87,960 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $16,151 | 曾为 0.0% |
| Fifth Third Bancorp | $8,660 | 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): 63 持有人, 8.34M 股份, $67.01M 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