证券记录
XMVM
名称等待档案录入
25被追踪持有人
+3Δ持有人
2.77M持有股份
$196.53M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +13.6% ·
股份流向 +10.4% ·
净新建仓位 +12.0%
— 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 | 25 | +3 | 2.77M | $196.53M | +5 | −2 |
| Q1 2026 | 22 | 0 | 2.51M | $163.32M | +2 | −2 |
| Q4 2025 | 22 | +2 | 2.37M | $151.97M | +2 | — |
| Q3 2025 | 2 | 0 | 208.62K | $12.86M | — | — |
| Q2 2025 | 1 | -1 | 628 | $34,954 | — | −1 |
| Q1 2025 | 1 | +1 | 9.69K | $511,144 | +1 | — |
| Q3 2024 | 1 | 0 | 4.90K | $271,606 | +1 | −1 |
| Q2 2024 | 1 | — | 18.22K | $940,904 | — | — |
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/ | 630.52K | +11.4% | $44.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 630.52K | +11.4% | $44.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 630.52K | +11.4% | $44.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 624.82K | +2.2% | $44.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 282.19K | +18.0% | $20.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 282.19K | +18.0% | $20.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 268.12K | +38.5% | $19.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 268.12K | +38.5% | $19.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 229.29K | +22.6% | $16.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 229.29K | +22.6% | $16.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 229.29K | +22.6% | $16.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 177.88K | +10.2% | $12.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 92.25K | +26.9% | $6.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 75.67K | -0.7% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 75.67K | -0.7% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 67.66K | +7.1% | $4.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 67.66K | +7.1% | $4.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 67.66K | +7.1% | $4.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 55.91K | +48.4% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Captrust Financial Advisors | 53.66K | -5.0% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citigroup Inc | 49.58K | +13.9% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 45.79K | +1.5% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 45.79K | +1.5% | $3.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 28.03K | -60.1% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 23.72K | +1.7% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 19.66K | +48.1% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 18.49K | +134.9% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 10.30K | 新增 | $730,476 | 0.0% | New | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 4.16K | -49.6% | $295,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | UBS Group AG | 3.90K | 新增 | $276,588 | 0.0% | New | 1 | SEC ↗ |
| 31 | Jane Street Group, Llc | 3.33K | 新增 | $236,235 | 0.0% | New | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 3.01K | +14.4% | $213,528 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 3.01K | +14.4% | $213,528 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.63K | +2.5% | $115,874 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 875 | 新增 | $62,458 | 0.0% | New | 1 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 124 | 新增 | $8,762 | 0.0% | New | 1 | 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
| Two Sigma Investments | $730,476 | 0.0% |
| UBS Group AG | $276,588 | 0.0% |
| Jane Street Group, Llc | $236,235 | 0.0% |
| JPMorgan Chase | $62,458 | 0.0% |
| Russell Investments Group… | $8,762 | 0.0% |
已清仓
| Mariner, LLC | $1.27M | 曾为 0.0% |
| Susquehanna International… | $522,132 | 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): 94 持有人, 4.29M 股份, $271.52M 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