证券记录 · 已归档季度
AFB
名称等待档案录入
23被追踪持有人
0Δ持有人
3.86M持有股份
$41.26M报告持仓市值
+4新建仓位
−4清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -9.0% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 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 | 24 | +1 | 4.14M | $47.18M | +4 | −3 |
| Q1 2026 | 23 | 0 | 3.86M | $41.26M | +4 | −4 |
| Q4 2025 | 23 | 0 | 4.24M | $45.89M | — | — |
| Q3 2025 | 1 | — | 711.27K | $7.72M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 1.46M | +2.2% | $15.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 879.50K | +23.1% | $9.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 879.50K | +23.1% | $9.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 879.50K | +23.1% | $9.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 879.50K | +23.1% | $9.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 508.07K | +2.7% | $5.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 508.07K | +2.7% | $5.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 508.07K | +2.7% | $5.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 194.42K | -1.4% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 147.06K | +4.4% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 147.06K | +4.4% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 147.06K | +4.4% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 99.32K | 0.0% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 78.45K | -63.5% | $839,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 78.45K | -63.5% | $839,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 66.51K | +18.0% | $710,952 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 57.55K | +35.7% | $615,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 56.80K | +33.7% | $607,139 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Creative Planning | 45.28K | -14.8% | $484,019 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 41.84K | -18.1% | $447,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Lido Advisors, LLC | 37.54K | -88.0% | $401,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Invesco Ltd. | 35.35K | 新增 | $377,870 | 0.0% | New | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 32.66K | +0.1% | $349,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 26.88K | -82.8% | $287,315 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 23.56K | +21.0% | $251,834 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 23.56K | +21.0% | $251,834 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Raymond James Financial Inc | 23.56K | +21.0% | $251,834 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 20.49K | +64.3% | $218,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 20.49K | +64.3% | $218,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 17.23K | 0.0% | $184,210 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Cerity Partners LLC | 15.61K | +35.3% | $166,892 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Nomura Holdings Inc | 10.00K | 新增 | $106,900 | 0.0% | New | 1 | SEC ↗ |
| 33 | BlackRock ✦ (被动) | 595 | 新增 | $6,361 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 77 | 新增 | $822 | 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
| Invesco Ltd. | $377,870 | 0.0% |
| Nomura Holdings Inc | $106,900 | 0.0% |
| BlackRock | $6,361 | 0.0% |
| Fifth Third Bancorp | $822 | 0.0% |
已清仓
| Balyasny Asset Management L.P. | $1.02M | 曾为 0.0% |
| Susquehanna International… | $180,445 | 曾为 0.0% |
| Jane Street Group, Llc | $163,079 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $139,989 | 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): 90 持有人, 18.55M 股份, $185.91M 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: Q1 2026 ·
方法论 ·
通过API获取此数据