证券记录 · 已归档季度
AGD
名称等待档案录入
23被追踪持有人
+4Δ持有人
2.94M持有股份
$31.73M报告持仓市值
+4新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +21.1% ·
股份流向 +17.8% ·
净新建仓位 +17.4%
· 公式
广泛增持：持股数量上升，持有人数量增加
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 834.14K | +55.2% | $9.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 550.91K | -18.4% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 265.14K | +4.8% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 219.10K | +5.5% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 183.90K | +21.4% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 169.35K | +6.7% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Osaic Holdings, Inc. | 139.10K | +6.4% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 123.58K | +3925.3% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 116.64K | -10.6% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cerity Partners LLC | 74.13K | +0.3% | $800,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 69.14K | -7.4% | $746,740 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 34.18K | +0.4% | $369,181 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 31.31K | 新增 | $338,186 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 30.27K | +2.7% | $326,889 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 28.59K | +83.1% | $312,767 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 24.73K | 新增 | $267,052 | 0.0% | New | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 14.90K | 新增 | $160,888 | 0.0% | New | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 13.63K | +22.7% | $147,158 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 8.36K | 新增 | $90,234 | 0.0% | New | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 4.32K | +0.7% | $46,673 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Cwm, Llc | 2.10K | 0.0% | $22,702 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Us Bancorp \De\ | 205 | 0.0% | $2,214 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Citigroup Inc | 6 | 0.0% | $65 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| HighTower Advisors, LLC | $338,186 | 0.0% |
| Jane Street Group, Llc | $267,052 | 0.0% |
| Susquehanna International… | $160,888 | 0.0% |
| Fifth Third Bancorp | $90,234 | 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): 66 持有人, 4.74M 股份, $43.44M 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
持有该证券的受追踪机构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