证券记录 · 已归档季度
AIO
名称等待档案录入
25被追踪持有人
+2Δ持有人
4.26M持有股份
$91.12M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +8.7% ·
股份流向 -3.5% ·
净新建仓位 +8.0%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 | Morgan Stanley ✦ | 1.08M | +0.8% | $23.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 818.60K | -3.2% | $17.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 639.06K | +1.7% | $13.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 432.24K | -4.5% | $9.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 378.04K | -18.0% | $8.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 364.06K | -14.9% | $7.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Raymond James Financial Inc | 135.77K | +9.6% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 105.40K | +6.4% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 79.15K | +0.5% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | First Trust Advisors Lp | 51.01K | +14.5% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 26.58K | -48.5% | $569,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 22.36K | +68.7% | $478,640 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 20.76K | +3.5% | $444,410 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 19.88K | -55.3% | $433,347 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 17.60K | +7.5% | $376,792 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 13.20K | 新增 | $282,676 | 0.0% | New | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 11.88K | +8.8% | $254,265 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Mercer Global Advisors Inc /Adv | 9.94K | 新增 | $212,773 | 0.0% | New | 1 | SEC ↗ |
| 19 | Cwm, Llc | 8.10K | 0.0% | $173,400 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 7.19K | +279.4% | $153,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 3.98K | 新增 | $85,126 | 0.0% | New | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 3.32K | +1.6% | $71,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 2.50K | 0.0% | $53,525 | 0.0% | Held | 2 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 828 | +159.6% | $17,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 2 | 0.0% | $43 | 0.0% | Held | 4 | 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
| Susquehanna International… | $282,676 | 0.0% |
| Mercer Global Advisors Inc… | $212,773 | 0.0% |
| Fifth Third Bancorp | $85,126 | 0.0% |
已清仓
| Us Bancorp \De\ | $10,875 | 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): 77 持有人, 6.44M 股份, $135.74M 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