证券记录 · 已归档季度
AOK
名称等待档案录入
33被追踪持有人
+1Δ持有人
2.30M持有股份
$91.59M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +3.1% ·
股份流向 -22.1% ·
净新建仓位 +3.0%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 10.81K | $436,499 | n/a | −1 |
| Q2 2026 | 34 | +3 | 2.40M | $99.35M | +3 | −1 |
| Q1 2026 | 33 | +1 | 2.30M | $91.59M | +3 | −2 |
| Q4 2025 | 32 | -1 | 2.95M | $118.29M | n/a | −1 |
| Q3 2025 | 5 | 0 | 615.73K | $24.73M | n/a | n/a |
| Q2 2025 | 3 | 0 | 324.82K | $12.69M | +1 | −1 |
| Q1 2025 | 1 | +1 | 2.10K | $791,000 | +1 | n/a |
| Q3 2024 | 1 | 0 | 35.55K | $1.37M | n/a | n/a |
| Q2 2024 | 1 | n/a | 38.72K | $1.43M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 638.54K | -1.3% | $25.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 343.82K | +7.8% | $13.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Cetera Investment Advisers | 200.20K | +1.2% | $7.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 172.63K | -28.4% | $6.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 165.96K | -9.2% | $6.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Wells Fargo & Company/Mn | 108.22K | -31.4% | $4.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 89.90K | +54.2% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Stifel Financial Corp | 71.53K | -25.0% | $2.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 68.38K | +69.2% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Lido Advisors, LLC | 55.50K | -64.6% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 44.42K | +890.1% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 39.69K | +6.4% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mariner, LLC | 38.37K | -3.2% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | National Bank Of Canada /Fi/ | 31.12K | -20.1% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Corient Private Wealth LP | 30.02K | -57.1% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 29.76K | -22.9% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | UBS Group AG | 28.34K | -1.3% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 24.94K | -36.6% | $996,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Raymond James Financial Inc | 22.65K | -94.3% | $903,391 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Citadel Advisors ✦ | 21.49K | 新增 | $857,077 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 15.18K | +75.5% | $597,323 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 14.07K | -85.7% | $561,130 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 7.83K | -12.7% | $312,234 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 7.74K | -5.6% | $308,908 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 6.49K | +7.1% | $258,996 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 5.67K | +0.1% | $226,083 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cwm, Llc | 4.87K | +32.7% | $194,105 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 3.88K | +2.6% | $155,160 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 1.88K | +189.3% | $74,774 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 1.79K | 新增 | $71,283 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fifth Third Bancorp | 1.24K | 新增 | $49,595 | 0.0% | New | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 495 | -1.6% | $19,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 28 | -6.7% | $1,117 | 0.0% | ▼ Trim | 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
| Citadel Advisors | $857,077 | 0.0% |
| Qube Research & Technologies… | $71,283 | 0.0% |
| Fifth Third Bancorp | $49,595 | 0.0% |
已清仓
| Wealth Enhancement Advisory… | $274,902 | 曾为 0.0% |
| Hrt Financial Lp | $209,000 | 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): 163 持有人, 5.38M 股份, $210.08M 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