证券记录 · 已归档季度
ASA
名称等待档案录入
20被追踪持有人
+5Δ持有人
2.08M持有股份
$129.10M报告持仓市值
+7新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 -5.2% ·
净新建仓位 +20.0%
— 公式
持股分散化 — 持有人增多，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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +1 | 1.93M | $100.54M | +3 | −2 |
| Q1 2026 | 20 | +5 | 2.08M | $129.10M | +7 | −2 |
| Q4 2025 | 15 | -1 | 2.20M | $131.06M | — | −1 |
| Q3 2025 | 3 | +1 | 1.58M | $72.25M | +1 | — |
| Q1 2025 | 1 | 0 | 6.42K | $193,619 | — | — |
| Q4 2024 | 1 | +1 | 2.23K | $45,192 | +1 | — |
| Q2 2024 | 1 | — | 8.59K | $150,581 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 891.02K | -29.7% | $55.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 891.02K | -29.7% | $55.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 891.02K | -29.7% | $55.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 360.58K | +882.5% | $22.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 360.58K | +882.5% | $22.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 360.58K | +882.5% | $22.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 344.91K | -25.7% | $21.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 344.91K | -25.7% | $21.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 130.11K | -28.7% | $8.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Capstone Investment Advisors, Llc | 129.13K | -13.6% | $8.01M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 53.76K | +380.9% | $3.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 51.79K | 新增 | $3.21M | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 51.79K | 新增 | $3.21M | 0.0% | New | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 31.12K | +67.0% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 31.12K | +67.0% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | LPL Financial LLC | 25.28K | -24.3% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 19.11K | +43.3% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 19.11K | +43.3% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 11.94K | +44.0% | $754,576 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 7.54K | 新增 | $467,458 | 0.0% | New | 1 | SEC ↗ |
| 21 | Creative Planning | 5.17K | 新增 | $320,925 | 0.0% | New | 1 | SEC ↗ |
| 22 | Jane Street Group, Llc | 4.71K | 新增 | $292,410 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jane Street Group, Llc | 4.71K | 新增 | $292,410 | 0.0% | New | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 3.93K | 0.0% | $243,592 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 3.41K | -2.2% | $211,290 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Lido Advisors, LLC | 3.29K | 新增 | $203,769 | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 3.49K | 新增 | $201,848 | 0.0% | New | 1 | SEC ↗ |
| 28 | Group One Trading Llc | 806 | 新增 | $49,996 | 0.0% | New | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 201 | — | $12,443 | 0.0% | ▲ Add | 2 | 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
| Susquehanna International… | $3.21M | 0.0% |
| Susquehanna International… | $3.21M | 0.0% |
| AQR Capital Management | $467,458 | 0.0% |
| Creative Planning | $320,925 | 0.0% |
| Jane Street Group, Llc | $292,410 | 0.0% |
| Jane Street Group, Llc | $292,410 | 0.0% |
| Lido Advisors, LLC | $203,769 | 0.0% |
| JPMorgan Chase | $201,848 | 0.0% |
| Group One Trading Llc | $49,996 | 0.0% |
已清仓
| Stifel Financial Corp | $219,646 | 曾为 0.0% |
| Us Bancorp \De\ | $1,253 | 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): 75 持有人, 11.80M 股份, $724.41M 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