证券记录 · 已归档季度
AVES
名称等待档案录入
34被追踪持有人
+5Δ持有人
6.24M持有股份
$374.39M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 +17.2% ·
股份流向 +30.0% ·
净新建仓位 +14.7%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 37 | +4 | 6.70M | $439.64M | +6 | −2 |
| Q1 2026 | 34 | +5 | 6.24M | $374.39M | +7 | −2 |
| Q4 2025 | 29 | 0 | 3.53M | $205.76M | +1 | −1 |
| Q3 2025 | 5 | 0 | 27.16K | $1.56M | — | — |
| Q2 2025 | 2 | -1 | 17.43K | $933,516 | — | −1 |
| Q1 2025 | 2 | +1 | 26.98K | $1.27M | +1 | — |
| Q4 2024 | 1 | 0 | 12.66K | $584,889 | — | — |
| Q3 2024 | 1 | +1 | 4.43K | $230,769 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 2.17M | +22.4% | $130.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 2.16M | +805.8% | $129.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Focus Partners Wealth | 737.51K | 0.0% | $44.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 245.16K | -1.1% | $14.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 211.61K | +281.4% | $12.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 123.38K | +297.7% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 123.38K | +297.7% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Corient Private Wealth LP | 65.61K | -49.3% | $3.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 62.81K | -11.0% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 54.80K | +59.9% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 54.35K | +563.8% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Creative Planning | 46.92K | -4.9% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 46.41K | +27.1% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 41.44K | 新增 | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 32.43K | +53.4% | $1.94M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 32.19K | +49.7% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Hrt Financial Lp | 30.68K | 新增 | $1.84M | 0.0% | New | 1 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 28.31K | +19.1% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 24.01K | +16.5% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mariner, LLC | 18.79K | 新增 | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 10.42K | 新增 | $624,871 | 0.0% | New | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 10.42K | 新增 | $624,871 | 0.0% | New | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 7.59K | +36.0% | $455,561 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Cerity Partners LLC | 6.88K | 新增 | $412,881 | 0.0% | New | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 6.88K | 新增 | $412,881 | 0.0% | New | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 6.24K | 新增 | $374,495 | 0.0% | New | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 5.50K | 0.0% | $330,173 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 4.33K | +46.2% | $259,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 3.35K | +14.2% | $200,753 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 2.98K | +112.8% | $178,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 2.01K | 0.0% | $120,620 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 2.00K | +3124.2% | $119,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.35K | +1070.4% | $80,735 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | UBS Group AG | 931 | +291.2% | $55,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Cwm, Llc | 268 | 0.0% | $16,048 | 0.0% | Held | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 256 | -3.8% | $14,907 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 124 | 新增 | $7,438 | 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
| Goldman Sachs Group | $2.49M | 0.0% |
| Hrt Financial Lp | $1.84M | 0.0% |
| Mariner, LLC | $1.13M | 0.0% |
| Raymond James Financial Inc | $624,871 | 0.0% |
| Raymond James Financial Inc | $624,871 | 0.0% |
| Cerity Partners LLC | $412,881 | 0.0% |
| Cerity Partners LLC | $412,881 | 0.0% |
| Wealth Enhancement Advisory… | $374,495 | 0.0% |
| Wells Fargo & Company/Mn | $7,438 | 0.0% |
已清仓
| Citigroup Inc | $396,275 | 曾为 0.0% |
| Royal Bank Of Canada | $136,000 | 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): 164 持有人, 17.69M 股份, $1.05B 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