证券记录 · 已归档季度
AVK
名称等待档案录入
29被追踪持有人
+6Δ持有人
4.78M持有股份
$53.34M报告持仓市值
+6新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +26.1% ·
股份流向 +5.0% ·
净新建仓位 +20.0%
— 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 | 24 | -4 | 4.99M | $65.42M | +1 | −5 |
| Q1 2026 | 29 | +6 | 4.78M | $53.34M | +6 | — |
| Q4 2025 | 23 | 0 | 4.55M | $57.07M | — | — |
| Q3 2025 | 2 | — | 527.08K | $6.74M | — | — |
| Q1 2025 | 1 | +1 | 19.12K | $220,465 | +1 | — |
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 | 1.60M | +4.2% | $17.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.60M | +4.2% | $17.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.60M | +4.2% | $17.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 860.06K | +7.6% | $9.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 860.06K | +7.6% | $9.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 543.11K | +11.7% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 536.30K | -5.4% | $5.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 286.78K | -4.5% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 286.78K | -4.5% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 164.12K | +0.5% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Creative Planning | 140.96K | +0.2% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 104.30K | -0.5% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 100.09K | -14.9% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 60.46K | -13.6% | $674,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 56.27K | +11.2% | $627,968 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Millennium Management ✦ | 53.47K | 新增 | $596,725 | 0.0% | New | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 41.95K | -1.8% | $469,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 41.95K | -1.8% | $469,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 41.95K | -1.8% | $469,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 41.95K | -1.8% | $469,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 39.12K | -3.9% | $436,583 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 28.75K | -48.5% | $331,752 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 25.98K | 新增 | $289,881 | 0.0% | New | 1 | SEC ↗ |
| 28 | Hrt Financial Lp | 25.71K | 新增 | $286,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 25.00K | 新增 | $279,011 | 0.0% | New | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 25.00K | 新增 | $279,011 | 0.0% | New | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 19.45K | -2.5% | $217,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 19.45K | -2.5% | $217,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 18.94K | 新增 | $211,393 | 0.0% | New | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 18.37K | -3.8% | $204,986 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Invesco Ltd. | 17.09K | -40.9% | $190,747 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 7.88K | +60.0% | $87,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cwm, Llc | 2.77K | +271.8% | $30,867 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 1.47K | 0.0% | $16,450 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 711 | +154.8% | $7,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 711 | +154.8% | $7,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 480 | 新增 | $5,270 | 0.0% | New | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 400 | 0.0% | $4,328 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Assetmark, Inc | 262 | 0.0% | $2,924 | 0.0% | Held | 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
| Millennium Management | $596,725 | 0.0% |
| Susquehanna International… | $289,881 | 0.0% |
| Hrt Financial Lp | $286,000 | 0.0% |
| Jane Street Group, Llc | $279,011 | 0.0% |
| Jane Street Group, Llc | $279,011 | 0.0% |
| Fifth Third Bancorp | $211,393 | 0.0% |
| Jones Financial Companies Lllp | $5,270 | 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): 108 持有人, 12.17M 股份, $103.17M 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