证券记录 · 已归档季度
BDEC
名称等待档案录入
18被追踪持有人
-2Δ持有人
1.17M持有股份
$56.02M报告持仓市值
+4新建仓位
−6清仓
动量输入(同类管理人):
持有人广度 -10.0% ·
股份流向 -10.5% ·
净新建仓位 -11.1%
· 公式
广泛减持:持股数量下降,持有人数量减少
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 | Commonwealth Equity Services, Llc | 196.82K | -1.6% | $9.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 189.56K | -22.0% | $9.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Cerity Partners LLC | 181.41K | +26.1% | $8.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Lido Advisors, LLC | 123.14K | -0.7% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 103.41K | +9.4% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | HighTower Advisors, LLC | 83.76K | -0.6% | $4.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 73.64K | +15.3% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 57.39K | -17.4% | $2.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Blair William & Co/Il | 55.93K | -8.0% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 39.60K | -11.4% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 38.07K | -42.1% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 6.55K | -31.4% | $316,777 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Creative Planning | 5.55K | 新增 | $266,644 | 0.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 4.86K | 新增 | $228,434 | 0.0% | New | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 4.41K | 0.0% | $211,444 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 1.71K | 新增 | $82,177 | 0.0% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 797 | 0.0% | $38,000 | 0.0% | Held | 2 | SEC ↗ |
| 18 | UBS Group AG | 449 | 新增 | $21,552 | 0.0% | New | 1 | 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
| Creative Planning | $266,644 | 0.0% |
| JPMorgan Chase | $228,434 | 0.0% |
| Fifth Third Bancorp | $82,177 | 0.0% |
| UBS Group AG | $21,552 | 0.0% |
已清仓
| Jane Street Group, Llc | $3.90M | 曾为 0.0% |
| Susquehanna International… | $510,666 | 曾为 0.0% |
| Goldman Sachs Group | $230,900 | 曾为 0.0% |
| Wells Fargo & Company/Mn | $72,556 | 曾为 0.0% |
| Morgan Stanley | $6,988 | 曾为 0.0% |
| Pnc Financial Services Group… | $6,839 | 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): 110 持有人, 3.65M 股份, $151.03M 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