证券记录 · 已归档季度
BKIE
名称等待档案录入
24被追踪持有人
+1Δ持有人
1.91M持有股份
$178.38M报告持仓市值
+5新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +4.3% ·
股份流向 +2.1% ·
净新建仓位 +4.2%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 | 1 | -1 | 543 | $18,142 | n/a | −1 |
| Q2 2026 | 25 | +1 | 2.14M | $215.38M | +3 | −2 |
| Q1 2026 | 24 | +1 | 1.91M | $178.38M | +5 | −4 |
| Q4 2025 | 23 | +1 | 1.87M | $173.10M | +1 | n/a |
| Q3 2025 | 3 | 0 | 29.11K | $2.61M | n/a | n/a |
| Q2 2025 | 1 | n/a | 2.06K | $177,276 | n/a | n/a |
| Q4 2024 | 1 | 0 | 5.61K | $406,550 | n/a | n/a |
| Q3 2024 | 1 | 0 | 2.94K | $232,522 | n/a | n/a |
| Q2 2024 | 1 | n/a | 34.91K | $2.60M | 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 | DZ BANK AG Deutsche Zentral… | 407.44K | -26.1% | $38.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Jane Street Group, Llc | 329.73K | +172.3% | $30.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 297.91K | -10.9% | $27.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 227.57K | -2.1% | $21.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 5 | Northwestern Mutual Wealth… | 125.60K | +28.4% | $11.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 121.64K | -21.2% | $11.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 87.34K | +276.9% | $8.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 65.41K | +225.9% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Envestnet Asset Management Inc | 62.67K | +0.6% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 43.74K | -12.5% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 43.17K | -43.3% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 34.02K | -16.6% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 26.74K | n/a | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Captrust Financial Advisors | 6.28K | +6.6% | $586,513 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 5.44K | -85.4% | $508,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 4.78K | +2.5% | $446,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 4.11K | 新增 | $385,510 | 0.0% | New | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 3.53K | +27.0% | $329,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Hrt Financial Lp | 3.04K | 新增 | $284,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.77K | +30.4% | $259,083 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 2.36K | 新增 | $220,588 | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 2.14K | 新增 | $200,127 | 0.0% | New | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.73K | +309.0% | $157,079 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Assetmark, Inc | 40 | 新增 | $3,737 | 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
| Wealth Enhancement Advisory… | $385,510 | 0.0% |
| Hrt Financial Lp | $284,000 | 0.0% |
| AQR Capital Management | $220,588 | 0.0% |
| Citadel Advisors | $200,127 | 0.0% |
| Assetmark, Inc | $3,737 | 0.0% |
已清仓
| Goldman Sachs Group | $4.43M | 曾为 0.0% |
| Cerity Partners LLC | $411,892 | 曾为 0.0% |
| Rockefeller Capital… | $46,558 | 曾为 0.0% |
| Cwm, Llc | $34,000 | 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): 74 持有人, 6.55M 股份, $588.25M 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