证券记录 · 已归档季度
BOCT
名称等待档案录入
20被追踪持有人
+4Δ持有人
1.43M持有股份
$68.59M报告持仓市值
+4新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +25.0% ·
股份流向 -7.5% ·
净新建仓位 +20.0%
· 公式
持有人分散化：持有人数增多，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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.12K | $340,809 | n/a | n/a |
| Q2 2026 | 17 | -1 | 1.24M | $65.65M | +2 | −4 |
| Q1 2026 | 20 | +4 | 1.43M | $68.59M | +4 | n/a |
| Q4 2025 | 16 | -1 | 1.54M | $76.38M | n/a | −1 |
| Q3 2025 | 3 | 0 | 42.72K | $2.07M | n/a | n/a |
| Q2 2025 | 1 | 0 | 14.12K | $641,572 | n/a | n/a |
| Q1 2025 | 1 | 0 | 10.07K | $423,136 | n/a | n/a |
| Q4 2024 | 1 | +1 | 13.58K | $586,909 | +1 | n/a |
| Q2 2024 | 1 | n/a | 7.70K | $320,295 | 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 | Commonwealth Equity Services, Llc | 266.25K | -2.5% | $12.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cerity Partners LLC | 181.66K | -9.4% | $8.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | HighTower Advisors, LLC | 161.51K | -2.9% | $7.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 156.61K | +3.8% | $7.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 120.87K | +1.2% | $5.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 118.91K | -23.7% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 77.57K | -41.6% | $3.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 70.73K | -7.6% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Captrust Financial Advisors | 66.73K | 0.0% | $3.20M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 50.51K | -4.8% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Susquehanna International Group, Llp | 40.51K | +111.3% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 36.32K | -0.4% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 22.52K | -70.2% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 19.73K | 新增 | $946,732 | 0.0% | New | 1 | SEC ↗ |
| 15 | Cwm, Llc | 18.83K | 新增 | $903,591 | 0.0% | New | 1 | SEC ↗ |
| 16 | Blair William & Co/Il | 8.86K | 0.0% | $425,019 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Creative Planning | 4.96K | 新增 | $237,871 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.81K | -2.7% | $134,795 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | JPMorgan Chase ✦ | 1.85K | -67.8% | $87,169 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Barclays Plc | 1.12K | 新增 | $53,649 | 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
| Jane Street Group, Llc | $946,732 | 0.0% |
| Cwm, Llc | $903,591 | 0.0% |
| Creative Planning | $237,871 | 0.0% |
| Barclays Plc | $53,649 | 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): 113 持有人, 4.46M 股份, $189.59M 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