证券记录 · 已归档季度
BSJQ
名称等待档案录入
36被追踪持有人
+4Δ持有人
13.36M持有股份
$309.50M报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +12.5% ·
股份流向 -6.2% ·
净新建仓位 +11.1%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 2.41M | +1.7% | $55.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 2.35M | -1.6% | $54.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.46M | -5.5% | $33.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 1.26M | +4.9% | $29.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.06M | +2.1% | $24.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 752.29K | +12.3% | $17.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Mercer Global Advisors Inc /Adv | 623.42K | +43.1% | $14.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 453.95K | +551.7% | $10.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 375.68K | +34.6% | $8.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Lido Advisors, LLC | 350.01K | -0.8% | $8.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 309.44K | -72.3% | $7.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 290.49K | -2.9% | $6.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 282.00K | -6.8% | $6.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cwm, Llc | 266.52K | -10.6% | $6.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 200.60K | +4.1% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 166.24K | -3.6% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 157.67K | -64.8% | $3.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Jane Street Group, Llc | 139.20K | 新增 | $3.23M | 0.0% | New | 1 | SEC ↗ |
| 19 | Invesco Ltd. | 105.79K | +28.0% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 86.86K | -7.6% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | TD Waterhouse Canada Inc. | 48.70K | -21.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Brown Advisory Inc | 45.18K | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 41.16K | 新增 | $953,906 | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | Citadel Advisors ✦ | 27.69K | -50.5% | $641,785 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Captrust Financial Advisors | 22.45K | +13.0% | $520,209 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 21.61K | -50.3% | $501,071 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Hrt Financial Lp | 13.43K | 新增 | $311,000 | 0.0% | New | 1 | SEC ↗ |
| 28 | Mariner, LLC | 11.83K | -97.4% | $274,215 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 9.45K | 0.0% | $218,911 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 6.40K | 0.0% | $148,366 | 0.0% | Held | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 6.21K | 新增 | $143,436 | 0.0% | New | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 3.88K | +7.5% | $89,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | BlackRock ✦ (被动) | 3.17K | -37.8% | $73,523 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Fifth Third Bancorp | 1.47K | 新增 | $34,067 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bnp Paribas Financial Markets | 50 | 新增 | $1,159 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 12 | -99.5% | $281 | 0.0% | ▼ Trim | 4 | 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 | $3.23M | 0.0% |
| Bank Of Montreal /Can/ | $953,906 | 0.0% |
| Hrt Financial Lp | $311,000 | 0.0% |
| JPMorgan Chase | $143,436 | 0.0% |
| Fifth Third Bancorp | $34,067 | 0.0% |
| Bnp Paribas Financial Markets | $1,159 | 0.0% |
已清仓
| Focus Partners Wealth | $3.96M | 曾为 0.0% |
| Creative Planning | $229,574 | 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): 195 持有人, 32.01M 股份, $734.29M 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