证券记录 · 已归档季度
BSMQ
名称等待档案录入
27被追踪持有人
-2Δ持有人
4.74M持有股份
$111.88M报告持仓市值
+1新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -6.9% ·
股份流向 +0.1% ·
净新建仓位 -7.4%
— 公式
集中积累 — 持股数量上升但持有人减少
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +2 | 4.23M | $99.60M | +3 | −1 |
| Q1 2026 | 27 | -2 | 4.74M | $111.88M | +1 | −3 |
| Q4 2025 | 29 | 0 | 4.73M | $111.80M | — | — |
| Q3 2025 | 2 | -1 | 619.75K | $14.64M | — | −1 |
| Q2 2025 | 1 | — | 69 | $1,623 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 610.82K | +0.8% | $14.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 610.82K | +0.8% | $14.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 554.82K | +26.6% | $13.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 554.82K | +26.6% | $13.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 506.51K | -4.7% | $11.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 395.33K | +78.5% | $9.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 395.33K | +78.5% | $9.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 388.10K | +2.7% | $9.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Invesco Ltd. | 388.10K | +2.7% | $9.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 334.42K | +8.1% | $7.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 285.03K | +79.6% | $6.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 285.03K | +79.6% | $6.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 234.07K | -23.4% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 234.07K | -23.4% | $5.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 212.92K | -2.2% | $5.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 212.92K | -2.2% | $5.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 207.79K | +18.7% | $4.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 160.56K | -1.6% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 114.16K | +32.8% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 113.49K | +0.8% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 112.44K | +1.8% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 96.05K | +9.1% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 69.50K | -6.2% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 69.28K | -23.9% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 63.87K | +2.2% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 46.81K | +7.8% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 34.62K | +47.5% | $817,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Brown Advisory Inc | 34.40K | 0.0% | $812,700 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Captrust Financial Advisors | 29.11K | +0.2% | $687,686 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Lido Advisors, LLC | 26.33K | -3.9% | $622,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Lido Advisors, LLC | 26.33K | -3.9% | $622,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 13.19K | 新增 | $311,661 | 0.0% | New | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 12.45K | -12.0% | $294,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 8.97K | -37.3% | $211,916 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Cwm, Llc | 554 | -4.0% | $13,089 | 0.0% | ▼ Trim | 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
| Citadel Advisors | $311,661 | 0.0% |
已清仓
| Bank of New York Mellon Corp | $4.61M | 曾为 0.0% |
| Goldman Sachs Group | $3.27M | 曾为 0.0% |
| Jane Street Group, Llc | $1.88M | 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): 142 持有人, 8.91M 股份, $206.52M 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