证券记录
BWX
名称等待档案录入
43被追踪持有人
+4Δ持有人
12.73M持有股份
$276.03M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 +10.3% ·
股份流向 -24.2% ·
净新建仓位 +9.3%
— 公式
持股分散化 — 持有人增多，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 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.44M | +6.8% | $74.66M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 2 | Manufacturers Life Insurance… | 1.74M | -31.9% | $37.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Creative Planning | 1.26M | -7.0% | $27.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Jane Street Group, Llc | 1.00M | -65.7% | $21.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 697.18K | -19.6% | $15.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 469.48K | -12.0% | $10.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Citigroup Inc | 466.78K | +4.8% | $10.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 419.40K | -6.4% | $9.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Financial Engines Advisors L.L.C. | 360.23K | -3.7% | $7.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 308.64K | -4.0% | $6.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 302.16K | -11.8% | $6.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Pnc Financial Services Group, Inc. | 239.63K | -0.9% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 13 | Assetmark, Inc | 233.51K | +13.0% | $5.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Alliancebernstein L.P. | 219.92K | 新增 | $4.83M | 0.0% | New | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 203.53K | -27.5% | $4.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mackenzie Financial Corp | 173.00K | 0.0% | $3.75M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 153.74K | +33.5% | $3.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 144.54K | -24.4% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | UBS Group AG | 140.36K | +40.3% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cerity Partners LLC | 121.12K | +24.1% | $2.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 107.91K | +557.6% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 93.52K | -15.0% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 82.59K | -5.6% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Royal Bank Of Canada | 65.94K | +7.8% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 25 | Mercer Global Advisors Inc /Adv | 52.16K | -1.3% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (被动) | 42.78K | -96.1% | $927,384 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | Raymond James Financial Inc | 40.93K | -52.1% | $887,351 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | JPMorgan Chase ✦ | 27.24K | -92.2% | $592,493 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 29 | Citadel Advisors ✦ | 23.24K | 新增 | $503,843 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 19.88K | +9.3% | $430,982 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 17.69K | +163.3% | $383,585 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Hrt Financial Lp | 14.18K | -69.4% | $307,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mariner, LLC | 12.71K | +24.7% | $275,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fisher Asset Management ✦ | 11.30K | 新增 | $244,962 | 0.0% | New | 1 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 10.02K | 新增 | $216,302 | 0.0% | New | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 3.77K | +828.8% | $81,755 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Franklin Resources Inc | 3.17K | -8.7% | $68,726 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 2.40K | -2.4% | $52,032 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 1.08K | +24.0% | $23,335 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 954 | -12.2% | $20,683 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Us Bancorp \De\ | 737 | 新增 | $15,978 | 0.0% | New | 1 | SEC ↗ |
| 42 | BlackRock ✦ (被动) | 397 | 新增 | $8,607 | 0.0% | New | 1 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 45 | -55.0% | $976 | 0.0% | ▼ Trim | 3 | 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
| Alliancebernstein L.P. | $4.83M | 0.0% |
| Citadel Advisors | $503,843 | 0.0% |
| Fisher Asset Management | $244,962 | 0.0% |
| Wealth Enhancement Advisory… | $216,302 | 0.0% |
| Us Bancorp \De\ | $15,978 | 0.0% |
| BlackRock | $8,607 | 0.0% |
已清仓
| Stifel Financial Corp | $1.19M | 曾为 0.0% |
| Simplex Trading, Llc | $1,119 | 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): 157 持有人, 39.23M 股份, $854.69M 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: Q2 2026 ·
方法论 ·
通过API获取此数据