证券记录 · 已归档季度
CDC
名称等待档案录入
32被追踪持有人
+3Δ持有人
4.96M持有股份
$354.32M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +10.3% ·
股份流向 -4.8% ·
净新建仓位 +9.4%
· 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 | Morgan Stanley ✦ | 1.12M | -1.6% | $80.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 654.70K | -2.5% | $46.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 587.58K | +1.6% | $41.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 520.34K | -3.4% | $37.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cwm, Llc | 303.54K | -0.5% | $21.68M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 283.73K | -36.2% | $20.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 231.58K | +3.6% | $16.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 226.86K | -16.0% | $16.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 164.76K | -1.6% | $11.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 152.21K | -7.5% | $10.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 117.94K | +16.6% | $8.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 108.91K | -6.0% | $7.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | UBS Group AG | 106.37K | +1.4% | $7.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 64.83K | +2.8% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 45.55K | +177.1% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 36.12K | -7.0% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 35.30K | -9.6% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 32.24K | -0.1% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 29.77K | +0.5% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 28.64K | -47.2% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Russell Investments Group, Ltd. | 26.92K | +4.0% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 21.20K | 新增 | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 19.97K | -59.8% | $1.43M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Creative Planning | 11.04K | +18.6% | $788,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 10.98K | +7.6% | $784,149 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mariner, LLC | 6.22K | +0.6% | $444,553 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Corient Private Wealth LP | 3.02K | 新增 | $215,413 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 2.75K | 新增 | $196,715 | 0.0% | New | 1 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 2.66K | 0.0% | $190,144 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 526 | +202.3% | $37,604 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 355 | 0.0% | $25,175 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 248 | 新增 | $17,714 | 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… | $1.51M | 0.0% |
| Corient Private Wealth LP | $215,413 | 0.0% |
| Fifth Third Bancorp | $196,715 | 0.0% |
| Pnc Financial Services Group… | $17,714 | 0.0% |
已清仓
| Hrt Financial Lp | $266,000 | 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): 99 持有人, 6.80M 股份, $471.47M 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