证券记录 · 已归档季度
CGBD
名称等待档案录入
48被追踪持有人
-4Δ持有人
15.21M持有股份
$166.37M报告持仓市值
+4新建仓位
−8清仓
动量输入（同类管理人）：
持有人广度 -7.7% ·
股份流向 +2.7% ·
净新建仓位 -8.3%
· 公式
集中增持：持股数量上升，持有人数量减少
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 27.76K | $292,569 | n/a | n/a |
| Q2 2026 | 47 | 0 | 14.62M | $153.96M | +5 | −5 |
| Q1 2026 | 48 | -4 | 15.21M | $166.37M | +4 | −8 |
| Q4 2025 | 52 | -1 | 14.80M | $185.01M | +2 | −3 |
| Q3 2025 | 9 | +2 | 4.00M | $49.95M | +3 | −1 |
| Q2 2025 | 4 | 0 | 570.65K | $7.81M | n/a | n/a |
| Q1 2025 | 3 | +1 | 543.63K | $8.80M | +1 | n/a |
| Q4 2024 | 2 | -2 | 310.33K | $5.56M | n/a | −2 |
| Q3 2024 | 4 | +1 | 438.45K | $7.44M | +2 | −1 |
| Q2 2024 | 3 | n/a | 448.34K | $7.95M | 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 | Creative Planning | 3.23M | -6.8% | $35.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.63M | +2.3% | $28.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Invesco Ltd. | 1.31M | +47.7% | $14.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 1.24M | +43.4% | $13.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Two Sigma Investments ✦ | 630.92K | -14.4% | $6.90M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 6 | Russell Investments Group, Ltd. | 587.18K | +189.8% | $6.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Legal & General Group Plc | 551.58K | +6.3% | $6.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mariner, LLC | 548.52K | +0.8% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Sumitomo Mitsui Trust Group, Inc. | 519.74K | 0.0% | $5.69M | 0.0% | Held | 2 | SEC ↗ |
| 10 | Toronto Dominion Bank | 450.00K | -10.0% | $4.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 447.64K | +4.5% | $4.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Focus Partners Wealth | 304.86K | +100.9% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 283.48K | -42.6% | $3.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 250.89K | -27.2% | $2.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Wells Fargo & Company/Mn | 199.17K | -26.2% | $2.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | HighTower Advisors, LLC | 196.71K | +180.3% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 179.50K | +397.7% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Corient Private Wealth LP | 175.30K | -49.8% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | LPL Financial LLC | 153.44K | +39.6% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 145.72K | +5.5% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 104.08K | -20.5% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Universal- Beteiligungs- und… | 100.25K | 0.0% | $1.10M | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 99.56K | 新增 | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 94.89K | +25.0% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 74.74K | -2.1% | $817,687 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Balyasny Asset Management L.P. | 72.46K | 新增 | $792,746 | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | Neuberger Berman Group LLC | 71.30K | -2.4% | $780,033 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 67.76K | +4.3% | $741,262 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Cwm, Llc | 56.87K | +508.9% | $622,196 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 50.58K | -11.4% | $553,540 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 50.00K | 0.0% | $547,000 | 0.0% | Held | 2 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 41.19K | -0.7% | $450,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 41.14K | -16.3% | $450,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Lido Advisors, LLC | 37.51K | -52.6% | $425,386 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 31.58K | -7.4% | $345,490 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mackenzie Financial Corp | 27.60K | +0.5% | $301,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 23.23K | -67.6% | $254,082 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fisher Asset Management ✦ | 22.93K | +2.1% | $250,865 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 19.50K | -84.0% | $220,155 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 17.56K | 0.0% | $192,128 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 16.79K | -41.6% | $184,062 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Group One Trading Llc | 15.90K | 新增 | $173,979 | 0.0% | New | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 10.89K | 新增 | $119,180 | 0.0% | New | 1 | SEC ↗ |
| 44 | Squarepoint Ops LLC | 10.54K | -50.9% | $115,319 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 3.68K | 0.0% | $40,237 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Nomura Asset Management Co Ltd | 2.34K | +533.1% | $25,556 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 1.53K | 0.0% | $16,738 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Simplex Trading, Llc | 458 | +142.3% | $5,010 | 0.0% | ▲ Add | 2 | 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
| Fifth Third Bancorp | $1.09M | 0.0% |
| Balyasny Asset Management L.P. | $792,746 | 0.0% |
| Group One Trading Llc | $173,979 | 0.0% |
| Blair William & Co/Il | $119,180 | 0.0% |
已清仓
| Jane Street Group, Llc | $3.20M | 曾为 0.0% |
| Citadel Advisors | $873,788 | 曾为 0.0% |
| Connor, Clark & Lunn… | $627,785 | 曾为 0.0% |
| Northern Trust Corp | $270,746 | 曾为 0.0% |
| National Bank Of Canada /Fi/ | $182,897 | 曾为 0.0% |
| Nomura Holdings Inc | $179,544 | 曾为 0.0% |
| Stifel Financial Corp | $168,865 | 曾为 0.0% |
| Citigroup Inc | $12 | 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): 152 持有人, 25.49M 股份, $259.04M 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。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 12
Nestor John G.
Director · 3.11K 股 · $34,815
Aug 12
Nestor John G.
Director · 87 股 · $978
Aug 12
Nestor John G.
Director · 8.63K 股 · $96,781
Aug 12
Nestor John G.
Director · 4.98K 股 · $55,668
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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