证券记录
CGBD
名称等待档案录入
47被追踪持有人
0Δ持有人
14.62M持有股份
$153.96M报告持仓市值
+5新建仓位
−5清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -3.5% · 净新建仓位 0.0% — 公式
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2025 | 3 | +1 | 543.63K | $8.80M | +1 | — |
| Q4 2024 | 2 | -2 | 310.33K | $5.56M | — | −2 |
| Q3 2024 | 4 | +1 | 438.45K | $7.44M | +2 | −1 |
| Q2 2024 | 3 | — | 448.34K | $7.95M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 3.09M | -4.5% | $32.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 3.09M | -4.5% | $32.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.80M | +6.2% | $29.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.80M | +6.2% | $29.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.80M | +6.2% | $29.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.80M | +6.2% | $29.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 2.80M | +6.2% | $29.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | UBS Group AG | 1.40M | +12.8% | $14.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 1.40M | +12.8% | $14.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 1.40M | +12.8% | $14.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 1.40M | +12.8% | $14.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Invesco Ltd. | 1.18M | -9.6% | $12.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Invesco Ltd. | 1.18M | -9.6% | $12.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Russell Investments Group, Ltd. | 870.51K | +48.2% | $9.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Legal & General Group Plc | 577.57K | +4.7% | $6.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 563.24K | +2.7% | $5.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Sumitomo Mitsui Trust Group, Inc. | 519.74K | 0.0% | $5.47M | 0.0% | Held | 3 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 448.85K | -28.9% | $4.73M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 444.53K | -0.7% | $4.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 280.42K | +11.8% | $2.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 280.42K | +11.8% | $2.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 276.87K | -2.3% | $2.92M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 276.87K | -2.3% | $2.92M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Toronto Dominion Bank | 263.28K | -41.5% | $2.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 224.18K | +12.6% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 224.18K | +12.6% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Corient Private Wealth LP | 182.47K | +4.1% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 149.88K | -23.8% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | LPL Financial LLC | 132.35K | -13.8% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 126.94K | -12.9% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 103.76K | +9.3% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Universal- Beteiligungs- und… | 100.25K | 0.0% | $1.06M | 0.0% | Held | 3 | SEC ↗ |
| 33 | Raymond James Financial Inc | 95.50K | -8.2% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 95.50K | -8.2% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Balyasny Asset Management L.P. | 82.39K | +13.7% | $867,546 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Balyasny Asset Management L.P. | 82.39K | +13.7% | $867,546 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 77.29K | 新增 | $813,895 | 0.0% | New | 1 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 74.75K | 0.0% | $787,151 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Truist Financial Corp | 67.76K | 0.0% | $713,481 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Truist Financial Corp | 67.76K | 0.0% | $713,481 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Neuberger Berman Group LLC | 65.16K | -8.6% | $686,103 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 53.86K | +6.5% | $567,306 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Us Bancorp \De\ | 50.00K | 0.0% | $526,500 | 0.0% | Held | 3 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 40.67K | -1.3% | $428,287 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Lido Advisors, LLC | 38.12K | +1.6% | $414,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Royal Bank Of Canada | 34.50K | -16.1% | $363,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Royal Bank Of Canada | 34.50K | -16.1% | $363,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Royal Bank Of Canada | 34.50K | -16.1% | $363,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Jane Street Group, Llc | 29.80K | 新增 | $313,825 | 0.0% | New | 1 | SEC ↗ |
| 50 | Jane Street Group, Llc | 29.80K | 新增 | $313,825 | 0.0% | New | 1 | SEC ↗ |
| 51 | Mackenzie Financial Corp | 27.61K | 0.0% | $290,691 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Cerity Partners LLC | 20.23K | 新增 | $213,031 | 0.0% | New | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 19.50K | 0.0% | $211,770 | 0.0% | Held | 4 | SEC ↗ |
| 54 | Fifth Third Bancorp | 19.32K | -80.6% | $203,482 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Mercer Global Advisors Inc /Adv | 17.56K | 0.0% | $184,928 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Captrust Financial Advisors | 17.46K | 新增 | $183,822 | 0.0% | New | 1 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 16.79K | 0.0% | $176,841 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Commonwealth Equity Services, Llc | 13.84K | -56.2% | $145,770 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Blair William & Co/Il | 10.89K | 0.0% | $114,714 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 5.76K | +56.7% | $60,705 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Nomura Asset Management Co Ltd | 2.34K | 0.0% | $24,598 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Group One Trading Llc | 1.95K | -87.7% | $20,565 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Northwestern Mutual Wealth… | 1.53K | 0.0% | $16,111 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Citigroup Inc | 228 | 新增 | $2,401 | 0.0% | New | 1 | SEC ↗ |
| 65 | Simplex Trading, Llc | 129 | -71.8% | $1,358 | 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
| Citadel Advisors | $813,895 | 0.0% |
| Jane Street Group, Llc | $313,825 | 0.0% |
| Jane Street Group, Llc | $313,825 | 0.0% |
| Cerity Partners LLC | $213,031 | 0.0% |
| Captrust Financial Advisors | $183,822 | 0.0% |
| Citigroup Inc | $2,401 | 0.0% |
已清仓
| Focus Partners Wealth | $3.34M | 曾为 0.0% |
| Millennium Management | $1.96M | 曾为 0.0% |
| Susquehanna International… | $254,082 | 曾为 0.0% |
| Fisher Asset Management | $250,865 | 曾为 0.0% |
| Squarepoint Ops LLC | $115,319 | 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
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。
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: Q2 2026 ·
方法论 ·
通过API获取此数据