证券记录 · 已归档季度
CGUI
名称等待档案录入
18被追踪持有人
+3Δ持有人
2.28M持有股份
$57.58M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 +20.0% ·
股份流向 +23.6% ·
净新建仓位 +16.7%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 17 | -1 | 3.90M | $98.68M | +2 | −3 |
| Q1 2026 | 18 | +3 | 2.28M | $57.58M | +4 | −1 |
| Q4 2025 | 15 | +1 | 1.84M | $46.63M | +1 | — |
| Q3 2025 | 1 | +1 | 19.95K | $504,585 | +1 | — |
| Q4 2024 | 1 | +1 | 15.50K | $389,515 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.07M | +20.4% | $27.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 160.59K | +257.3% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 147.17K | +81.4% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 135.53K | +192.1% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 122.84K | 新增 | $3.11M | 0.0% | New | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 122.84K | 新增 | $3.11M | 0.0% | New | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 118.16K | +129.4% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 109.22K | +68.6% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Captrust Financial Advisors | 105.21K | +42.4% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 89.08K | -44.4% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Capital International Investors | 82.00K | -21.9% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 25.93K | +10.0% | $655,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 25.17K | 新增 | $636,196 | 0.0% | New | 1 | SEC ↗ |
| 14 | Mariner, LLC | 24.67K | -1.3% | $623,683 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 21.22K | 新增 | $536,650 | 0.0% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 17.59K | +0.3% | $444,802 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 12.22K | -71.7% | $308,896 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Jane Street Group, Llc | 9.47K | -81.9% | $239,528 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.30K | 新增 | $32,864 | 0.0% | New | 1 | 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
| Raymond James Financial Inc | $3.11M | 0.0% |
| Raymond James Financial Inc | $3.11M | 0.0% |
| Susquehanna International… | $636,196 | 0.0% |
| Wealth Enhancement Advisory… | $536,650 | 0.0% |
| Northwestern Mutual Wealth… | $32,864 | 0.0% |
已清仓
| Bank of New York Mellon Corp | $4.16M | 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): 55 持有人, 5.51M 股份, $137.52M 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