证券记录
CGW
名称等待档案录入
45被追踪持有人
0Δ持有人
4.08M持有股份
$267.89M报告持仓市值
+4新建仓位
−4清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +2.2% · 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 | 45 | 0 | 4.08M | $267.89M | +4 | −4 |
| Q1 2026 | 46 | +3 | 3.99M | $255.07M | +4 | −1 |
| Q4 2025 | 42 | -1 | 3.64M | $229.40M | — | −1 |
| Q3 2025 | 4 | 0 | 969.16K | $62.26M | — | — |
| Q2 2025 | 2 | 0 | 19.28K | $1.21M | — | — |
| Q1 2025 | 1 | +1 | 8.24K | $458,830 | +1 | — |
| Q3 2024 | 1 | 0 | 5.29K | $323,442 | — | — |
| Q2 2024 | 1 | — | 19.84K | $1.10M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.03M | +8.4% | $67.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.03M | +8.4% | $67.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.03M | +8.4% | $67.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.03M | +8.4% | $67.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 507.32K | +5.5% | $33.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 507.32K | +5.5% | $33.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 507.32K | +5.5% | $33.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 507.32K | +5.5% | $33.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 481.63K | -1.3% | $31.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 481.63K | -1.3% | $31.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | 1832 Asset Management L.P. | 343.47K | 0.0% | $22.58M | 0.0% | Held | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 190.66K | +9.2% | $12.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 174.42K | +7.3% | $11.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 158.42K | +0.3% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 158.42K | +0.3% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 158.42K | +0.3% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 158.42K | +0.3% | $10.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 144.27K | +19.8% | $9.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 144.27K | +19.8% | $9.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 137.97K | +0.1% | $9.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 135.39K | +10.2% | $8.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 118.30K | +6.2% | $7.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 100.76K | +2.7% | $6.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 61.56K | +2.6% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 61.56K | +2.6% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 61.56K | +2.6% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 61.40K | -4.6% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 61.40K | -4.6% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 61.40K | -4.6% | $4.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 51.05K | +2.8% | $3.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 50.88K | -17.8% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 41.76K | +18.7% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 37.30K | 0.0% | $2.45M | 0.0% | Held | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 30.52K | -6.8% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 30.52K | -6.8% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Northern Trust Corp | 19.30K | -4.9% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Northern Trust Corp | 19.30K | -4.9% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 19.09K | -38.7% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Us Bancorp \De\ | 17.13K | -1.5% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 17.13K | -1.5% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 16.52K | -12.2% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fifth Third Bancorp | 15.22K | +6.0% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mariner, LLC | 14.65K | +9.2% | $962,999 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Cerity Partners LLC | 13.88K | -11.5% | $912,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 13.24K | +7.3% | $870,340 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 10.26K | -2.5% | $672,787 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Creative Planning | 9.38K | +24.9% | $616,288 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | BlackRock ✦ (被动) | 8.57K | 0.0% | $563,399 | 0.0% | Held | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 8.18K | 0.0% | $535,060 | 0.0% | Held | 4 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 8.18K | 0.0% | $535,060 | 0.0% | Held | 4 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 8.18K | 0.0% | $535,060 | 0.0% | Held | 4 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 8.18K | 0.0% | $535,060 | 0.0% | Held | 4 | SEC ↗ |
| 53 | Blair William & Co/Il | 7.43K | +152.5% | $488,655 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | CIBC Bancorp USA Inc. | 7.20K | 0.0% | $473,205 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Corient Private Wealth LP | 7.18K | 新增 | $472,267 | 0.0% | New | 1 | SEC ↗ |
| 56 | Mercer Global Advisors Inc /Adv | 5.87K | -0.1% | $385,775 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 5.46K | -2.8% | $359,083 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 5.46K | -2.8% | $359,083 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 5.46K | -2.8% | $359,083 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Citigroup Inc | 5.10K | -4.1% | $335,443 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Stifel Financial Corp | 3.88K | -3.8% | $255,237 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 3.87K | 0.0% | $254,046 | 0.0% | Held | 3 | SEC ↗ |
| 63 | TD Waterhouse Canada Inc. | 2.90K | +16.2% | $189,493 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Allspring Global Investments… | 2.27K | 新增 | $150,150 | 0.0% | New | 1 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 735 | -0.8% | $48,312 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 735 | -0.8% | $48,312 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Toronto Dominion Bank | 370 | 新增 | $24,320 | 0.0% | New | 1 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 250 | 新增 | $16,433 | 0.0% | New | 1 | SEC ↗ |
| 69 | Assetmark, Inc | 130 | 0.0% | $8,545 | 0.0% | Held | 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
| Corient Private Wealth LP | $472,267 | 0.0% |
| Allspring Global Investments… | $150,150 | 0.0% |
| Toronto Dominion Bank | $24,320 | 0.0% |
| Russell Investments Group… | $16,433 | 0.0% |
已清仓
| Jane Street Group, Llc | $3.34M | 曾为 0.0% |
| Manufacturers Life Insurance… | $1.60M | 曾为 0.0% |
| Lido Advisors, LLC | $243,047 | 曾为 0.0% |
| Qube Research & Technologies… | $2,558 | 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): 199 持有人, 6.46M 股份, $401.38M 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