证券记录
CHW
名称等待档案录入
34被追踪持有人
+3Δ持有人
10.13M持有股份
$90.28M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 +9.7% ·
股份流向 -2.2% ·
净新建仓位 +8.8%
— 公式
持股分散化 — 持有人增多，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 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 | 34 | +3 | 10.13M | $90.28M | +4 | −1 |
| Q1 2026 | 31 | +1 | 10.36M | $75.25M | +3 | −2 |
| Q4 2025 | 30 | 0 | 9.92M | $73.48M | — | — |
| Q3 2025 | 2 | — | 5.40M | $40.74M | — | — |
| Q3 2024 | 1 | 0 | 10.09K | $72,367 | — | — |
| Q2 2024 | 1 | — | 10.74K | $73,683 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.00M | +1.1% | $53.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.00M | +1.1% | $53.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 6.00M | +1.1% | $53.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 770.91K | -22.9% | $6.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 769.83K | -18.0% | $6.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Baird Financial Group, Inc. | 769.83K | -18.0% | $6.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 467.62K | +27.4% | $4.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 467.62K | +27.4% | $4.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 378.34K | +31.2% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 378.34K | +31.2% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 378.34K | +31.2% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 314.74K | +3.8% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 314.74K | +3.8% | $2.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 264.44K | -1.0% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 206.39K | +2.2% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 206.39K | +2.2% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 116.12K | +15.3% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 101.26K | -10.7% | $902,220 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 99.86K | +15.3% | $889,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 99.86K | +15.3% | $889,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 80.81K | -3.5% | $719,972 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Fifth Third Bancorp | 77.62K | 0.0% | $691,568 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Invesco Ltd. | 70.11K | -42.9% | $624,680 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 43.18K | +20.3% | $384,755 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 43.18K | +20.3% | $384,755 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 42.22K | -2.6% | $376,149 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Allspring Global Investments… | 34.62K | 新增 | $308,491 | 0.0% | New | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 31.16K | +112.3% | $277,609 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Jane Street Group, Llc | 31.16K | +112.3% | $277,609 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 30.46K | +25.5% | $271,381 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 29.61K | +0.3% | $263,806 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 25.64K | -67.9% | $228,490 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 24.98K | -21.8% | $222,557 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 21.65K | -68.7% | $192,914 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 21.64K | 新增 | $192,830 | 0.0% | New | 1 | SEC ↗ |
| 36 | Cetera Investment Advisers | 21.61K | -68.3% | $192,587 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Truist Financial Corp | 20.41K | -31.2% | $181,850 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 20.22K | 0.0% | $180,187 | 0.0% | Held | 3 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 16.50K | 新增 | $146,982 | 0.0% | New | 1 | SEC ↗ |
| 40 | Corient Private Wealth LP | 13.51K | 0.0% | $120,374 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Hrt Financial Lp | 12.22K | 新增 | $108,000 | 0.0% | New | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 3.25K | 0.0% | $28,958 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Citigroup Inc | 2.50K | 0.0% | $22,275 | 0.0% | Held | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 846 | 0.0% | $7,419 | 0.0% | Held | 4 | SEC ↗ |
| 45 | Us Bancorp \De\ | 175 | 0.0% | $1,559 | 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
| Allspring Global Investments… | $308,491 | 0.0% |
| Citadel Advisors | $192,830 | 0.0% |
| HighTower Advisors, LLC | $146,982 | 0.0% |
| Hrt Financial Lp | $108,000 | 0.0% |
已清仓
| Nomura Holdings Inc | $72,600 | 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): 100 持有人, 20.48M 股份, $147.50M 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