证券记录 · 已归档季度
CPZ
名称等待档案录入
16被追踪持有人
+2Δ持有人
2.35M持有股份
$31.86M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +14.3% ·
股份流向 +3.2% ·
净新建仓位 +12.5%
— 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 | 19 | +3 | 2.36M | $30.93M | +4 | −1 |
| Q1 2026 | 16 | +2 | 2.35M | $31.86M | +3 | −1 |
| Q4 2025 | 14 | 0 | 2.27M | $33.25M | — | — |
| Q3 2025 | 1 | — | 789.74K | $12.76M | — | — |
| Q4 2024 | 1 | 0 | 32.69K | $484,852 | — | — |
| Q3 2024 | 1 | +1 | 129.39K | $2.03M | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 981.25K | +7.7% | $13.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 981.25K | +7.7% | $13.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 364.25K | -2.6% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 364.25K | -2.6% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 262.52K | +8.9% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 238.15K | +1.4% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 238.15K | +1.4% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 130.96K | -15.3% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 93.80K | +5.7% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 79.05K | +0.6% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 58.47K | +14.9% | $793,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 36.47K | +1.8% | $494,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 18.38K | +0.2% | $249,430 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Fifth Third Bancorp | 16.87K | 新增 | $228,899 | 0.0% | New | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 16.48K | 新增 | $223,559 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 16.12K | -71.8% | $218,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 16.12K | -71.8% | $218,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 13.48K | -13.5% | $183,881 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Invesco Ltd. | 11.24K | +0.3% | $152,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 10.06K | 新增 | $136,541 | 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
| Fifth Third Bancorp | $228,899 | 0.0% |
| Envestnet Asset Management Inc | $223,559 | 0.0% |
| Susquehanna International… | $136,541 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $37,383 | 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): 58 持有人, 5.87M 股份, $59.86M 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