证券记录 · 已归档季度
CSB
名称等待档案录入
22被追踪持有人
-1Δ持有人
725.48K持有股份
$47.59M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -4.3% ·
股份流向 -8.5% ·
净新建仓位 -4.5%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 22 | -1 | 725.48K | $47.59M | +1 | −2 |
| Q1 2026 | 24 | +1 | 883.05K | $54.53M | +3 | −2 |
| Q4 2025 | 23 | 0 | 832.69K | $48.80M | +1 | −1 |
| Q3 2025 | 7 | 0 | 61.04K | $3.61M | +1 | −1 |
| Q2 2025 | 4 | 0 | 43.60K | $2.42M | — | — |
| Q1 2025 | 3 | 0 | 48.66K | $2.79M | — | — |
| Q4 2024 | 3 | 0 | 32.38K | $1.92M | — | — |
| Q3 2024 | 3 | 0 | 41.81K | $2.46M | — | — |
| Q2 2024 | 3 | — | 27.07K | $1.45M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 223.15K | -2.2% | $14.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 223.15K | -2.2% | $14.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 223.15K | -2.2% | $14.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | UBS Group AG | 115.23K | -3.8% | $7.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 115.23K | -3.8% | $7.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 84.59K | +20.5% | $5.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 83.72K | +0.1% | $5.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 83.72K | +0.1% | $5.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 73.69K | -20.9% | $4.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 36.47K | +3.4% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 22.35K | -19.1% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 22.35K | -19.1% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 21.68K | -42.6% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 21.68K | -42.6% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 14.36K | -1.8% | $941,635 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 13.70K | -0.7% | $898,617 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 7.94K | +66.2% | $521,067 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 7.17K | +0.1% | $470,572 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mariner, LLC | 7.01K | 0.0% | $459,814 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Stifel Financial Corp | 4.90K | 0.0% | $321,403 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 3.24K | -42.4% | $212,553 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 3.24K | -42.4% | $212,553 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 3.24K | -42.4% | $212,553 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 3.16K | 新增 | $208,316 | 0.0% | New | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 1.35K | +62.9% | $88,909 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 1.35K | +62.9% | $88,909 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.24K | -10.9% | $81,455 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.24K | -10.9% | $81,455 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 323 | 0.0% | $21,209 | 0.0% | Held | 4 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 165 | +66.7% | $10,794 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Allspring Global Investments… | 25 | -50.0% | $1,642 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 0 | -100.0% | $18 | 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
| Wealth Enhancement Advisory… | $208,316 | 0.0% |
已清仓
| Citadel Advisors | $1.91M | 曾为 0.0% |
| Mercer Global Advisors Inc… | $328,833 | 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): 57 持有人, 1.36M 股份, $83.55M 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