证券记录 · 已归档季度
CSQ
名称等待档案录入
39被追踪持有人
+4Δ持有人
25.59M持有股份
$438.18M报告持仓市值
+5新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +11.4% ·
股份流向 +2.7% ·
净新建仓位 +10.3%
— 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 | 41 | +3 | 25.98M | $534.16M | +3 | — |
| Q1 2026 | 39 | +4 | 25.59M | $438.18M | +5 | −1 |
| Q4 2025 | 35 | -1 | 24.93M | $478.57M | — | −1 |
| Q3 2025 | 4 | 0 | 4.38M | $84.58M | — | — |
| Q2 2025 | 1 | +1 | 22.66K | $413,282 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.86M | +1.8% | $83.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.86M | +1.8% | $83.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.37M | +3.7% | $74.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.37M | +3.7% | $74.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.37M | +3.7% | $74.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.37M | +3.7% | $74.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 3.91M | -0.6% | $66.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 3.91M | -0.6% | $66.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 3.06M | +0.2% | $52.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 3.06M | +0.2% | $52.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 2.13M | +1.6% | $36.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 2.13M | +1.6% | $36.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 2.13M | +1.6% | $36.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 2.12M | +4.5% | $36.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 2.12M | +4.5% | $36.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.12M | +4.5% | $36.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | LPL Financial LLC | 1.22M | +1.5% | $20.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 782.63K | +3.7% | $13.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 710.18K | +6.0% | $12.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 388.54K | -1.1% | $6.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 388.54K | -1.1% | $6.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 330.36K | +10.0% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 330.36K | +10.0% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 308.37K | +7.9% | $5.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 286.76K | -4.2% | $4.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 159.34K | -3.4% | $2.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 147.04K | +60.5% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 137.57K | +43.2% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 120.09K | +2.4% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Mariner, LLC | 107.05K | +10.1% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Invesco Ltd. | 76.64K | -9.3% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 66.28K | 新增 | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 63.28K | +14.7% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 63.28K | +14.7% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 63.28K | +14.7% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 63.28K | +14.7% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Jane Street Group, Llc | 35.18K | 新增 | $602,298 | 0.0% | New | 1 | SEC ↗ |
| 38 | Jane Street Group, Llc | 35.18K | 新增 | $602,298 | 0.0% | New | 1 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 31.65K | 0.0% | $541,780 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 27.39K | +11.2% | $477,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 22.90K | -3.2% | $392,031 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 22.90K | -3.2% | $392,031 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Empower Advisory Group, LLC | 18.41K | 0.0% | $315,162 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Corient Private Wealth LP | 14.57K | -59.7% | $249,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 14.96K | -4.4% | $246,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 14.96K | -4.4% | $246,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 14.96K | -4.4% | $246,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 13.98K | 新增 | $239,338 | 0.0% | New | 1 | SEC ↗ |
| 49 | Mml Investors Services, Llc | 13.95K | -2.3% | $238,797 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Neuberger Berman Group LLC | 11.14K | 0.0% | $190,648 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 10.79K | 新增 | $184,725 | 0.0% | New | 1 | SEC ↗ |
| 52 | Northwestern Mutual Wealth… | 10.33K | +4.2% | $176,832 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Kayne Anderson Rudnick Investment… | 10.06K | 0.0% | $172,279 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Cwm, Llc | 7.44K | 0.0% | $127,365 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Us Bancorp \De\ | 1.94K | -13.4% | $33,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Assetmark, Inc | 1.68K | +162.2% | $28,814 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 560 | 新增 | $9,587 | 0.0% | New | 1 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 0 | — | $3 | 0.0% | Held | 2 | 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 | $1.13M | 0.0% |
| Jane Street Group, Llc | $602,298 | 0.0% |
| Jane Street Group, Llc | $602,298 | 0.0% |
| AQR Capital Management | $239,338 | 0.0% |
| Susquehanna International… | $184,725 | 0.0% |
| UBS AM, a distinct business… | $9,587 | 0.0% |
已清仓
| Mercer Global Advisors Inc… | $203,391 | 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): 217 持有人, 38.48M 股份, $654.65M 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