证券记录 · 已归档季度
CVLC
名称等待档案录入
20被追踪持有人
0Δ持有人
1.55M持有股份
$123.74M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +2.7% · 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 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 | 20 | +1 | 1.58M | $149.16M | +3 | −2 |
| Q1 2026 | 20 | 0 | 1.55M | $123.74M | +1 | −1 |
| Q4 2025 | 20 | +2 | 1.51M | $126.82M | +2 | — |
| Q3 2025 | 3 | -1 | 14.12K | $1.16M | — | −1 |
| Q2 2025 | 2 | 0 | 4.59K | $351,564 | — | — |
| Q1 2025 | 1 | 0 | 37.29K | $2.57M | — | — |
| Q4 2024 | 1 | +1 | 3.37K | $247,380 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 551.22K | +0.2% | $44.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 299.24K | -5.1% | $23.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 215.13K | -22.6% | $17.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Focus Partners Wealth | 111.75K | +154.6% | $8.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 109.07K | +13.6% | $8.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 109.07K | +13.6% | $8.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cwm, Llc | 75.86K | +9.7% | $6.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Creative Planning | 49.89K | +27.0% | $3.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 37.44K | +5.8% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 30.85K | +81.8% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 20.70K | +45.9% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 10.06K | +5.8% | $805,327 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 10.06K | +5.8% | $805,327 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 9.64K | -9.1% | $771,525 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 7.26K | +95.4% | $581,236 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 6.63K | +1.6% | $531,038 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 3.80K | -11.4% | $304,228 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 3.49K | 新增 | $279,329 | 0.0% | New | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.72K | -0.9% | $217,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.72K | -0.9% | $217,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.72K | -0.9% | $217,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.72K | -0.9% | $217,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 414 | +20.4% | $33,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 358 | 0.0% | $28,631 | 0.0% | Held | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 102 | -97.1% | $7,925 | 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
| Jane Street Group, Llc | $279,329 | 0.0% |
已清仓
| Citadel Advisors | $477,640 | 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): 73 持有人, 6.55M 股份, $505.56M 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