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
+1Δ持有人
1.58M持有股份
$149.16M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +5.3% ·
股份流向 +7.4% ·
净新建仓位 +5.0%
— 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 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 | 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 559.27K | +1.5% | $52.83M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 290.90K | -2.8% | $27.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 216.86K | +0.8% | $20.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Focus Partners Wealth | 166.89K | +49.3% | $15.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 119.84K | +9.9% | $11.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 119.84K | +9.9% | $11.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Creative Planning | 49.89K | 0.0% | $4.71M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 40.58K | +96.0% | $3.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 36.32K | -3.0% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 35.93K | +16.5% | $3.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 13.73K | 新增 | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 12 | Mariner, LLC | 9.64K | 0.0% | $910,544 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 9.59K | -4.7% | $905,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 9.59K | -4.7% | $905,773 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 8.52K | +17.3% | $804,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 8.47K | +27.7% | $800,130 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 4.39K | 新增 | $414,534 | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 3.71K | -2.4% | $350,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.72K | 0.0% | $256,628 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.72K | 0.0% | $256,628 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.72K | 0.0% | $256,628 | 0.0% | Held | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.72K | 0.0% | $256,628 | 0.0% | Held | 4 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 1.09K | 新增 | $102,846 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 316 | -11.7% | $29,894 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 212 | +107.8% | $19,867 | 0.0% | ▲ Add | 4 | 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
| Susquehanna International… | $1.30M | 0.0% |
| Citadel Advisors | $414,534 | 0.0% |
| Pnc Financial Services Group… | $102,846 | 0.0% |
已清仓
| Jane Street Group, Llc | $279,329 | 曾为 0.0% |
| Royal Bank Of Canada | $33,000 | 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: Q2 2026 ·
方法论 ·
通过API获取此数据