证券记录 · 已归档季度
CWS
名称等待档案录入
20被追踪持有人
+2Δ持有人
517.50K持有股份
$33.52M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +11.1% ·
股份流向 -14.3% ·
净新建仓位 +10.0%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cibc World Market Inc. | 129.50K | +1.6% | $8.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Stifel Financial Corp | 92.61K | +1.0% | $6.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 85.95K | -19.7% | $5.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 68.39K | +3.4% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 67.89K | -33.2% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 26.73K | 新增 | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 12.39K | -80.8% | $802,160 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cerity Partners LLC | 7.12K | -30.2% | $460,973 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 6.49K | 新增 | $420,562 | 0.0% | New | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 6.44K | -46.1% | $417,310 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 4.00K | 新增 | $259,046 | 0.0% | New | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 3.65K | 0.0% | $236,250 | 0.0% | Held | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 3.36K | -40.0% | $217,793 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 1.47K | -33.8% | $95,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 797 | 新增 | $52,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 400 | 0.0% | $25,905 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Assetmark, Inc | 280 | 0.0% | $18,133 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 42 | 0.0% | $2,750 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 19 | JPMorgan Chase ✦ | 0 | n/a | $38 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | 0.0% | $37 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Goldman Sachs Group | $1.73M | 0.0% |
| Citadel Advisors | $420,562 | 0.0% |
| AQR Capital Management | $259,046 | 0.0% |
| Royal Bank Of Canada | $52,000 | 0.0% |
已清仓
| Mml Investors Services, Llc | $564,664 | 曾为 0.0% |
| Commonwealth Equity Services… | $213,050 | 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): 55 持有人, 1.00M 股份, $58.68M 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
持有该证券的受追踪机构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