证券记录 · 已归档季度
CZA
名称等待档案录入
31被追踪持有人
+1Δ持有人
542.68K持有股份
$59.78M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +3.3% ·
股份流向 -30.0% ·
净新建仓位 +3.2%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | -2 | 475.27K | $58.28M | n/a | −2 |
| Q1 2026 | 31 | +1 | 542.68K | $59.78M | +4 | −3 |
| Q4 2025 | 30 | +1 | 895.64K | $99.27M | +1 | n/a |
| Q3 2025 | 4 | -1 | 143.97K | $15.82M | n/a | −1 |
| Q2 2025 | 2 | 0 | 8.87K | $946,168 | n/a | n/a |
| Q1 2025 | 1 | 0 | 7.51K | $780,103 | n/a | n/a |
| Q4 2024 | 1 | 0 | 2.15K | $223,364 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.96K | $428,710 | n/a | n/a |
| Q2 2024 | 1 | n/a | 3.97K | $387,814 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 137.09K | +5.3% | $15.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Commonwealth Equity Services, Llc | 69.28K | -6.8% | $7.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 35.26K | -2.8% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 23.59K | -2.9% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Goldman Sachs Group ✦ | 18.73K | +39.0% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Truist Financial Corp | 18.49K | +7.9% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Ameriprise Financial Inc | 14.20K | -8.2% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 9.61K | +6.7% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Jones Financial Companies Lllp | 8.02K | +57.3% | $862,447 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 6.97K | -18.3% | $767,384 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 6.18K | -2.2% | $680,695 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Fidelity (FMR) ✦ | 2.21K | 0.0% | $243,430 | 0.0% | Held | 4 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 449 | 0.0% | $49,457 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Blair William & Co/Il | 135 | 0.0% | $14,870 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 127 | 0.0% | $13,989 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 110 | 新增 | $12,145 | 0.0% | New | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 98 | -90.3% | $10,550 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
"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
| Fifth Third Bancorp | $12,145 | 0.0% |
已清仓
| Toronto Dominion Bank | $39.89M | 曾为 0.1% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 63 持有人, 722.77K 股份, $76.20M 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