证券记录 · 已归档季度
DAX
名称等待档案录入
21被追踪持有人
+2Δ持有人
452.08K持有股份
$19.06M报告持仓市值
+6新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +10.5% ·
股份流向 -2.1% ·
净新建仓位 +9.5%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 875 | $38,064 | n/a | n/a |
| Q2 2026 | 20 | -1 | 211.20K | $9.33M | +2 | −3 |
| Q1 2026 | 21 | +2 | 452.08K | $19.06M | +6 | −4 |
| Q4 2025 | 19 | -1 | 461.84K | $21.07M | n/a | −1 |
| Q3 2025 | 5 | 0 | 54.13K | $2.42M | n/a | n/a |
| Q2 2025 | 4 | +3 | 140.02K | $6.29M | +3 | n/a |
| Q3 2024 | 1 | 0 | 23.17K | $813,639 | n/a | n/a |
| Q2 2024 | 1 | n/a | 6.51K | $206,793 | 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 | Commonwealth Equity Services, Llc | 89.35K | -0.7% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 86.18K | 新增 | $3.63M | 0.0% | New | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 78.80K | -14.4% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 65.68K | -15.6% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 37.48K | -15.0% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 26.02K | 0.0% | $1.10M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 7 | Hrt Financial Lp | 14.78K | 新增 | $623,000 | 0.0% | New | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 11.58K | -80.6% | $488,297 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 9.41K | -3.1% | $396,557 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Bank Of Montreal /Can/ | 8.92K | -2.3% | $376,170 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 6.58K | -62.9% | $277,365 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 6.35K | 新增 | $267,663 | 0.0% | New | 1 | SEC ↗ |
| 13 | Wealthfront Advisers LLC | 5.34K | -5.2% | $225,092 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Us Bancorp \De\ | 1.95K | 0.0% | $82,296 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.05K | +4.8% | $44,267 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Fidelity (FMR) ✦ | 1.03K | -21.1% | $43,416 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | TD Waterhouse Canada Inc. | 875 | 新增 | $37,263 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 461 | 新增 | $19,435 | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 223 | 新增 | $9,414 | 0.0% | New | 1 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 22 | 0.0% | $927 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1 | n/a | $30 | 0.0% | ▲ Add | 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
| Citadel Advisors | $3.63M | 0.0% |
| Hrt Financial Lp | $623,000 | 0.0% |
| Mml Investors Services, Llc | $267,663 | 0.0% |
| TD Waterhouse Canada Inc. | $37,263 | 0.0% |
| UBS Group AG | $19,435 | 0.0% |
| Rockefeller Capital… | $9,414 | 0.0% |
已清仓
| Susquehanna International… | $463,459 | 曾为 0.0% |
| Marshall Wace | $281,202 | 曾为 0.0% |
| Stifel Financial Corp | $220,485 | 曾为 0.0% |
| Raymond James Financial Inc | $201,186 | 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): 52 持有人, 1.72M 股份, $63.08M 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