证券记录 · 已归档季度
DFGX
名称等待档案录入
20被追踪持有人
+1Δ持有人
2.15M持有股份
$112.58M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 +13.6% ·
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 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 | 23 | +4 | 2.40M | $128.54M | +6 | −2 |
| Q1 2026 | 20 | +1 | 2.15M | $112.58M | +3 | −2 |
| Q4 2025 | 19 | 0 | 1.89M | $99.41M | +1 | −1 |
| Q3 2025 | 2 | 0 | 25.39K | $1.37M | — | — |
| Q2 2025 | 1 | 0 | 8.89K | $474,210 | — | — |
| Q1 2025 | 1 | 0 | 61.87K | $3.23M | — | — |
| Q4 2024 | 1 | 0 | 85.10K | $4.45M | — | — |
| Q3 2024 | 1 | +1 | 33.58K | $1.82M | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 466.47K | +3.1% | $24.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 465.36K | +41.0% | $24.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 310.44K | +44.4% | $16.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Assetmark, Inc | 263.94K | -3.7% | $13.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Mariner, LLC | 95.98K | -19.8% | $5.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 85.19K | +11.7% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 85.19K | +11.7% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS AM, a distinct business unit of… | 70.14K | 新增 | $3.68M | 0.0% | New | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 67.05K | -2.9% | $3.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 53.16K | +10.5% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cerity Partners LLC | 51.60K | 新增 | $2.71M | 0.0% | New | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 48.10K | +16.1% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 48.10K | +16.1% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 47.85K | 新增 | $2.51M | 0.0% | New | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 44.79K | +9.1% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 40.41K | -76.7% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 15.26K | -43.8% | $800,185 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 18 | Citigroup Inc | 11.30K | +3.6% | $592,743 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 5.06K | -8.4% | $265,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cwm, Llc | 2.66K | +5.4% | $139,606 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 1.39K | +717.1% | $72,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 286 | -59.0% | $15,001 | 0.0% | ▼ Trim | 2 | 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
| UBS AM, a distinct business… | $3.68M | 0.0% |
| Cerity Partners LLC | $2.71M | 0.0% |
| Goldman Sachs Group | $2.51M | 0.0% |
已清仓
| Royal Bank Of Canada | $38,000 | 曾为 0.0% |
| Wells Fargo & Company/Mn | $4,685 | 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): 162 持有人, 20.70M 股份, $1.07B 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