证券记录 · 已归档季度
DFNM
名称等待档案录入
31被追踪持有人
+1Δ持有人
7.86M持有股份
$376.75M报告持仓市值
+5新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +3.3% ·
股份流向 +5.9% ·
净新建仓位 +3.2%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 | 185.05K | $8.53M | n/a | −1 |
| Q2 2026 | 31 | +2 | 8.60M | $415.65M | +4 | −3 |
| Q1 2026 | 31 | +1 | 7.86M | $376.75M | +5 | −4 |
| Q4 2025 | 30 | +1 | 7.42M | $357.43M | +1 | n/a |
| Q3 2025 | 3 | n/a | 223.43K | $10.72M | n/a | n/a |
| Q1 2025 | 1 | 0 | 5.79K | $275,228 | n/a | n/a |
| Q4 2024 | 1 | 0 | 5.82K | $278,201 | n/a | n/a |
| Q3 2024 | 1 | +1 | 5.86K | $284,384 | +1 | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 4.22M | +15.3% | $202.35M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 653.39K | +6.7% | $31.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 589.44K | -15.4% | $28.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 518.55K | +8.3% | $24.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 418.52K | +16.1% | $20.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Assetmark, Inc | 332.59K | -2.6% | $15.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 208.37K | -39.6% | $10.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 138.60K | +65.0% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 135.53K | +29.0% | $6.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mercer Global Advisors Inc /Adv | 88.27K | +143.9% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 82.95K | +6.0% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Corient Private Wealth LP | 81.80K | -43.8% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Truist Financial Corp | 66.95K | +0.7% | $3.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 61.78K | -58.8% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Financial Engines Advisors L.L.C. | 48.40K | 0.0% | $2.32M | 0.0% | Held | 2 | SEC ↗ |
| 16 | Sei Investments Co | 35.87K | +10.2% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 28.96K | +8.5% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 27.47K | -31.3% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Jane Street Group, Llc | 22.77K | +38.6% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 21.35K | 新增 | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 21 | Fifth Third Bancorp | 14.42K | 新增 | $691,294 | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 13.26K | +46.9% | $635,408 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 12.61K | +1.2% | $604,280 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 8.73K | -0.6% | $418,573 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 8.21K | +239.5% | $393,655 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 8.08K | -30.3% | $387,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Quantinno Capital Management LP | 5.14K | 新增 | $246,216 | 0.0% | New | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 4.57K | -27.1% | $218,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 1.35K | +11.9% | $64,897 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 98 | 新增 | $4,697 | 0.0% | New | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 0 | 新增 | $5 | 0.0% | New | 1 | 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
| Susquehanna International… | $1.02M | 0.0% |
| Fifth Third Bancorp | $691,294 | 0.0% |
| Quantinno Capital Management… | $246,216 | 0.0% |
| Pnc Financial Services Group… | $4,697 | 0.0% |
| Wells Fargo & Company/Mn | $5 | 0.0% |
已清仓
| Goldman Sachs Group | $1.67M | 曾为 0.0% |
| Creative Planning | $285,166 | 曾为 0.0% |
| Blair William & Co/Il | $6,310 | 曾为 0.0% |
| UBS Group AG | $1,012 | 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): 272 持有人, 36.15M 股份, $1.72B 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