证券记录 · 已归档季度
DGT
名称等待档案录入
30被追踪持有人
+5Δ持有人
764.46K持有股份
$129.44M报告持仓市值
+7新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +20.0% ·
股份流向 +16.0% ·
净新建仓位 +16.7%
— 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 | 26 | -3 | 831.31K | $153.55M | +1 | −4 |
| Q1 2026 | 30 | +5 | 764.46K | $129.44M | +7 | −2 |
| Q4 2025 | 25 | -1 | 658.98K | $109.91M | — | −1 |
| Q3 2025 | 5 | 0 | 150.56K | $24.35M | — | — |
| Q2 2025 | 4 | +1 | 21.66K | $3.26M | +1 | — |
| Q1 2025 | 1 | 0 | 17.17K | $2.40M | — | — |
| Q4 2024 | 1 | -1 | 10.54K | $1.39M | — | −1 |
| Q3 2024 | 2 | +2 | 32.29K | $4.45M | +2 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 250.19K | +7.8% | $42.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 176.88K | +28.3% | $29.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 176.88K | +28.3% | $29.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 70.88K | +19.7% | $12.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 40.05K | +46.0% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 27.33K | +0.7% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 26.69K | +0.8% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 26.69K | +0.8% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 26.69K | +0.8% | $4.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 24.64K | 新增 | $4.18M | 0.0% | New | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 23.05K | -28.1% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 23.05K | -28.1% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 22.95K | +43.3% | $3.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 22.95K | +43.3% | $3.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 17.17K | 0.0% | $2.91M | 0.0% | Held | 7 | SEC ↗ |
| 16 | Raymond James Financial Inc | 15.00K | -3.8% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 15.00K | -3.8% | $2.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 14.58K | +6.8% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 12.74K | +18.5% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 8.88K | 新增 | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 6.46K | 新增 | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 4.45K | +25.2% | $755,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 3.46K | -10.0% | $585,960 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 2.96K | 0.0% | $501,353 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 2.92K | +21.0% | $494,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 2.92K | +21.0% | $494,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Creative Planning | 2.72K | 新增 | $461,694 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 2.66K | -85.7% | $454,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 1.79K | +11.8% | $303,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 1.60K | 新增 | $271,955 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 1.42K | -3.1% | $240,901 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Hrt Financial Lp | 1.27K | 新增 | $215,000 | 0.0% | New | 1 | SEC ↗ |
| 33 | Cwm, Llc | 689 | -9.6% | $116,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 536 | +41.0% | $90,897 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 430 | 0.0% | $72,906 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 48 | 0.0% | $8,138 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 20 | 新增 | $3,391 | 0.0% | New | 1 | 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
| Jane Street Group, Llc | $4.18M | 0.0% |
| Citadel Advisors | $1.50M | 0.0% |
| Goldman Sachs Group | $1.10M | 0.0% |
| Creative Planning | $461,694 | 0.0% |
| Fifth Third Bancorp | $271,955 | 0.0% |
| Hrt Financial Lp | $215,000 | 0.0% |
| Russell Investments Group… | $3,391 | 0.0% |
已清仓
| Susquehanna International… | $1.24M | 曾为 0.0% |
| BlackRock | $45,259 | 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): 96 持有人, 1.71M 股份, $275.06M 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