证券记录 · 已归档季度
DOCT
名称等待档案录入
16被追踪持有人
0Δ持有人
859.45K持有股份
$37.31M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -4.7% · 净新建仓位 0.0% — 公式
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 | 13 | -2 | 958.53K | $44.74M | +1 | −3 |
| Q1 2026 | 16 | 0 | 859.45K | $37.31M | +3 | −3 |
| Q4 2025 | 16 | +1 | 902.26K | $39.96M | +1 | — |
| Q2 2025 | 1 | 0 | 5.31K | $217,908 | — | — |
| Q1 2025 | 1 | 0 | 7.85K | $301,124 | — | — |
| Q4 2024 | 1 | 0 | 8.05K | $317,086 | — | — |
| Q3 2024 | 1 | 0 | 9.43K | $368,167 | — | — |
| Q2 2024 | 1 | — | 9.14K | $350,877 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 149.76K | +31.0% | $6.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 123.58K | -20.8% | $5.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 123.58K | -20.8% | $5.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 109.48K | -3.1% | $4.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 93.41K | -31.1% | $4.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 93.41K | -31.1% | $4.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 87.05K | +0.9% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 78.64K | +14.7% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 72.88K | +14.5% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cwm, Llc | 52.64K | -25.9% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 51.25K | -0.3% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 15.62K | -30.8% | $668,295 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 13.70K | 新增 | $595,052 | 0.0% | New | 1 | SEC ↗ |
| 14 | Barclays Plc | 4.29K | +1092.8% | $186,480 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 4.25K | -9.2% | $184,352 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 1.50K | 新增 | $64,395 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 1.38K | 新增 | $59,800 | 0.0% | New | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 30 | -98.0% | $1,000 | 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
| Citadel Advisors | $595,052 | 0.0% |
| Jones Financial Companies Lllp | $64,395 | 0.0% |
| Northwestern Mutual Wealth… | $59,800 | 0.0% |
已清仓
| Susquehanna International… | $552,961 | 曾为 0.0% |
| Wells Fargo & Company/Mn | $35,432 | 曾为 0.0% |
| Bank Of America Corp /De/ | $930 | 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): 109 持有人, 4.03M 股份, $150.80M 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