证券记录 · 已归档季度
DSTL
名称等待档案录入
39被追踪持有人
+3Δ持有人
5.45M持有股份
$311.10M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +8.3% ·
股份流向 -13.5% ·
净新建仓位 +7.7%
· 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 | 1.66M | $103.89M | n/a | n/a |
| Q2 2026 | 40 | +2 | 5.87M | $351.09M | +4 | −2 |
| Q1 2026 | 39 | +3 | 5.45M | $311.10M | +5 | −2 |
| Q4 2025 | 36 | -1 | 6.30M | $373.71M | +1 | −2 |
| Q3 2025 | 5 | -1 | 347.29K | $20.13M | n/a | −1 |
| Q2 2025 | 3 | 0 | 7.05K | $390,380 | n/a | n/a |
| Q1 2025 | 1 | 0 | 5.49K | $297,832 | n/a | n/a |
| Q4 2024 | 1 | 0 | 5.81K | $319,217 | n/a | n/a |
| Q3 2024 | 1 | -1 | 5.81K | $329,715 | n/a | −1 |
| Q2 2024 | 2 | n/a | 14.55K | $747,879 | 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 | Wealth Enhancement Advisory… | 1.82M | -28.0% | $101.38M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 2 | Cetera Investment Advisers | 797.26K | -11.6% | $46.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 645.11K | -2.7% | $37.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 541.63K | -6.2% | $31.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Rockefeller Capital Management L.P. | 450.83K | +0.6% | $26.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cerity Partners LLC | 311.40K | -2.1% | $18.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | JPMorgan Chase ✦ | 177.80K | +21.0% | $10.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Focus Partners Wealth | 173.15K | -7.5% | $10.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Captrust Financial Advisors | 156.29K | -2.4% | $9.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 70.72K | -7.9% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Qube Research & Technologies Ltd | 40.51K | -7.7% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 39.38K | +96.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 35.04K | -15.5% | $2.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 28.17K | +289.9% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cibc World Market Inc. | 19.55K | +9.7% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Mariner, LLC | 18.83K | 0.0% | $1.09M | 0.0% | Held | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 12.89K | 新增 | $746,311 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 12.01K | +33.0% | $694,861 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Goldman Sachs Group ✦ | 11.42K | 新增 | $660,758 | 0.0% | New | 1 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 11.04K | +15.9% | $638,677 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 10.69K | +1.5% | $618,831 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 10.10K | -17.1% | $584,310 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 7.94K | -5.2% | $459,451 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 6.69K | 新增 | $387,101 | 0.0% | New | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 5.83K | +0.9% | $337,267 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | UBS Group AG | 5.50K | -6.9% | $318,514 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Susquehanna International Group, Llp | 5.10K | +18.9% | $295,246 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Creative Planning | 4.43K | 新增 | $256,293 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mercer Global Advisors Inc /Adv | 3.84K | -5.2% | $222,433 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 3.84K | -57.2% | $222,086 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 3.64K | -61.5% | $210,452 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 2.03K | +0.3% | $117,450 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cwm, Llc | 1.32K | +1096.4% | $76,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 899 | -58.0% | $52,050 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 626 | 0.0% | $36,233 | 0.0% | Held | 2 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 460 | 新增 | $26,625 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 251 | +0.4% | $14,555 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 38 | Assetmark, Inc | 216 | 0.0% | $12,502 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 1 | -98.7% | $32 | 0.0% | ▼ Trim | 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
| AQR Capital Management | $746,311 | 0.0% |
| Goldman Sachs Group | $660,758 | 0.0% |
| Citadel Advisors | $387,101 | 0.0% |
| Creative Planning | $256,293 | 0.0% |
| UBS AM, a distinct business… | $26,625 | 0.0% |
已清仓
| Two Sigma Investments | $2.83M | 曾为 0.0% |
| Jones Financial Companies Lllp | $109,495 | 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): 144 持有人, 23.40M 股份, $1.32B 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