证券记录 · 已归档季度
DSU
名称等待档案录入
24被追踪持有人
0Δ持有人
7.90M持有股份
$75.73M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 -0.4% · 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.47M | +3.1% | $42.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 706.49K | -3.9% | $6.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Invesco Ltd. | 562.10K | -11.8% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 507.22K | +8.8% | $4.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 406.83K | +12.2% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 238.60K | -3.9% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 232.02K | -0.1% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 125.76K | +3.2% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | UBS Group AG | 118.23K | -18.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 112.82K | +69.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 112.62K | +2.6% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 77.90K | -15.9% | $747,104 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Creative Planning | 60.21K | +0.2% | $577,382 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 42.50K | +5.6% | $407,610 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citigroup Inc | 42.22K | -3.9% | $404,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 32.42K | -40.5% | $310,869 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Susquehanna International Group, Llp | 17.27K | -29.5% | $165,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 15.30K | 新增 | $146,727 | 0.0% | New | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 11.70K | -81.3% | $112,227 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 1.68K | 0.0% | $16,102 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Cwm, Llc | 1.02K | 0.0% | $9,753 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 578 | 新增 | $5,543 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 416 | 新增 | $3,890 | 0.0% | New | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 14 | -91.4% | $134 | 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
| Fifth Third Bancorp | $146,727 | 0.0% |
| Rockefeller Capital… | $5,543 | 0.0% |
| Jones Financial Companies Lllp | $3,890 | 0.0% |
已清仓
| Envestnet Asset Management Inc | $667,207 | 曾为 0.0% |
| Stifel Financial Corp | $128,509 | 曾为 0.0% |
| Hrt Financial Lp | $104,000 | 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): 89 持有人, 14.94M 股份, $125.76M 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