证券记录 · 已归档季度
DTCR
名称等待档案录入
48被追踪持有人
+13Δ持有人
18.24M持有股份
$436.95M报告持仓市值
+13新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
— 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 | 52 | +5 | 34.27M | $1.04B | +8 | −3 |
| Q1 2026 | 48 | +13 | 18.24M | $436.95M | +13 | — |
| Q4 2025 | 35 | +1 | 13.05M | $275.44M | +2 | −1 |
| Q3 2025 | 3 | +1 | 1.39M | $28.44M | +1 | — |
| Q2 2025 | 1 | -1 | 244 | $4,546 | — | −1 |
| Q1 2025 | 1 | +1 | 722 | $11,740 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.81M | +21.5% | $115.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.81M | +21.5% | $115.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.81M | +21.5% | $115.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 3.05M | +79.1% | $73.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.42M | +29.5% | $58.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.42M | +29.5% | $58.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.71M | +48.4% | $41.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.71M | +48.4% | $41.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 1.19M | +202.0% | $28.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 1.19M | +202.0% | $28.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 1.19M | +202.0% | $28.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 800.60K | +29.8% | $19.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 731.64K | +37.2% | $17.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 487.88K | +16.2% | $11.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 369.74K | +56.0% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 369.74K | +56.0% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 367.20K | +58.8% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 367.20K | +58.8% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 367.20K | +58.8% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 367.20K | +58.8% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 341.01K | +115.2% | $8.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 312.87K | +17.1% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 312.87K | +17.1% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 312.87K | +17.1% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mirae Asset Global Investments Co.… | 263.10K | -2.2% | $6.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mariner, LLC | 240.43K | +10.8% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 240.43K | +10.8% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 211.85K | +81.3% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 83.00K | +9.5% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 68.89K | -56.3% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Lido Advisors, LLC | 59.44K | -17.8% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Lido Advisors, LLC | 59.44K | -17.8% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Corient Private Wealth LP | 55.59K | 新增 | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 34 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 53.62K | 新增 | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 52.90K | 新增 | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 52.90K | 新增 | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 37 | Creative Planning | 52.59K | +8.4% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Creative Planning | 52.59K | +8.4% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 50.91K | -16.8% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 50.91K | -16.8% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 50.91K | -16.8% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 50.91K | -16.8% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Focus Partners Wealth | 47.93K | +26.9% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 46.56K | +7.9% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 46.56K | +7.9% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 48.27K | +2370.3% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 48.27K | +2370.3% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Jane Street Group, Llc | 45.54K | -80.2% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 40.62K | 新增 | $973,231 | 0.0% | New | 1 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 32.34K | -70.1% | $774,842 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Nomura Asset Management Co Ltd | 28.55K | 0.0% | $683,962 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 24.24K | 新增 | $580,814 | 0.0% | New | 1 | SEC ↗ |
| 53 | D. E. Shaw & Co. ✦ | 23.12K | 新增 | $553,955 | 0.0% | New | 1 | SEC ↗ |
| 54 | Captrust Financial Advisors | 18.91K | +46.4% | $452,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Cibc World Market Inc. | 13.66K | +9.4% | $327,222 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Wealth Enhancement Advisory… | 12.12K | +5.7% | $298,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Mercer Global Advisors Inc /Adv | 11.63K | 新增 | $278,702 | 0.0% | New | 1 | SEC ↗ |
| 58 | Simplex Trading, Llc | 11.32K | +301.8% | $271,179 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Belvedere Trading LLC | 10.19K | 新增 | $244,248 | 0.0% | New | 1 | SEC ↗ |
| 60 | Franklin Resources Inc | 9.70K | 新增 | $232,484 | 0.0% | New | 1 | SEC ↗ |
| 61 | Cerity Partners LLC | 9.18K | 新增 | $220,022 | 0.0% | New | 1 | SEC ↗ |
| 62 | Cerity Partners LLC | 9.18K | 新增 | $220,022 | 0.0% | New | 1 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 8.00K | +266.4% | $191,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 8.00K | +266.4% | $191,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Group One Trading Llc | 5.65K | 新增 | $135,422 | 0.0% | New | 1 | SEC ↗ |
| 66 | Fifth Third Bancorp | 3.51K | 新增 | $84,076 | 0.0% | New | 1 | SEC ↗ |
| 67 | National Bank Of Canada /Fi/ | 3.35K | +17.5% | $80,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 1.43K | +227.2% | $34,266 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Cwm, Llc | 669 | 新增 | $16,029 | 0.0% | New | 1 | SEC ↗ |
| 70 | BlackRock ✦ (被动) | 265 | 0.0% | $6,349 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 1 | 0.0% | $23 | 0.0% | Held | 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
| Corient Private Wealth LP | $1.33M | 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $1.28M | 0.0% |
| Ameriprise Financial Inc | $1.27M | 0.0% |
| Ameriprise Financial Inc | $1.27M | 0.0% |
| Qube Research & Technologies… | $973,231 | 0.0% |
| Citadel Advisors | $580,814 | 0.0% |
| D. E. Shaw & Co. | $553,955 | 0.0% |
| Mercer Global Advisors Inc… | $278,702 | 0.0% |
| Belvedere Trading LLC | $244,248 | 0.0% |
| Franklin Resources Inc | $232,484 | 0.0% |
| Cerity Partners LLC | $220,022 | 0.0% |
| Cerity Partners LLC | $220,022 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 220 持有人, 24.58M 股份, $581.85M 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