证券记录 · 已归档季度
DVOL
名称等待档案录入
18被追踪持有人
+2Δ持有人
586.42K持有股份
$20.25M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +12.5% ·
股份流向 -30.0% ·
净新建仓位 +11.1%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -2 | 396.55K | $14.49M | n/a | −2 |
| Q1 2026 | 18 | +2 | 586.42K | $20.25M | +4 | −2 |
| Q4 2025 | 16 | -1 | 845.52K | $29.62M | n/a | −1 |
| Q3 2025 | 4 | 0 | 274.13K | $9.72M | n/a | n/a |
| Q2 2025 | 3 | +1 | 43.82K | $1.54M | +1 | n/a |
| Q1 2025 | 1 | 0 | 23.45K | $833,369 | n/a | n/a |
| Q4 2024 | 1 | 0 | 41.99K | $1.42M | n/a | n/a |
| Q3 2024 | 1 | 0 | 32.22K | $1.07M | n/a | n/a |
| Q2 2024 | 1 | n/a | 16.61K | $502,944 | 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 | Raymond James Financial Inc | 146.37K | -3.5% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 87.81K | -18.2% | $3.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 75.88K | +1.4% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 72.00K | 新增 | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 5 | Cwm, Llc | 49.19K | -58.1% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 42.12K | -78.4% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 25.71K | -21.7% | $888,856 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 21.98K | 新增 | $740,867 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 19.85K | +12.0% | $686,312 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 12.61K | 新增 | $435,923 | 0.0% | New | 1 | SEC ↗ |
| 11 | Fifth Third Bancorp | 9.89K | 新增 | $342,094 | 0.0% | New | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 7.13K | +14.1% | $246,613 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 6.83K | +0.2% | $236,196 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 4.46K | -93.5% | $154,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 3.56K | -33.4% | $123,049 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | UBS Group AG | 589 | +1450.0% | $20,363 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 442 | -34.7% | $15,266 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | -100.0% | $12 | 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
| Goldman Sachs Group | $2.49M | 0.0% |
| JPMorgan Chase | $740,867 | 0.0% |
| Two Sigma Investments | $435,923 | 0.0% |
| Fifth Third Bancorp | $342,094 | 0.0% |
已清仓
| Commonwealth Equity Services… | $1.34M | 曾为 0.0% |
| Citadel Advisors | $804,147 | 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): 38 持有人, 1.53M 股份, $52.45M 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