证券记录 · 已归档季度
DXYZ
名称等待档案录入
28被追踪持有人
+4Δ持有人
1.22M持有股份
$32.59M报告持仓市值
+5新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +16.7% ·
股份流向 +30.0% ·
净新建仓位 +14.3%
— 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 | 32 | +5 | 2.40M | $61.95M | +11 | −6 |
| Q1 2026 | 28 | +4 | 1.22M | $32.59M | +5 | −1 |
| Q4 2025 | 23 | 0 | 813.36K | $24.91M | — | — |
| Q3 2025 | 1 | — | 48.55K | $1.03M | — | — |
| Q3 2024 | 1 | 0 | 29.04K | $288,978 | — | — |
| Q2 2024 | 1 | — | 76.76K | $1.17M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 223.85K | +158.3% | $5.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 223.85K | +158.3% | $5.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 207.59K | +188.3% | $5.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 167.97K | +403.9% | $4.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 139.30K | -63.1% | $3.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Jane Street Group, Llc | 139.30K | -63.1% | $3.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 100.82K | +139.1% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 100.82K | +139.1% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 100.82K | +139.1% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 63.38K | +365.8% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 58.43K | +193.9% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 43.86K | +52.5% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 34.19K | +79.4% | $915,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 34.19K | +79.4% | $915,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 34.19K | +79.4% | $915,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 28.52K | -32.2% | $763,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 22.74K | 新增 | $609,084 | 0.0% | New | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 18.58K | +52.8% | $497,653 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 18.58K | +52.8% | $497,653 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 17.16K | +46.5% | $459,452 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | CIBC Bancorp USA Inc. | 15.29K | — | $409,493 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | CIBC Bancorp USA Inc. | 15.29K | — | $409,493 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 12.48K | +11.1% | $334,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Quantinno Capital Management LP | 11.83K | -4.4% | $316,861 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 11.01K | -26.4% | $294,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 10.37K | +46.0% | $277,735 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 9.20K | 新增 | $246,280 | 0.0% | New | 1 | SEC ↗ |
| 28 | Millennium Management ✦ | 7.87K | 新增 | $210,678 | 0.0% | New | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 6.96K | +36.7% | $186,442 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 1.44K | +131.3% | $38,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 1.44K | +131.3% | $38,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 1.44K | +131.3% | $38,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.18K | 新增 | $31,408 | 0.0% | New | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 1.00K | 新增 | $26,780 | 0.0% | New | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 740 | +261.0% | $19,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Cwm, Llc | 570 | -52.5% | $15,265 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 300 | +4185.7% | $8,034 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | TD Waterhouse Canada Inc. | 250 | 0.0% | $7,256 | 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
| Point72 Asset Management | $609,084 | 0.0% |
| Captrust Financial Advisors | $246,280 | 0.0% |
| Millennium Management | $210,678 | 0.0% |
| JPMorgan Chase | $31,408 | 0.0% |
| Us Bancorp \De\ | $26,780 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $42,269 | 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): 130 持有人, 2.34M 股份, $60.06M 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