证券记录 · 已归档季度
EVF
名称等待档案录入
19被追踪持有人
-2Δ持有人
907.21K持有股份
$4.53M报告持仓市值
+2新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -9.5% ·
股份流向 -4.4% ·
净新建仓位 -10.5%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 20 | +1 | 885.04K | $4.41M | +1 | — |
| Q1 2026 | 19 | -2 | 907.21K | $4.53M | +2 | −4 |
| Q4 2025 | 21 | 0 | 948.88K | $5.00M | — | — |
| Q3 2025 | 2 | +1 | 130.38K | $714,484 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 236.43K | -8.2% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Loomis Sayles & Co L P | 122.69K | 新增 | $612,243 | 0.0% | New | 1 | SEC ↗ |
| 3 | Loomis Sayles & Co L P | 122.69K | 新增 | $612,243 | 0.0% | New | 1 | SEC ↗ |
| 4 | UBS Group AG | 122.68K | -2.1% | $612,163 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 111.70K | -11.8% | $557,365 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 111.70K | -11.8% | $557,365 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 58.18K | +5.8% | $290,325 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 58.18K | +5.8% | $290,325 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 50.67K | -12.9% | $252,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 33.51K | -22.2% | $167,226 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 33.19K | +9.4% | $165,606 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 29.30K | +1.6% | $146,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 29.30K | +1.6% | $146,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 27.26K | +14.3% | $136,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 26.94K | -58.3% | $134,431 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Creative Planning | 20.17K | 新增 | $100,653 | 0.0% | New | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 20.04K | -6.8% | $99,985 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 20.04K | -6.8% | $99,985 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 10.00K | 0.0% | $49,900 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 2.42K | -19.7% | $12,084 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.25K | 0.0% | $6,000 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Bnp Paribas Financial Markets | 535 | 0.0% | $2,670 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 240 | +2.6% | $1,199 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 4 | 0.0% | $20 | 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
| Loomis Sayles & Co L P | $612,243 | 0.0% |
| Loomis Sayles & Co L P | $612,243 | 0.0% |
| Creative Planning | $100,653 | 0.0% |
已清仓
| Citadel Advisors | $165,162 | 曾为 0.0% |
| Stifel Financial Corp | $150,434 | 曾为 0.0% |
| Nomura Holdings Inc | $148,150 | 曾为 0.0% |
| Hrt Financial Lp | $57,000 | 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): 53 持有人, 4.99M 股份, $19.14M 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