证券记录 · 已归档季度
EVT
名称等待档案录入
34被追踪持有人
+2Δ持有人
7.08M持有股份
$173.70M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 -1.4% ·
净新建仓位 +5.9%
· 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
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 | 1.01M | +1.1% | $24.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 973.34K | +2.8% | $23.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | UBS Group AG | 892.77K | +6.5% | $21.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 883.95K | -3.5% | $21.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 728.62K | +1.6% | $17.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 523.14K | +3.4% | $12.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 298.30K | +10.9% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 255.47K | -29.2% | $6.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 193.50K | -6.1% | $4.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 189.54K | -15.2% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | First Trust Advisors Lp | 153.16K | +5.0% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 150.90K | +0.2% | $3.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 146.21K | -24.4% | $3.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 127.49K | +6.6% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Allspring Global Investments… | 69.98K | +68.4% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 57.66K | +4.3% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 56.28K | +185.2% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Two Sigma Investments ✦ | 50.31K | -54.1% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Stifel Financial Corp | 48.80K | -5.8% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Mml Investors Services, Llc | 44.48K | -6.3% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mariner, LLC | 39.89K | -10.5% | $979,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Creative Planning | 27.04K | +2.0% | $663,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 25.79K | -1.1% | $633,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Corient Private Wealth LP | 27.14K | -49.4% | $622,950 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 22.50K | 0.0% | $552,498 | 0.0% | Held | 4 | SEC ↗ |
| 26 | Focus Partners Wealth | 20.45K | +8.6% | $502,163 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 16.18K | +26.2% | $397,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cerity Partners LLC | 13.71K | -1.2% | $336,633 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cwm, Llc | 12.10K | +1.6% | $297,095 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Kayne Anderson Rudnick Investment… | 10.00K | 0.0% | $245,500 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 5.20K | 新增 | $127,611 | 0.0% | New | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 204 | 新增 | $5,008 | 0.0% | New | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 168 | 0.0% | $4,124 | 0.0% | Held | 2 | SEC ↗ |
| 34 | BlackRock ✦ (被动) | 1 | 新增 | $13 | 0.0% | New | 1 | 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 | $127,611 | 0.0% |
| Us Bancorp \De\ | $5,008 | 0.0% |
| BlackRock | $13 | 0.0% |
已清仓
| Jane Street Group, Llc | $340,257 | 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): 144 持有人, 13.78M 股份, $334.80M 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