证券记录 · 已归档季度
EWD
名称等待档案录入
34被追踪持有人
+1Δ持有人
1.82M持有股份
$88.61M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +3.0% ·
股份流向 -16.3% ·
净新建仓位 +2.9%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | +1 | 1.74M | $86.93M | +3 | −3 |
| Q1 2026 | 34 | +1 | 1.82M | $88.61M | +4 | −3 |
| Q4 2025 | 33 | -1 | 2.17M | $107.06M | n/a | −1 |
| Q3 2025 | 8 | 0 | 1.36M | $64.13M | n/a | n/a |
| Q2 2025 | 5 | 0 | 1.05M | $48.23M | n/a | n/a |
| Q1 2025 | 3 | -2 | 370.40K | $15.59M | n/a | −2 |
| Q4 2024 | 5 | +1 | 442.93K | $16.53M | +2 | −1 |
| Q3 2024 | 4 | +1 | 386.81K | $16.79M | +1 | n/a |
| Q2 2024 | 3 | n/a | 296.82K | $11.95M | 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 | Bank Of America Corp /De/ | 802.18K | +2.8% | $39.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Wellington Management ✦ | 284.52K | -1.3% | $13.86M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 113.17K | -6.6% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (被动) | 105.18K | -61.5% | $5.12M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 5 | LPL Financial LLC | 74.57K | -2.6% | $3.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 63.20K | +53.9% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 62.58K | -63.5% | $3.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | HighTower Advisors, LLC | 59.26K | -10.6% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 44.00K | -60.9% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | JPMorgan Chase ✦ | 41.58K | +430.8% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | D. E. Shaw & Co. ✦ | 39.46K | -0.2% | $1.92M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 35.20K | -58.1% | $1.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 16.41K | +14.2% | $799,397 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Ameriprise Financial Inc | 14.87K | +14.6% | $724,497 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Citigroup Inc | 10.69K | 0.0% | $520,768 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Hsbc Holdings Plc | 8.89K | -56.1% | $433,120 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 6.87K | +2659.0% | $334,621 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 6.71K | -57.2% | $327,009 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 5.98K | 新增 | $291,199 | 0.0% | New | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 5.20K | -2.0% | $253,212 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 5.17K | 新增 | $251,931 | 0.0% | New | 1 | SEC ↗ |
| 22 | Cerity Partners LLC | 4.47K | 0.0% | $217,946 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Rhumbline Advisers | 2.76K | 0.0% | $134,467 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 2.51K | -75.8% | $122,336 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bnp Paribas Financial Markets | 1.79K | 0.0% | $87,452 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 940 | +13.8% | $45,816 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 747 | -9.4% | $36,432 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 412 | -32.5% | $19,326 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 322 | 新增 | $15,688 | 0.0% | New | 1 | SEC ↗ |
| 30 | Blair William & Co/Il | 250 | 0.0% | $12,180 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 107 | 新增 | $5,213 | 0.0% | New | 1 | SEC ↗ |
| 32 | Cwm, Llc | 87 | 0.0% | $4,247 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Toronto Dominion Bank | 9 | 0.0% | $438 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Barclays Plc | 9 | 0.0% | $438 | 0.0% | Held | 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
| Millennium Management | $291,199 | 0.0% |
| Jane Street Group, Llc | $251,931 | 0.0% |
| UBS AM, a distinct business… | $15,688 | 0.0% |
| Fifth Third Bancorp | $5,213 | 0.0% |
已清仓
| Stifel Financial Corp | $291,444 | 曾为 0.0% |
| Mirae Asset Global… | $167,382 | 曾为 0.0% |
| National Bank Of Canada /Fi/ | $45,067 | 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): 84 持有人, 2.51M 股份, $122.48M 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