证券记录 · 已归档季度
FAB
名称等待档案录入
26被追踪持有人
+1Δ持有人
494.68K持有股份
$46.77M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +4.0% ·
股份流向 +16.2% ·
净新建仓位 +3.8%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 | 26 | 0 | 479.50K | $48.68M | +1 | −1 |
| Q1 2026 | 26 | +1 | 494.68K | $46.77M | +1 | n/a |
| Q4 2025 | 25 | 0 | 425.69K | $37.95M | n/a | n/a |
| Q3 2025 | 5 | 0 | 93.52K | $8.16M | n/a | n/a |
| Q2 2025 | 2 | 0 | 6.89K | $559,806 | +1 | −1 |
| Q1 2025 | 1 | 0 | 4.30K | $341,893 | +1 | −1 |
| Q4 2024 | 1 | 0 | 22.13K | $1.83M | n/a | n/a |
| Q3 2024 | 1 | 0 | 2.42K | $204,548 | n/a | n/a |
| Q2 2024 | 1 | n/a | 29.49K | $2.32M | 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 | 65.60K | +6.3% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 61.50K | -3.7% | $5.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 55.51K | +21.6% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 44.97K | +30.1% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 43.62K | +1.6% | $4.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 36.21K | +167.6% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 33.14K | +288.5% | $3.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Royal Bank Of Canada | 33.01K | -0.6% | $3.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Goldman Sachs Group ✦ | 21.82K | -1.0% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 21.43K | +0.4% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 19.19K | -1.6% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 17.53K | -8.0% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 7.79K | -10.9% | $736,919 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 7.18K | +15.9% | $679,051 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 6.87K | +3.5% | $649,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 5.24K | +32.5% | $490,300 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 4.13K | -2.8% | $390,139 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 4.09K | -3.2% | $386,597 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Creative Planning | 3.19K | +0.2% | $301,614 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 809 | +0.4% | $76,465 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 789 | 0.0% | $74,620 | 0.0% | Held | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 700 | 0.0% | $65,419 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Citigroup Inc | 151 | +11.8% | $14,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 100 | 新增 | $9,455 | 0.0% | New | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 98 | 0.0% | $9,266 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 20 | 0.0% | $1,891 | 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
| UBS AM, a distinct business… | $9,455 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 67 持有人, 676.16K 股份, $62.42M 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