证券记录 · 已归档季度
FDRR
名称等待档案录入
27被追踪持有人
0Δ持有人
1.54M持有股份
$90.76M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +1.6% · 净新建仓位 0.0% · 公式
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 | LPL Financial LLC | 310.46K | -10.6% | $18.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 245.92K | -0.5% | $14.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 152.09K | -10.9% | $8.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cwm, Llc | 119.35K | +29.3% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 103.93K | +38.0% | $6.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 81.68K | -31.3% | $4.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Fidelity (FMR) ✦ | 78.50K | +12.6% | $4.62M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Cetera Investment Advisers | 76.80K | +23.9% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 73.43K | -8.0% | $4.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | UBS Group AG | 63.62K | -4.1% | $3.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 48.07K | +89.6% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Raymond James Financial Inc | 43.67K | -2.6% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 32.18K | +102.9% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Lido Advisors, LLC | 29.77K | -4.6% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Mml Investors Services, Llc | 22.19K | +6.8% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 16.87K | +164.8% | $992,072 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Creative Planning | 11.27K | +4.2% | $662,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 9.35K | +6.9% | $553,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 7.41K | -6.6% | $435,792 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 6.84K | 新增 | $402,371 | 0.0% | New | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 5.37K | 0.0% | $316,009 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 2.39K | +17.7% | $140,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1.94K | +75.9% | $113,916 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Fifth Third Bancorp | 901 | 新增 | $52,982 | 0.0% | New | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 325 | +3.5% | $19,111 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 120 | +42.9% | $7,056 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 75 | 0.0% | $4,410 | 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
| Mercer Global Advisors Inc… | $402,371 | 0.0% |
| Fifth Third Bancorp | $52,982 | 0.0% |
已清仓
| Susquehanna International… | $394,982 | 曾为 0.0% |
| Truist Financial Corp | $246,514 | 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): 107 持有人, 3.62M 股份, $200.70M 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