证券记录 · 已归档季度
FLTB
名称等待档案录入
25被追踪持有人
+1Δ持有人
3.19M持有股份
$160.24M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.2% ·
股份流向 +10.5% ·
净新建仓位 +4.0%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 18.51K | $911,406 | n/a | n/a |
| Q2 2026 | 26 | +1 | 3.48M | $174.57M | +3 | −2 |
| Q1 2026 | 25 | +1 | 3.19M | $160.24M | +2 | −1 |
| Q4 2025 | 24 | 0 | 2.88M | $146.10M | +1 | −1 |
| Q3 2025 | 4 | +1 | 266.83K | $13.52M | +1 | n/a |
| Q2 2025 | 1 | -1 | 401 | $20,220 | n/a | −1 |
| Q1 2025 | 1 | 0 | 25.20K | $1.26M | n/a | n/a |
| Q4 2024 | 1 | +1 | 40.50K | $2.01M | +1 | n/a |
| Q2 2024 | 1 | n/a | 5.39K | $264,487 | 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/ | 843.16K | +22.4% | $42.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | UBS Group AG | 451.31K | -1.5% | $22.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 373.72K | +20.1% | $18.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 332.73K | +11.2% | $16.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Commonwealth Equity Services, Llc | 328.37K | -4.1% | $16.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 297.83K | +3.2% | $14.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 124.66K | +13.1% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 80.36K | -24.0% | $4.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 59.99K | +38.2% | $3.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 53.68K | +95.4% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 53.58K | +40.9% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 52.62K | -1.5% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 30.04K | -12.2% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 24.43K | +113.5% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 22.80K | +26.6% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 17.62K | -3.5% | $885,889 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 13.77K | +9.6% | $692,268 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Mercer Global Advisors Inc /Adv | 6.44K | +12.8% | $323,902 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 6.15K | +47.0% | $309,103 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 5.36K | 新增 | $269,511 | 0.0% | New | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 4.49K | -9.7% | $225,462 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 2.31K | +47.0% | $116,184 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 23 | Fifth Third Bancorp | 2.00K | 新增 | $100,540 | 0.0% | New | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 202 | +1.0% | $10,164 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 11 | +1000.0% | $560 | 0.0% | ▲ Add | 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
| HighTower Advisors, LLC | $269,511 | 0.0% |
| Fifth Third Bancorp | $100,540 | 0.0% |
已清仓
| Goldman Sachs Group | $306,037 | 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): 78 持有人, 4.39M 股份, $213.64M 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