证券记录 · 已归档季度
FPXI
名称等待档案录入
28被追踪持有人
+4Δ持有人
1.19M持有股份
$73.67M报告持仓市值
+4新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +16.7% ·
股份流向 +1.5% ·
净新建仓位 +14.3%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 462.98K | +5.1% | $28.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 261.50K | +28.0% | $16.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 153.41K | +8.3% | $9.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 41.52K | -8.9% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 38.92K | +24.0% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 30.42K | -16.7% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 26.12K | +3.6% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 25.46K | +8.8% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 24.28K | -4.2% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 23.20K | -4.3% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 21.85K | +20.8% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Susquehanna International Group, Llp | 20.41K | -78.2% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 17.60K | -2.7% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 14.80K | +137.0% | $913,619 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cwm, Llc | 10.47K | -0.6% | $646,624 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 6.67K | -42.1% | $411,617 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 4.49K | 新增 | $277,297 | 0.0% | New | 1 | SEC ↗ |
| 18 | Creative Planning | 3.96K | -0.3% | $244,423 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mariner, LLC | 3.27K | -5.1% | $202,030 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Citigroup Inc | 950 | 0.0% | $58,658 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 276 | -12.4% | $17,042 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Us Bancorp \De\ | 211 | -98.0% | $13,028 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Jones Financial Companies Lllp | 149 | 新增 | $8,906 | 0.0% | New | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 91 | 0.0% | $5,619 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 81 | 0.0% | $5,021 | 0.0% | Held | 4 | SEC ↗ |
| 26 | Fifth Third Bancorp | 75 | 新增 | $4,631 | 0.0% | New | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 10 | 新增 | $617 | 0.0% | New | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1 | 0.0% | $97 | 0.0% | Held | 3 | 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
| Citadel Advisors | $277,297 | 0.0% |
| Jones Financial Companies Lllp | $8,906 | 0.0% |
| Fifth Third Bancorp | $4,631 | 0.0% |
| Bank Of Montreal /Can/ | $617 | 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): 75 持有人, 1.67M 股份, $97.61M 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