证券记录 · 已归档季度
FRA
名称等待档案录入
33被追踪持有人
+4Δ持有人
3.43M持有股份
$37.83M报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +13.8% ·
股份流向 -11.8% ·
净新建仓位 +12.1%
· 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
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/ | 462.81K | -8.2% | $5.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 401.73K | +7.4% | $4.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 384.25K | +5.5% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Loomis Sayles & Co L P | 319.35K | 新增 | $3.52M | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 227.87K | -23.8% | $2.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Cerity Partners LLC | 225.30K | +4.8% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 207.21K | -25.8% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 171.47K | -4.3% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 149.42K | +3.1% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 148.11K | -48.1% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 120.32K | +2.6% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 110.00K | -40.6% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 95.97K | -46.8% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 87.42K | +6.1% | $963,336 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | UBS Group AG | 64.44K | -60.0% | $710,096 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Truist Financial Corp | 31.51K | -15.4% | $347,284 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Lido Advisors, LLC | 31.47K | 0.0% | $346,832 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Nomura Holdings Inc | 30.57K | 新增 | $336,881 | 0.0% | New | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 25.63K | 0.0% | $276,793 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 21.05K | -78.2% | $231,927 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Focus Partners Wealth | 20.81K | 新增 | $229,370 | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 17.08K | 0.0% | $188,255 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Balyasny Asset Management L.P. | 15.89K | -93.2% | $175,141 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 14.88K | 新增 | $163,945 | 0.0% | New | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 14.85K | -27.9% | $163,592 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | BlackRock ✦ (被动) | 12.78K | 0.0% | $140,863 | 0.0% | Held | 4 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 10.43K | 0.0% | $114,900 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 4.00K | 新增 | $44,047 | 0.0% | New | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 3.49K | +11.5% | $38,449 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Cwm, Llc | 1.75K | 0.0% | $19,329 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 1.06K | 0.0% | $11,659 | 0.0% | Held | 2 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 500 | 新增 | $5,500 | 0.0% | New | 1 | SEC ↗ |
| 33 | Citigroup Inc | 2 | 0.0% | $22 | 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
| Loomis Sayles & Co L P | $3.52M | 0.0% |
| Nomura Holdings Inc | $336,881 | 0.0% |
| Focus Partners Wealth | $229,370 | 0.0% |
| Susquehanna International… | $163,945 | 0.0% |
| Fifth Third Bancorp | $44,047 | 0.0% |
| National Bank Of Canada /Fi/ | $5,500 | 0.0% |
已清仓
| Mercer Global Advisors Inc… | $327,684 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $4,264 | 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): 93 持有人, 9.05M 股份, $88.17M 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