证券记录 · 已归档季度

FVCB

名称等待档案录入

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

45被追踪持有人

+4Δ持有人

4.31M持有股份

$64.32M报告持仓市值

+6新建仓位

−2清仓

Rising 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 +9.8% · 股份流向 -1.5% · 净新建仓位 +8.9% — 公式
持股分散化 — 持有人增多，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

季度	持有人	Δ	股份	报告持仓市值	新增	清仓
Q2 2026	54	+11	6.25M	$107.85M	+13	−2
Q1 2026	45	+4	4.31M	$64.32M	+6	−2
Q4 2025	41	-1	4.55M	$63.26M	—	−1
Q3 2025	13	+1	2.86M	$37.15M	+1	—
Q2 2025	9	+1	2.66M	$31.39M	+1	—
Q1 2025	5	+1	767.13K	$8.11M	+1	—
Q4 2024	4	0	735.13K	$9.24M	—	—
Q3 2024	3	0	416.88K	$5.44M	—	—
Q2 2024	3	—	411.57K	$4.49M	—	—

持有人数量

持有人 · Q1 2026

#	管理人	股份	Δ股份	价值	其权重		持有
1	BlackRock ✦ (被动)	918.24K	-5.6%	$13.95M	0.0%	▼ Trim	4	SEC ↗ ×8
2	Alliancebernstein L.P.	884.62K	-12.4%	$12.31M	0.0%	▼ Trim	2	SEC ↗
3	Vanguard Capital Management Llc	694.52K	—	$10.55M	0.0%	n/c	1	SEC ↗
4	Geode Capital Management ✦ (被动)	348.46K	-2.1%	$5.29M	0.0%	▼ Trim	8	SEC ↗ ×2
5	State Street Global Advisors ✦ (被动)	308.67K	+2.3%	$4.69M	0.0%	▲ Add	6	SEC ↗
6	Dimensional Fund Advisors Lp	302.17K	+6.5%	$4.59M	0.0%	▲ Add	2	SEC ↗ ×4
7	Renaissance Technologies ✦	116.47K	+37.4%	$1.77M	0.0%	▲ Add	8	SEC ↗
8	Northern Trust Corp	110.74K	+2.8%	$1.68M	0.0%	▲ Add	2	SEC ↗ ×3
9	Mackenzie Financial Corp	77.67K	新增	$1.18M	0.0%	New	1	SEC ↗
10	American Century Companies Inc	63.51K	+105.6%	$964,732	0.0%	▲ Add	2	SEC ↗
11	Morgan Stanley ✦	45.42K	-22.4%	$689,930	0.0%	▼ Trim	3	SEC ↗ ×6
12	Charles Schwab Investment…	42.21K	-10.9%	$641,231	0.0%	▼ Trim	2	SEC ↗
13	AQR Capital Management ✦	40.83K	+18.5%	$620,207	0.0%	▲ Add	3	SEC ↗ ×6
14	Nuveen, LLC	38.13K	+0.9%	$579,210	0.0%	▲ Add	2	SEC ↗ ×2
15	Citadel Advisors ✦	37.44K	+6.8%	$568,683	0.0%	▲ Add	8	SEC ↗
16	Bank of New York Mellon Corp	35.59K	+2.4%	$540,597	0.0%	▲ Add	2	SEC ↗ ×2
17	Squarepoint Ops LLC	35.09K	-0.1%	$532,956	0.0%	▼ Trim	2	SEC ↗
18	Goldman Sachs Group ✦	28.54K	-1.3%	$433,492	0.0%	▼ Trim	3	SEC ↗
19	Chevy Chase Trust Holdings, LLC	21.56K	0.0%	$327,527	0.0%	Held	2	SEC ↗
20	Rhumbline Advisers	20.58K	-1.8%	$312,614	0.0%	▼ Trim	2	SEC ↗
21	Marshall Wace ✦	16.50K	新增	$250,665	0.0%	New	1	SEC ↗
22	Millennium Management ✦	16.11K	-65.1%	$244,756	0.0%	▼ Trim	5	SEC ↗
23	Bank Of America Corp /De/	14.63K	+13.3%	$222,245	0.0%	▲ Add	2	SEC ↗
24	Creative Planning	13.52K	新增	$205,384	0.0%	New	1	SEC ↗
25	Deutsche Bank Ag\	11.74K	新增	$178,270	0.0%	New	1	SEC ↗
26	T. Rowe Price ✦	10.96K	新增	$167,000	0.0%	New	1	SEC ↗
27	MIRAE ASSET GLOBAL ETFS HOLDINGS…	7.35K	+2.4%	$111,601	0.0%	▲ Add	2	SEC ↗
28	JPMorgan Chase ✦	6.34K	-35.2%	$95,224	0.0%	▼ Trim	3	SEC ↗ ×2
29	Northwestern Mutual Wealth…	6.10K	0.0%	$92,689	0.0%	Held	2	SEC ↗
30	Barclays Plc	5.94K	-81.8%	$90,214	0.0%	▼ Trim	2	SEC ↗ ×2
31	Wells Fargo & Company/Mn	5.83K	-66.3%	$88,603	0.0%	▼ Trim	2	SEC ↗
32	Bnp Paribas Financial Markets	3.88K	-5.4%	$58,861	0.0%	▼ Trim	2	SEC ↗
33	New York State Common Retirement…	3.18K	0.0%	$48,304	0.0%	Held	2	SEC ↗
34	UBS Group AG	3.03K	+86.7%	$46,025	0.0%	▲ Add	2	SEC ↗ ×3
35	Russell Investments Group, Ltd.	2.68K	0.0%	$40,724	0.0%	Held	2	SEC ↗ ×2
36	Cwm, Llc	2.52K	+17.7%	$38,248	0.0%	▲ Add	2	SEC ↗
37	Fidelity (FMR) ✦	2.28K	+0.1%	$34,596	0.0%	▲ Add	4	SEC ↗ ×2
38	Rockefeller Capital Management L.P.	1.82K	0.0%	$27,585	0.0%	Held	2	SEC ↗
39	Legal & General Group Plc	1.48K	0.0%	$22,451	0.0%	Held	2	SEC ↗
40	California State Teachers…	834	-11.8%	$12,668	0.0%	▼ Trim	2	SEC ↗
41	UBS AM, a distinct business unit of…	752	新增	$11,423	0.0%	New	1	SEC ↗
42	Citigroup Inc	716	+3.8%	$10,876	0.0%	▲ Add	2	SEC ↗
43	Optiver Holding B.V.	162	-37.2%	$2,461	0.0%	▼ Trim	2	SEC ↗
44	Royal Bank Of Canada	74	-90.4%	$1,000	0.0%	▼ Trim	2	SEC ↗ ×2
45	Pnc Financial Services Group, Inc.	43	-20.4%	$653	0.0%	▼ Trim	2	SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

Mackenzie Financial Corp	$1.18M	0.0%
Marshall Wace	$250,665	0.0%
Creative Planning	$205,384	0.0%
Deutsche Bank Ag\	$178,270	0.0%
T. Rowe Price	$167,000	0.0%
UBS AM, a distinct business…	$11,423	0.0%