证券记录 · 已归档季度
FXD
名称等待档案录入
36被追踪持有人
-3Δ持有人
1.85M持有股份
$118.61M报告持仓市值
+2新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -7.7% ·
股份流向 -14.2% ·
净新建仓位 -8.3%
· 公式
广泛减持：持股数量下降，持有人数量减少
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 | 38 | +3 | 1.81M | $125.35M | +3 | n/a |
| Q1 2026 | 36 | -3 | 1.85M | $118.61M | +2 | −5 |
| Q4 2025 | 39 | +1 | 2.16M | $147.77M | +1 | n/a |
| Q3 2025 | 7 | 0 | 718.71K | $49.03M | +1 | −1 |
| Q2 2025 | 4 | -1 | 48.84K | $3.10M | n/a | −1 |
| Q1 2025 | 3 | +1 | 420.39K | $24.34M | +1 | n/a |
| Q4 2024 | 2 | 0 | 14.96K | $966,736 | n/a | n/a |
| Q3 2024 | 2 | 0 | 62.91K | $3.98M | n/a | n/a |
| Q2 2024 | 2 | n/a | 7.50K | $449,146 | 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 | Morgan Stanley ✦ | 504.58K | +18.0% | $32.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 397.47K | -20.9% | $25.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 167.87K | -28.9% | $10.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 138.85K | -19.1% | $8.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 125.88K | -5.2% | $8.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Stifel Financial Corp | 80.09K | -17.7% | $5.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 55.36K | +11.6% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 47.39K | -1.7% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 40.63K | -19.1% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 35.33K | +7.6% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Susquehanna International Group, Llp | 30.77K | -41.6% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 25.93K | +33.8% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 25.84K | +0.5% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 21.13K | -2.0% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 19.98K | 0.0% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citigroup Inc | 19.75K | +9776.5% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 18.18K | -5.5% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 17.25K | -38.4% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | JPMorgan Chase ✦ | 14.30K | -76.6% | $887,474 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 20 | Qube Research & Technologies Ltd | 11.61K | -5.0% | $743,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 10.79K | -16.4% | $691,025 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 8.72K | -8.1% | $558,382 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 6.05K | -4.4% | $387,158 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Jones Financial Companies Lllp | 6.17K | +6.6% | $385,905 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 4.86K | 0.0% | $311,393 | 0.0% | Held | 8 | SEC ↗ |
| 26 | Creative Planning | 4.84K | -1.0% | $309,985 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 4.10K | +10.8% | $262,367 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 2.27K | 新增 | $145,069 | 0.0% | New | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 1.33K | +508.2% | $85,274 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Northwestern Mutual Wealth… | 1.21K | +288.5% | $77,592 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 1.12K | 0.0% | $71,830 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 32 | Fidelity (FMR) ✦ | 1.03K | -5.7% | $66,145 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Franklin Resources Inc | 950 | 新增 | $60,819 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cwm, Llc | 887 | -9.5% | $56,786 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 550 | 0.0% | $35,150 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 197 | 0.0% | $12,612 | 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
| Fifth Third Bancorp | $145,069 | 0.0% |
| Franklin Resources Inc | $60,819 | 0.0% |
已清仓
| Bnp Paribas Financial Markets | $3.42M | 曾为 0.0% |
| Jane Street Group, Llc | $1.98M | 曾为 0.0% |
| Two Sigma Investments | $881,973 | 曾为 0.0% |
| Wealth Enhancement Advisory… | $290,920 | 曾为 0.0% |
| Mariner, LLC | $275,727 | 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): 111 持有人, 2.29M 股份, $139.90M 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