证券记录 · 已归档季度
FXR
名称等待档案录入
40被追踪持有人
+1Δ持有人
4.24M持有股份
$346.31M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +2.6% ·
股份流向 -20.8% ·
净新建仓位 +2.5%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.93K | $407,425 | n/a | −1 |
| Q2 2026 | 37 | -1 | 4.22M | $384.20M | +3 | −5 |
| Q1 2026 | 40 | +1 | 4.24M | $346.31M | +4 | −3 |
| Q4 2025 | 39 | 0 | 5.36M | $428.14M | +1 | −1 |
| Q3 2025 | 5 | -1 | 1.50M | $117.20M | n/a | −1 |
| Q2 2025 | 3 | 0 | 45.48K | $3.38M | n/a | n/a |
| Q1 2025 | 1 | 0 | 9.83K | $684,561 | n/a | n/a |
| Q4 2024 | 1 | -2 | 9.32K | $697,454 | n/a | −2 |
| Q3 2024 | 3 | +1 | 25.65K | $1.94M | +1 | n/a |
| Q2 2024 | 2 | n/a | 10.02K | $681,825 | 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 ✦ | 908.60K | -24.7% | $74.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 846.76K | -40.4% | $69.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 521.96K | -13.8% | $42.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 408.05K | -17.4% | $33.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 395.48K | +8.8% | $32.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 210.86K | -29.7% | $17.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Truist Financial Corp | 158.51K | -3.3% | $12.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 103.68K | +77.0% | $8.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 101.29K | -2.7% | $8.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 90.18K | -12.4% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 59.83K | -56.4% | $4.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 12 | Commonwealth Equity Services, Llc | 56.96K | -12.8% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bnp Paribas Financial Markets | 50.00K | 新增 | $4.08M | 0.0% | New | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 38.36K | +2.2% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Susquehanna International Group, Llp | 34.21K | -24.5% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Rockefeller Capital Management L.P. | 33.17K | +0.7% | $2.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 31.41K | -2.8% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 31.12K | +27.2% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 25.31K | +6.0% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 21.67K | +64.1% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealthfront Advisers LLC | 18.98K | +59.6% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 17.23K | 0.0% | $1.41M | 0.0% | Held | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 14.65K | 新增 | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 24 | Hrt Financial Lp | 9.70K | +179.6% | $791,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 8.35K | 新增 | $681,611 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 6.68K | 新增 | $545,288 | 0.0% | New | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 6.41K | -25.5% | $506,245 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Fidelity (FMR) ✦ | 5.93K | +59.2% | $484,338 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 29 | Wealth Enhancement Advisory… | 5.25K | -23.2% | $430,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 4.17K | +12.3% | $340,156 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 3.73K | +14.1% | $304,807 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | BlackRock ✦ (被动) | 3.52K | +246.3% | $286,929 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 33 | Pnc Financial Services Group, Inc. | 3.33K | 0.0% | $271,739 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Captrust Financial Advisors | 2.68K | 0.0% | $218,605 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Cwm, Llc | 1.53K | -95.4% | $125,300 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 1.30K | 0.0% | $105,904 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 1.17K | 0.0% | $95,670 | 0.0% | Held | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 747 | +5.2% | $60,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 242 | 0.0% | $19,754 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 48 | 0.0% | $3,918 | 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
| Bnp Paribas Financial Markets | $4.08M | 0.0% |
| Goldman Sachs Group | $1.20M | 0.0% |
| Mercer Global Advisors Inc… | $681,611 | 0.0% |
| Fifth Third Bancorp | $545,288 | 0.0% |
已清仓
| Qube Research & Technologies… | $1.52M | 曾为 0.0% |
| Focus Partners Wealth | $262,533 | 曾为 0.0% |
| Mariner, LLC | $262,387 | 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): 163 持有人, 5.83M 股份, $457.44M 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