证券记录 · 已归档季度
GVIP
名称等待档案录入
25被追踪持有人
-1Δ持有人
1.51M持有股份
$219.54M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -3.8% ·
股份流向 +5.5% ·
净新建仓位 -4.0%
· 公式
集中增持：持股数量上升，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 | 27 | +2 | 1.65M | $311.64M | +4 | −2 |
| Q1 2026 | 25 | -1 | 1.51M | $219.54M | +1 | −2 |
| Q4 2025 | 26 | 0 | 1.43M | $221.10M | n/a | n/a |
| Q3 2025 | 5 | -1 | 196.60K | $30.13M | n/a | −1 |
| Q2 2025 | 3 | +1 | 30.28K | $4.19M | +1 | n/a |
| Q1 2025 | 1 | 0 | 23.41K | $2.76M | n/a | n/a |
| Q4 2024 | 1 | 0 | 8.48K | $1.05M | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.88K | $1.18M | n/a | n/a |
| Q2 2024 | 1 | n/a | 3.26K | $360,333 | 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 | Invesco Ltd. | 723.72K | 0.0% | $105.47M | 0.0% | Held | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 248.29K | +28.4% | $36.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 173.42K | +7.1% | $25.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 83.81K | +7.2% | $12.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 75.09K | -7.3% | $10.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 33.77K | +9.3% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 28.59K | +4.6% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 23.88K | -23.4% | $3.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 23.26K | -1.3% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 23.22K | +10.8% | $3.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 12.40K | +1.4% | $1.81M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | UBS Group AG | 12.11K | -15.1% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Susquehanna International Group, Llp | 10.35K | 新增 | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 8.06K | +173.1% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 5.74K | +6.9% | $836,926 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 5.67K | -11.5% | $826,743 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 5.02K | +107.5% | $730,925 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 3.28K | -21.0% | $477,973 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 2.66K | +88.0% | $387,347 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mariner, LLC | 2.07K | 0.0% | $301,074 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 759 | +8.7% | $110,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Citigroup Inc | 552 | 0.0% | $80,458 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 488 | -38.1% | $71,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 178 | +17700.0% | $25,935 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 148 | +46.5% | $21,568 | 0.0% | ▲ Add | 4 | 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
| Susquehanna International… | $1.51M | 0.0% |
已清仓
| Jane Street Group, Llc | $270,610 | 曾为 0.0% |
| JPMorgan Chase | $9,294 | 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): 64 持有人, 1.77M 股份, $256.65M 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