证券记录 · 已归档季度
HQL
名称等待档案录入
26被追踪持有人
+6Δ持有人
3.79M持有股份
$61.64M报告持仓市值
+7新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +23.8% ·
净新建仓位 +20.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 25 | 0 | 4.27M | $85.54M | +3 | −3 |
| Q1 2026 | 26 | +6 | 3.79M | $61.64M | +7 | −1 |
| Q4 2025 | 20 | 0 | 3.06M | $51.36M | — | — |
| Q3 2025 | 1 | — | 870.66K | $13.50M | — | — |
| Q1 2025 | 1 | +1 | 10.66K | $135,250 | +1 | — |
| Q3 2024 | 1 | 0 | 13.56K | $204,485 | — | — |
| Q2 2024 | 1 | — | 18.20K | $257,851 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.57M | +34.9% | $25.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.57M | +34.9% | $25.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.57M | +34.9% | $25.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.57M | +34.9% | $25.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 661.31K | +10.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 661.31K | +10.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 661.31K | +10.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 478.80K | +6.7% | $7.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Allspring Global Investments… | 362.54K | +57.3% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 191.76K | +0.6% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 191.76K | +0.6% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 121.24K | +16.5% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 121.24K | +16.5% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 121.24K | +16.5% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 121.24K | +16.5% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 115.58K | +8.6% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | First Trust Advisors Lp | 57.34K | +17.6% | $932,872 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Invesco Ltd. | 40.44K | +147.1% | $657,975 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 40.31K | -3.3% | $655,782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 36.69K | -3.4% | $596,972 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 36.69K | -3.4% | $596,972 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 21.25K | -17.1% | $345,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 19.76K | +6.2% | $321,463 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 16.11K | +53.0% | $262,070 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 14.94K | -10.2% | $243,025 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Jane Street Group, Llc | 14.94K | -10.2% | $243,025 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 14.21K | 新增 | $231,132 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 10.69K | 新增 | $179,962 | 0.0% | New | 1 | SEC ↗ |
| 29 | Cwm, Llc | 10.05K | +4429.3% | $163,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 2.06K | +175.0% | $33,466 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 1.12K | +6.5% | $18,271 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 874 | 新增 | $14,227 | 0.0% | New | 1 | SEC ↗ |
| 33 | BlackRock ✦ (被动) | 287 | 新增 | $4,669 | 0.0% | New | 1 | SEC ↗ |
| 34 | Assetmark, Inc | 265 | 0.0% | $4,312 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 37 | 新增 | $602 | 0.0% | New | 1 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 13 | 新增 | $212 | 0.0% | New | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 2 | 新增 | $32 | 0.0% | New | 1 | 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
| Envestnet Asset Management Inc | $231,132 | 0.0% |
| Wealth Enhancement Advisory… | $179,962 | 0.0% |
| Fifth Third Bancorp | $14,227 | 0.0% |
| BlackRock | $4,669 | 0.0% |
| Rockefeller Capital… | $602 | 0.0% |
| UBS AM, a distinct business… | $212 | 0.0% |
| JPMorgan Chase | $32 | 0.0% |
已清仓
| Pnc Financial Services Group… | $705 | 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): 85 持有人, 8.29M 股份, $119.66M 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
该证券的被追踪持有人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