证券记录 · 已归档季度
HVT
名称等待档案录入
65被追踪持有人
+4Δ持有人
7.87M持有股份
$166.72M报告持仓市值
+9新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 +6.6% ·
股份流向 -6.1% ·
净新建仓位 +6.2%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 59 | -4 | 7.86M | $200.51M | +2 | −6 |
| Q1 2026 | 65 | +4 | 7.87M | $166.72M | +9 | −5 |
| Q4 2025 | 61 | 0 | 8.72M | $203.81M | +1 | −1 |
| Q3 2025 | 14 | 0 | 5.29M | $116.02M | +1 | −1 |
| Q2 2025 | 11 | -1 | 4.41M | $89.84M | n/a | −1 |
| Q1 2025 | 9 | 0 | 2.21M | $43.56M | n/a | n/a |
| Q4 2024 | 9 | 0 | 1.94M | $43.27M | n/a | n/a |
| Q3 2024 | 8 | 0 | 2.12M | $58.17M | n/a | n/a |
| Q2 2024 | 8 | n/a | 1.73M | $43.82M | 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 | BlackRock ✦ (被动) | 1.41M | -1.9% | $29.88M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 2 | Dimensional Fund Advisors Lp | 941.06K | -0.3% | $19.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Renaissance Technologies ✦ | 719.83K | +2.8% | $15.25M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 592.20K | n/a | $12.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | American Century Companies Inc | 540.73K | +5.6% | $11.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Hotchkis & Wiley Capital Management… | 352.52K | -22.1% | $7.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 334.36K | -1.0% | $7.08M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 8 | Geode Capital Management ✦ (被动) | 329.60K | +2.4% | $6.98M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Charles Schwab Investment… | 325.84K | -12.4% | $6.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (被动) | 303.80K | -3.5% | $6.43M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 238.75K | -54.6% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Sei Investments Co | 164.99K | +65.5% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Bank of New York Mellon Corp | 154.97K | +5.9% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 14 | Qube Research & Technologies Ltd | 149.56K | +20.5% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northern Trust Corp | 131.17K | +4.2% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Morgan Stanley ✦ | 114.22K | +1.1% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 17 | Russell Investments Group, Ltd. | 113.18K | -18.6% | $2.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 18 | AQR Capital Management ✦ | 104.50K | -5.7% | $2.21M | 0.0% | ▼ Trim | 8 | SEC ↗ ×6 |
| 19 | Lazard Asset Management Llc | 81.54K | +13.5% | $1.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 73.29K | +19.2% | $1.55M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 67.14K | -23.1% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Universal- Beteiligungs- und… | 59.60K | 0.0% | $1.26M | 0.0% | Held | 2 | SEC ↗ |
| 23 | Hsbc Holdings Plc | 46.94K | -49.2% | $994,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 38.26K | +3.0% | $804,927 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | UBS Group AG | 37.29K | -27.4% | $789,845 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Nuveen, LLC | 35.24K | +0.6% | $746,319 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | BNP Paribas Asset Management… | 35.20K | 0.0% | $745,536 | 0.0% | Held | 2 | SEC ↗ |
| 28 | State Board Of Administration Of… | 31.33K | 新增 | $663,591 | 0.0% | New | 1 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 28.57K | +32.4% | $605,176 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 26.23K | +4.8% | $555,551 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Invesco Ltd. | 25.91K | -13.5% | $548,668 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Prudential Financial Inc | 24.35K | +16.9% | $515,691 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Creative Planning | 22.89K | +6.0% | $484,796 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Barclays Plc | 22.69K | -46.1% | $480,553 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Tidal Investments LLC | 22.65K | +3.7% | $479,748 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Rhumbline Advisers | 17.29K | -3.1% | $366,131 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Nomura Asset Management… | 16.70K | -41.0% | $354,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Alliancebernstein L.P. | 14.57K | -7.6% | $340,355 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Franklin Resources Inc | 12.44K | 新增 | $263,543 | 0.0% | New | 1 | SEC ↗ ×3 |
| 40 | Two Sigma Investments ✦ | 11.94K | 新增 | $252,868 | 0.0% | New | 1 | SEC ↗ |
| 41 | Hrt Financial Lp | 11.37K | 新增 | $240,000 | 0.0% | New | 1 | SEC ↗ |
| 42 | T. Rowe Price ✦ | 11.12K | 新增 | $236,000 | 0.0% | New | 1 | SEC ↗ |
| 43 | Millennium Management ✦ | 10.47K | -78.3% | $221,776 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 44 | LPL Financial LLC | 10.33K | 新增 | $218,703 | 0.0% | New | 1 | SEC ↗ |
| 45 | Balyasny Asset Management L.P. | 9.47K | +2.7% | $200,638 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 6.46K | +2.6% | $136,908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 6.17K | -61.9% | $130,592 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | Bnp Paribas Financial Markets | 5.71K | -2.5% | $120,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Cwm, Llc | 5.68K | -4.3% | $120,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 3.73K | -48.2% | $79,061 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 51 | New York State Common Retirement… | 3.65K | -39.4% | $77,371 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Deutsche Bank Ag\ | 2.40K | -78.5% | $50,747 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Fifth Third Bancorp | 2.31K | 新增 | $48,926 | 0.0% | New | 1 | SEC ↗ |
| 54 | Citigroup Inc | 2.22K | -64.0% | $46,977 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Osaic Holdings, Inc. | 2.10K | -5.7% | $44,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Legal & General Group Plc | 1.26K | 0.0% | $26,793 | 0.0% | Held | 2 | SEC ↗ |
| 57 | California State Teachers… | 730 | -12.1% | $15,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | UBS AM, a distinct business unit of… | 434 | +85.5% | $9,192 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 244 | -50.8% | $5,168 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Optiver Holding B.V. | 232 | +107.1% | $4,914 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Simplex Trading, Llc | 95 | 新增 | $2,012 | 0.0% | New | 1 | SEC ↗ |
| 62 | Jones Financial Companies Lllp | 41 | +7.9% | $873 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Us Bancorp \De\ | 41 | +46.4% | $868 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | Rockefeller Capital Management L.P. | 36 | 新增 | $762 | 0.0% | New | 1 | SEC ↗ |
| 65 | Royal Bank Of Canada | 10 | -99.0% | $0 | 0.0% | ▼ Trim | 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
| State Board Of Administration… | $663,591 | 0.0% |
| Franklin Resources Inc | $263,543 | 0.0% |
| Two Sigma Investments | $252,868 | 0.0% |
| Hrt Financial Lp | $240,000 | 0.0% |
| T. Rowe Price | $236,000 | 0.0% |
| LPL Financial LLC | $218,703 | 0.0% |
| Fifth Third Bancorp | $48,926 | 0.0% |
| Simplex Trading, Llc | $2,012 | 0.0% |
| Rockefeller Capital… | $762 | 0.0% |
已清仓
| Jane Street Group, Llc | $693,886 | 曾为 0.0% |
| Man Group plc | $675,338 | 曾为 0.0% |
| Connor, Clark & Lunn… | $643,988 | 曾为 0.0% |
| Citadel Advisors | $375,185 | 曾为 0.0% |
| Canada Pension Plan… | $140,160 | 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): 140 持有人, 12.10M 股份, $247.87M 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。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 17
SMITH CLARENCE H
Director · 20.99K 股 · $591,107
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Jul 23
SC 13G: BURTON PARTNERSHIP L P
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