证券记录 · 已归档季度
IBCA
名称等待档案录入
25被追踪持有人
+6Δ持有人
3.26M持有股份
$83.49M报告持仓市值
+6新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
· 公式
广泛增持：持股数量上升，持有人数量增加
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 806.47K | +8.3% | $20.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 445.99K | +98.8% | $11.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 383.44K | 新增 | $9.83M | 0.0% | New | 1 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 347.45K | +886.2% | $8.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 265.65K | +38.5% | $6.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Lido Advisors, LLC | 251.42K | +38.4% | $6.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 192.99K | +21.7% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Us Bancorp \De\ | 89.04K | +47.8% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 83.02K | +22.1% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 74.85K | +327.8% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 66.68K | +8.9% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 65.78K | 新增 | $1.69M | 0.0% | New | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 56.60K | +70.7% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 47.87K | +51.8% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Creative Planning | 15.47K | 新增 | $396,779 | 0.0% | New | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 14.00K | 新增 | $358,934 | 0.0% | New | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 11.36K | +12.9% | $291,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 11.06K | 0.0% | $283,604 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 10.72K | 0.0% | $274,810 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 9.36K | +4003.5% | $239,888 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Rockefeller Capital Management L.P. | 3.22K | +0.8% | $82,683 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 2.26K | 0.0% | $57,920 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 800 | 新增 | $20,512 | 0.0% | New | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 749 | 新增 | $18,972 | 0.0% | New | 1 | SEC ↗ |
| 25 | BlackRock ✦ (被动) | 52 | 0.0% | $1,333 | 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
| Ameriprise Financial Inc | $9.83M | 0.0% |
| Citadel Advisors | $1.69M | 0.0% |
| Creative Planning | $396,779 | 0.0% |
| Captrust Financial Advisors | $358,934 | 0.0% |
| Fifth Third Bancorp | $20,512 | 0.0% |
| Jones Financial Companies Lllp | $18,972 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 78 持有人, 9.63M 股份, $246.92M 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