证券记录 · 已归档季度
IFN
名称等待档案录入
20被追踪持有人
+3Δ持有人
3.41M持有股份
$38.62M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +17.6% ·
股份流向 +6.7% ·
净新建仓位 +15.0%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -3 | 3.92M | $46.05M | +2 | −5 |
| Q1 2026 | 20 | +3 | 3.41M | $38.62M | +4 | −1 |
| Q4 2025 | 17 | -1 | 3.20M | $43.85M | n/a | −1 |
| Q3 2025 | 2 | +1 | 1.35M | $19.82M | +1 | n/a |
| Q1 2025 | 1 | 0 | 25.00K | $394,250 | n/a | n/a |
| Q4 2024 | 1 | 0 | 25.00K | $393,750 | n/a | n/a |
| Q3 2024 | 1 | 0 | 25.00K | $475,500 | n/a | n/a |
| Q2 2024 | 1 | n/a | 25.00K | $446,500 | 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 ✦ | 1.24M | +6.5% | $14.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Cetera Investment Advisers | 623.65K | +10.8% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 291.19K | +22.5% | $3.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 268.09K | +52.4% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 246.54K | +4.2% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Lazard Asset Management Llc | 207.85K | -6.2% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 136.40K | -3.1% | $1.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Commonwealth Equity Services, Llc | 89.05K | +8.8% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 62.59K | +26.9% | $708,548 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 52.12K | -45.7% | $590,057 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Focus Partners Wealth | 49.20K | +18.0% | $556,936 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 43.72K | +47.5% | $494,972 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cibc World Market Inc. | 28.95K | -58.3% | $327,748 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 24.30K | 新增 | $275,031 | 0.0% | New | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 18.16K | -8.3% | $205,526 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northern Trust Corp | 11.69K | 新增 | $132,376 | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Mariner, LLC | 10.97K | +0.7% | $124,205 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 2.20K | +29.4% | $24,904 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 9 | 新增 | $98 | 0.0% | New | 1 | SEC ↗ |
| 20 | Danske Bank A/S | 1 | 新增 | $11 | 0.0% | New | 1 | 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
| Citadel Advisors | $275,031 | 0.0% |
| Northern Trust Corp | $132,376 | 0.0% |
| JPMorgan Chase | $98 | 0.0% |
| Danske Bank A/S | $11 | 0.0% |
已清仓
| Jane Street Group, Llc | $731,524 | 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): 71 持有人, 6.13M 股份, $54.12M 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