证券记录 · 已归档季度
IFV
名称等待档案录入
23被追踪持有人
+5Δ持有人
4.02M持有股份
$101.48M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +27.8% ·
股份流向 -2.9% ·
净新建仓位 +20.0%
· 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 | 21 | -1 | 4.50M | $121.32M | +2 | −3 |
| Q1 2026 | 23 | +5 | 4.02M | $101.48M | +5 | n/a |
| Q4 2025 | 18 | -1 | 4.14M | $102.74M | n/a | −1 |
| Q3 2025 | 4 | +1 | 1.70M | $41.68M | +1 | n/a |
| Q2 2025 | 1 | -1 | 767 | $17,586 | n/a | −1 |
| Q1 2025 | 1 | 0 | 203.96K | $4.08M | n/a | n/a |
| Q4 2024 | 1 | +1 | 671.68K | $12.88M | +1 | n/a |
| Q2 2024 | 1 | n/a | 20.25K | $398,318 | 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 ✦ | 1.27M | -24.4% | $32.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Wells Fargo & Company/Mn | 989.11K | -9.7% | $24.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 520.70K | +70.1% | $13.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 314.66K | +9.4% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 228.01K | +36.9% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 223.11K | +6.4% | $5.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 81.94K | -1.6% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 71.72K | +19.5% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 64.98K | 新增 | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 44.87K | -10.0% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 43.59K | 0.0% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 35.76K | -6.8% | $903,825 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Citadel Advisors ✦ | 31.92K | -51.0% | $806,669 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 28.68K | +126.9% | $725,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 24.28K | -2.8% | $613,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 23.61K | 新增 | $596,625 | 0.0% | New | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 13.61K | +8.0% | $344,001 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 2.88K | 新增 | $72,778 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 700 | -3.0% | $17,686 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 693 | 0.0% | $17,512 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Cwm, Llc | 148 | 新增 | $3,740 | 0.0% | New | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 97 | 新增 | $2,451 | 0.0% | New | 1 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 46 | 0.0% | $1,162 | 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
| Goldman Sachs Group | $1.64M | 0.0% |
| Susquehanna International… | $596,625 | 0.0% |
| Fifth Third Bancorp | $72,778 | 0.0% |
| Cwm, Llc | $3,740 | 0.0% |
| Assetmark, Inc | $2,451 | 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): 63 持有人, 6.04M 股份, $153.54M 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