证券记录 · 已归档季度
IIM
名称等待档案录入
27被追踪持有人
0Δ持有人
4.46M持有股份
$54.22M报告持仓市值
+4新建仓位
−4清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -11.0% · 净新建仓位 0.0% · 公式
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/ | 1.21M | -28.1% | $14.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 681.89K | +1.1% | $8.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 597.88K | +4.7% | $7.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 588.67K | +0.1% | $7.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 259.78K | +5.7% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 186.35K | -23.0% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 170.39K | +8.3% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 165.33K | +7.7% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 106.22K | -1.8% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 95.46K | -0.8% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 91.63K | +0.5% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 65.64K | +0.5% | $798,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Ameriprise Financial Inc | 59.44K | +7.5% | $722,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 37.70K | +25.2% | $458,481 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | CIBC Bancorp USA Inc. | 24.32K | n/a | $295,780 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 23.61K | -4.5% | $287,137 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Nuveen, LLC | 19.25K | 0.0% | $234,092 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Us Bancorp \De\ | 13.10K | 0.0% | $159,260 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Quantinno Capital Management LP | 12.36K | 新增 | $150,287 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 11.86K | +8.9% | $142,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 11.48K | 新增 | $139,559 | 0.0% | New | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 11.36K | 新增 | $138,138 | 0.0% | New | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 7.63K | 0.0% | $92,842 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.89K | -54.8% | $23,031 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cwm, Llc | 1.01K | 0.0% | $12,330 | 0.0% | Held | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 374 | 0.0% | $4,436 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 59 | 新增 | $706 | 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
| Quantinno Capital Management… | $150,287 | 0.0% |
| Captrust Financial Advisors | $139,559 | 0.0% |
| Envestnet Asset Management Inc | $138,138 | 0.0% |
| Jones Financial Companies Lllp | $706 | 0.0% |
已清仓
| Hrt Financial Lp | $656,000 | 曾为 0.0% |
| Lido Advisors, LLC | $621,495 | 曾为 0.0% |
| Mariner, LLC | $236,830 | 曾为 0.0% |
| Susquehanna International… | $221,095 | 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): 94 持有人, 8.22M 股份, $94.73M 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