证券记录 · 已归档季度
IJAN
名称等待档案录入
20被追踪持有人
+4Δ持有人
1.42M持有股份
$51.53M报告持仓市值
+5新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +25.0% ·
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 | Blair William & Co/Il | 339.22K | +60.0% | $12.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 182.62K | +15.3% | $6.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Us Bancorp \De\ | 180.73K | 新增 | $6.56M | 0.0% | New | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 135.83K | +4.0% | $4.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 111.10K | +25.1% | $4.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 108.53K | +127.2% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 101.22K | +0.6% | $3.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 66.23K | +8.7% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 36.70K | -29.0% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 29.37K | +28.9% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Creative Planning | 27.62K | 新增 | $1.00M | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 24.88K | 新增 | $902,465 | 0.0% | New | 1 | SEC ↗ |
| 13 | Cwm, Llc | 23.89K | +51.5% | $866,693 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 19.19K | 新增 | $696,177 | 0.0% | New | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 17.85K | 新增 | $647,598 | 0.0% | New | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 8.73K | +11.3% | $316,761 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 4.29K | 0.0% | $155,496 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 1.60K | 0.0% | $58,048 | 0.0% | Held | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 475 | -98.1% | $16,929 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 290 | 0.0% | $10,521 | 0.0% | Held | 3 | 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
| Us Bancorp \De\ | $6.56M | 0.0% |
| Creative Planning | $1.00M | 0.0% |
| Susquehanna International… | $902,465 | 0.0% |
| Goldman Sachs Group | $696,177 | 0.0% |
| Cerity Partners LLC | $647,598 | 0.0% |
已清仓
| Citadel Advisors | $352,018 | 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): 110 持有人, 5.08M 股份, $183.13M 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