证券记录 · 已归档季度
JBBB
名称等待档案录入
30被追踪持有人
-5Δ持有人
2.58M持有股份
$120.48M报告持仓市值
+1新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -14.3% ·
股份流向 -28.6% ·
净新建仓位 -16.7%
· 公式
广泛减持：持股数量下降，持有人数量减少
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 81.52K | $3.85M | n/a | n/a |
| Q2 2026 | 33 | +4 | 3.09M | $146.48M | +6 | −2 |
| Q1 2026 | 30 | -5 | 2.58M | $120.48M | +1 | −6 |
| Q4 2025 | 35 | -1 | 3.62M | $172.60M | n/a | −1 |
| Q3 2025 | 5 | 0 | 1.24M | $59.53M | n/a | n/a |
| Q2 2025 | 2 | 0 | 202.20K | $9.75M | n/a | n/a |
| Q1 2025 | 2 | 0 | 297.73K | $14.49M | n/a | n/a |
| Q4 2024 | 2 | +1 | 621.47K | $30.55M | +1 | n/a |
| Q3 2024 | 1 | 0 | 288.30K | $14.11M | n/a | n/a |
| Q2 2024 | 1 | n/a | 29.40K | $1.45M | 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 | LPL Financial LLC | 636.99K | -35.2% | $29.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 500.18K | +320.8% | $23.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 425.92K | +37.8% | $19.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 203.94K | +7076.1% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 157.35K | -17.0% | $7.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Osaic Holdings, Inc. | 107.53K | +2.4% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Us Bancorp \De\ | 82.72K | +22499.7% | $3.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 62.58K | -59.1% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 59.41K | -13.3% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 52.79K | +168.8% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Wealth Enhancement Advisory… | 49.76K | -82.8% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 38.40K | +80.2% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 28.11K | +4.0% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 27.92K | -94.0% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 24.79K | -6.0% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Truist Financial Corp | 22.20K | +14.2% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 21.66K | +11.4% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Focus Partners Wealth | 20.42K | -12.2% | $953,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 20.19K | +5.3% | $940,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 10.61K | -93.9% | $494,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 10.19K | -68.7% | $475,006 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 6.43K | +24.8% | $299,617 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 5.85K | 新增 | $272,687 | 0.0% | New | 1 | SEC ↗ |
| 24 | Simplex Trading, Llc | 5.70K | -78.4% | $265,415 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cwm, Llc | 1.96K | -23.6% | $91,377 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 400 | 0.0% | $18,642 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 381 | -92.7% | $18,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | National Bank Of Canada /Fi/ | 36 | -99.6% | $1,676 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 26 | -100.0% | $1,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 13 | -99.4% | $590 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"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
| Cerity Partners LLC | $272,687 | 0.0% |
已清仓
| Bank Of Montreal /Can/ | $3.02M | 曾为 0.0% |
| Citadel Advisors | $487,923 | 曾为 0.0% |
| Captrust Financial Advisors | $310,755 | 曾为 0.0% |
| First Trust Advisors Lp | $247,556 | 曾为 0.0% |
| Hrt Financial Lp | $207,000 | 曾为 0.0% |
| Citigroup Inc | $382 | 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): 173 持有人, 9.29M 股份, $413.93M 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