证券记录 · 已归档季度
JPIN
名称等待档案录入
34被追踪持有人
+2Δ持有人
2.64M持有股份
$187.66M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 -9.1% ·
净新建仓位 +5.9%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 281.06K | $20.48M | +1 | n/a |
| Q2 2026 | 32 | -1 | 2.45M | $177.67M | n/a | −1 |
| Q1 2026 | 34 | +2 | 2.64M | $187.66M | +2 | n/a |
| Q4 2025 | 32 | +1 | 2.90M | $198.16M | +1 | n/a |
| Q3 2025 | 5 | 0 | 561.59K | $37.41M | n/a | n/a |
| Q2 2025 | 3 | 0 | 17.56K | $1.13M | n/a | n/a |
| Q1 2025 | 2 | 0 | 145.10K | $8.29M | n/a | n/a |
| Q4 2024 | 2 | +1 | 46.89K | $2.51M | +1 | n/a |
| Q3 2024 | 1 | 0 | 4.33K | $260,086 | +1 | −1 |
| Q2 2024 | 1 | n/a | 64.20K | $3.55M | 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 | UBS Group AG | 481.24K | +0.9% | $34.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 312.18K | +3.6% | $22.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Wealth Enhancement Advisory… | 286.35K | -39.1% | $20.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cerity Partners LLC | 207.90K | +0.9% | $14.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Captrust Financial Advisors | 162.94K | -0.1% | $11.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 146.98K | -30.2% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 137.09K | -5.9% | $9.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 123.36K | +87.5% | $8.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 122.21K | +0.4% | $8.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 121.85K | -4.1% | $8.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 103.43K | -41.9% | $7.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 86.61K | -5.3% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 88.98K | -14.1% | $6.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Wells Fargo & Company/Mn | 48.49K | +7.5% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Jane Street Group, Llc | 34.15K | +53.1% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 33.13K | +27.1% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 29.60K | -0.1% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 17.35K | +45.5% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 14.06K | +29.9% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 13.74K | -13.7% | $978,803 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 12.57K | +19.9% | $895,508 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 22 | Cetera Investment Advisers | 9.96K | +0.8% | $709,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 9.73K | -5.2% | $692,951 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 5.70K | -7.6% | $406,378 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 5.67K | +0.4% | $404,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 5.61K | 新增 | $399,431 | 0.0% | New | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 4.01K | -82.3% | $285,815 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | Citigroup Inc | 3.57K | -7.0% | $254,042 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 3.12K | +8.7% | $222,340 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3.05K | 0.0% | $217,424 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.23K | +2.4% | $87,677 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Cwm, Llc | 475 | +106.5% | $33,839 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 323 | 新增 | $23,011 | 0.0% | New | 1 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 79 | -4.8% | $5,628 | 0.0% | ▼ Trim | 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
| Fifth Third Bancorp | $399,431 | 0.0% |
| UBS AM, a distinct business… | $23,011 | 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): 113 持有人, 3.40M 股份, $236.63M 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