证券记录 · 已归档季度
JRI
名称等待档案录入
25被追踪持有人
+2Δ持有人
3.27M持有股份
$40.25M报告持仓市值
+5新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +8.7% ·
股份流向 +23.0% ·
净新建仓位 +8.0%
· 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 | Morgan Stanley ✦ | 1.62M | +29.8% | $19.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 381.22K | +44.5% | $4.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 243.65K | +9.1% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 211.05K | +19.7% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 138.16K | -1.0% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Osaic Holdings, Inc. | 91.15K | -36.4% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 87.22K | +182.1% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 70.45K | +36.9% | $880,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | First Trust Advisors Lp | 69.20K | -38.6% | $851,209 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Balyasny Asset Management L.P. | 55.99K | 新增 | $688,689 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 46.89K | -31.2% | $576,735 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 44.26K | +1.6% | $544,366 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 42.71K | -5.8% | $525,358 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 40.37K | 新增 | $481,151 | 0.0% | New | 1 | SEC ↗ |
| 15 | Mariner, LLC | 35.27K | -8.3% | $431,014 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Corient Private Wealth LP | 30.00K | 新增 | $369,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 21.66K | +106.3% | $266,393 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 17.14K | -45.5% | $210,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 14.81K | 0.0% | $182,114 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 7.65K | 0.0% | $94,107 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 1.92K | 新增 | $23,635 | 0.0% | New | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.75K | +14.4% | $21,513 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 690 | 新增 | $8,487 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cwm, Llc | 622 | 0.0% | $7,651 | 0.0% | Held | 2 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 156 | +6.1% | $1,916 | 0.0% | ▲ Add | 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
| Balyasny Asset Management L.P. | $688,689 | 0.0% |
| JPMorgan Chase | $481,151 | 0.0% |
| Corient Private Wealth LP | $369,000 | 0.0% |
| Fifth Third Bancorp | $23,635 | 0.0% |
| BlackRock | $8,487 | 0.0% |
已清仓
| Stifel Financial Corp | $141,088 | 曾为 0.0% |
| Jones Financial Companies Lllp | $3,620 | 曾为 0.0% |
| Assetmark, Inc | $449 | 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): 91 持有人, 11.21M 股份, $70.54M 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