证券记录 · 已归档季度
KBWD
名称等待档案录入
23被追踪持有人
+3Δ持有人
4.51M持有股份
$56.56M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +15.0% ·
股份流向 +23.1% ·
净新建仓位 +13.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -2 | 5.07M | $62.93M | +2 | −4 |
| Q1 2026 | 23 | +3 | 4.51M | $56.56M | +5 | −2 |
| Q4 2025 | 20 | -1 | 3.67M | $50.08M | — | −1 |
| Q3 2025 | 4 | -1 | 926.46K | $12.54M | +1 | −2 |
| Q2 2025 | 3 | -1 | 15.01K | $208,180 | — | −1 |
| Q1 2025 | 2 | 0 | 261.82K | $3.78M | — | — |
| Q4 2024 | 2 | -1 | 186.71K | $2.74M | — | −1 |
| Q3 2024 | 3 | +1 | 164.74K | $2.52M | +1 | — |
| Q2 2024 | 2 | — | 35.59K | $535,198 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.35M | +191.5% | $16.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.35M | +191.5% | $16.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 962.24K | +12.3% | $12.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 962.24K | +12.3% | $12.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 798.37K | +0.2% | $10.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 726.42K | +2.6% | $9.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 726.42K | +2.6% | $9.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 187.54K | -9.9% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 187.54K | -9.9% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 112.78K | +52.8% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 94.35K | -1.2% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 94.35K | -1.2% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 94.35K | -1.2% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 57.60K | +10.4% | $722,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 55.33K | +11.7% | $693,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 53.07K | -8.0% | $665,494 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 22.56K | 新增 | $282,927 | 0.0% | New | 1 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 20.00K | 新增 | $250,800 | 0.0% | New | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 19.21K | +0.5% | $240,951 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cwm, Llc | 16.22K | +4.3% | $203,411 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 10.63K | 新增 | $133,313 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fifth Third Bancorp | 9.61K | 新增 | $120,472 | 0.0% | New | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 9.01K | 0.0% | $112,998 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 9.01K | 0.0% | $112,998 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 9.01K | 0.0% | $112,998 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 4.47K | -50.6% | $56,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.47K | 0.0% | $18,005 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 982 | 0.0% | $11,876 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Simplex Trading, Llc | 888 | 新增 | $11,135 | 0.0% | New | 1 | SEC ↗ |
| 30 | Citigroup Inc | 801 | -0.1% | $10,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 29 | -90.2% | $364 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $282,927 | 0.0% |
| Bnp Paribas Financial Markets | $250,800 | 0.0% |
| Jane Street Group, Llc | $133,313 | 0.0% |
| Fifth Third Bancorp | $120,472 | 0.0% |
| Simplex Trading, Llc | $11,135 | 0.0% |
已清仓
| Two Sigma Investments | $3.24M | 曾为 0.0% |
| Commonwealth Equity Services… | $159,205 | 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): 64 持有人, 7.05M 股份, $86.74M 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
该证券的被追踪持有人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