证券记录 · 已归档季度
MKC-V
名称等待档案录入
32被追踪持有人
0Δ持有人
592.87K持有股份
$29.81M报告持仓市值
+4新建仓位
−4清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -15.0% · 净新建仓位 0.0% · 公式
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 | 1 | 0 | 37.04K | $1.66M | n/a | n/a |
| Q2 2026 | 26 | -5 | 594.66K | $30.15M | +2 | −7 |
| Q1 2026 | 32 | 0 | 592.87K | $29.81M | +4 | −4 |
| Q4 2025 | 32 | +2 | 697.34K | $47.41M | +2 | n/a |
| Q3 2025 | 3 | -1 | 51.60K | $3.44M | n/a | −1 |
| Q2 2025 | 3 | +1 | 11.68K | $881,798 | +1 | n/a |
| Q1 2025 | 2 | 0 | 9.38K | $769,219 | n/a | n/a |
| Q4 2024 | 2 | +1 | 10.29K | $779,906 | +1 | n/a |
| Q3 2024 | 1 | -1 | 4.50K | $371,430 | n/a | −1 |
| Q2 2024 | 2 | n/a | 8.37K | $577,599 | 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 | Brown Advisory Inc | 190.90K | -0.3% | $9.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Focus Partners Wealth | 108.87K | -9.6% | $5.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 49.65K | +12.5% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Dimensional Fund Advisors Lp | 46.26K | +6.1% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Osaic Holdings, Inc. | 28.63K | -16.4% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 28.52K | +4.8% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | TD Waterhouse Canada Inc. | 26.92K | +727.7% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Td Asset Management Inc | 23.67K | -84.1% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cerity Partners LLC | 10.00K | -0.2% | $503,850 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 9.44K | -17.4% | $475,789 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 8.70K | +88.3% | $438,155 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | First Trust Advisors Lp | 8.66K | -28.9% | $436,198 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Charles Schwab Investment… | 7.87K | +135.7% | $396,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 6.78K | 0.0% | $341,425 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 5.09K | 新增 | $256,283 | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Millennium Management ✦ | 4.48K | 新增 | $225,753 | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 4.40K | 0.0% | $221,672 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 18 | Cwm, Llc | 4.37K | -16.4% | $220,161 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | GAMCO Investors ✦ | 4.30K | +2.4% | $216,634 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 3.77K | +1303.0% | $190,139 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Blair William & Co/Il | 3.12K | 0.0% | $157,225 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 2.67K | 0.0% | $134,000 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 23 | Qube Research & Technologies Ltd | 2.26K | 新增 | $113,708 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS Group AG | 2.07K | +31.9% | $104,237 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Northwestern Mutual Wealth… | 762 | -39.4% | $38,390 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citigroup Inc | 358 | +35700.0% | $18,036 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 247 | +56.3% | $13,098 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 81 | 0.0% | $4,081 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 24 | 0.0% | $1,209 | 0.0% | Held | 2 | SEC ↗ |
| 30 | BlackRock ✦ (被动) | 3 | -99.8% | $151 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 1 | 新增 | $50 | 0.0% | New | 1 | SEC ↗ |
| 32 | Nomura Asset Management Co Ltd | 0 | n/a | $0 | 0.0% | Held | 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
| Raymond James Financial Inc | $256,283 | 0.0% |
| Millennium Management | $225,753 | 0.0% |
| Qube Research & Technologies… | $113,708 | 0.0% |
| National Bank Of Canada /Fi/ | $50 | 0.0% |
已清仓
| Wealth Enhancement Advisory… | $293,733 | 曾为 0.0% |
| Baird Financial Group, Inc. | $293,123 | 曾为 0.0% |
| Chevy Chase Trust Holdings… | $200,970 | 曾为 0.0% |
| JPMorgan Chase | $10,745 | 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): 75 持有人, 1.43M 股份, $68.79M 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