证券记录 · 已归档季度

MSIF

名称等待档案录入

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

32被追踪持有人

+2Δ持有人

4.79M持有股份

$58.34M报告持仓市值

+8新建仓位

−6清仓

Strongly Rising 4 被追踪股份持续上升的季度数 ●●●●○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 +6.7% · 股份流向 +30.0% · 净新建仓位 +6.2% · 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

季度	持有人	Δ	股份	报告持仓市值	新增	清仓
Q2 2026	36	+5	5.17M	$59.79M	+6	−1
Q1 2026	32	+2	4.79M	$58.34M	+8	−6
Q4 2025	30	+4	3.31M	$43.53M	+4	n/a
Q3 2025	4	+1	688.81K	$9.04M	+2	−1
Q2 2025	2	0	411.98K	$6.77M	n/a	n/a
Q1 2025	1	+1	313.58K	$5.17M	+1	n/a

持有人数量

持有人 · Q1 2026

#	管理人	股份	Δ股份	价值	其权重		持有
1	Two Sigma Investments ✦	1.13M	+232.1%	$13.82M	0.0%	▲ Add	2	SEC ↗
2	UBS Group AG	796.75K	+79814.4%	$9.70M	0.0%	▲ Add	2	SEC ↗ ×3
3	Franklin Resources Inc	627.13K	+50.1%	$7.64M	0.0%	▲ Add	2	SEC ↗
4	LPL Financial LLC	454.59K	+65.6%	$5.54M	0.0%	▲ Add	2	SEC ↗
5	Cetera Investment Advisers	311.56K	+86.9%	$3.79M	0.0%	▲ Add	2	SEC ↗
6	BlackRock ✦ (被动)	178.43K	-46.1%	$2.17M	0.0%	▼ Trim	4	SEC ↗
7	Osaic Holdings, Inc.	148.64K	+59.0%	$1.81M	0.0%	▲ Add	2	SEC ↗ ×2
8	Millennium Management ✦	126.08K	-72.1%	$1.54M	0.0%	▼ Trim	3	SEC ↗
9	Barclays Plc	110.41K	新增	$1.34M	0.0%	New	1	SEC ↗
10	Commonwealth Equity Services, Llc	100.44K	+57.2%	$1.22M	0.0%	▲ Add	2	SEC ↗
11	Marshall Wace ✦	89.32K	-74.8%	$1.09M	0.0%	▼ Trim	3	SEC ↗ ×2
12	Cwm, Llc	89.08K	+66.1%	$1.08M	0.0%	▲ Add	2	SEC ↗
13	Qube Research & Technologies Ltd	72.46K	+99.5%	$882,538	0.0%	▲ Add	2	SEC ↗
14	Neuberger Berman Group LLC	62.89K	新增	$765,976	0.0%	New	1	SEC ↗
15	Captrust Financial Advisors	62.45K	+14.6%	$760,679	0.0%	▲ Add	2	SEC ↗
16	Creative Planning	50.53K	+116.4%	$615,402	0.0%	▲ Add	2	SEC ↗
17	Raymond James Financial Inc	41.37K	+64.8%	$503,838	0.0%	▲ Add	2	SEC ↗ ×2
18	Morgan Stanley ✦	41.22K	+91.4%	$502,071	0.0%	▲ Add	3	SEC ↗ ×3
19	Mariner, LLC	39.12K	+14.0%	$476,452	0.0%	▲ Add	2	SEC ↗
20	Royal Bank Of Canada	38.15K	+106.0%	$465,000	0.0%	▲ Add	2	SEC ↗ ×2
21	Envestnet Asset Management Inc	37.65K	新增	$458,564	0.0%	New	1	SEC ↗
22	Hrt Financial Lp	36.23K	新增	$441,000	0.0%	New	1	SEC ↗
23	Susquehanna International Group, Llp	30.62K	-38.2%	$373,000	0.0%	▼ Trim	2	SEC ↗ ×2
24	Mml Investors Services, Llc	26.38K	+20.5%	$321,294	0.0%	▲ Add	2	SEC ↗
25	Squarepoint Ops LLC	24.22K	新增	$295,000	0.0%	New	1	SEC ↗
26	Focus Partners Wealth	17.26K	+66.0%	$210,215	0.0%	▲ Add	2	SEC ↗
27	Lido Advisors, LLC	13.00K	新增	$163,007	0.0%	New	1	SEC ↗
28	T. Rowe Price ✦	13.16K	新增	$161,000	0.0%	New	1	SEC ↗
29	Ameriprise Financial Inc	12.42K	-8.8%	$151,274	0.0%	▼ Trim	2	SEC ↗
30	JPMorgan Chase ✦	2.40K	+20.8%	$29,353	0.0%	▲ Add	2	SEC ↗ ×2
31	Wells Fargo & Company/Mn	861	-53.2%	$10,490	0.0%	▼ Trim	2	SEC ↗ ×2
32	Northwestern Mutual Wealth…	185	新增	$2,253	0.0%	New	1	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

Barclays Plc	$1.34M	0.0%
Neuberger Berman Group LLC	$765,976	0.0%
Envestnet Asset Management Inc	$458,564	0.0%
Hrt Financial Lp	$441,000	0.0%
Squarepoint Ops LLC	$295,000	0.0%
Lido Advisors, LLC	$163,007	0.0%
T. Rowe Price	$161,000	0.0%
Northwestern Mutual Wealth…	$2,253	0.0%

已清仓

Jane Street Group, Llc	$3.58M	曾为 0.0%
Citadel Advisors	$1.95M	曾为 0.0%
Bnp Paribas Financial Markets	$200,989	曾为 0.0%
D. E. Shaw & Co.	$163,448	曾为 0.0%
Fifth Third Bancorp	$8,029	曾为 0.0%
Bank Of America Corp /De/	$4,914	曾为 0.0%