证券记录 · 已归档季度
NIE
名称等待档案录入
26被追踪持有人
+1Δ持有人
3.94M持有股份
$92.03M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.0% ·
股份流向 -0.5% ·
净新建仓位 +3.8%
· 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
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 | 951.19K | -1.1% | $22.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Royal Bank Of Canada | 575.17K | +0.7% | $13.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 521.69K | -2.3% | $12.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 520.15K | +12.8% | $12.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 290.71K | +7.7% | $6.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 256.92K | -36.1% | $6.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 131.27K | -6.0% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 122.23K | +9.1% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 119.09K | -0.9% | $2.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Allspring Global Investments… | 80.11K | +19.2% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 77.31K | -14.3% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 48.13K | +34.1% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 44.17K | +29.4% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | First Trust Advisors Lp | 33.79K | 新增 | $789,287 | 0.0% | New | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 32.33K | -26.2% | $755,149 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 30.18K | +21.0% | $704,910 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 25.92K | +26.9% | $605,439 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 20.05K | -7.1% | $468,256 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 18.90K | +2.3% | $441,491 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | AQR Capital Management ✦ | 14.45K | 0.0% | $337,599 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Fifth Third Bancorp | 8.09K | 新增 | $189,076 | 0.0% | New | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 4.57K | 0.0% | $106,732 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 4.13K | 0.0% | $96,594 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Cwm, Llc | 3.34K | +0.2% | $78,074 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 3.00K | 0.0% | $70,173 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 26 | JPMorgan Chase ✦ | 305 | -14.8% | $6,996 | 0.0% | ▼ Trim | 3 | 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
| First Trust Advisors Lp | $789,287 | 0.0% |
| Fifth Third Bancorp | $189,076 | 0.0% |
已清仓
| Fidelity (FMR) | $773 | 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): 83 持有人, 7.08M 股份, $161.32M 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。
公开市场买入 (P)
Aug 20
MCDANIEL CONNIE D
Director · 245 股 @ 26.37 · $6,460
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
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