证券记录 · 已归档季度
NPFD
名称等待档案录入
22被追踪持有人
+4Δ持有人
4.27M持有股份
$77.46M报告持仓市值
+5新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +22.2% ·
股份流向 +2.8% ·
净新建仓位 +18.2%
— 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 | 4.04M | $76.03M | — | −2 |
| Q1 2026 | 22 | +4 | 4.27M | $77.46M | +5 | −1 |
| Q4 2025 | 18 | 0 | 4.15M | $78.98M | — | — |
| Q3 2025 | 1 | — | 1.99M | $39.78M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.00M | +0.9% | $36.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.00M | +0.9% | $36.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.00M | +0.9% | $36.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.00M | +0.9% | $36.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.00M | +0.9% | $36.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 657.84K | +3.3% | $11.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 657.84K | +3.3% | $11.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 387.37K | +11.7% | $7.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 387.37K | +11.7% | $7.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 383.58K | -3.1% | $6.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 383.58K | -3.1% | $6.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 259.86K | -5.0% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Invesco Ltd. | 259.86K | -5.0% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 156.22K | -17.6% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | First Trust Advisors Lp | 121.96K | +11.2% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 64.57K | +3.7% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 61.67K | +30.2% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 61.26K | +35.3% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 27.97K | 新增 | $507,656 | 0.0% | New | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 26.86K | +7753.2% | $487,470 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | LPL Financial LLC | 20.59K | +32.0% | $373,764 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Hrt Financial Lp | 15.76K | 新增 | $285,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Lido Advisors, LLC | 15.05K | -0.4% | $275,586 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 3.48K | -42.3% | $63,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Barclays Plc | 2.80K | 新增 | $50,820 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 1.53K | 新增 | $27,827 | 0.0% | New | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 1.23K | +49.5% | $22,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 947 | 0.0% | $17,188 | 0.0% | Held | 2 | SEC ↗ |
| 29 | BlackRock ✦ (被动) | 495 | 新增 | $8,984 | 0.0% | New | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 44 | 0.0% | $799 | 0.0% | Held | 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
| Millennium Management | $507,656 | 0.0% |
| Hrt Financial Lp | $285,000 | 0.0% |
| Barclays Plc | $50,820 | 0.0% |
| Fifth Third Bancorp | $27,827 | 0.0% |
| BlackRock | $8,984 | 0.0% |
已清仓
| Jane Street Group, Llc | $468,119 | 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): 55 持有人, 7.77M 股份, $91.52M 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