证券记录 · 已归档季度
NUW
名称等待档案录入
20被追踪持有人
+2Δ持有人
2.42M持有股份
$34.63M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +11.1% ·
股份流向 +0.4% ·
净新建仓位 +10.0%
— 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 | 18 | -2 | 2.51M | $36.10M | — | −2 |
| Q1 2026 | 20 | +2 | 2.42M | $34.63M | +2 | — |
| Q4 2025 | 18 | 0 | 2.42M | $34.56M | — | — |
| Q3 2025 | 1 | — | 741.14K | $10.51M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 658.75K | -10.7% | $9.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 658.75K | -10.7% | $9.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 658.75K | -10.7% | $9.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 658.75K | -10.7% | $9.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 360.20K | +8.3% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 360.20K | +8.3% | $5.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Captrust Financial Advisors | 272.56K | +0.8% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 258.41K | +8.0% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 216.36K | +2.4% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 156.62K | -9.2% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 156.62K | -9.2% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 155.71K | +0.9% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Invesco Ltd. | 98.87K | +36.4% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 77.89K | +1.3% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 77.89K | +1.3% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 33.96K | +25.2% | $486,602 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 32.87K | -0.2% | $471,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 26.55K | +21.0% | $380,503 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 20.57K | +101.6% | $294,832 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 19.73K | -22.2% | $282,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 19.73K | -22.2% | $282,715 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 13.53K | +28.3% | $193,871 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 11.45K | +0.3% | $164,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 5.50K | 新增 | $78,817 | 0.0% | New | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 4.48K | 0.0% | $64,238 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 581 | -86.6% | $8,326 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | BlackRock ✦ (被动) | 13 | 新增 | $193 | 0.0% | New | 1 | 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
| Fifth Third Bancorp | $78,817 | 0.0% |
| BlackRock | $193 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 65 持有人, 6.42M 股份, $88.58M 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