证券记录 · 已归档季度
ONEY
名称等待档案录入
29被追踪持有人
0Δ持有人
2.17M持有股份
$260.41M报告持仓市值
+3新建仓位
−3清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -2.1% · 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +1 | 2.25M | $288.17M | +2 | −1 |
| Q1 2026 | 29 | 0 | 2.17M | $260.41M | +3 | −3 |
| Q4 2025 | 29 | +1 | 2.22M | $251.74M | +1 | — |
| Q3 2025 | 3 | 0 | 3.78K | $428,218 | — | — |
| Q2 2025 | 1 | — | 233 | $25,204 | — | — |
| Q2 2024 | 1 | — | 3.05K | $316,611 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 600.01K | -9.0% | $72.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 588.45K | -1.3% | $70.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 588.45K | -1.3% | $70.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Creative Planning | 242.77K | -1.0% | $29.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Creative Planning | 242.77K | -1.0% | $29.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mariner, LLC | 216.62K | +2.4% | $26.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 173.54K | -9.7% | $20.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 173.54K | -9.7% | $20.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 94.84K | +15.5% | $11.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 58.98K | +53.2% | $7.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 54.65K | -9.3% | $6.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 31.34K | +31.6% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 31.34K | +31.6% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 30.66K | +2.5% | $3.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 30.66K | +2.5% | $3.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 30.66K | +2.5% | $3.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 17.39K | +29.6% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 10.73K | +361.5% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 10.66K | -56.0% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 10.66K | -56.0% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 6.54K | +18.9% | $785,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 6.54K | +18.9% | $785,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 6.54K | +18.9% | $785,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 6.53K | +7.5% | $784,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 6.37K | +50.2% | $764,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 4.59K | +21.8% | $551,269 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 3.33K | 新增 | $399,406 | 0.0% | New | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.51K | -0.9% | $301,205 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | IMC-Chicago, LLC | 2.23K | 新增 | $267,111 | 0.0% | New | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 1.76K | -48.7% | $212,557 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 1.50K | +18.4% | $181,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 1.45K | 新增 | $174,349 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 702 | +145.4% | $83,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 702 | +145.4% | $83,183 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 604 | +42.8% | $72,486 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Cwm, Llc | 218 | 0.0% | $26,171 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Assetmark, Inc | 134 | 0.0% | $16,087 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 70 | 0.0% | $8,403 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 30 | +3.5% | $3,546 | 0.0% | ▲ Add | 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
| Citadel Advisors | $399,406 | 0.0% |
| IMC-Chicago, LLC | $267,111 | 0.0% |
| BlackRock | $174,349 | 0.0% |
已清仓
| Hrt Financial Lp | $644,000 | 曾为 0.0% |
| Mml Investors Services, Llc | $243,099 | 曾为 0.0% |
| UBS Group AG | $129,119 | 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): 110 持有人, 5.32M 股份, $604.34M 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