证券记录 · 已归档季度
PDT
名称等待档案录入
27被追踪持有人
+2Δ持有人
2.15M持有股份
$28.16M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +8.0% ·
股份流向 +1.0% ·
净新建仓位 +7.4%
— 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 | 29 | +3 | 2.51M | $32.53M | +4 | −1 |
| Q1 2026 | 27 | +2 | 2.15M | $28.16M | +3 | −1 |
| Q4 2025 | 25 | +1 | 2.13M | $27.04M | +1 | — |
| Q3 2025 | 1 | — | 250.52K | $3.34M | — | — |
| Q2 2024 | 2 | — | 206.47K | $2.43M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 773.88K | +6.0% | $10.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Invesco Ltd. | 773.88K | +6.0% | $10.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 209.40K | +1.1% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 209.40K | +1.1% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 197.86K | -41.2% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | First Trust Advisors Lp | 142.76K | +36.6% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 121.33K | -2.2% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 109.99K | +24.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 109.99K | +24.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 107.15K | +16.1% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 107.15K | +16.1% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 88.82K | -9.5% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 69.35K | +30.7% | $908,476 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 47.15K | -2.2% | $617,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 47.15K | -2.2% | $617,679 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 46.85K | +122.4% | $613,806 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 46.85K | +122.4% | $613,806 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 39.62K | +149.5% | $519,033 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 38.62K | -1.0% | $505,965 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 31.96K | 新增 | $418,676 | 0.0% | New | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 29.67K | +132.7% | $388,647 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 13.88K | +1.6% | $181,842 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Millennium Management ✦ | 13.28K | -84.6% | $173,981 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 11.35K | -9.4% | $149,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Creative Planning | 11.10K | -3.1% | $145,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 11.03K | 新增 | $144,470 | 0.0% | New | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 10.64K | +103.3% | $139,363 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 10.64K | +103.3% | $139,363 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 9.47K | 0.0% | $124,028 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 8.81K | 新增 | $115,459 | 0.0% | New | 1 | SEC ↗ |
| 31 | Cwm, Llc | 2.96K | -0.2% | $38,802 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 2.00K | 0.0% | $26,200 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 500 | 0.0% | $6,550 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 336 | 0.0% | $4,402 | 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
| Two Sigma Investments | $418,676 | 0.0% |
| Captrust Financial Advisors | $144,470 | 0.0% |
| Fifth Third Bancorp | $115,459 | 0.0% |
已清仓
| Nomura Holdings Inc | $170,028 | 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): 97 持有人, 6.30M 股份, $70.00M 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