证券记录 · 已归档季度
PSP
名称等待档案录入
25被追踪持有人
+2Δ持有人
1.49M持有股份
$84.19M报告持仓市值
+5新建仓位
−3清仓
动量输入(同类管理人):
持有人广度 +8.7% ·
股份流向 +16.9% ·
净新建仓位 +8.0%
— 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 | 25 | 0 | 1.35M | $75.27M | +4 | −4 |
| Q1 2026 | 25 | +2 | 1.49M | $84.19M | +5 | −3 |
| Q4 2025 | 23 | 0 | 1.27M | $85.46M | +1 | −1 |
| Q3 2025 | 4 | 0 | 428.75K | $29.59M | — | — |
| Q2 2025 | 2 | 0 | 27.11K | $1.87M | — | — |
| Q1 2025 | 1 | 0 | 19.64K | $1.26M | — | — |
| Q4 2024 | 1 | 0 | 5.38K | $358,889 | — | — |
| Q3 2024 | 1 | +1 | 10.12K | $690,386 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 350.66K | +21.8% | $19.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 350.66K | +21.8% | $19.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 304.66K | +0.2% | $17.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 304.66K | +0.2% | $17.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 238.61K | +15.7% | $13.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 238.61K | +15.7% | $13.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 238.61K | +15.7% | $13.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 140.61K | +9.7% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 140.61K | +9.7% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 140.61K | +9.7% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 140.61K | +9.7% | $7.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 134.83K | +27.2% | $7.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 121.44K | +100.6% | $6.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 33.20K | +189.8% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Hrt Financial Lp | 28.70K | 新增 | $1.62M | 0.0% | New | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 28.63K | -8.6% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 26.83K | +43.3% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 26.83K | +43.3% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 13.79K | -41.7% | $780,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 13.71K | +305.5% | $774,661 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 12.92K | +3.6% | $730,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 12.69K | -70.4% | $717,408 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 11.34K | -6.6% | $641,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 11.34K | -6.6% | $641,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 11.34K | -6.6% | $641,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 9.56K | +731.2% | $540,275 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 5.01K | -4.5% | $283,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Belvedere Trading LLC | 1.04K | 新增 | $58,668 | 0.0% | New | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 526 | +2404.8% | $28,714 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Simplex Trading, Llc | 353 | 新增 | $19,951 | 0.0% | New | 1 | SEC ↗ |
| 31 | Fifth Third Bancorp | 275 | 新增 | $15,543 | 0.0% | New | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 155 | 0.0% | $8,761 | 0.0% | Held | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 58 | 0.0% | $3,198 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 26 | 新增 | $1,470 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 11 | -97.0% | $622 | 0.0% | ▼ Trim | 4 | 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
| Hrt Financial Lp | $1.62M | 0.0% |
| Belvedere Trading LLC | $58,668 | 0.0% |
| Simplex Trading, Llc | $19,951 | 0.0% |
| Fifth Third Bancorp | $15,543 | 0.0% |
| Rockefeller Capital… | $1,470 | 0.0% |
已清仓
| Goldman Sachs Group | $946,750 | 曾为 0.0% |
| Tidal Investments LLC | $268,766 | 曾为 0.0% |
| Pnc Financial Services Group… | $10,329 | 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): 94 持有人, 2.33M 股份, $128.15M 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