证券记录 · 已归档季度
QEFA
名称等待档案录入
34被追踪持有人
+1Δ持有人
4.80M持有股份
$447.57M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +3.0% ·
股份流向 +1.7% ·
净新建仓位 +2.9%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 78.94K | $7.67M | n/a | n/a |
| Q2 2026 | 36 | +3 | 4.51M | $433.20M | +4 | −1 |
| Q1 2026 | 34 | +1 | 4.80M | $447.57M | +3 | −2 |
| Q4 2025 | 33 | +1 | 4.72M | $427.76M | +1 | n/a |
| Q3 2025 | 5 | 0 | 1.14M | $100.53M | n/a | n/a |
| Q2 2025 | 3 | 0 | 19.23K | $1.64M | n/a | n/a |
| Q1 2025 | 2 | +1 | 6.84K | $540,454 | +1 | n/a |
| Q4 2024 | 1 | 0 | 7.65K | $554,484 | n/a | n/a |
| Q3 2024 | 1 | 0 | 4.31K | $347,036 | n/a | n/a |
| Q2 2024 | 1 | n/a | 77.21K | $5.77M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.29M | +2.2% | $120.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.05M | -3.9% | $98.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Ameriprise Financial Inc | 1.00M | -3.0% | $93.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 431.31K | +24.0% | $40.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 206.20K | +4.5% | $19.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Captrust Financial Advisors | 97.58K | -0.5% | $9.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 92.63K | -2.5% | $8.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 86.14K | +39.1% | $8.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 79.15K | -17.1% | $7.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cwm, Llc | 78.88K | +22.9% | $7.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 51.27K | -3.3% | $4.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 49.56K | +14.4% | $4.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 42.89K | 新增 | $4.00M | 0.0% | New | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 37.99K | +0.5% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Mercer Global Advisors Inc /Adv | 37.41K | -8.9% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 35.96K | +12.7% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 22.42K | -15.0% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Mariner, LLC | 19.75K | -11.8% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Bank Of Montreal /Can/ | 17.62K | +8.5% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 11.03K | -5.4% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 9.88K | +16.4% | $921,575 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Cetera Investment Advisers | 9.86K | +2.1% | $919,653 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 8.68K | +8.8% | $809,491 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Creative Planning | 6.19K | -1.3% | $577,341 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 5.52K | +20.4% | $514,761 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 3.75K | -2.2% | $349,763 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Assetmark, Inc | 3.42K | -5.2% | $319,077 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 2.50K | 新增 | $233,082 | 0.0% | New | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 1.05K | +34.9% | $98,400 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 969 | 新增 | $87,675 | 0.0% | New | 1 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 414 | 0.0% | $38,614 | 0.0% | Held | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 407 | -96.2% | $37,082 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 200 | 0.0% | $18,685 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 34 | Qube Research & Technologies Ltd | 128 | -18.5% | $11,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Goldman Sachs Group | $4.00M | 0.0% |
| Susquehanna International… | $233,082 | 0.0% |
| Jones Financial Companies Lllp | $87,675 | 0.0% |
已清仓
| Citadel Advisors | $2.00M | 曾为 0.0% |
| Rockefeller Capital… | $2,629 | 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): 143 持有人, 9.46M 股份, $840.18M 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
持有该证券的受追踪机构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