证券记录 · 已归档季度
QQQX
名称等待档案录入
37被追踪持有人
+1Δ持有人
8.64M持有股份
$230.47M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +2.8% ·
股份流向 +0.2% ·
净新建仓位 +2.7%
· 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 | 1 | 0 | 2.98K | $91,974 | n/a | n/a |
| Q2 2026 | 37 | +1 | 8.56M | $257.96M | +3 | −2 |
| Q1 2026 | 37 | +1 | 8.64M | $230.47M | +4 | −3 |
| Q4 2025 | 36 | +2 | 8.63M | $246.01M | +2 | n/a |
| Q3 2025 | 3 | 0 | 2.09M | $57.43M | n/a | n/a |
| Q2 2025 | 1 | 0 | 78.93K | $2.09M | +1 | −1 |
| Q1 2025 | 1 | 0 | 24.66K | $585,562 | +1 | −1 |
| Q4 2024 | 1 | -1 | 10.75K | $290,679 | n/a | −1 |
| Q3 2024 | 2 | 0 | 55.77K | $1.40M | n/a | n/a |
| Q2 2024 | 2 | n/a | 44.47K | $1.12M | 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 | Morgan Stanley ✦ | 1.95M | -3.5% | $51.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Wells Fargo & Company/Mn | 1.25M | +0.6% | $33.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Invesco Ltd. | 779.44K | -4.1% | $20.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Royal Bank Of Canada | 745.86K | +0.3% | $19.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | UBS Group AG | 727.79K | +0.1% | $19.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 636.89K | +8.9% | $16.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Allspring Global Investments… | 598.83K | +7.5% | $15.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 419.17K | +4.2% | $11.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 375.65K | +3.1% | $10.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 263.42K | -0.7% | $7.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 212.83K | +3.6% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Ameriprise Financial Inc | 189.57K | -7.5% | $5.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 65.53K | -13.6% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | First Trust Advisors Lp | 56.32K | +9.7% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 55.70K | +23.9% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 31.52K | -0.5% | $840,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 27.89K | +62.4% | $743,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 26.91K | 0.0% | $717,770 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 24.69K | +250.9% | $658,429 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 23.17K | 新增 | $617,917 | 0.0% | New | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 21.84K | +100.0% | $582,545 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Baird Financial Group, Inc. | 21.26K | 新增 | $567,031 | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Truist Financial Corp | 18.22K | +9.2% | $486,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Focus Partners Wealth | 16.74K | -4.3% | $446,369 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 14.35K | +149.0% | $382,715 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mariner, LLC | 13.57K | +25.1% | $361,261 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 13.08K | -7.1% | $348,855 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 11.84K | -0.2% | $315,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 11.53K | 新增 | $307,478 | 0.0% | New | 1 | SEC ↗ |
| 30 | Creative Planning | 11.46K | +10.8% | $305,658 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 10.29K | +10.0% | $274,328 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cwm, Llc | 8.82K | +5.0% | $235,253 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 8.42K | -37.6% | $224,588 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 2.98K | 0.0% | $82,110 | 0.0% | Held | 2 | SEC ↗ |
| 35 | BlackRock ✦ (被动) | 600 | 新增 | $16,002 | 0.0% | New | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 530 | -43.0% | $14,135 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 121 | -66.7% | $3,078 | 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
| Susquehanna International… | $617,917 | 0.0% |
| Baird Financial Group, Inc. | $567,031 | 0.0% |
| Fifth Third Bancorp | $307,478 | 0.0% |
| BlackRock | $16,002 | 0.0% |
已清仓
| Two Sigma Investments | $2.66M | 曾为 0.0% |
| Jane Street Group, Llc | $515,898 | 曾为 0.0% |
| Jones Financial Companies Lllp | $4,278 | 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): 134 持有人, 13.25M 股份, $346.31M 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