证券记录 · 已归档季度
RCS
名称等待档案录入
24被追踪持有人
+2Δ持有人
1.95M持有股份
$10.45M报告持仓市值
+6新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +9.1% ·
股份流向 -26.1% ·
净新建仓位 +8.3%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 698.95K | +3.0% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 289.62K | -11.6% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 283.13K | -23.4% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 230.31K | -19.8% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Mercer Global Advisors Inc /Adv | 71.65K | +0.2% | $384,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 53.82K | -7.2% | $288,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mariner, LLC | 51.83K | -14.0% | $277,833 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 49.56K | -45.2% | $265,642 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Bank Of America Corp /De/ | 41.20K | +3.5% | $220,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Clearbridge Investments, LLC | 22.38K | +25.6% | $119,935 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Focus Partners Wealth | 21.88K | +31.7% | $117,959 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 21.95K | -94.6% | $117,657 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 20.72K | 新增 | $111,048 | 0.0% | New | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 19.30K | -23.5% | $103,421 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 14.24K | +14.5% | $76,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Captrust Financial Advisors | 12.83K | 新增 | $68,790 | 0.0% | New | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 11.78K | 新增 | $63,162 | 0.0% | New | 1 | SEC ↗ |
| 18 | Creative Planning | 10.85K | -17.6% | $58,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 10.55K | +1.8% | $56,530 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 5.77K | +81.6% | $30,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 5.29K | 新增 | $28,381 | 0.0% | New | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 3.00K | 新增 | $15,420 | 0.0% | New | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 0 | 新增 | $2 | 0.0% | New | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 0 | -100.0% | $0 | 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
| HighTower Advisors, LLC | $111,048 | 0.0% |
| Captrust Financial Advisors | $68,790 | 0.0% |
| Truist Financial Corp | $63,162 | 0.0% |
| Fifth Third Bancorp | $28,381 | 0.0% |
| Jones Financial Companies Lllp | $15,420 | 0.0% |
| Pnc Financial Services Group… | $2 | 0.0% |
已清仓
| Goldman Sachs Group | $526,326 | 曾为 0.0% |
| Susquehanna International… | $126,406 | 曾为 0.0% |
| Jane Street Group, Llc | $112,336 | 曾为 0.0% |
| First Trust Advisors Lp | $69,913 | 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): 62 持有人, 4.72M 股份, $17.85M 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