证券记录 · 已归档季度
ROBO
名称等待档案录入
56被追踪持有人
+4Δ持有人
4.13M持有股份
$282.71M报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +7.7% ·
股份流向 +20.6% ·
净新建仓位 +7.1%
· 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | 0 | 4.49M | $384.14M | +4 | −5 |
| Q1 2026 | 56 | +4 | 4.13M | $282.71M | +6 | −2 |
| Q4 2025 | 52 | 0 | 3.43M | $233.23M | n/a | n/a |
| Q3 2025 | 5 | -1 | 556.84K | $36.51M | n/a | −1 |
| Q2 2025 | 4 | 0 | 61.96K | $3.70M | n/a | n/a |
| Q1 2025 | 3 | +1 | 59.92K | $3.09M | +1 | n/a |
| Q4 2024 | 2 | 0 | 28.59K | $1.61M | n/a | n/a |
| Q3 2024 | 2 | -1 | 27.74K | $1.58M | n/a | −1 |
| Q2 2024 | 3 | n/a | 56.16K | $3.09M | 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 | UBS Group AG | 848.75K | +27.4% | $58.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 756.74K | +34.8% | $51.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Northwestern Mutual Wealth… | 485.55K | +470.0% | $33.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 335.26K | -0.6% | $22.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 251.11K | +15.3% | $17.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 202.14K | +2.7% | $13.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 7 | Corient Private Wealth LP | 180.68K | -57.9% | $12.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 114.14K | -21.1% | $7.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 79.67K | -12.0% | $5.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | National Bank Of Canada /Fi/ | 75.50K | +0.5% | $5.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 64.12K | +124.5% | $4.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 63.35K | +13.7% | $4.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Cetera Investment Advisers | 59.95K | +6.8% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 57.50K | +53.9% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Mercer Global Advisors Inc /Adv | 54.59K | -16.6% | $3.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 48.52K | 新增 | $3.32M | 0.0% | New | 1 | SEC ↗ |
| 17 | Citigroup Inc | 42.36K | +8.1% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 36.97K | +76.2% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Focus Partners Wealth | 36.11K | -2.8% | $2.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 30.19K | +45.0% | $2.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 25.68K | +797.0% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 22.02K | +5.5% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 20.20K | -11.0% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Captrust Financial Advisors | 17.65K | -3.2% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Millennium Management ✦ | 17.09K | -18.3% | $1.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 16.64K | 新增 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 27 | Creative Planning | 14.38K | +21.4% | $983,934 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Hrt Financial Lp | 13.35K | 新增 | $913,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 13.00K | -1.4% | $889,681 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Cerity Partners LLC | 12.68K | +140.7% | $867,223 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Blair William & Co/Il | 12.45K | +245.7% | $852,002 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 12.13K | +229.1% | $848,726 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 11.05K | -0.9% | $756,108 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Mariner, LLC | 10.16K | +16.6% | $694,954 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Mml Investors Services, Llc | 9.64K | -21.1% | $659,823 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 9.21K | +19.0% | $630,446 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cibc World Market Inc. | 7.91K | -8.5% | $541,555 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 7.40K | +36.4% | $506,382 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Wealth Enhancement Advisory… | 6.91K | +10.3% | $478,516 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 7.04K | -30.2% | $462,964 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 41 | D. E. Shaw & Co. ✦ | 6.36K | -5.9% | $435,078 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 42 | Truist Financial Corp | 6.31K | +15.8% | $431,588 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Fifth Third Bancorp | 4.69K | +4540.6% | $320,731 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Baird Financial Group, Inc. | 4.63K | +10.3% | $316,968 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Financial Engines Advisors L.L.C. | 3.53K | -10.0% | $241,353 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 3.18K | +185.6% | $217,676 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Cwm, Llc | 3.02K | 0.0% | $206,583 | 0.0% | Held | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 2.29K | +2690.2% | $156,568 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 1.55K | +5.1% | $106,067 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 50 | Us Bancorp \De\ | 1.46K | 0.0% | $100,182 | 0.0% | Held | 2 | SEC ↗ |
| 51 | BlackRock ✦ (被动) | 1.22K | 新增 | $83,553 | 0.0% | New | 1 | SEC ↗ |
| 52 | Simplex Trading, Llc | 999 | 新增 | $68,361 | 0.0% | New | 1 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 946 | -66.8% | $64,768 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | Russell Investments Group, Ltd. | 609 | -13.7% | $41,674 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Optiver Holding B.V. | 603 | 新增 | $41,269 | 0.0% | New | 1 | SEC ↗ |
| 56 | Assetmark, Inc | 75 | 0.0% | $5,132 | 0.0% | Held | 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
| Jane Street Group, Llc | $3.32M | 0.0% |
| Citadel Advisors | $1.14M | 0.0% |
| Hrt Financial Lp | $913,000 | 0.0% |
| BlackRock | $83,553 | 0.0% |
| Simplex Trading, Llc | $68,361 | 0.0% |
| Optiver Holding B.V. | $41,269 | 0.0% |
已清仓
| Mirae Asset Global… | $2.29M | 曾为 0.0% |
| Barclays Plc | $242,585 | 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): 262 持有人, 7.35M 股份, $487.85M 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