证券记录 · 已归档季度
RSPD
名称等待档案录入
30被追踪持有人
0Δ持有人
908.80K持有股份
$48.57M报告持仓市值
+4新建仓位
−4清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -9.9% · 净新建仓位 0.0% — 公式
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 | 35 | +5 | 1.12M | $62.78M | +6 | −1 |
| Q1 2026 | 30 | 0 | 908.80K | $48.57M | +4 | −4 |
| Q4 2025 | 30 | -1 | 1.01M | $57.52M | — | −1 |
| Q3 2025 | 5 | 0 | 227.03K | $13.10M | — | — |
| Q2 2025 | 2 | 0 | 21.40K | $1.14M | — | — |
| Q1 2025 | 1 | 0 | 31.48K | $1.57M | — | — |
| Q4 2024 | 1 | 0 | 5.64K | $301,505 | +1 | −1 |
| Q3 2024 | 1 | -1 | 14.55K | $758,461 | — | −1 |
| Q2 2024 | 2 | — | 29.00K | $1.39M | — | — |
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 | 156.98K | +7.1% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 156.98K | +7.1% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 143.66K | +232.3% | $7.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 143.66K | +232.3% | $7.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 121.38K | +0.3% | $6.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 111.15K | -28.0% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 111.15K | -28.0% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 69.05K | -65.4% | $3.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 52.42K | +0.5% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 52.42K | +0.5% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 52.42K | +0.5% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 52.42K | +0.5% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 52.42K | +0.5% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 43.97K | -22.1% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 43.81K | +43.1% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 34.03K | -12.7% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | UBS Group AG | 34.03K | -12.7% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | TD Waterhouse Canada Inc. | 24.24K | +145.0% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 22.14K | -26.1% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 22.14K | -26.1% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 20.00K | +100.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 15.64K | +84.8% | $837,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 11.01K | +7.7% | $589,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | IMC-Chicago, LLC | 8.97K | 新增 | $480,365 | 0.0% | New | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 5.14K | -50.0% | $275,403 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 5.00K | 新增 | $267,803 | 0.0% | New | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 4.72K | -5.4% | $252,550 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 4.43K | -3.9% | $236,894 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 3.01K | +1.4% | $156,768 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 2.12K | +0.2% | $113,608 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 1.67K | -18.6% | $89,592 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 1.65K | -11.1% | $88,376 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 1.65K | -11.1% | $88,376 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 1.65K | -11.1% | $88,376 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 1.18K | +6.6% | $63,272 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 507 | 0.0% | $27,139 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Fifth Third Bancorp | 488 | 新增 | $26,122 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 192 | -24.4% | $10,288 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 186 | 0.0% | $9,956 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 33 | 0.0% | $1,766 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Simplex Trading, Llc | 22 | 新增 | $1,177 | 0.0% | New | 1 | 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
| IMC-Chicago, LLC | $480,365 | 0.0% |
| Citadel Advisors | $267,803 | 0.0% |
| Fifth Third Bancorp | $26,122 | 0.0% |
| Simplex Trading, Llc | $1,177 | 0.0% |
已清仓
| Focus Partners Wealth | $2.16M | 曾为 0.0% |
| Baird Financial Group, Inc. | $1.00M | 曾为 0.0% |
| Envestnet Asset Management Inc | $328,736 | 曾为 0.0% |
| Stifel Financial Corp | $257,719 | 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): 85 持有人, 2.53M 股份, $83.82M 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