证券记录 · 已归档季度
RSPU
名称等待档案录入
30被追踪持有人
+1Δ持有人
1.94M持有股份
$157.17M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 +3.4% ·
股份流向 +0.6% ·
净新建仓位 +3.3%
· 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 | 32 | +3 | 1.95M | $158.17M | +4 | −2 |
| Q1 2026 | 30 | +1 | 1.94M | $157.17M | +4 | −3 |
| Q4 2025 | 29 | +1 | 1.93M | $144.09M | +2 | −1 |
| Q3 2025 | 4 | 0 | 256.09K | $19.63M | n/a | n/a |
| Q2 2025 | 2 | -1 | 9.49K | $674,827 | n/a | −1 |
| Q1 2025 | 2 | +1 | 41.25K | $2.87M | +1 | n/a |
| Q4 2024 | 1 | +1 | 12.95K | $850,941 | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.49K | $550,967 | 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 | 583.56K | -0.6% | $47.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 426.93K | +2.6% | $34.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 179.12K | -31.2% | $14.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 152.51K | +9.5% | $12.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Osaic Holdings, Inc. | 124.76K | +12.3% | $10.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 54.29K | +70.2% | $4.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | UBS Group AG | 50.38K | +5.6% | $4.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 49.65K | +1193.7% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 38.40K | 新增 | $3.11M | 0.0% | New | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 31.14K | -39.4% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Northwestern Mutual Wealth… | 28.73K | +42.0% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 28.47K | +5.9% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 28.40K | +9.7% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 25.46K | +4.8% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Jones Financial Companies Lllp | 23.97K | +58.3% | $1.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 22.89K | -3.9% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 21.99K | +10.9% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 21.65K | -22.4% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Focus Partners Wealth | 9.28K | +0.7% | $752,621 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 6.58K | +51.9% | $533,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 6.10K | -7.0% | $495,014 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 5.94K | -81.6% | $481,469 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Lido Advisors, LLC | 5.37K | +5.5% | $435,885 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Creative Planning | 2.73K | 新增 | $221,772 | 0.0% | New | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 2.70K | -83.6% | $218,673 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 2.61K | 新增 | $211,535 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1.62K | +92.3% | $131,344 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Fifth Third Bancorp | 1.09K | 新增 | $88,491 | 0.0% | New | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 557 | 0.0% | $45,178 | 0.0% | Held | 2 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 325 | +5.9% | $26,344 | 0.0% | ▲ Add | 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
| Two Sigma Investments | $3.11M | 0.0% |
| Creative Planning | $221,772 | 0.0% |
| D. E. Shaw & Co. | $211,535 | 0.0% |
| Fifth Third Bancorp | $88,491 | 0.0% |
已清仓
| Hrt Financial Lp | $624,000 | 曾为 0.0% |
| Citadel Advisors | $527,124 | 曾为 0.0% |
| Truist Financial Corp | $226,633 | 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): 127 持有人, 3.30M 股份, $255.81M 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