证券记录 · 已归档季度
RTM
名称等待档案录入
22被追踪持有人
+1Δ持有人
1.04M持有股份
$40.08M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +4.8% ·
股份流向 +15.7% ·
净新建仓位 +4.5%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 21 | -1 | 1.01M | $38.88M | +1 | −2 |
| Q1 2026 | 22 | +1 | 1.04M | $40.08M | +3 | −2 |
| Q4 2025 | 21 | -1 | 896.05K | $30.52M | — | −1 |
| Q3 2025 | 5 | 0 | 153.79K | $5.04M | — | — |
| Q2 2025 | 2 | -1 | 23.99K | $777,488 | — | −1 |
| Q1 2025 | 2 | +1 | 51.19K | $1.62M | +1 | — |
| Q4 2024 | 1 | +1 | 20.89K | $680,224 | +1 | — |
| Q2 2024 | 1 | — | 8.67K | $298,959 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 306.66K | +23.3% | $11.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 306.66K | +23.3% | $11.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 197.28K | -0.3% | $7.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 112.08K | +4.0% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 112.08K | +4.0% | $4.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 95.88K | -3.6% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 84.75K | +90.6% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 84.75K | +90.6% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 76.16K | +7.6% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 76.16K | +7.6% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 76.16K | +7.6% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 30.70K | 新增 | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 30.70K | 新增 | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 29.59K | +221.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 29.59K | +221.8% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 29.06K | +20.5% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 29.06K | +20.5% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 17.03K | +42.4% | $658,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 16.21K | +2.6% | $626,798 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Lido Advisors, LLC | 8.82K | +4.4% | $340,851 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 7.87K | -8.0% | $298,751 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | IMC-Chicago, LLC | 6.92K | 新增 | $267,368 | 0.0% | New | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 6.74K | +234.8% | $256,142 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 5.43K | 新增 | $210,033 | 0.0% | New | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 5.43K | 新增 | $210,033 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.98K | +0.1% | $76,560 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Blair William & Co/Il | 1.51K | 0.0% | $58,384 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 1.45K | 0.0% | $56,141 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 500 | 0.0% | $19,332 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 200 | -60.4% | $7,733 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 88 | +6.0% | $3,403 | 0.0% | ▲ Add | 2 | 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
| Susquehanna International… | $1.19M | 0.0% |
| Susquehanna International… | $1.19M | 0.0% |
| IMC-Chicago, LLC | $267,368 | 0.0% |
| Ameriprise Financial Inc | $210,033 | 0.0% |
| Ameriprise Financial Inc | $210,033 | 0.0% |
已清仓
| Goldman Sachs Group | $1.37M | 曾为 0.0% |
| Cwm, Llc | $26,000 | 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): 69 持有人, 1.81M 股份, $69.13M 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