证券记录 · 已归档季度
SAMT
名称等待档案录入
20被追踪持有人
+4Δ持有人
3.38M持有股份
$132.58M报告持仓市值
+5新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +25.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
— 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 | +2 | 6.28M | $299.87M | +4 | −2 |
| Q1 2026 | 20 | +4 | 3.38M | $132.58M | +5 | −1 |
| Q4 2025 | 16 | +1 | 1.69M | $65.02M | +1 | — |
| Q3 2025 | 1 | -1 | 393 | $14,659 | — | −1 |
| Q2 2025 | 1 | +1 | 12.30K | $423,489 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.36M | +81.5% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Baird Financial Group, Inc. | 1.09M | +37.0% | $42.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Baird Financial Group, Inc. | 1.09M | +37.0% | $42.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 488.76K | 新增 | $19.19M | 0.0% | New | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 488.76K | 新增 | $19.19M | 0.0% | New | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 122.10K | 新增 | $4.79M | 0.0% | New | 1 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 108.56K | +955.0% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 48.38K | +46.5% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 33.77K | 新增 | $1.33M | 0.0% | New | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 26.84K | +49.2% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 26.84K | +49.2% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cibc World Market Inc. | 18.77K | 新增 | $737,294 | 0.0% | New | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 17.68K | -16.2% | $694,166 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 15.15K | +3.2% | $594,823 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 11.32K | +0.7% | $444,413 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 11.01K | +27.2% | $432,352 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 11.01K | +27.2% | $432,352 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 9.03K | +13.2% | $354,570 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cerity Partners LLC | 7.50K | +10.2% | $294,447 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 7.50K | +10.2% | $294,447 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Corient Private Wealth LP | 6.31K | -38.3% | $247,896 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 972 | +147.3% | $38,173 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 972 | +147.3% | $38,173 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 292 | 0.0% | $11,242 | 0.0% | Held | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 292 | 0.0% | $11,242 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 210 | 新增 | $8,247 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cwm, Llc | 69 | 0.0% | $2,710 | 0.0% | Held | 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
| Bank Of America Corp /De/ | $19.19M | 0.0% |
| Bank Of America Corp /De/ | $19.19M | 0.0% |
| Two Sigma Investments | $4.79M | 0.0% |
| LPL Financial LLC | $1.33M | 0.0% |
| Cibc World Market Inc. | $737,294 | 0.0% |
| Wells Fargo & Company/Mn | $8,247 | 0.0% |
已清仓
| UBS Group AG | $28,151 | 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): 61 持有人, 11.34M 股份, $422.80M 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