证券记录 · 已归档季度
SDCI
名称等待档案录入
22被追踪持有人
+6Δ持有人
1.74M持有股份
$47.38M报告持仓市值
+7新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 399.50K | +53.8% | $10.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 365.36K | +16.8% | $9.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 333.57K | +6797.6% | $9.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 119.69K | +20.4% | $3.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mariner, LLC | 113.31K | 新增 | $3.09M | 0.0% | New | 1 | SEC ↗ |
| 6 | Stifel Financial Corp | 102.34K | -0.3% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 94.74K | +13.3% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 43.66K | +4.2% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 31.80K | +15.2% | $874,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 27.91K | -3.7% | $760,277 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Quantinno Capital Management LP | 21.27K | +46.9% | $579,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cerity Partners LLC | 19.82K | 新增 | $540,033 | 0.0% | New | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 17.64K | +17.0% | $480,463 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 16.69K | +5.3% | $454,550 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 15.79K | +27.7% | $430,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Simplex Trading, Llc | 12.25K | 新增 | $333,798 | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1.45K | +287.7% | $39,608 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Cwm, Llc | 1.18K | 新增 | $32,170 | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 429 | 新增 | $11,686 | 0.0% | New | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 314 | 0.0% | $8,579 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Us Bancorp \De\ | 250 | 新增 | $6,810 | 0.0% | New | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 103 | 新增 | $2,806 | 0.0% | New | 1 | 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
| Mariner, LLC | $3.09M | 0.0% |
| Cerity Partners LLC | $540,033 | 0.0% |
| Simplex Trading, Llc | $333,798 | 0.0% |
| Cwm, Llc | $32,170 | 0.0% |
| Northwestern Mutual Wealth… | $11,686 | 0.0% |
| Us Bancorp \De\ | $6,810 | 0.0% |
| Assetmark, Inc | $2,806 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $143,195 | 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): 91 持有人, 9.66M 股份, $258.82M 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
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