证券记录 · 已归档季度
SDG
名称等待档案录入
33被追踪持有人
+5Δ持有人
493.04K持有股份
$41.39M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +17.9% ·
股份流向 +2.9% ·
净新建仓位 +15.2%
· 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 | Cwm, Llc | 218.44K | +0.8% | $18.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 47.04K | -5.9% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Royal Bank Of Canada | 39.26K | +22.2% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 25.19K | -2.1% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 20.10K | +105.4% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 13.98K | -10.3% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 13.07K | -13.7% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Focus Partners Wealth | 12.86K | 0.0% | $1.08M | 0.0% | Held | 2 | SEC ↗ |
| 9 | UBS Group AG | 11.19K | -3.0% | $939,602 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 11.18K | -1.4% | $938,134 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 10.70K | -7.0% | $898,005 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Susquehanna International Group, Llp | 8.13K | -6.3% | $682,702 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 7.89K | -1.1% | $662,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citigroup Inc | 7.43K | -2.3% | $624,019 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 6.91K | -0.9% | $579,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Creative Planning | 6.47K | -4.3% | $543,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 5.66K | -2.0% | $475,219 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Us Bancorp \De\ | 5.00K | -0.5% | $419,763 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mariner, LLC | 4.45K | -14.4% | $373,195 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 4.33K | -7.1% | $363,850 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 2.90K | 新增 | $243,349 | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Jones Financial Companies Lllp | 2.55K | +29.6% | $207,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealthfront Advisers LLC | 2.44K | -7.2% | $205,012 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 1.50K | +44.7% | $126,013 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 1.21K | -4.0% | $101,750 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 848 | +239.2% | $71,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 835 | 0.0% | $70,100 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 28 | Russell Investments Group, Ltd. | 600 | 新增 | $50,372 | 0.0% | New | 1 | SEC ↗ |
| 29 | TD Waterhouse Canada Inc. | 584 | 新增 | $49,217 | 0.0% | New | 1 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 124 | 0.0% | $10,404 | 0.0% | Held | 2 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 116 | 新增 | $9,739 | 0.0% | New | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 61 | -67.7% | $4,971 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1 | 新增 | $85 | 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
| Raymond James Financial Inc | $243,349 | 0.0% |
| Russell Investments Group… | $50,372 | 0.0% |
| TD Waterhouse Canada Inc. | $49,217 | 0.0% |
| UBS AM, a distinct business… | $9,739 | 0.0% |
| Fidelity (FMR) | $85 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 100 持有人, 793.12K 股份, $59.24M 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