证券记录 · 已归档季度

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名称等待档案录入

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

40被追踪持有人

+1Δ持有人

426.01K持有股份

$54.37M报告持仓市值

+2新建仓位

−1清仓

Falling 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 +2.6% · 股份流向 -12.0% · 净新建仓位 +2.5% · 公式
持有人分散化：持有人数增多，合计持仓比例缩小。

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
Q3 2026	1	0	4.81K	$762,947	n/a	−1
Q2 2026	38	0	418.94K	$64.65M	+2	−3
Q1 2026	40	+1	426.01K	$54.37M	+2	−1
Q4 2025	39	0	484.24K	$63.98M	n/a	n/a
Q3 2025	3	0	174.98K	$22.30M	n/a	n/a
Q2 2025	1	-1	2.55K	$318,548	n/a	−1
Q1 2025	1	0	9.62K	$1.10M	n/a	n/a
Q4 2024	1	+1	4.49K	$520,402	+1	n/a

持有人数量

持有人 · Q1 2026

#	管理人	股份	Δ股份	价值	其权重		持有
1	Morgan Stanley ✦	93.22K	-2.7%	$11.91M	0.0%	▼ Trim	3	SEC ↗ ×3
2	LPL Financial LLC	48.98K	-59.6%	$6.26M	0.0%	▼ Trim	2	SEC ↗
3	Bank Of America Corp /De/	45.42K	-3.6%	$5.80M	0.0%	▼ Trim	2	SEC ↗ ×3
4	JPMorgan Chase ✦	37.50K	-0.1%	$4.68M	0.0%	▼ Trim	3	SEC ↗ ×2
5	Cetera Investment Advisers	28.65K	-1.1%	$3.66M	0.0%	▼ Trim	2	SEC ↗
6	Susquehanna International Group, Llp	20.55K	+592.5%	$2.63M	0.0%	▲ Add	2	SEC ↗
7	UBS Group AG	19.06K	-11.0%	$2.44M	0.0%	▼ Trim	2	SEC ↗
8	Wells Fargo & Company/Mn	12.34K	+4.0%	$1.58M	0.0%	▲ Add	2	SEC ↗ ×2
9	Royal Bank Of Canada	12.32K	+5.6%	$1.57M	0.0%	▲ Add	2	SEC ↗ ×2
10	Commonwealth Equity Services, Llc	12.06K	+0.7%	$1.54M	0.0%	▲ Add	2	SEC ↗
11	Raymond James Financial Inc	11.13K	+8.6%	$1.42M	0.0%	▲ Add	2	SEC ↗ ×3
12	Osaic Holdings, Inc.	9.81K	-9.6%	$1.25M	0.0%	▼ Trim	2	SEC ↗ ×3
13	Jones Financial Companies Lllp	9.70K	+56.4%	$1.22M	0.0%	▲ Add	2	SEC ↗
14	Wealthfront Advisers LLC	6.28K	+1.9%	$802,131	0.0%	▲ Add	2	SEC ↗
15	Sei Investments Co	6.21K	+0.1%	$793,570	0.0%	▲ Add	2	SEC ↗
16	Citigroup Inc	4.97K	+9.4%	$635,049	0.0%	▲ Add	2	SEC ↗
17	Wealth Enhancement Advisory…	4.41K	-19.9%	$571,070	0.0%	▼ Trim	2	SEC ↗
18	Mercer Global Advisors Inc /Adv	4.39K	-5.2%	$561,083	0.0%	▼ Trim	2	SEC ↗
19	Captrust Financial Advisors	3.93K	+1.7%	$502,153	0.0%	▲ Add	2	SEC ↗
20	Ameriprise Financial Inc	3.56K	-30.8%	$497,063	0.0%	▼ Trim	2	SEC ↗
21	Focus Partners Wealth	3.74K	+5.7%	$478,263	0.0%	▲ Add	2	SEC ↗
22	Bank of New York Mellon Corp	3.02K	+7.1%	$385,717	0.0%	▲ Add	2	SEC ↗ ×2
23	Mariner, LLC	2.89K	-3.8%	$369,661	0.0%	▼ Trim	2	SEC ↗
24	HighTower Advisors, LLC	2.61K	+6.2%	$333,509	0.0%	▲ Add	2	SEC ↗
25	Fidelity (FMR) ✦	2.47K	-4.5%	$315,612	0.0%	▼ Trim	4	SEC ↗
26	Envestnet Asset Management Inc	2.42K	-24.9%	$309,545	0.0%	▼ Trim	2	SEC ↗
27	Creative Planning	2.26K	+13.0%	$288,565	0.0%	▲ Add	2	SEC ↗
28	Truist Financial Corp	2.16K	+7.1%	$275,685	0.0%	▲ Add	2	SEC ↗
29	Blair William & Co/Il	1.91K	+0.6%	$243,902	0.0%	▲ Add	2	SEC ↗
30	Cerity Partners LLC	1.90K	新增	$243,350	0.0%	New	1	SEC ↗
31	Assetmark, Inc	1.67K	-6.3%	$212,802	0.0%	▼ Trim	2	SEC ↗
32	Northwestern Mutual Wealth…	1.05K	+0.2%	$133,821	0.0%	▲ Add	2	SEC ↗
33	Rockefeller Capital Management L.P.	724	0.0%	$92,534	0.0%	Held	2	SEC ↗
34	Bank Of Montreal /Can/	700	0.0%	$89,467	0.0%	Held	2	SEC ↗
35	Fifth Third Bancorp	615	新增	$78,631	0.0%	New	1	SEC ↗
36	Cwm, Llc	497	-51.0%	$63,521	0.0%	▼ Trim	2	SEC ↗
37	Russell Investments Group, Ltd.	383	-11.8%	$48,951	0.0%	▼ Trim	2	SEC ↗
38	Pnc Financial Services Group, Inc.	290	+2.8%	$37,065	0.0%	▲ Add	2	SEC ↗
39	Franklin Resources Inc	118	-43.8%	$15,081	0.0%	▼ Trim	2	SEC ↗
40	National Bank Of Canada /Fi/	100	0.0%	$12,782	0.0%	Held	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

Cerity Partners LLC	$243,350	0.0%
Fifth Third Bancorp	$78,631	0.0%

已清仓

Optiver Holding B.V.	$44,244	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): 126 持有人, 903.45K 股份, $108.67M 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。

AIG40共同持有人 EG40共同持有人 TXN40共同持有人 AEP40共同持有人 DD40共同持有人

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

☆ SHE

新增买入方

已清仓

SHE