证券记录 · 已归档季度
SIZE
名称等待档案录入
31被追踪持有人
-3Δ持有人
1.53M持有股份
$244.32M报告持仓市值
+1新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -8.8% ·
股份流向 +1.2% ·
净新建仓位 -9.7%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 32 | +2 | 1.48M | $264.27M | +2 | — |
| Q1 2026 | 31 | -3 | 1.53M | $244.32M | +1 | −4 |
| Q4 2025 | 34 | 0 | 1.52M | $244.77M | — | — |
| Q3 2025 | 5 | 0 | 487.29K | $78.35M | — | — |
| Q2 2025 | 2 | -1 | 373.87K | $57.78M | — | −1 |
| Q1 2025 | 1 | +1 | 4.14K | $601,685 | +1 | — |
| Q3 2024 | 1 | +1 | 5.98K | $889,318 | +1 | — |
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/ | 510.77K | +1.0% | $81.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 510.77K | +1.0% | $81.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 352.45K | -5.2% | $56.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (被动) | 352.45K | -5.2% | $56.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Lido Advisors, LLC | 103.69K | -5.7% | $16.53M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Lido Advisors, LLC | 103.69K | -5.7% | $16.53M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 73.44K | -1.2% | $11.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 66.98K | +8.1% | $10.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 64.90K | +570.0% | $10.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 64.90K | +570.0% | $10.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 61.72K | -14.4% | $9.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 59.33K | -11.7% | $9.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 46.56K | +0.3% | $7.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 46.56K | +0.3% | $7.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 37.33K | -3.9% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 37.33K | -3.9% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 37.33K | -3.9% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 36.57K | +3.4% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 34.75K | +29.6% | $5.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 29.64K | +7.7% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 29.64K | +7.7% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 29.64K | +7.7% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 29.64K | +7.7% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 9.16K | +2.4% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 9.16K | +2.4% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 8.79K | +268.5% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 5.83K | +6.2% | $929,652 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 5.75K | -15.1% | $917,341 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Raymond James Financial Inc | 5.45K | +7.7% | $868,200 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Raymond James Financial Inc | 5.45K | +7.7% | $868,200 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 4.17K | +88.8% | $664,660 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 2.92K | 0.0% | $465,000 | 0.0% | Held | 2 | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 1.94K | -9.8% | $309,818 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 1.82K | -4.0% | $290,855 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Cerity Partners LLC | 1.82K | -66.6% | $290,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cerity Partners LLC | 1.82K | -66.6% | $290,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cerity Partners LLC | 1.82K | -66.6% | $290,576 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 1.71K | -10.3% | $272,299 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Cwm, Llc | 1.46K | 0.0% | $233,028 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 1.34K | -1.9% | $214,314 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Cetera Investment Advisers | 1.31K | 新增 | $208,517 | 0.0% | New | 1 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 1.06K | 0.0% | $169,825 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 265 | -4.7% | $42,323 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 115 | -90.3% | $18,338 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 65 | 0.0% | $10,365 | 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
| Cetera Investment Advisers | $208,517 | 0.0% |
已清仓
| Jane Street Group, Llc | $2.75M | 曾为 0.0% |
| Fifth Third Bancorp | $32,314 | 曾为 0.0% |
| Citigroup Inc | $15,672 | 曾为 0.0% |
| Russell Investments Group… | $646 | 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, 1.97M 股份, $313.72M 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