证券记录 · 已归档季度
SMMU
名称等待档案录入
33被追踪持有人
+2Δ持有人
10.57M持有股份
$533.29M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +6.5% ·
股份流向 +4.3% ·
净新建仓位 +6.1%
— 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 | 31 | -1 | 10.66M | $538.44M | +1 | −2 |
| Q1 2026 | 33 | +2 | 10.57M | $533.29M | +4 | −2 |
| Q4 2025 | 31 | 0 | 10.13M | $511.16M | — | — |
| Q3 2025 | 3 | +1 | 5.60M | $283.10M | +1 | — |
| Q1 2025 | 1 | 0 | 6.06K | $303,271 | — | — |
| Q4 2024 | 1 | 0 | 6.06K | $302,180 | — | — |
| Q3 2024 | 1 | 0 | 6.06K | $306,182 | +1 | −1 |
| Q2 2024 | 1 | — | 14.57K | $726,556 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.29M | +12.6% | $165.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.29M | +12.6% | $165.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Captrust Financial Advisors | 1.16M | +10.6% | $58.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.16M | +5.9% | $58.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.16M | +5.9% | $58.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.16M | +5.9% | $58.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cwm, Llc | 796.20K | +12.0% | $40.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 639.74K | -8.0% | $32.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 636.24K | -23.1% | $32.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 636.24K | -23.1% | $32.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 636.24K | -23.1% | $32.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 548.90K | +8.8% | $27.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 497.06K | -31.4% | $25.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 389.98K | +23.1% | $19.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 389.98K | +23.1% | $19.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 318.04K | +6.2% | $16.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 318.04K | +6.2% | $16.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 318.04K | +6.2% | $16.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 277.44K | +4.7% | $14.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 277.44K | +4.7% | $14.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 176.86K | +17.9% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 176.86K | +17.9% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 176.86K | +17.9% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 176.86K | +17.9% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 113.16K | +20.7% | $5.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 66.56K | 新增 | $3.36M | 0.0% | New | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 58.06K | +3.6% | $2.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 57.95K | 新增 | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 57.95K | 新增 | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 57.95K | 新增 | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 52.83K | -18.8% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 49.72K | +78.1% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS Group AG | 48.71K | -10.0% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 39.35K | -6.1% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 28.07K | +3.4% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 26.26K | -18.3% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 25.95K | -13.6% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 24.35K | +19.1% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 24.19K | +12.7% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 24.19K | +12.7% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 22.52K | -65.4% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 12.91K | 0.0% | $651,410 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 12.87K | 新增 | $649,196 | 0.0% | New | 1 | SEC ↗ |
| 44 | Creative Planning | 11.60K | 新增 | $585,295 | 0.0% | New | 1 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 7.95K | -1.2% | $400,825 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Assetmark, Inc | 2.36K | +358.6% | $118,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Blair William & Co/Il | 810 | 0.0% | $40,865 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Allianz Asset Management GmbH | 271 | 0.0% | $13,672 | 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
| Goldman Sachs Group | $3.36M | 0.0% |
| Bank of New York Mellon Corp | $2.92M | 0.0% |
| Bank of New York Mellon Corp | $2.92M | 0.0% |
| Bank of New York Mellon Corp | $2.92M | 0.0% |
| Fifth Third Bancorp | $649,196 | 0.0% |
| Creative Planning | $585,295 | 0.0% |
已清仓
| Susquehanna International… | $983,637 | 曾为 0.0% |
| Us Bancorp \De\ | $5,547 | 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): 194 持有人, 16.94M 股份, $844.55M 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