证券记录 · 已归档季度
SMOT
名称等待档案录入
28被追踪持有人
+2Δ持有人
2.53M持有股份
$89.07M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 +7.7% ·
股份流向 -13.6% ·
净新建仓位 +7.1%
· 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 | 2 | 0 | 74.42K | $2.82M | n/a | n/a |
| Q2 2026 | 29 | +1 | 2.41M | $93.52M | +4 | −3 |
| Q1 2026 | 28 | +2 | 2.53M | $89.07M | +4 | −2 |
| Q4 2025 | 26 | +1 | 2.93M | $106.25M | +1 | n/a |
| Q3 2025 | 4 | +1 | 631.18K | $22.77M | +1 | n/a |
| Q2 2025 | 1 | n/a | 2.84K | $98,710 | n/a | n/a |
| Q4 2024 | 1 | +1 | 16.18K | $557,897 | +1 | n/a |
| Q2 2024 | 1 | n/a | 10.09K | $322,604 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 930.88K | -15.1% | $32.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 493.50K | -18.1% | $17.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 420.27K | -2.2% | $14.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 169.39K | -11.0% | $5.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Jones Financial Companies Lllp | 106.02K | +16.3% | $3.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 83.02K | -11.2% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 61.51K | -6.8% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 49.67K | +1.4% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 41.23K | -34.5% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 28.18K | +0.1% | $991,496 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 26.74K | +7.7% | $940,904 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 21.89K | +58.5% | $770,485 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 19.84K | 新增 | $698,099 | 0.0% | New | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 15.89K | +60.4% | $559,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mariner, LLC | 14.93K | +1.6% | $525,397 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 13.84K | 新增 | $486,959 | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 11.36K | +297.5% | $399,803 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Fifth Third Bancorp | 9.95K | 新增 | $350,035 | 0.0% | New | 1 | SEC ↗ |
| 19 | Creative Planning | 7.39K | 新增 | $260,019 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 2.00K | 0.0% | $70,486 | 0.0% | Held | 2 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 1.94K | -31.6% | $68,409 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.70K | +82.9% | $59,930 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 569 | 0.0% | $20,023 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 513 | +242.0% | $18,053 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 413 | +23.3% | $14,195 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 186 | -73.7% | $6,545 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Russell Investments Group, Ltd. | 50 | 0.0% | $1,760 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 26 | 0.0% | $915 | 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
| Goldman Sachs Group | $698,099 | 0.0% |
| Susquehanna International… | $486,959 | 0.0% |
| Fifth Third Bancorp | $350,035 | 0.0% |
| Creative Planning | $260,019 | 0.0% |
已清仓
| Mml Investors Services, Llc | $5.06M | 曾为 0.0% |
| Hrt Financial Lp | $315,000 | 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): 105 持有人, 6.83M 股份, $231.78M 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