证券记录 · 已归档季度
SPHB
名称等待档案录入
39被追踪持有人
-1Δ持有人
2.13M持有股份
$247.26M报告持仓市值
+5新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -2.5% ·
股份流向 -15.5% ·
净新建仓位 -2.6%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 40 | +2 | 2.66M | $414.04M | +4 | −2 |
| Q1 2026 | 39 | -1 | 2.13M | $247.26M | +5 | −6 |
| Q4 2025 | 40 | 0 | 2.53M | $295.35M | — | — |
| Q3 2025 | 7 | 0 | 1.52M | $167.22M | — | — |
| Q2 2025 | 4 | 0 | 128.44K | $12.53M | — | — |
| Q1 2025 | 3 | 0 | 79.47K | $6.22M | — | — |
| Q4 2024 | 3 | +1 | 44.69K | $3.96M | +1 | — |
| Q3 2024 | 2 | -1 | 48.24K | $4.30M | — | −1 |
| Q2 2024 | 3 | — | 119.97K | $10.13M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 725.50K | +2.2% | $84.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 238.64K | +7.6% | $27.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 223.57K | +8.6% | $25.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 118.18K | -69.0% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 118.18K | -69.0% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 118.18K | -69.0% | $13.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 110.06K | +32.9% | $12.76M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | UBS Group AG | 92.80K | +29.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 92.80K | +29.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 92.80K | +29.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 92.80K | +29.8% | $10.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 77.64K | -25.3% | $9.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 77.64K | -25.3% | $9.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 77.64K | -25.3% | $9.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 73.24K | -12.0% | $8.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 73.24K | -12.0% | $8.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 73.24K | -12.0% | $8.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 70.56K | +4.4% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 70.56K | +4.4% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 65.75K | +118.3% | $7.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bnp Paribas Financial Markets | 60.42K | -45.3% | $7.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 34.55K | -81.9% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Cetera Investment Advisers | 29.59K | +29.9% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 29.33K | +35.9% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 26.87K | -46.3% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 26.87K | -46.3% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 22.65K | -4.7% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 22.44K | +6.1% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 17.64K | +3.1% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 17.02K | +26.1% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 17.02K | +26.1% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 15.38K | +1.2% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 8.93K | -40.2% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mariner, LLC | 8.67K | +1.2% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mariner, LLC | 8.67K | +1.2% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jane Street Group, Llc | 7.95K | +59.0% | $922,266 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Hrt Financial Lp | 6.06K | 新增 | $702,000 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 4.76K | 新增 | $552,511 | 0.0% | New | 1 | SEC ↗ |
| 44 | Stifel Financial Corp | 3.81K | -1.1% | $441,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Captrust Financial Advisors | 3.24K | +4.5% | $376,159 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 2.95K | 新增 | $341,829 | 0.0% | New | 1 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 2.76K | +67.4% | $319,550 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Focus Partners Wealth | 2.71K | 0.0% | $313,665 | 0.0% | Held | 2 | SEC ↗ |
| 49 | D. E. Shaw & Co. ✦ | 2.17K | -18.7% | $251,380 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 50 | Cwm, Llc | 2.11K | +1438.7% | $244,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Wealth Enhancement Advisory… | 1.94K | 新增 | $226,223 | 0.0% | New | 1 | SEC ↗ |
| 52 | HighTower Advisors, LLC | 1.92K | +5.4% | $222,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 951 | +3862.5% | $110,306 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 841 | +0.1% | $97,505 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 841 | +0.1% | $97,505 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | TD Waterhouse Canada Inc. | 796 | 0.0% | $93,259 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Belvedere Trading LLC | 527 | 新增 | $61,106 | 0.0% | New | 1 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 8 | 0.0% | $928 | 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
| Hrt Financial Lp | $702,000 | 0.0% |
| Fifth Third Bancorp | $552,511 | 0.0% |
| Rockefeller Capital… | $341,829 | 0.0% |
| Wealth Enhancement Advisory… | $226,223 | 0.0% |
| Belvedere Trading LLC | $61,106 | 0.0% |
已清仓
| Susquehanna International… | $3.21M | 曾为 0.0% |
| Renaissance Technologies | $444,486 | 曾为 0.0% |
| Mercer Global Advisors Inc… | $249,815 | 曾为 0.0% |
| Citigroup Inc | $66,439 | 曾为 0.0% |
| Qube Research & Technologies… | $11,931 | 曾为 0.0% |
| Group One Trading Llc | $11,697 | 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): 134 持有人, 3.26M 股份, $353.36M 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