证券记录 · 已归档季度
TYG
名称等待档案录入
33被追踪持有人
+2Δ持有人
2.61M持有股份
$129.83M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 -14.1% ·
净新建仓位 +6.1%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.15M | -7.4% | $57.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Royal Bank Of Canada | 391.44K | +17.5% | $19.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 330.73K | +1.4% | $16.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 128.62K | -40.2% | $6.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 121.17K | -4.6% | $6.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 77.97K | +12.9% | $3.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 62.96K | -32.3% | $3.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mariner, LLC | 57.65K | +2.7% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 46.30K | -72.3% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Invesco Ltd. | 38.06K | +32.0% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Stifel Financial Corp | 34.72K | -7.4% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Lido Advisors, LLC | 27.41K | +41.6% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 26.16K | -1.4% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 20.85K | +2.4% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 18.90K | +6.8% | $942,288 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 18.21K | -0.5% | $907,848 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Allspring Global Investments… | 16.92K | -87.8% | $843,462 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Corient Private Wealth LP | 12.83K | -79.7% | $617,454 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Creative Planning | 6.96K | +4.4% | $346,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 5.70K | -71.3% | $284,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 5.13K | +4.2% | $255,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 4.07K | 新增 | $203,029 | 0.0% | New | 1 | SEC ↗ |
| 23 | Cwm, Llc | 2.00K | 0.0% | $99,700 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 1.47K | +15.8% | $73,329 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 713 | 新增 | $35,543 | 0.0% | New | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 468 | -75.3% | $23,330 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 416 | 0.0% | $20,788 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 322 | 0.0% | $16,052 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 29 | Citigroup Inc | 271 | 0.0% | $13,509 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 228 | 新增 | $11,366 | 0.0% | New | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 67 | 0.0% | $3,340 | 0.0% | Held | 2 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 12 | 新增 | $553 | 0.0% | New | 1 | SEC ↗ |
| 33 | Rhumbline Advisers | 0 | -100.0% | $33 | 0.0% | ▼ Trim | 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
| Captrust Financial Advisors | $203,029 | 0.0% |
| Fifth Third Bancorp | $35,543 | 0.0% |
| Fidelity (FMR) | $11,366 | 0.0% |
| TD Waterhouse Canada Inc. | $553 | 0.0% |
已清仓
| Us Bancorp \De\ | $26,462 | 曾为 0.0% |
| Jones Financial Companies Lllp | $777 | 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): 156 持有人, 5.83M 股份, $253.47M 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