证券记录 · 已归档季度
USSG
名称等待档案录入
29被追踪持有人
+3Δ持有人
2.08M持有股份
$124.08M报告持仓市值
+3新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +11.5% ·
股份流向 +6.3% ·
净新建仓位 +10.3%
— 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 | +2 | 2.07M | $143.58M | +2 | — |
| Q1 2026 | 29 | +3 | 2.08M | $124.08M | +3 | — |
| Q4 2025 | 26 | 0 | 1.96M | $124.63M | — | — |
| Q3 2025 | 4 | -2 | 100.42K | $6.16M | — | −2 |
| Q2 2025 | 3 | +2 | 13.26K | $754,369 | +2 | — |
| Q3 2024 | 2 | +2 | 48.04K | $2.56M | +2 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 720.62K | +0.1% | $43.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 720.62K | +0.1% | $43.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 320.77K | +2.1% | $19.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 320.77K | +2.1% | $19.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 320.77K | +2.1% | $19.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 144.74K | +3.6% | $8.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Us Bancorp \De\ | 139.01K | +9.4% | $8.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Us Bancorp \De\ | 139.01K | +9.4% | $8.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Financial Engines Advisors L.L.C. | 125.86K | +4.5% | $7.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Daiwa Securities Group Inc. | 98.88K | +17.9% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Fifth Third Bancorp | 86.09K | -7.9% | $5.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 75.91K | +224.4% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 47.48K | +8.8% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Assetmark, Inc | 47.01K | +8.9% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 38.74K | +21.2% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 38.74K | +21.2% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | LPL Financial LLC | 35.74K | +9.1% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 34.25K | -16.6% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 34.25K | -16.6% | $2.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 28.36K | -1.6% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 19.91K | +254.4% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 15.65K | -8.1% | $933,746 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 14.13K | -27.7% | $818,237 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 14.13K | -27.7% | $818,237 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 14.13K | -27.7% | $818,237 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 12.27K | 新增 | $732,274 | 0.0% | New | 1 | SEC ↗ |
| 27 | Mariner, LLC | 11.91K | 新增 | $710,968 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 11.17K | +3.5% | $672,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 8.66K | 0.0% | $516,709 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 8.04K | +1.2% | $480,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 8.04K | +1.2% | $480,186 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Raymond James Financial Inc | 7.70K | -8.4% | $459,416 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 7.70K | -8.4% | $459,416 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Corient Private Wealth LP | 7.28K | -55.0% | $434,197 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 6.21K | -0.7% | $370,450 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 5.93K | 0.0% | $353,962 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 4.81K | 新增 | $286,941 | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 1.61K | 0.0% | $96,324 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 805 | -84.6% | $48,000 | 0.0% | ▼ Trim | 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
| Citadel Advisors | $732,274 | 0.0% |
| Mariner, LLC | $710,968 | 0.0% |
| Quantinno Capital Management… | $286,941 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 76 持有人, 5.45M 股份, $154.21M 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