证券记录 · 已归档季度
VGM
名称等待档案录入
29被追踪持有人
+3Δ持有人
5.24M持有股份
$51.74M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +11.5% ·
股份流向 -6.6% ·
净新建仓位 +10.3%
— 公式
持股分散化 — 持有人增多，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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -4 | 5.56M | $58.98M | +1 | −5 |
| Q1 2026 | 29 | +3 | 5.24M | $51.74M | +5 | −2 |
| Q4 2025 | 26 | 0 | 5.61M | $58.19M | — | — |
| Q3 2025 | 1 | -1 | 545.05K | $5.52M | — | −1 |
| Q2 2025 | 1 | +1 | 14.00K | $132,860 | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 690.51K | -19.3% | $6.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 686.77K | +6.5% | $6.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 686.77K | +6.5% | $6.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 572.72K | -4.5% | $5.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 572.72K | -4.5% | $5.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 571.97K | +0.6% | $5.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 517.76K | +19.7% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 493.82K | +3.9% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 366.52K | +6.5% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 366.52K | +6.5% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 236.92K | -3.4% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 236.92K | -3.4% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 236.92K | -3.4% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 187.14K | +46.0% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 169.23K | +6.0% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 149.38K | -13.0% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 149.38K | -13.0% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 112.45K | -69.7% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 86.88K | +41.3% | $857,519 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 84.82K | 0.0% | $837,184 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 84.82K | 0.0% | $837,184 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 84.82K | 0.0% | $837,184 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 51.27K | 0.0% | $505,985 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 51.27K | 0.0% | $505,985 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Invesco Ltd. | 41.70K | -55.1% | $411,589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 40.57K | -0.6% | $400,464 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 37.25K | -10.1% | $367,706 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 37.25K | -10.1% | $367,706 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Focus Partners Wealth | 35.60K | 0.0% | $351,372 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 24.44K | -7.2% | $241,213 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 20.36K | 新增 | $200,963 | 0.0% | New | 1 | SEC ↗ |
| 32 | Jane Street Group, Llc | 20.36K | 新增 | $200,963 | 0.0% | New | 1 | SEC ↗ |
| 33 | Nuveen, LLC | 18.69K | 0.0% | $184,510 | 0.0% | Held | 2 | SEC ↗ |
| 34 | First Trust Advisors Lp | 15.42K | -14.5% | $152,185 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fisher Asset Management ✦ | 14.35K | 新增 | $141,654 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 8.24K | 新增 | $81,329 | 0.0% | New | 1 | SEC ↗ |
| 37 | Cwm, Llc | 4.91K | +2353.5% | $48,434 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 2.04K | 0.0% | $20,145 | 0.0% | Held | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 585 | 新增 | $5,774 | 0.0% | New | 1 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 1 | 新增 | $6 | 0.0% | New | 1 | 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
| Jane Street Group, Llc | $200,963 | 0.0% |
| Jane Street Group, Llc | $200,963 | 0.0% |
| Fisher Asset Management | $141,654 | 0.0% |
| Fifth Third Bancorp | $81,329 | 0.0% |
| UBS AM, a distinct business… | $5,774 | 0.0% |
| Jones Financial Companies Lllp | $6 | 0.0% |
已清仓
| Allspring Global Investments… | $1.45M | 曾为 0.0% |
| Assetmark, Inc | $8,389 | 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): 108 持有人, 11.82M 股份, $105.72M 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