证券记录 · 已归档季度

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名称等待档案录入

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025

52被追踪持有人

+2Δ持有人

15.78M持有股份

$236.44M报告持仓市值

+10新建仓位

−9清仓

Strongly Rising 2 被追踪股份持续上升的季度数 ●●○○○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 +4.0% · 股份流向 +28.9% · 净新建仓位 +1.9% · 公式
广泛增持：持股数量上升，持有人数量增加

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	1	+1	7.85K	$242,708	+1	−1
Q2 2026	53	+3	18.68M	$338.74M	+13	−9
Q1 2026	52	+2	15.78M	$236.44M	+10	−9
Q4 2025	51	-1	13.21M	$383.18M	+5	−5
Q3 2025	15	+13	6.11M	$293.96M	+13	n/a

持有人数量

持有人 · Q1 2026

#	管理人	股份	Δ股份	价值	其权重		持有
1	Wellington Management ✦	2.48M	+29.9%	$37.20M	0.0%	▲ Add	3	SEC ↗ ×4
2	Capital Research Global Investors	2.14M	0.0%	$32.10M	0.0%	Held	2	SEC ↗
3	Capital World Investors ✦	1.76M	+533.5%	$26.38M	0.0%	▲ Add	3	SEC ↗
4	Principal Financial Group Inc	1.09M	+39.6%	$16.30M	0.0%	▲ Add	2	SEC ↗ ×2
5	Janus Henderson Group Plc	854.59K	+41.9%	$12.82M	0.0%	▲ Add	2	SEC ↗
6	Adage Capital Partners ✦	826.42K	+136.1%	$12.40M	0.0%	▲ Add	3	SEC ↗
7	BlackRock ✦ (被动)	685.91K	-35.5%	$10.29M	0.0%	▼ Trim	3	SEC ↗ ×7
8	Morgan Stanley ✦	642.61K	+35.1%	$9.64M	0.0%	▲ Add	3	SEC ↗ ×8
9	Citadel Advisors ✦	561.38K	+124.5%	$8.42M	0.0%	▲ Add	3	SEC ↗ ×2
10	Vanguard Capital Management Llc	490.87K	n/a	$7.36M	0.0%	n/c	1	SEC ↗
11	Bamco Inc /Ny/	370.99K	-28.6%	$5.56M	0.0%	▼ Trim	2	SEC ↗
12	Fidelity (FMR) ✦	345.23K	-48.5%	$5.18M	0.0%	▼ Trim	3	SEC ↗ ×5
13	Goldman Sachs Group ✦	341.52K	+218.9%	$5.12M	0.0%	▲ Add	3	SEC ↗
14	Millennium Management ✦	335.87K	新增	$5.04M	0.0%	New	1	SEC ↗
15	Renaissance Technologies ✦	329.50K	+222.4%	$4.94M	0.0%	▲ Add	2	SEC ↗
16	Bnp Paribas Financial Markets	253.38K	+11931.2%	$3.80M	0.0%	▲ Add	2	SEC ↗
17	Alyeska Investment Group, L.P.	250.00K	+150.0%	$3.75M	0.0%	▲ Add	2	SEC ↗
18	UBS Group AG	234.31K	+112.6%	$3.51M	0.0%	▲ Add	2	SEC ↗
19	Geode Capital Management ✦ (被动)	226.43K	-5.5%	$3.40M	0.0%	▼ Trim	2	SEC ↗ ×2
20	State Street Global Advisors ✦ (被动)	213.84K	+15.2%	$3.21M	0.0%	▲ Add	2	SEC ↗
21	Healthcare Of Ontario Pension Plan…	200.00K	0.0%	$3.00M	0.0%	Held	2	SEC ↗
22	JPMorgan Chase ✦	203.71K	+1826.3%	$2.84M	0.0%	▲ Add	2	SEC ↗ ×4
23	Balyasny Asset Management L.P.	183.07K	新增	$2.75M	0.0%	New	1	SEC ↗
24	Two Sigma Investments ✦	134.74K	新增	$2.02M	0.0%	New	1	SEC ↗
25	AQR Capital Management ✦	122.83K	新增	$1.84M	0.0%	New	1	SEC ↗ ×6
26	Point72 Asset Management ✦	121.17K	新增	$1.82M	0.0%	New	1	SEC ↗
27	Charles Schwab Investment…	89.97K	-2.6%	$1.35M	0.0%	▼ Trim	2	SEC ↗
28	Northern Trust Corp	79.15K	+2.0%	$1.19M	0.0%	▲ Add	2	SEC ↗ ×2
29	Bank Of America Corp /De/	39.98K	+489.2%	$599,715	0.0%	▲ Add	2	SEC ↗ ×2
30	Bank of New York Mellon Corp	37.36K	+51.8%	$560,400	0.0%	▲ Add	2	SEC ↗ ×4
31	Blair William & Co/Il	19.65K	+85.1%	$294,735	0.0%	▲ Add	2	SEC ↗
32	Sei Investments Co	18.02K	+78.1%	$270,300	0.0%	▲ Add	2	SEC ↗ ×2
33	Manufacturers Life Insurance…	14.24K	新增	$213,675	0.0%	New	1	SEC ↗
34	Rhumbline Advisers	12.87K	+26.9%	$193,050	0.0%	▲ Add	2	SEC ↗
35	Hrt Financial Lp	12.82K	新增	$192,000	0.0%	New	1	SEC ↗
36	Nuveen, LLC	11.61K	0.0%	$174,210	0.0%	Held	2	SEC ↗
37	Cwm, Llc	11.40K	+33432.3%	$171,015	0.0%	▲ Add	2	SEC ↗
38	Citigroup Inc	10.11K	+4238.6%	$151,635	0.0%	▲ Add	2	SEC ↗ ×2
39	Wells Fargo & Company/Mn	6.83K	-61.7%	$102,405	0.0%	▼ Trim	2	SEC ↗ ×2
40	MIRAE ASSET GLOBAL ETFS HOLDINGS…	4.92K	+2.1%	$73,785	0.0%	▲ Add	2	SEC ↗
41	New York State Common Retirement…	4.20K	新增	$63,000	0.0%	New	1	SEC ↗
42	Barclays Plc	4.05K	-74.8%	$60,825	0.0%	▼ Trim	2	SEC ↗ ×3
43	Assetmark, Inc	3.63K	+89.0%	$54,480	0.0%	▲ Add	2	SEC ↗
44	Legal & General Group Plc	920	-12.3%	$13,814	0.0%	▼ Trim	2	SEC ↗
45	Russell Investments Group, Ltd.	817	0.0%	$12,255	0.0%	Held	2	SEC ↗
46	California State Teachers…	558	-12.0%	$8,370	0.0%	▼ Trim	2	SEC ↗
47	UBS AM, a distinct business unit of…	154	新增	$2,310	0.0%	New	1	SEC ↗
48	Deutsche Bank Ag\	117	-98.0%	$1,755	0.0%	▼ Trim	2	SEC ↗
49	Osaic Holdings, Inc.	80	+9.6%	$1,200	0.0%	▲ Add	2	SEC ↗
50	National Bank Of Canada /Fi/	11	新增	$165	0.0%	New	1	SEC ↗
51	Northwestern Mutual Wealth…	5	+400.0%	$75	0.0%	▲ Add	2	SEC ↗
52	Royal Bank Of Canada	6	-99.5%	$0	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

Millennium Management	$5.04M	0.0%
Balyasny Asset Management L.P.	$2.75M	0.0%
Two Sigma Investments	$2.02M	0.0%
AQR Capital Management	$1.84M	0.0%
Point72 Asset Management	$1.82M	0.0%
Manufacturers Life Insurance…	$213,675	0.0%
Hrt Financial Lp	$192,000	0.0%
New York State Common…	$63,000	0.0%
UBS AM, a distinct business…	$2,310	0.0%
National Bank Of Canada /Fi/	$165	0.0%

已清仓

Capital International…	$15.96M	曾为 0.0%
Alliancebernstein L.P.	$15.75M	曾为 0.0%
Norges Bank	$12.33M	曾为 0.0%
Jennison Associates Llc	$2.94M	曾为 0.0%
Federated Hermes, Inc.	$2.90M	曾为 0.0%
Soros Fund Management	$870,300	曾为 0.0%
Ameriprise Financial Inc	$521,223	曾为 0.0%
Squarepoint Ops LLC	$474,110	曾为 0.0%
Pnc Financial Services Group…	$63,647	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): 128 持有人, 38.16M 股份, $571.97M 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。

MS52共同持有人 MU52共同持有人 MSFT52共同持有人 HLT52共同持有人 TMO52共同持有人

内部人交易

公开市场买入 (P)

Aug 11 Peres Nechemia Jacob

Director · 10.08K 股 @ 24.74 · $249,370

Aug 10 Dinur Arnon

Director · 4.78K 股 @ 22.80 · $108,984

Aug 10 Dinur Arnon

Director · 40.00K 股 @ 22.25 · $890,000

公开市场卖出 (S)

在我们的覆盖窗口内无内部人士公开市场卖出记录。

授予、行权及税务代扣代缴在本平台均不计入买入或卖出。方法论

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

☆ VIA

新增买入方

已清仓

公开市场买入 (P)

公开市场卖出 (S)

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