证券记录 · 已归档季度
VOTE
名称等待档案录入
28被追踪持有人
+4Δ持有人
2.43M持有股份
$184.59M报告持仓市值
+4新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +16.7% ·
股份流向 -0.7% ·
净新建仓位 +14.3%
· 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 177 | $15,940 | n/a | n/a |
| Q2 2026 | 25 | -2 | 2.41M | $212.33M | n/a | −2 |
| Q1 2026 | 28 | +4 | 2.43M | $184.59M | +4 | n/a |
| Q4 2025 | 23 | 0 | 2.44M | $195.64M | n/a | n/a |
| Q3 2025 | 5 | -1 | 1.66M | $130.00M | +1 | −2 |
| Q2 2025 | 3 | +1 | 35.51K | $2.58M | +1 | n/a |
| Q1 2025 | 1 | 0 | 4.47K | $292,489 | +1 | −1 |
| Q4 2024 | 1 | +1 | 28.00K | $1.93M | +1 | n/a |
| Q2 2024 | 1 | n/a | 6.95K | $441,817 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Pnc Financial Services Group, Inc. | 1.18M | +8.1% | $90.06M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | Goldman Sachs Group ✦ | 377.76K | -0.1% | $28.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 349.47K | -33.9% | $25.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 185.78K | +5.2% | $14.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 132.71K | +6.5% | $10.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Bank of New York Mellon Corp | 41.33K | +3.2% | $3.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 38.34K | 新增 | $2.93M | 0.0% | New | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 30.00K | +4.3% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 15.54K | -0.5% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 11.14K | +145.4% | $849,753 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Creative Planning | 10.29K | -38.8% | $785,048 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 9.15K | +4.5% | $698,487 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 7.60K | +253233.3% | $579,880 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 7.31K | 新增 | $557,677 | 0.0% | New | 1 | SEC ↗ |
| 15 | CIBC Bancorp USA Inc. | 6.46K | n/a | $492,593 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 5.04K | -62.4% | $384,700 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 4.23K | 新增 | $322,673 | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 3.89K | 0.0% | $296,960 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 19 | Royal Bank Of Canada | 3.73K | +433.1% | $284,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Raymond James Financial Inc | 3.06K | 新增 | $233,707 | 0.0% | New | 1 | SEC ↗ ×2 |
| 21 | UBS Group AG | 2.92K | -29.9% | $222,949 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 850 | +42.4% | $64,841 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 825 | +329.7% | $62,948 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 500 | 0.0% | $38,175 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 438 | -2.5% | $33,419 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 132 | 0.0% | $10,072 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Cwm, Llc | 126 | +26.0% | $9,614 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 50 | 0.0% | $3,815 | 0.0% | Held | 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
| Susquehanna International… | $2.93M | 0.0% |
| Citadel Advisors | $557,677 | 0.0% |
| Jane Street Group, Llc | $322,673 | 0.0% |
| Raymond James Financial Inc | $233,707 | 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): 109 持有人, 8.16M 股份, $434.18M 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