证券记录 · 已归档季度
VPLS
名称等待档案录入
22被追踪持有人
+3Δ持有人
3.61M持有股份
$279.89M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 +15.8% ·
股份流向 +30.0% ·
净新建仓位 +13.6%
— 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 | 21 | -1 | 4.86M | $376.99M | — | −1 |
| Q1 2026 | 22 | +3 | 3.61M | $279.89M | +5 | −2 |
| Q4 2025 | 18 | -1 | 2.56M | $199.98M | — | −1 |
| Q3 2025 | 3 | +1 | 30.81K | $2.42M | +1 | — |
| Q2 2025 | 1 | -1 | 4.00K | $311,199 | — | −1 |
| Q1 2025 | 2 | 0 | 11.60K | $899,851 | — | — |
| Q4 2024 | 2 | +2 | 7.35K | $558,513 | +2 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.62M | +36.9% | $126.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.62M | +36.9% | $126.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.62M | +36.9% | $126.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 643.85K | -2.2% | $49.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 367.56K | +506.7% | $28.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 367.56K | +506.7% | $28.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mariner, LLC | 168.90K | +400.2% | $13.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mariner, LLC | 168.90K | +400.2% | $13.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 167.35K | +885.6% | $12.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 167.35K | +885.6% | $12.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 159.75K | +62.4% | $12.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 149.52K | +16.7% | $11.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 90.64K | -55.9% | $7.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 90.64K | -55.9% | $7.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 76.92K | +31.7% | $5.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 74.73K | 新增 | $5.80M | 0.0% | New | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 36.38K | +28.8% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 25.33K | +16.1% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 6.80K | 0.0% | $527,605 | 0.0% | Held | 6 | SEC ↗ |
| 20 | Creative Planning | 5.21K | +43.3% | $404,019 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 4.98K | +41.6% | $386,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | CIBC Bancorp USA Inc. | 4.51K | — | $350,236 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | TD Waterhouse Canada Inc. | 752 | 新增 | $58,115 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 432 | +953.7% | $33,518 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 350 | 新增 | $27,156 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 179 | 新增 | $13,888 | 0.0% | New | 1 | SEC ↗ |
| 27 | UBS Group AG | 104 | 新增 | $8,069 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 1 | -97.4% | $58 | 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 | $5.80M | 0.0% |
| TD Waterhouse Canada Inc. | $58,115 | 0.0% |
| Northwestern Mutual Wealth… | $27,156 | 0.0% |
| Fifth Third Bancorp | $13,888 | 0.0% |
| UBS Group AG | $8,069 | 0.0% |
已清仓
| Jane Street Group, Llc | $3.57M | 曾为 0.0% |
| Truist Financial Corp | $227,778 | 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): 145 持有人, 8.81M 股份, $652.71M 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