证券记录 · 已归档季度
WINN
名称等待档案录入
29被追踪持有人
+1Δ持有人
16.55M持有股份
$459.31M报告持仓市值
+6新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 +3.6% ·
股份流向 -22.3% ·
净新建仓位 +3.4%
· 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 | 1.79M | $62.47M | n/a | n/a |
| Q2 2026 | 28 | 0 | 16.78M | $545.96M | +3 | −3 |
| Q1 2026 | 29 | +1 | 16.55M | $459.31M | +6 | −5 |
| Q4 2025 | 28 | -1 | 21.30M | $663.21M | n/a | −1 |
| Q3 2025 | 5 | +1 | 207.76K | $6.47M | +1 | n/a |
| Q2 2025 | 2 | 0 | 175.12K | $5.10M | +1 | −1 |
| Q1 2025 | 1 | 0 | 23.15K | $567,102 | +1 | −1 |
| Q4 2024 | 1 | +1 | 82.50K | $2.24M | +1 | n/a |
| Q2 2024 | 1 | n/a | 12.40K | $313,596 | 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 | Corient Private Wealth LP | 4.64M | -42.3% | $128.66M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 4.43M | -10.7% | $122.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.99M | +4.1% | $55.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wealth Enhancement Advisory… | 1.59M | -44.7% | $44.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 1.18M | -6.0% | $32.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cerity Partners LLC | 437.45K | 新增 | $12.13M | 0.0% | New | 1 | SEC ↗ |
| 7 | Fifth Third Bancorp | 421.54K | -3.4% | $11.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 406.81K | -15.3% | $11.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 228.03K | -4.7% | $6.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 227.16K | +3.5% | $6.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 178.89K | +3.8% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 139.99K | -4.2% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 128.64K | -2.5% | $3.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 112.50K | 新增 | $3.12M | 0.0% | New | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 86.14K | -9.1% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 66.34K | +62.4% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 60.85K | +13.1% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | BlackRock ✦ (被动) | 56.22K | 0.0% | $1.56M | 0.0% | Held | 4 | SEC ↗ |
| 19 | Mariner, LLC | 50.34K | +1.7% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 45.56K | +1.6% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 26.56K | 新增 | $736,456 | 0.0% | New | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 10.43K | -14.4% | $289,092 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 9.50K | 新增 | $263,499 | 0.0% | New | 1 | SEC ↗ ×2 |
| 24 | AQR Capital Management ✦ | 9.05K | 新增 | $250,855 | 0.0% | New | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 8.88K | -50.2% | $246,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 3.89K | +11.9% | $107,945 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 3.56K | +84.5% | $95,684 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.47K | -29.6% | $68,426 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Cwm, Llc | 801 | 新增 | $22,210 | 0.0% | New | 1 | 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
| Cerity Partners LLC | $12.13M | 0.0% |
| Two Sigma Investments | $3.12M | 0.0% |
| Captrust Financial Advisors | $736,456 | 0.0% |
| Wells Fargo & Company/Mn | $263,499 | 0.0% |
| AQR Capital Management | $250,855 | 0.0% |
| Cwm, Llc | $22,210 | 0.0% |
已清仓
| Hrt Financial Lp | $681,000 | 曾为 0.0% |
| Susquehanna International… | $615,027 | 曾为 0.0% |
| Citadel Advisors | $206,098 | 曾为 0.0% |
| UBS Group AG | $28,772 | 曾为 0.0% |
| JPMorgan Chase | $8,149 | 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): 106 持有人, 28.06M 股份, $774.61M 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