证券记录 · 已归档季度
WIP
名称等待档案录入
18被追踪持有人
-4Δ持有人
3.38M持有股份
$133.96M报告持仓市值
+1新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -18.2% ·
股份流向 +30.0% ·
净新建仓位 -20.0%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 22 | +4 | 3.28M | $129.18M | +5 | −1 |
| Q1 2026 | 18 | -4 | 3.38M | $133.96M | +1 | −5 |
| Q4 2025 | 22 | +1 | 1.71M | $67.39M | +1 | — |
| Q3 2025 | 3 | -1 | 909.43K | $35.66M | — | −1 |
| Q2 2025 | 2 | +1 | 1.62M | $64.58M | +1 | — |
| Q1 2025 | 1 | 0 | 1.22M | $45.68M | — | — |
| Q4 2024 | 1 | — | 544.12K | $19.69M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (被动) | 2.17M | +185.3% | $85.96M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 418.98K | +354.3% | $16.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 418.98K | +354.3% | $16.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 163.27K | +72.8% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 154.06K | +7.1% | $6.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 154.06K | +7.1% | $6.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 154.06K | +7.1% | $6.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 136.75K | +0.7% | $5.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 129.96K | +8.2% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 129.96K | +8.2% | $5.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 87.23K | +0.3% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 34.72K | +123.7% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 34.72K | +123.7% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 31.38K | 0.0% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 18.21K | +55.8% | $721,116 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 13.79K | -12.3% | $546,280 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 8.48K | -7.5% | $335,965 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 8.48K | -7.5% | $335,965 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 6.14K | -0.8% | $241,936 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 4.45K | -8.2% | $176,059 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 1.81K | 0.0% | $71,676 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 1.81K | 0.0% | $71,676 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 1.81K | 0.0% | $71,676 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.81K | 0.0% | $71,676 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 1.43K | -10.7% | $55,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 960 | +11.6% | $37,421 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 960 | +11.6% | $37,421 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 509 | 新增 | $20,156 | 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
| Fifth Third Bancorp | $20,156 | 0.0% |
已清仓
| Jane Street Group, Llc | $6.24M | 曾为 0.0% |
| Tidal Investments LLC | $404,890 | 曾为 0.0% |
| Susquehanna International… | $338,833 | 曾为 0.0% |
| Bnp Paribas Financial Markets | $16,347 | 曾为 0.0% |
| Barclays Plc | $7,996 | 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): 63 持有人, 5.22M 股份, $177.53M 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