证券记录 · 已归档季度
XBIL
名称等待档案录入
21被追踪持有人
+1Δ持有人
4.92M持有股份
$246.35M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +5.0% ·
股份流向 -3.7% ·
净新建仓位 +4.8%
· 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 | 174.63K | $8.74M | n/a | −1 |
| Q2 2026 | 23 | +2 | 5.10M | $254.84M | +4 | −2 |
| Q1 2026 | 21 | +1 | 4.92M | $246.35M | +4 | −3 |
| Q4 2025 | 20 | 0 | 5.11M | $255.99M | +1 | −1 |
| Q3 2025 | 3 | -1 | 131.69K | $6.61M | n/a | −1 |
| Q2 2025 | 2 | 0 | 24.97K | $1.25M | n/a | n/a |
| Q1 2025 | 1 | +1 | 44.33K | $2.22M | +1 | n/a |
| Q3 2024 | 1 | 0 | 58.36K | $2.93M | n/a | n/a |
| Q2 2024 | 1 | n/a | 39.23K | $1.96M | 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 | LPL Financial LLC | 2.36M | +4.1% | $118.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 542.44K | 0.0% | $27.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 335.53K | -11.7% | $16.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Stifel Financial Corp | 331.95K | -14.4% | $16.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 292.07K | +107.2% | $14.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 199.98K | -24.5% | $10.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 155.78K | +419.4% | $7.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 149.38K | -13.3% | $7.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 145.25K | -67.3% | $7.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 112.80K | -39.1% | $5.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 99.53K | +3.0% | $4.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 65.56K | -17.2% | $3.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 51.54K | +218.7% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 39.31K | +17450.5% | $1.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 10.24K | 新增 | $512,456 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 9.81K | -62.2% | $490,594 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 9.51K | -19.8% | $475,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 8.55K | 新增 | $427,757 | 0.0% | New | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.00K | +42.9% | $50,029 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 267 | 新增 | $13,373 | 0.0% | New | 1 | SEC ↗ |
| 21 | Assetmark, Inc | 132 | 新增 | $6,604 | 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
| JPMorgan Chase | $512,456 | 0.0% |
| Fifth Third Bancorp | $427,757 | 0.0% |
| Fidelity (FMR) | $13,373 | 0.0% |
| Assetmark, Inc | $6,604 | 0.0% |
已清仓
| Barclays Plc | $3.00M | 曾为 0.0% |
| Hrt Financial Lp | $210,000 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $4,996 | 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): 97 持有人, 7.71M 股份, $384.33M 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