证券记录 · 已归档季度
XHE
名称等待档案录入
34被追踪持有人
+5Δ持有人
809.08K持有股份
$63.10M报告持仓市值
+7新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +17.2% ·
股份流向 -12.1% ·
净新建仓位 +14.7%
— 公式
持股分散化 — 持有人增多，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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | -1 | 1.04M | $88.41M | +3 | −4 |
| Q1 2026 | 34 | +5 | 809.08K | $63.10M | +7 | −2 |
| Q4 2025 | 29 | 0 | 920.06K | $81.18M | — | — |
| Q3 2025 | 5 | 0 | 132.34K | $10.42M | — | — |
| Q2 2025 | 2 | 0 | 23.84K | $1.94M | — | — |
| Q1 2025 | 1 | 0 | 7.36K | $604,992 | — | — |
| Q4 2024 | 1 | 0 | 6.72K | $595,141 | — | — |
| Q3 2024 | 1 | 0 | 11.77K | $1.07M | — | — |
| Q2 2024 | 1 | — | 30.72K | $2.59M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 200.52K | -11.8% | $15.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 200.52K | -11.8% | $15.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 200.52K | -11.8% | $15.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 131.04K | +0.9% | $10.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 101.99K | -49.5% | $7.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 101.99K | -49.5% | $7.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 101.99K | -49.5% | $7.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 101.99K | -49.5% | $7.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 87.36K | +132.7% | $6.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 87.36K | +132.7% | $6.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 87.36K | +132.7% | $6.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 37.44K | -39.2% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 36.10K | -29.6% | $2.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 36.10K | -29.6% | $2.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 32.04K | +11.6% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 27.49K | +78.1% | $2.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 25.00K | 新增 | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 19.89K | +1.6% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 18.01K | -0.2% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Jane Street Group, Llc | 16.65K | 新增 | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 12.66K | -61.1% | $990,489 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 12.66K | -61.1% | $990,489 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Corient Private Wealth LP | 9.59K | -50.0% | $750,166 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 9.02K | -19.4% | $705,770 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 6.63K | +32.0% | $518,614 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 6.63K | +32.0% | $518,614 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wealthfront Advisers LLC | 6.36K | +26.2% | $497,919 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 5.88K | -76.3% | $460,286 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 5.35K | +2.6% | $418,336 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 5.35K | +2.6% | $418,336 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 4.41K | -8.3% | $345,413 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 4.41K | -8.3% | $345,413 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 4.33K | -25.4% | $338,897 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Hrt Financial Lp | 3.11K | 新增 | $243,000 | 0.0% | New | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 2.15K | -1.7% | $168,060 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 2.15K | -1.7% | $168,060 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Franklin Resources Inc | 1.75K | 0.0% | $136,920 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 1.04K | -5.3% | $80,372 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Citigroup Inc | 1.00K | -14.3% | $78,318 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 823 | +62.6% | $64,410 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 493 | 新增 | $38,554 | 0.0% | New | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 267 | -18.8% | $20,908 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Simplex Trading, Llc | 212 | 新增 | $16,586 | 0.0% | New | 1 | SEC ↗ |
| 44 | Qube Research & Technologies Ltd | 208 | -31.1% | $16,274 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Fifth Third Bancorp | 116 | 新增 | $9,076 | 0.0% | New | 1 | SEC ↗ |
| 46 | Belvedere Trading LLC | 100 | 新增 | $7,824 | 0.0% | New | 1 | SEC ↗ |
| 47 | Cwm, Llc | 58 | 0.0% | $4,538 | 0.0% | Held | 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
| Bnp Paribas Financial Markets | $1.96M | 0.0% |
| Jane Street Group, Llc | $1.30M | 0.0% |
| Hrt Financial Lp | $243,000 | 0.0% |
| TD Waterhouse Canada Inc. | $38,554 | 0.0% |
| Simplex Trading, Llc | $16,586 | 0.0% |
| Fifth Third Bancorp | $9,076 | 0.0% |
| Belvedere Trading LLC | $7,824 | 0.0% |
已清仓
| Citadel Advisors | $635,785 | 曾为 0.0% |
| Pnc Financial Services Group… | $33,351 | 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): 72 持有人, 829.56K 股份, $63.63M 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