证券记录 · 已归档季度
XJH
名称等待档案录入
34被追踪持有人
+2Δ持有人
2.39M持有股份
$108.20M报告持仓市值
+5新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 -3.2% ·
净新建仓位 +5.9%
· 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
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/ | 577.02K | -5.9% | $26.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Raymond James Financial Inc | 471.72K | -17.4% | $21.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 399.34K | +0.5% | $18.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mariner, LLC | 351.08K | +4.1% | $15.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Franklin Resources Inc | 95.82K | 0.0% | $4.35M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 49.53K | +29.8% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 47.98K | +5.3% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Creative Planning | 41.52K | +227.6% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 37.56K | -10.2% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 34.89K | +5.2% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 34.43K | +51.1% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Bank of New York Mellon Corp | 31.69K | 新增 | $1.44M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 30.66K | +8.0% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Corient Private Wealth LP | 25.97K | -51.4% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 21.41K | 新增 | $971,372 | 0.0% | New | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 20.26K | +35.6% | $919,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 19.88K | -0.2% | $901,865 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Focus Partners Wealth | 16.06K | +2.7% | $728,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 15.87K | -2.3% | $719,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 11.59K | -33.4% | $530,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | CIBC Bancorp USA Inc. | 13.36K | n/a | $523,751 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 9.75K | +438.9% | $442,539 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Cerity Partners LLC | 9.09K | 新增 | $412,368 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cwm, Llc | 6.64K | 0.0% | $301,121 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 6.29K | -3.0% | $285,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.11K | +7.0% | $95,691 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | JPMorgan Chase ✦ | 2.03K | +299.4% | $89,281 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Fidelity (FMR) ✦ | 909 | +7.2% | $41,243 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Us Bancorp \De\ | 867 | 0.0% | $39,336 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 550 | +120.0% | $24,954 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 427 | 新增 | $19,365 | 0.0% | New | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 140 | 新增 | $6,294 | 0.0% | New | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 137 | -76.3% | $6,216 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Assetmark, Inc | 29 | -3.3% | $1,316 | 0.0% | ▼ Trim | 2 | 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
| Bank of New York Mellon Corp | $1.44M | 0.0% |
| Jane Street Group, Llc | $971,372 | 0.0% |
| Cerity Partners LLC | $412,368 | 0.0% |
| BlackRock | $19,365 | 0.0% |
| National Bank Of Canada /Fi/ | $6,294 | 0.0% |
已清仓
| Goldman Sachs Group | $1.38M | 曾为 0.0% |
| Susquehanna International… | $1.16M | 曾为 0.0% |
| UBS Group AG | $1,206 | 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): 177 持有人, 5.46M 股份, $245.49M 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