证券记录 · 已归档季度
XJR
名称等待档案录入
25被追踪持有人
+3Δ持有人
441.75K持有股份
$19.23M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +13.6% ·
股份流向 +30.0% ·
净新建仓位 +12.0%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 | Focus Partners Wealth | 92.52K | +0.4% | $4.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 59.98K | +10.7% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Franklin Resources Inc | 55.78K | 0.0% | $2.43M | 0.0% | Held | 2 | SEC ↗ |
| 4 | Brown Advisory Inc | 30.97K | +541.6% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 29.73K | 新增 | $1.29M | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 29.04K | 新增 | $1.26M | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Creative Planning | 25.06K | +263.3% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Quantinno Capital Management LP | 15.83K | 新增 | $689,286 | 0.0% | New | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 14.63K | -10.7% | $636,997 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Cerity Partners LLC | 11.76K | -12.9% | $512,132 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mariner, LLC | 11.49K | +1.1% | $500,093 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 11.40K | +0.1% | $496,197 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Lido Advisors, LLC | 10.58K | +9.9% | $460,752 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 9.93K | -6.6% | $432,371 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 7.37K | 0.0% | $320,785 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 5.80K | 新增 | $252,598 | 0.0% | New | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 5.25K | +8.0% | $228,690 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 5.22K | -17.9% | $227,473 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 3.83K | 0.0% | $166,618 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 20 | Blair William & Co/Il | 2.75K | +13.8% | $119,859 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1.34K | +1693.3% | $58,567 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | UBS Group AG | 599 | +604.7% | $26,079 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Cwm, Llc | 492 | 0.0% | $21,416 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 293 | -0.3% | $12,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 86 | 0.0% | $4,000 | 0.0% | Held | 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
| Citadel Advisors | $1.29M | 0.0% |
| Bank of New York Mellon Corp | $1.26M | 0.0% |
| Quantinno Capital Management… | $689,286 | 0.0% |
| Envestnet Asset Management Inc | $252,598 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $48,115 | 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): 95 持有人, 1.14M 股份, $49.40M 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