证券记录 · 已归档季度
XMVM
名称等待档案录入
22被追踪持有人
0Δ持有人
2.51M持有股份
$163.32M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +5.9% · 净新建仓位 0.0% — 公式
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 | 25 | +3 | 2.77M | $196.53M | +5 | −2 |
| Q1 2026 | 22 | 0 | 2.51M | $163.32M | +2 | −2 |
| Q4 2025 | 22 | +2 | 2.37M | $151.97M | +2 | — |
| Q3 2025 | 2 | 0 | 208.62K | $12.86M | — | — |
| Q2 2025 | 1 | -1 | 628 | $34,954 | — | −1 |
| Q1 2025 | 1 | +1 | 9.69K | $511,144 | +1 | — |
| Q3 2024 | 1 | 0 | 4.90K | $271,606 | +1 | −1 |
| Q2 2024 | 1 | — | 18.22K | $940,904 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 611.60K | +8.7% | $39.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 566.19K | +1.1% | $36.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 566.19K | +1.1% | $36.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 239.23K | +61.3% | $15.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 239.23K | +61.3% | $15.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 193.54K | +7.9% | $12.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 193.54K | +7.9% | $12.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 187.06K | +5.2% | $12.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 187.06K | +5.2% | $12.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 161.37K | +8.5% | $10.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 76.20K | -3.9% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 76.20K | -3.9% | $4.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 72.70K | +12.2% | $4.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 70.23K | +4.6% | $4.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 63.18K | -17.2% | $4.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 63.18K | -17.2% | $4.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 56.46K | -3.3% | $3.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 45.10K | +73.6% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 45.10K | +73.6% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citigroup Inc | 43.54K | +11.1% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 37.68K | +129.2% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 23.33K | -66.0% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mariner, LLC | 19.50K | -0.4% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 13.27K | -79.5% | $864,320 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 8.26K | 新增 | $538,096 | 0.0% | New | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 8.02K | +154.8% | $522,132 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 7.87K | 新增 | $512,690 | 0.0% | New | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 2.63K | +30.1% | $171,331 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.59K | +151.4% | $103,784 | 0.0% | ▲ Add | 4 | 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
| Stifel Financial Corp | $538,096 | 0.0% |
| Citadel Advisors | $512,690 | 0.0% |
已清仓
| Two Sigma Investments | $365,712 | 曾为 0.0% |
| JPMorgan Chase | $3,400 | 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): 94 持有人, 4.29M 股份, $271.52M 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