证券记录 · 已归档季度
XSHQ
名称等待档案录入
22被追踪持有人
+2Δ持有人
1.82M持有股份
$76.51M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 -2.3% ·
净新建仓位 +9.1%
· 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 | LPL Financial LLC | 742.88K | -8.9% | $31.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 424.87K | -12.2% | $17.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 100.47K | +28.6% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mariner, LLC | 96.20K | 新增 | $4.06M | 0.0% | New | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 89.27K | +12.7% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 77.82K | +3.6% | $3.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 73.36K | -13.2% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 46.27K | +8.6% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 43.42K | +25.3% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 27.19K | -56.3% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | HighTower Advisors, LLC | 22.42K | -3.6% | $945,367 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 21.58K | -58.3% | $910,184 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 19.72K | +47.7% | $831,442 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 10.16K | 新增 | $428,219 | 0.0% | New | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 7.44K | 新增 | $313,502 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jane Street Group, Llc | 6.00K | 新增 | $252,918 | 0.0% | New | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 5.91K | 0.0% | $249,166 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 261 | -21.4% | $10,983 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 247 | +0.4% | $10,157 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 181 | +18000.0% | $7,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 65 | 0.0% | $2,766 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Cwm, Llc | 24 | 0.0% | $1,012 | 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
| Mariner, LLC | $4.06M | 0.0% |
| Citadel Advisors | $428,219 | 0.0% |
| Truist Financial Corp | $313,502 | 0.0% |
| Jane Street Group, Llc | $252,918 | 0.0% |
已清仓
| Susquehanna International… | $334,106 | 曾为 0.0% |
| UBS Group AG | $16,122 | 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): 73 持有人, 3.95M 股份, $165.82M 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