证券记录 · 已归档季度
XSW
名称等待档案录入
43被追踪持有人
+6Δ持有人
1.14M持有股份
$161.57M报告持仓市值
+9新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +16.2% ·
股份流向 +12.3% ·
净新建仓位 +14.0%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 45 | +4 | 781.24K | $134.16M | +7 | −4 |
| Q1 2026 | 43 | +6 | 1.14M | $161.57M | +9 | −3 |
| Q4 2025 | 37 | -1 | 1.01M | $189.30M | — | −1 |
| Q3 2025 | 9 | +2 | 199.61K | $39.47M | +2 | — |
| Q2 2025 | 4 | 0 | 46.91K | $8.90M | — | — |
| Q1 2025 | 2 | 0 | 8.24K | $1.32M | — | — |
| Q4 2024 | 2 | 0 | 6.09K | $1.15M | — | — |
| Q3 2024 | 2 | 0 | 9.75K | $1.57M | — | — |
| Q2 2024 | 2 | — | 8.00K | $1.21M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 442.32K | 新增 | $62.94M | 0.2% | New | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 244.44K | +32.0% | $34.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | LPL Financial LLC | 100.47K | -14.9% | $14.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 65.44K | -83.1% | $9.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 40.94K | +4.8% | $5.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 27.56K | -17.0% | $3.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 24.56K | +300.9% | $3.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 23.46K | -56.3% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Mml Investors Services, Llc | 15.49K | -17.0% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 13.55K | -7.4% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 13.31K | +3.7% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 12.76K | +25426.0% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 11.91K | -36.1% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 14 | Jane Street Group, Llc | 10.31K | 新增 | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 10.27K | -0.4% | $1.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 10.02K | +36.0% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 9.92K | 新增 | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 18 | Corient Private Wealth LP | 9.54K | -75.0% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 8.12K | -28.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | DZ BANK AG Deutsche Zentral… | 8.00K | 新增 | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 21 | Hsbc Holdings Plc | 5.90K | 新增 | $842,099 | 0.0% | New | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 3.92K | -85.8% | $557,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Belvedere Trading LLC | 3.80K | 新增 | $540,560 | 0.1% | New | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 3.70K | +23.2% | $526,470 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 2.54K | -24.5% | $360,705 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Creative Planning | 2.24K | 0.0% | $319,014 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 2.02K | -39.2% | $279,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Citigroup Inc | 1.61K | +39.8% | $228,802 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 1.52K | +17.8% | $216,139 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 30 | Focus Partners Wealth | 1.51K | -7.0% | $215,571 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 1.13K | +4.3% | $160,788 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 32 | UBS AM, a distinct business unit of… | 1.03K | +112.8% | $147,128 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 806 | 新增 | $114,686 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 480 | +56.4% | $68,275 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 472 | 0.0% | $67,160 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 36 | Fifth Third Bancorp | 375 | 新增 | $53,358 | 0.0% | New | 1 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 250 | 新增 | $35,626 | 0.0% | New | 1 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 200 | 0.0% | $28,470 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Blair William & Co/Il | 100 | 0.0% | $14,229 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 100 | -78.2% | $14,229 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 52 | 0.0% | $7,399 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 43 | 0.0% | $6,118 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 25 | 0.0% | $3,557 | 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
| Cwm, Llc | $62.94M | 0.2% |
| Jane Street Group, Llc | $1.47M | 0.0% |
| Bnp Paribas Financial Markets | $1.41M | 0.0% |
| DZ BANK AG Deutsche Zentral… | $1.14M | 0.0% |
| Hsbc Holdings Plc | $842,099 | 0.0% |
| Belvedere Trading LLC | $540,560 | 0.1% |
| Northwestern Mutual Wealth… | $114,686 | 0.0% |
| Fifth Third Bancorp | $53,358 | 0.0% |
| TD Waterhouse Canada Inc. | $35,626 | 0.0% |
已清仓
| Wealth Enhancement Advisory… | $989,860 | 曾为 0.0% |
| Citadel Advisors | $688,301 | 曾为 0.0% |
| AQR Capital Management | $245,528 | 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): 112 持有人, 1.55M 股份, $215.56M 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