证券记录 · 已归档季度
XTL
名称等待档案录入
32被追踪持有人
+4Δ持有人
942.68K持有股份
$177.19M报告持仓市值
+5新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +14.3% ·
股份流向 +30.0% ·
净新建仓位 +12.5%
— 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 | 39 | +8 | 861.31K | $195.86M | +10 | −2 |
| Q1 2026 | 32 | +4 | 942.68K | $177.19M | +5 | −1 |
| Q4 2025 | 28 | 0 | 669.57K | $102.59M | — | — |
| Q3 2025 | 6 | 0 | 148.36K | $20.76M | — | — |
| Q2 2025 | 3 | +1 | 26.86K | $3.15M | +1 | — |
| Q1 2025 | 1 | +1 | 5.67K | $566,915 | +1 | — |
| Q2 2024 | 1 | — | 8.43K | $650,304 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 250.14K | +12.9% | $47.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 133.16K | +25.6% | $25.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 133.16K | +25.6% | $25.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bnp Paribas Financial Markets | 100.00K | 新增 | $18.81M | 0.0% | New | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 91.95K | +109.2% | $17.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 80.92K | +6.5% | $15.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 80.92K | +6.5% | $15.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 39.58K | +15.2% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 39.58K | +15.2% | $7.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 31.88K | -38.9% | $6.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 31.88K | -38.9% | $6.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 29.49K | -21.8% | $5.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 25.00K | -0.5% | $4.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Hsbc Holdings Plc | 25.00K | 新增 | $4.63M | 0.0% | New | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 20.80K | +35.5% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 18.94K | +1.6% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 16.80K | +33.2% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 14.17K | 新增 | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 14.17K | 新增 | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 13.60K | +708.0% | $2.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 12.50K | +502.0% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 10.52K | 新增 | $1.98M | 0.0% | New | 1 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 5.67K | 0.0% | $1.07M | 0.0% | Held | 5 | SEC ↗ |
| 24 | Citigroup Inc | 5.41K | +1.2% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 3.82K | +107.4% | $719,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 3.82K | +107.4% | $719,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 3.23K | +26.4% | $606,464 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 2.38K | +583.0% | $447,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 2.38K | +583.0% | $447,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.73K | -0.4% | $314,687 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.73K | -0.4% | $314,687 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.73K | -0.4% | $314,687 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 1.56K | 新增 | $293,186 | 0.0% | New | 1 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 1.55K | +0.3% | $291,334 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.14K | +2.5% | $213,874 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.08K | -28.9% | $203,105 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 1.08K | -28.9% | $203,105 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 396 | +16.5% | $74,557 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Blair William & Co/Il | 206 | 0.0% | $38,740 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 31 | 0.0% | $5,830 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 16 | -20.0% | $3,099 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 16 | 0.0% | $3,009 | 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
| Bnp Paribas Financial Markets | $18.81M | 0.0% |
| Hsbc Holdings Plc | $4.63M | 0.0% |
| Jane Street Group, Llc | $2.66M | 0.0% |
| Jane Street Group, Llc | $2.66M | 0.0% |
| Truist Financial Corp | $1.98M | 0.0% |
| Bank Of Montreal /Can/ | $293,186 | 0.0% |
已清仓
| Wells Fargo & Company/Mn | $1,685 | 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, 1.39M 股份, $249.57M 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