证券记录 · 已归档季度
ZAP
名称等待档案录入
25被追踪持有人
+9Δ持有人
3.31M持有股份
$106.55M报告持仓市值
+9新建仓位
−0清仓
动量输入(同类管理人):
持有人广度 +30.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
— 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 | 27 | +2 | 4.18M | $144.57M | +5 | −3 |
| Q1 2026 | 25 | +9 | 3.31M | $106.55M | +9 | — |
| Q4 2025 | 16 | +1 | 2.01M | $58.27M | +1 | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.23M | +34.2% | $39.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.23M | +34.2% | $39.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.23M | +34.2% | $39.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 735.95K | +91.7% | $23.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 349.93K | +527.6% | $11.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 349.93K | +527.6% | $11.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 210.99K | +29.4% | $6.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Mirae Asset Global Investments Co.… | 200.00K | +5.3% | $6.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cetera Investment Advisers | 88.22K | +409.2% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Blair William & Co/Il | 84.16K | +25.9% | $2.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 83.51K | +593.3% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 82.07K | 新增 | $2.64M | 0.0% | New | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 57.95K | +283.4% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 41.08K | +13.3% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 41.08K | +13.3% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 40.55K | -25.9% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 40.55K | -25.9% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 40.55K | -25.9% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 27.80K | +40.1% | $893,964 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 27.80K | +40.1% | $893,964 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 23.12K | +23.8% | $743,606 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 17.63K | +72.6% | $566,961 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 12.32K | -68.4% | $396,340 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 8.05K | 新增 | $262,397 | 0.0% | New | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 7.72K | 新增 | $248,147 | 0.0% | New | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 7.47K | +1.3% | $240,213 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 3.06K | 新增 | $98,249 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 2.26K | 新增 | $72,746 | 0.0% | New | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 558 | 新增 | $17,945 | 0.0% | New | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 352 | 新增 | $11,187 | 0.0% | New | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 210 | 新增 | $6,754 | 0.0% | New | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 50 | 新增 | $1,592 | 0.0% | New | 1 | 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
| Commonwealth Equity Services… | $2.64M | 0.0% |
| Wealth Enhancement Advisory… | $262,397 | 0.0% |
| Corient Private Wealth LP | $248,147 | 0.0% |
| Bank Of Montreal /Can/ | $98,249 | 0.0% |
| Fifth Third Bancorp | $72,746 | 0.0% |
| Pnc Financial Services Group… | $17,945 | 0.0% |
| JPMorgan Chase | $11,187 | 0.0% |
| Wells Fargo & Company/Mn | $6,754 | 0.0% |
| Jones Financial Companies Lllp | $1,592 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 70 持有人, 5.73M 股份, $184.11M 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