证券记录
AGEM
名称等待档案录入
20被追踪持有人
+6Δ持有人
1.40M持有股份
$69.33M报告持仓市值
+8新建仓位
−2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 Q2 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 | 20 | +6 | 1.40M | $69.33M | +8 | −2 |
| Q1 2026 | 14 | -2 | 247.12K | $10.02M | +2 | −4 |
| Q4 2025 | 16 | 0 | 280.16K | $10.77M | — | — |
| Q3 2025 | 2 | 0 | 10.04K | $372,747 | — | — |
| Q2 2025 | 1 | — | 3.22K | $106,489 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | 1.09M | 新增 | $53.74M | 0.0% | New | 1 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 1.09M | 新增 | $53.74M | 0.0% | New | 1 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 1.09M | 新增 | $53.74M | 0.0% | New | 1 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 1.09M | 新增 | $53.74M | 0.0% | New | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 83.70K | +45.6% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 51.42K | +20.0% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 49.08K | -11.9% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 34.04K | 新增 | $1.68M | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 31.04K | +15.3% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 31.04K | +15.3% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 11.06K | +31.8% | $545,995 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 10.24K | -5.5% | $505,503 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 9.11K | -0.8% | $449,748 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | Corient Private Wealth LP | 8.53K | 新增 | $421,224 | 0.0% | New | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 8.13K | 0.0% | $401,706 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Fifth Third Bancorp | 5.26K | 0.0% | $259,689 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 4.74K | -40.7% | $234,100 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 4.34K | 新增 | $210,267 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 4.10K | 新增 | $202,612 | 0.0% | New | 1 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 504 | 新增 | $24,638 | 0.0% | New | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 429 | 0.0% | $21,184 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 58 | 新增 | $2,825 | 0.0% | New | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | -100.0% | $33 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 8 | 新增 | $0 | 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
| Bank of New York Mellon Corp | $53.74M | 0.0% |
| Bank of New York Mellon Corp | $53.74M | 0.0% |
| Bank of New York Mellon Corp | $53.74M | 0.0% |
| Bank of New York Mellon Corp | $53.74M | 0.0% |
| Cetera Investment Advisers | $1.68M | 0.0% |
| Corient Private Wealth LP | $421,224 | 0.0% |
| Wealth Enhancement Advisory… | $210,267 | 0.0% |
| Mml Investors Services, Llc | $202,612 | 0.0% |
| National Bank Of Canada /Fi/ | $24,638 | 0.0% |
| Jones Financial Companies Lllp | $2,825 | 0.0% |
| Royal Bank Of Canada | $0 | 0.0% |
已清仓
| Susquehanna International… | $222,251 | 曾为 0.0% |
| Jane Street Group, Llc | $206,552 | 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): 44 持有人, 2.67M 股份, $108.19M 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: Q2 2026 ·
方法论 ·
通过API获取此数据