证券记录
AGZD
名称等待档案录入
17被追踪持有人
-1Δ持有人
1.40M持有股份
$31.55M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -5.6% ·
股份流向 +12.6% ·
净新建仓位 -5.9%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 17 | -1 | 1.40M | $31.55M | +1 | −2 |
| Q1 2026 | 18 | +1 | 1.24M | $27.93M | +2 | −1 |
| Q4 2025 | 17 | +1 | 1.37M | $30.78M | +1 | — |
| Q3 2025 | 4 | 0 | 54.15K | $1.22M | — | — |
| Q2 2025 | 2 | 0 | 23.28K | $517,603 | — | — |
| Q1 2025 | 1 | +1 | 51.48K | $1.15M | +1 | — |
| Q3 2024 | 1 | 0 | 26.50K | $594,085 | — | — |
| Q2 2024 | 1 | — | 57.58K | $1.28M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 453.31K | +11.6% | $10.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 314.36K | +26.5% | $7.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 314.36K | +26.5% | $7.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Captrust Financial Advisors | 199.06K | -3.1% | $4.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 74.92K | +3.4% | $1.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 68.54K | +1.6% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Royal Bank Of Canada | 68.54K | +1.6% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Jane Street Group, Llc | 56.80K | +154.4% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Stifel Financial Corp | 55.49K | -3.0% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 41.59K | +4.9% | $940,373 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 36.14K | +2.4% | $818,273 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 36.05K | -30.1% | $815,181 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 29.52K | 新增 | $667,447 | 0.0% | New | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 14.44K | -7.0% | $326,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 9.21K | +0.6% | $208,262 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 5.10K | -0.6% | $115,047 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 928 | 0.0% | $20,964 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 2 | +100.0% | $37 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1 | 0.0% | $23 | 0.0% | Held | 4 | 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
| Susquehanna International… | $667,447 | 0.0% |
已清仓
| Rockefeller Capital… | $45,636 | 曾为 0.0% |
| Fidelity (FMR) | $23 | 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): 46 持有人, 2.53M 股份, $56.80M 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