证券记录 · 已归档季度
AVRE
名称等待档案录入
24被追踪持有人
+2Δ持有人
2.55M持有股份
$120.62M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +9.1% ·
股份流向 +25.7% ·
净新建仓位 +8.3%
— 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 | 24 | +2 | 2.55M | $120.62M | +4 | −2 |
| Q1 2026 | 23 | 0 | 2.11M | $92.74M | +3 | −3 |
| Q4 2025 | 23 | 0 | 2.12M | $92.24M | — | — |
| Q3 2025 | 4 | 0 | 165.10K | $7.34M | — | — |
| Q2 2025 | 2 | 0 | 152.11K | $6.72M | — | — |
| Q1 2025 | 2 | +1 | 52.39K | $2.25M | +1 | — |
| Q4 2024 | 1 | -1 | 21.31K | $893,224 | — | −1 |
| Q3 2024 | 2 | -1 | 148.62K | $7.01M | +1 | −2 |
| Q2 2024 | 3 | — | 90.58K | $3.73M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 810.54K | +33.3% | $38.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 578.81K | +92.1% | $27.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 275.96K | +10.8% | $13.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Focus Partners Wealth | 248.31K | -11.2% | $11.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Corient Private Wealth LP | 156.37K | -8.3% | $7.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Cerity Partners LLC | 104.77K | +63.2% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 78.61K | +23.9% | $3.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 49.38K | +4.2% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 40.21K | -8.3% | $1.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 40.21K | -8.3% | $1.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 40.62K | +9.8% | $1.92M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Creative Planning | 28.08K | +1.6% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 27.06K | +0.4% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 18.39K | +46.3% | $871,385 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 18.15K | 新增 | $859,852 | 0.0% | New | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 18.15K | 新增 | $859,852 | 0.0% | New | 1 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 15.60K | +2.2% | $739,023 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 15.13K | +0.3% | $716,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Financial Engines Advisors L.L.C. | 14.54K | +0.3% | $689,047 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jane Street Group, Llc | 8.01K | 新增 | $379,419 | 0.0% | New | 1 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 5.15K | 新增 | $244,102 | 0.0% | New | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 4.49K | -85.5% | $212,736 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 2.94K | +70.1% | $142,403 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1.88K | +772.2% | $89,245 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1.88K | +772.2% | $89,245 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 1.82K | 新增 | $86,000 | 0.0% | New | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 245 | +0.4% | $11,613 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 245 | +0.4% | $11,613 | 0.0% | ▲ Add | 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
| Baird Financial Group, Inc. | $859,852 | 0.0% |
| Baird Financial Group, Inc. | $859,852 | 0.0% |
| Jane Street Group, Llc | $379,419 | 0.0% |
| D. E. Shaw & Co. | $244,102 | 0.0% |
| Royal Bank Of Canada | $86,000 | 0.0% |
已清仓
| Mariner, LLC | $642,261 | 曾为 0.0% |
| UBS Group AG | $21,790 | 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): 146 持有人, 13.44M 股份, $587.81M 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