证券记录 · 已归档季度
BAPR
名称等待档案录入
21被追踪持有人
+5Δ持有人
3.62M持有股份
$192.68M报告持仓市值
+5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 +7.4% ·
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 | 21 | +5 | 3.62M | $192.68M | +5 | — |
| Q1 2026 | 17 | +1 | 3.39M | $165.98M | +2 | −1 |
| Q4 2025 | 16 | -1 | 3.40M | $163.14M | — | −1 |
| Q3 2025 | 4 | 0 | 43.68K | $2.05M | — | — |
| Q2 2025 | 1 | — | 110 | $4,971 | — | — |
| Q4 2024 | 1 | 0 | 10.18K | $451,031 | — | — |
| Q3 2024 | 1 | 0 | 16.96K | $735,555 | — | — |
| Q2 2024 | 1 | — | 10.68K | $442,947 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | 2.14M | -2.3% | $114.23M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 2 | Cerity Partners LLC | 519.84K | +49.1% | $27.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Cerity Partners LLC | 519.84K | +49.1% | $27.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 184.99K | +22.7% | $9.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 175.97K | -1.0% | $9.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 123.92K | +14.1% | $6.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 123.92K | +14.1% | $6.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 123.92K | +14.1% | $6.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 108.09K | +31.6% | $5.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 89.42K | -3.4% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 79.88K | +1.8% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 70.91K | -1.3% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 70.91K | -1.3% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 40.20K | +163.0% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Hrt Financial Lp | 19.25K | 新增 | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 17.73K | -23.1% | $944,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 9.43K | +57.9% | $500,273 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 9.43K | +57.9% | $500,273 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 9.43K | +57.9% | $500,273 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Focus Partners Wealth | 8.71K | +1.2% | $463,682 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 8.62K | 新增 | $458,941 | 0.0% | New | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 7.96K | -19.3% | $423,737 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 5.16K | 新增 | $276,525 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.76K | 0.0% | $93,897 | 0.0% | Held | 4 | SEC ↗ |
| 25 | Barclays Plc | 1.00K | 新增 | $53,367 | 0.0% | New | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 118 | 0.0% | $6,262 | 0.0% | Held | 5 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 74 | 新增 | $3,941 | 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
| Hrt Financial Lp | $1.02M | 0.0% |
| Susquehanna International… | $458,941 | 0.0% |
| Wealth Enhancement Advisory… | $276,525 | 0.0% |
| Barclays Plc | $53,367 | 0.0% |
| Northwestern Mutual Wealth… | $3,941 | 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): 107 持有人, 5.80M 股份, $260.34M 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