证券记录
BBRE
JPMorgan BetaBuilders MSCI US REIT ETF · Financial Services · Asset Management
27被追踪持有人
+4Δ持有人
6.65M持有股份
$720.61M报告持仓市值
+7新建仓位
−3清仓
动量输入(同类管理人):
持有人广度 +17.4% ·
股份流向 +19.2% ·
净新建仓位 +14.8%
— 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 | 27 | +4 | 6.65M | $720.61M | +7 | −3 |
| Q1 2026 | 23 | +3 | 5.57M | $527.37M | +5 | −2 |
| Q4 2025 | 20 | 0 | 5.56M | $514.65M | +1 | −1 |
| Q3 2025 | 5 | 0 | 8.43M | $805.07M | — | — |
| Q2 2025 | 2 | 0 | 6.65K | $612,526 | — | — |
| Q1 2025 | 1 | 0 | 19.70K | $1.85M | — | — |
| Q4 2024 | 1 | 0 | 11.01K | $1.03M | — | — |
| Q3 2024 | 1 | 0 | 9.91K | $999,614 | — | — |
| Q2 2024 | 1 | — | 2.82K | $247,107 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 4.23M | -3.6% | $461.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 4.23M | -3.6% | $461.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 4.23M | -3.6% | $461.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 4.23M | -3.6% | $461.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 4.23M | -3.6% | $461.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Charles Schwab Investment… | 1.24M | 新增 | $132.61M | 0.0% | New | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 383.32K | -2.1% | $41.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 368.68K | -0.7% | $39.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 368.68K | -0.7% | $39.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 368.68K | -0.7% | $39.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 145.92K | +12.8% | $15.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 145.92K | +12.8% | $15.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 135.48K | +7.6% | $14.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 26.91K | 新增 | $2.89M | 0.0% | New | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 26.82K | +52.5% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Corient Private Wealth LP | 25.39K | -7.8% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 23.89K | +47.6% | $2.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | UBS Group AG | 9.88K | +723.6% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 9.88K | +723.6% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 8.16K | +160.0% | $875,001 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 8.16K | +160.0% | $875,001 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 4.99K | 新增 | $534,955 | 0.0% | New | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 4.39K | -75.3% | $470,593 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 2.43K | 0.0% | $260,748 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 2.07K | -92.6% | $222,263 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 2.06K | 新增 | $221,068 | 0.0% | New | 1 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 2.00K | 新增 | $214,647 | 0.0% | New | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 1.55K | +22.1% | $166,620 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 811 | +105.8% | $87,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 811 | +105.8% | $87,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 620 | -10.4% | $66,519 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 612 | -36.7% | $65,649 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 163 | 新增 | $17,485 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 160 | +0.6% | $17,115 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Blair William & Co/Il | 30 | 0.0% | $3,218 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Allspring Global Investments… | 26 | 0.0% | $2,822 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 7 | 新增 | $765 | 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
| Charles Schwab Investment… | $132.61M | 0.0% |
| Ameriprise Financial Inc | $2.89M | 0.0% |
| D. E. Shaw & Co. | $534,955 | 0.0% |
| Mml Investors Services, Llc | $221,068 | 0.0% |
| Financial Engines Advisors… | $214,647 | 0.0% |
| Qube Research & Technologies… | $17,485 | 0.0% |
| Jones Financial Companies Lllp | $765 | 0.0% |
已清仓
| Two Sigma Investments | $4.34M | 曾为 0.0% |
| Citigroup Inc | $58,562 | 曾为 0.0% |
| Wells Fargo & Company/Mn | $4,210 | 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): 55 持有人, 5.48M 股份, $523.76M 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