证券记录
BJUL
名称等待档案录入
17被追踪持有人
-1Δ持有人
1.13M持有股份
$61.17M报告持仓市值
+2新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -5.6% ·
股份流向 +14.6% ·
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 | 1.13M | $61.17M | +2 | −3 |
| Q1 2026 | 19 | 0 | 1.00M | $49.69M | +4 | −4 |
| Q4 2025 | 19 | -1 | 1.15M | $58.39M | — | −1 |
| Q3 2025 | 3 | 0 | 33.98K | $1.69M | — | — |
| Q2 2025 | 1 | +1 | 20.60K | $970,784 | +1 | — |
| Q3 2024 | 1 | 0 | 19.55K | $854,162 | — | — |
| Q2 2024 | 1 | — | 13.28K | $554,755 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 218.96K | +9.8% | $11.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 175.38K | +31.2% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 175.38K | +31.2% | $9.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cerity Partners LLC | 165.52K | +2.1% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cerity Partners LLC | 165.52K | +2.1% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cerity Partners LLC | 165.52K | +2.1% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 162.97K | -1.1% | $8.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cetera Investment Advisers | 101.26K | +1.3% | $5.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 83.72K | +1543.9% | $4.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 62.11K | +35.3% | $3.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 43.84K | -21.3% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 37.22K | -13.8% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 37.22K | -13.8% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Blair William & Co/Il | 24.52K | -5.9% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 18.56K | -22.1% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 17.75K | +880.4% | $964,630 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 17.75K | +880.4% | $964,630 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Captrust Financial Advisors | 7.67K | -0.7% | $416,340 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 3.68K | 新增 | $200,078 | 0.0% | New | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.02K | 0.0% | $109,761 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 468 | 0.0% | $25,417 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Barclays Plc | 37 | 新增 | $2,009 | 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
| Truist Financial Corp | $200,078 | 0.0% |
| Barclays Plc | $2,009 | 0.0% |
已清仓
| Citadel Advisors | $436,737 | 曾为 0.0% |
| Jones Financial Companies Lllp | $38,079 | 曾为 0.0% |
| UBS Group AG | $29,116 | 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): 121 持有人, 3.61M 股份, $152.32M 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