证券记录 · 已归档季度
BJUN
名称等待档案录入
18被追踪持有人
0Δ持有人
604.94K持有股份
$27.98M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -6.5% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 13.39K | $671,590 | +1 | n/a |
| Q2 2026 | 16 | -1 | 2.01M | $97.62M | +1 | −3 |
| Q1 2026 | 18 | 0 | 604.94K | $27.98M | +2 | −2 |
| Q4 2025 | 18 | -1 | 646.75K | $30.23M | n/a | −1 |
| Q3 2025 | 3 | 0 | 26.42K | $1.21M | n/a | n/a |
| Q2 2025 | 1 | 0 | 14.77K | $646,248 | n/a | n/a |
| Q1 2025 | 1 | +1 | 7.08K | $286,555 | +1 | n/a |
| Q3 2024 | 1 | +1 | 14.83K | $603,457 | +1 | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 145.96K | -3.7% | $6.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 103.89K | -0.1% | $4.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 73.40K | 0.0% | $3.39M | 0.0% | Held | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 60.72K | -28.1% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 48.84K | +71.1% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 38.39K | -4.1% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 31.74K | -4.4% | $1.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Lido Advisors, LLC | 25.36K | 0.0% | $1.17M | 0.0% | Held | 2 | SEC ↗ |
| 9 | Captrust Financial Advisors | 20.93K | 0.0% | $968,029 | 0.0% | Held | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 20.50K | -22.6% | $948,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 13.99K | +2.7% | $647,079 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 12.70K | -23.7% | $587,182 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 4.78K | -21.9% | $216,867 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 1.88K | +764.5% | $86,771 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 1.25K | 0.0% | $57,816 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 502 | 新增 | $23,219 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 68 | 0.0% | $3,145 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Barclays Plc | 43 | 新增 | $1,989 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Wells Fargo & Company/Mn | $23,219 | 0.0% |
| Barclays Plc | $1,989 | 0.0% |
已清仓
| IMC-Chicago, LLC | $703,530 | 曾为 0.0% |
| Wealth Enhancement Advisory… | $270,463 | 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): 79 持有人, 1.95M 股份, $68.73M 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
持有该证券的受追踪机构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: Q1 2026 ·
方法论 ·
通过API获取此数据