证券记录
CHAT
名称等待档案录入
40被追踪持有人
+13Δ持有人
1.36M持有股份
$133.97M报告持仓市值
+14新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +30.0% ·
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 | 40 | +13 | 1.36M | $133.97M | +14 | −1 |
| Q1 2026 | 28 | -2 | 1.00M | $62.12M | +3 | −5 |
| Q4 2025 | 30 | -2 | 1.17M | $69.08M | — | −2 |
| Q3 2025 | 5 | +2 | 65.54K | $4.03M | +2 | — |
| Q2 2025 | 1 | 0 | 6.40K | $312,192 | +1 | −1 |
| Q1 2025 | 1 | +1 | 13.06K | $455,141 | +1 | — |
| Q3 2024 | 1 | -1 | 1.46K | $54,521 | +1 | −2 |
| Q2 2024 | 2 | — | 12.77K | $476,449 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 667.47K | +24.0% | $65.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 163.19K | +326.6% | $16.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 101.53K | 新增 | $10.02M | 0.0% | New | 1 | SEC ↗ |
| 4 | Mirae Asset Global Investments Co.… | 100.00K | +6.4% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 60.78K | -4.8% | $6.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 60.78K | -4.8% | $6.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 34.55K | +154.0% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 34.55K | +154.0% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 34.55K | +154.0% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 34.55K | +154.0% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 30.66K | -1.9% | $3.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 29.25K | +56.7% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Hrt Financial Lp | 24.43K | 新增 | $2.41M | 0.0% | New | 1 | SEC ↗ |
| 14 | Belvedere Trading LLC | 19.66K | 新增 | $1.94M | 0.2% | New | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 14.74K | 新增 | $1.45M | 0.0% | New | 1 | SEC ↗ |
| 16 | Creative Planning | 14.18K | +16.9% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | IMC-Chicago, LLC | 10.86K | 新增 | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 9.11K | +115.4% | $899,271 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 9.11K | +115.4% | $899,271 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 9.11K | +115.4% | $899,271 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Mariner, LLC | 9.03K | +12.8% | $890,982 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 8.60K | +20.6% | $788,927 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 6.65K | 0.0% | $656,617 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 6.65K | 0.0% | $656,617 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Focus Partners Wealth | 6.27K | -16.5% | $618,724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 5.29K | 新增 | $521,576 | 0.0% | New | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 5.22K | +87.0% | $515,141 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 5.22K | +87.0% | $515,141 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Group One Trading Llc | 5.05K | +238.2% | $497,939 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 4.30K | -12.5% | $424,747 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 4.17K | -94.7% | $411,890 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 3.40K | 新增 | $335,512 | 0.0% | New | 1 | SEC ↗ |
| 33 | Brown Advisory Inc | 3.00K | 新增 | $296,237 | 0.0% | New | 1 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 2.94K | 新增 | $290,231 | 0.0% | New | 1 | SEC ↗ |
| 35 | Captrust Financial Advisors | 2.91K | 新增 | $287,529 | 0.0% | New | 1 | SEC ↗ |
| 36 | Simplex Trading, Llc | 2.74K | -17.4% | $269,988 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Cerity Partners LLC | 2.60K | 新增 | $256,568 | 0.0% | New | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 2.12K | +81.4% | $209,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 2.12K | +81.4% | $209,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.32K | 0.0% | $126,163 | 0.0% | Held | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.32K | 0.0% | $126,163 | 0.0% | Held | 4 | SEC ↗ |
| 42 | Barclays Plc | 800 | 0.0% | $78,944 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 660 | +30.4% | $65,129 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 299 | 0.0% | $29,505 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 157 | 新增 | $15,493 | 0.0% | New | 1 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 132 | -21.0% | $13,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Us Bancorp \De\ | 100 | 0.0% | $9,868 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 34 | 0.0% | $3,355 | 0.0% | Held | 3 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 20 | 新增 | $1,971 | 0.0% | New | 1 | SEC ↗ |
| 50 | TD Waterhouse Canada Inc. | 12 | 新增 | $1,122 | 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
| Susquehanna International… | $10.02M | 0.0% |
| Hrt Financial Lp | $2.41M | 0.0% |
| Belvedere Trading LLC | $1.94M | 0.2% |
| HighTower Advisors, LLC | $1.45M | 0.0% |
| IMC-Chicago, LLC | $1.07M | 0.0% |
| Cetera Investment Advisers | $521,576 | 0.0% |
| Goldman Sachs Group | $335,512 | 0.0% |
| Brown Advisory Inc | $296,237 | 0.0% |
| Mml Investors Services, Llc | $290,231 | 0.0% |
| Captrust Financial Advisors | $287,529 | 0.0% |
| Cerity Partners LLC | $256,568 | 0.0% |
| Russell Investments Group… | $15,493 | 0.0% |
已清仓
| Jane Street Group, Llc | $4.01M | 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, 3.43M 股份, $203.11M 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