证券记录
CHY
名称等待档案录入
32被追踪持有人
-3Δ持有人
7.46M持有股份
$101.58M报告持仓市值
+2新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -8.6% ·
股份流向 +1.1% ·
净新建仓位 -9.4%
— 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 | 32 | -3 | 7.46M | $101.58M | +2 | −5 |
| Q1 2026 | 36 | +4 | 7.39M | $80.51M | +5 | −1 |
| Q4 2025 | 32 | 0 | 7.26M | $82.16M | — | — |
| Q3 2025 | 2 | -1 | 930.78K | $10.44M | — | −1 |
| Q2 2025 | 2 | +1 | 25.00K | $274,711 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.46M | +1.4% | $19.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.26M | +0.7% | $17.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.26M | -3.4% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.26M | -3.4% | $17.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.09M | +12.1% | $14.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.09M | +12.1% | $14.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Raymond James Financial Inc | 359.07K | +6.5% | $4.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 359.07K | +6.5% | $4.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 359.07K | +6.5% | $4.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 317.11K | +1726.3% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 237.02K | +2.7% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 221.92K | -26.3% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 221.92K | -26.3% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Corient Private Wealth LP | 170.93K | 0.0% | $2.33M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 166.54K | +2.1% | $2.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 151.51K | +1.4% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 151.08K | +29.7% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 137.94K | -25.0% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 137.94K | -25.0% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 119.23K | +9.2% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 64.23K | -13.4% | $874,772 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 64.23K | -13.4% | $874,772 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 58.38K | -2.3% | $795,112 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 38.05K | -0.5% | $513,675 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 37.63K | +3.1% | $512,512 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 37.63K | +3.1% | $512,512 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Focus Partners Wealth | 29.31K | +0.1% | $399,148 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Invesco Ltd. | 23.89K | 新增 | $325,409 | 0.0% | New | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 22.49K | +10.5% | $306,273 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cerity Partners LLC | 18.51K | +2.4% | $252,136 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 10.26K | -22.0% | $141,028 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Jane Street Group, Llc | 10.20K | -72.8% | $138,951 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Jane Street Group, Llc | 10.20K | -72.8% | $138,951 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Millennium Management ✦ | 10.15K | -82.8% | $138,284 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 9.08K | +2.1% | $123,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 9.08K | +2.1% | $123,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 9.08K | +2.1% | $123,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 9.08K | +2.1% | $123,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 5.38K | -8.5% | $73,276 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 3.50K | 0.0% | $47,670 | 0.0% | Held | 3 | SEC ↗ |
| 41 | BlackRock ✦ (被动) | 3.30K | 0.0% | $44,919 | 0.0% | Held | 5 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 2.70K | +2.3% | $36,393 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 1.80K | 0.0% | $24,516 | 0.0% | Held | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 111 | 新增 | $1,489 | 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
| Invesco Ltd. | $325,409 | 0.0% |
| JPMorgan Chase | $1,489 | 0.0% |
已清仓
| Mariner, LLC | $1.11M | 曾为 0.0% |
| Susquehanna International… | $660,871 | 曾为 0.0% |
| Hrt Financial Lp | $320,000 | 曾为 0.0% |
| Creative Planning | $130,353 | 曾为 0.0% |
| Nomura Holdings Inc | $108,900 | 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): 133 持有人, 12.75M 股份, $128.99M 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