证券记录
DAPR
名称等待档案录入
16被追踪持有人
-1Δ持有人
973.44K持有股份
$39.79M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 -5.9% ·
股份流向 +24.7% ·
净新建仓位 -6.2%
— 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 | 16 | -1 | 973.44K | $39.79M | +2 | −3 |
| Q1 2026 | 18 | -1 | 818.41K | $32.54M | +1 | −2 |
| Q4 2025 | 19 | 0 | 1.06M | $41.57M | — | — |
| Q3 2025 | 1 | 0 | 7.08K | $273,423 | — | — |
| Q2 2025 | 1 | 0 | 23.46K | $884,474 | — | — |
| Q1 2025 | 1 | +1 | 8.78K | $326,984 | +1 | — |
| Q3 2024 | 1 | 0 | 21.97K | $801,429 | — | — |
| Q2 2024 | 1 | — | 17.83K | $629,822 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 223.14K | +75.9% | $9.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 149.61K | -18.2% | $6.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 148.77K | -1.7% | $6.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 125.32K | +49.5% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 125.32K | +49.5% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 125.32K | +49.5% | $5.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 105.83K | +33.4% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 66.77K | +118.9% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 66.77K | +118.9% | $2.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 42.51K | +29.7% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 30.48K | +60.8% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 30.48K | +60.8% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 21.40K | +42.7% | $874,996 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 21.28K | 新增 | $867,351 | 0.0% | New | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 21.28K | 新增 | $867,351 | 0.0% | New | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 19.68K | -21.1% | $804,396 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mariner, LLC | 7.89K | -5.5% | $322,666 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 5.66K | 0.0% | $232,516 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 2.54K | 新增 | $103,835 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fifth Third Bancorp | 1.80K | 0.0% | $73,584 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Barclays Plc | 744 | +145.5% | $30,415 | 0.0% | ▲ Add | 3 | 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
| JPMorgan Chase | $867,351 | 0.0% |
| JPMorgan Chase | $867,351 | 0.0% |
| Morgan Stanley | $103,835 | 0.0% |
已清仓
| Citadel Advisors | $397,803 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $318,115 | 曾为 0.0% |
| Wells Fargo & Company/Mn | $5,766 | 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): 85 持有人, 2.10M 股份, $77.22M 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