证券记录
DEHP
名称等待档案录入
23被追踪持有人
+2Δ持有人
1.25M持有股份
$53.31M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +9.5% ·
股份流向 +30.0% ·
净新建仓位 +8.7%
— 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 | 23 | +2 | 1.25M | $53.31M | +3 | −1 |
| Q1 2026 | 21 | +6 | 881.13K | $29.70M | +8 | −2 |
| Q4 2025 | 15 | 0 | 515.63K | $16.63M | — | — |
| Q3 2025 | 3 | +1 | 173.06K | $5.29M | +1 | — |
| Q1 2025 | 1 | +1 | 36.72K | $926,129 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 198.25K | +85.3% | $8.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 182.69K | +9.0% | $7.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Jane Street Group, Llc | 140.84K | +161.4% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mariner, LLC | 133.41K | +313.1% | $5.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 99.61K | +73.0% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 99.61K | +73.0% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 99.61K | +73.0% | $4.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 87.13K | -3.7% | $3.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 61.01K | 0.0% | $2.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 57.33K | -1.6% | $2.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 57.33K | -1.6% | $2.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | UBS AM, a distinct business unit of… | 56.22K | 0.0% | $2.40M | 0.0% | Held | 2 | SEC ↗ |
| 13 | UBS Group AG | 41.17K | +12.3% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 41.17K | +12.3% | $1.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 39.42K | -21.2% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 33.10K | -8.5% | $1.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Citigroup Inc | 17.76K | +64.1% | $759,740 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 17.66K | +140.4% | $755,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 17.31K | +5.5% | $740,263 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cerity Partners LLC | 16.43K | +3.3% | $702,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 12.23K | 新增 | $523,034 | 0.0% | New | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 12.05K | +5.9% | $515,375 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Creative Planning | 11.02K | +2.1% | $471,289 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Nuveen, LLC | 6.73K | 新增 | $287,928 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 5.61K | 新增 | $239,900 | 0.0% | New | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 132 | -88.6% | $5,646 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 100 | -14.5% | $4,277 | 0.0% | ▼ Trim | 2 | 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
| Wells Fargo & Company/Mn | $523,034 | 0.0% |
| Nuveen, LLC | $287,928 | 0.0% |
| Mml Investors Services, Llc | $239,900 | 0.0% |
已清仓
| Morgan Stanley | $2,399 | 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): 118 持有人, 6.70M 股份, $211.92M 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