证券记录 · 已归档季度
EMHY
名称等待档案录入
34被追踪持有人
+3Δ持有人
5.31M持有股份
$208.99M报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +9.7% ·
股份流向 +10.1% ·
净新建仓位 +8.8%
· 公式
广泛增持：持股数量上升，持有人数量增加
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 | 2 | 0 | 1.71M | $66.31M | n/a | n/a |
| Q2 2026 | 30 | -3 | 5.56M | $226.22M | +1 | −4 |
| Q1 2026 | 34 | +3 | 5.31M | $208.99M | +5 | −2 |
| Q4 2025 | 30 | -1 | 4.81M | $194.37M | +1 | −2 |
| Q3 2025 | 5 | +1 | 1.01M | $40.11M | +1 | n/a |
| Q2 2025 | 3 | -1 | 684.15K | $26.66M | n/a | −1 |
| Q1 2025 | 2 | +1 | 106.05K | $4.05M | +1 | n/a |
| Q4 2024 | 1 | 0 | 64.08K | $2.43M | n/a | n/a |
| Q3 2024 | 1 | 0 | 29.38K | $1.15M | n/a | n/a |
| Q2 2024 | 1 | n/a | 36.48K | $1.35M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 1.37M | +9.5% | $53.94M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 948.48K | +22.5% | $37.35M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 760.36K | +57.4% | $29.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 711.31K | +44.6% | $28.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 282.40K | -14.5% | $11.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Julius Baer & Co. Ltd, Zurich | 249.33K | -0.2% | $9.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 180.15K | -4.2% | $7.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mariner, LLC | 93.57K | -44.1% | $3.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 86.61K | -36.2% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 79.87K | -28.9% | $3.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 62.96K | -74.5% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 57.39K | +408.3% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 45.44K | +358.9% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Tidal Investments LLC | 44.72K | -6.5% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 41.58K | 新增 | $1.64M | 0.0% | New | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 40.60K | +81.6% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 40.55K | -3.5% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 34.90K | 新增 | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 32.96K | 新增 | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 20 | Raymond James Financial Inc | 23.58K | +3.1% | $928,750 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Osaic Holdings, Inc. | 21.05K | -27.1% | $828,985 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Bank of New York Mellon Corp | 19.12K | +92.7% | $752,863 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Truist Financial Corp | 18.73K | -8.0% | $737,528 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 18.33K | -39.8% | $721,695 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 17.61K | -3.6% | $694,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 26 | Wealth Enhancement Advisory… | 11.43K | -64.4% | $450,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | CIBC Bancorp USA Inc. | 6.20K | n/a | $244,038 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Fifth Third Bancorp | 4.20K | 新增 | $165,318 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.35K | +30.7% | $53,200 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 1.04K | 0.0% | $40,756 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 700 | 0.0% | $27,566 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 32 | UBS AM, a distinct business unit of… | 500 | 新增 | $19,690 | 0.0% | New | 1 | SEC ↗ |
| 33 | Cwm, Llc | 268 | -34.1% | $10,554 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 184 | 0.0% | $7,171 | 0.0% | Held | 2 | 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
| Citadel Advisors | $1.64M | 0.0% |
| Susquehanna International… | $1.37M | 0.0% |
| Jane Street Group, Llc | $1.30M | 0.0% |
| Fifth Third Bancorp | $165,318 | 0.0% |
| UBS AM, a distinct business… | $19,690 | 0.0% |
已清仓
| Focus Partners Wealth | $3.36M | 曾为 0.0% |
| Qube Research & Technologies… | $4,360 | 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): 114 持有人, 8.36M 股份, $324.86M 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