证券记录
EOCT
名称等待档案录入
16被追踪持有人
+3Δ持有人
666.33K持有股份
$21.85M报告持仓市值
+5新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +23.1% ·
股份流向 -13.9% ·
净新建仓位 +12.5%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 282.05K | -29.6% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Creative Planning | 120.13K | -4.5% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 61.90K | -2.0% | $2.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 36.06K | -6.6% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 26.88K | +0.3% | $918,030 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 24.32K | -8.1% | $830,581 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Mml Investors Services, Llc | 22.19K | -5.4% | $757,797 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 18.13K | 新增 | $619,298 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 12.22K | +20.2% | $417,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Captrust Financial Advisors | 11.66K | 0.0% | $398,179 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Truist Financial Corp | 8.21K | 0.0% | $280,583 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 7.63K | 新增 | $260,671 | 0.0% | New | 1 | SEC ↗ |
| 13 | Hrt Financial Lp | 5.90K | 新增 | $201,000 | 0.0% | New | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 28.03K | -2.1% | $45,925 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 800 | 新增 | $27,260 | 0.0% | New | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 222 | 新增 | $7,582 | 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… | $619,298 | 0.0% |
| Citadel Advisors | $260,671 | 0.0% |
| Hrt Financial Lp | $201,000 | 0.0% |
| JPMorgan Chase | $27,260 | 0.0% |
| Northwestern Mutual Wealth… | $7,582 | 0.0% |
已清仓
| HighTower Advisors, LLC | $4.57M | 曾为 0.0% |
| Goldman Sachs Group | $320,775 | 曾为 0.0% |
| UBS Group AG | $6,390 | 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): 63 持有人, 2.64M 股份, $83.93M 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