证券记录 · 已归档季度
EVUS
名称等待档案录入
28被追踪持有人
+4Δ持有人
6.51M持有股份
$228.56M报告持仓市值
+5新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +16.7% ·
股份流向 +1.7% ·
净新建仓位 +14.3%
— 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 | 28 | +4 | 6.51M | $228.56M | +5 | −1 |
| Q1 2026 | 25 | +4 | 6.55M | $207.65M | +5 | −1 |
| Q4 2025 | 21 | +1 | 5.68M | $181.74M | +1 | — |
| Q3 2025 | 2 | +1 | 572.49K | $18.00M | +1 | — |
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 | 3.05M | +0.6% | $107.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 1.45M | -4.4% | $51.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | LPL Financial LLC | 851.86K | +10.2% | $29.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Lido Advisors, LLC | 268.17K | +16.2% | $9.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 200.32K | +3.0% | $7.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 160.24K | +19.7% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 80.30K | -26.6% | $2.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Assetmark, Inc | 75.09K | 0.0% | $2.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 69.67K | +1.8% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 69.67K | +1.8% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Creative Planning | 68.11K | +0.3% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 37.55K | +7.7% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 35.88K | -2.4% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 35.88K | -2.4% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 28.46K | +6.7% | $999,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 24.06K | -0.3% | $844,808 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 21.62K | 新增 | $772,935 | 0.0% | New | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 20.61K | +1.4% | $723,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Raymond James Financial Inc | 20.61K | +1.4% | $723,793 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cerity Partners LLC | 17.93K | +3.9% | $629,557 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 15.70K | 新增 | $551,367 | 0.0% | New | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 12.07K | +21.3% | $423,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 12.07K | +21.3% | $423,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Truist Financial Corp | 6.56K | 0.0% | $230,286 | 0.0% | Held | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 2.20K | 0.0% | $77,207 | 0.0% | Held | 2 | SEC ↗ |
| 33 | BlackRock ✦ (被动) | 1.31K | +0.7% | $45,959 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | UBS Group AG | 1.28K | 新增 | $44,871 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 1.21K | +96.1% | $42,477 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 876 | -3.5% | $30,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 330 | +115.7% | $11,586 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 149 | 新增 | $5,252 | 0.0% | New | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 76 | 新增 | $2,668 | 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
| Wealth Enhancement Advisory… | $772,935 | 0.0% |
| Mercer Global Advisors Inc… | $551,367 | 0.0% |
| UBS Group AG | $44,871 | 0.0% |
| Jones Financial Companies Lllp | $5,252 | 0.0% |
| Northwestern Mutual Wealth… | $2,668 | 0.0% |
已清仓
| Jane Street Group, Llc | $241,729 | 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): 111 持有人, 7.30M 股份, $215.61M 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