证券记录
FJP
名称等待档案录入
25被追踪持有人
0Δ持有人
1.98M持有股份
$151.17M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +0.5% · 净新建仓位 0.0% — 公式
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 | 25 | 0 | 1.98M | $151.17M | +1 | −1 |
| Q1 2026 | 26 | +4 | 1.97M | $143.12M | +5 | −1 |
| Q4 2025 | 22 | +2 | 1.92M | $128.98M | +2 | — |
| Q3 2025 | 2 | 0 | 276.05K | $17.99M | — | — |
| Q2 2025 | 1 | -1 | 312 | $18,660 | — | −1 |
| Q1 2025 | 1 | +1 | 14.28K | $782,720 | +1 | — |
| Q2 2024 | 1 | — | 15.75K | $811,492 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 724.62K | -1.5% | $55.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 724.62K | -1.5% | $55.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 724.62K | -1.5% | $55.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 724.62K | -1.5% | $55.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 284.74K | +9.4% | $21.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 241.10K | -1.0% | $18.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 241.10K | -1.0% | $18.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 241.10K | -1.0% | $18.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 224.64K | +2.7% | $17.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 129.23K | +3.9% | $9.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 94.79K | +7.7% | $7.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 94.79K | +7.7% | $7.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Assetmark, Inc | 93.08K | +8.0% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 52.88K | -2.1% | $4.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 38.07K | +2.5% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 28.64K | +54.9% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 20.56K | +1.9% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 20.56K | +1.9% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 20.56K | +1.9% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 18.68K | -48.4% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 7.34K | +24.6% | $560,490 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 6.68K | +31.4% | $509,775 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 3.49K | -4.6% | $266,358 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 3.39K | +17.3% | $260,995 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 3.02K | -69.6% | $230,273 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mariner, LLC | 2.87K | -10.4% | $218,639 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 553 | +31.7% | $42,185 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 553 | +31.7% | $42,185 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 512 | +2.4% | $39,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 459 | -97.0% | $35,033 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Us Bancorp \De\ | 459 | -97.0% | $35,033 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 346 | 新增 | $26,408 | 0.0% | New | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 327 | +6.5% | $25,001 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 230 | -31.1% | $18,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 230 | -31.1% | $18,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 230 | -31.1% | $18,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Fifth Third Bancorp | 100 | 0.0% | $7,633 | 0.0% | Held | 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 | $26,408 | 0.0% |
已清仓
| Northwestern Mutual Wealth… | $4,937 | 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): 86 持有人, 2.63M 股份, $184.29M 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