证券记录 · 已归档季度
HAP
名称等待档案录入
22被追踪持有人
+2Δ持有人
1.35M持有股份
$97.62M报告持仓市值
+6新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 +30.0% ·
净新建仓位 +9.1%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 571.31K | -5.6% | $41.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 220.79K | +215.3% | $16.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 212.90K | +41.0% | $15.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 93.67K | 新增 | $6.79M | 0.0% | New | 1 | SEC ↗ |
| 5 | Baird Financial Group, Inc. | 58.81K | +23.7% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 47.75K | +158.6% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Mercer Global Advisors Inc /Adv | 25.69K | -1.3% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 21.91K | +118.4% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 17.74K | +47.0% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Wells Fargo & Company/Mn | 16.79K | +18.4% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 10.06K | -5.6% | $729,195 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 9.92K | +118.7% | $703,087 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Creative Planning | 8.91K | 0.0% | $645,635 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Jane Street Group, Llc | 7.95K | 新增 | $576,209 | 0.0% | New | 1 | SEC ↗ |
| 15 | UBS Group AG | 7.01K | +7.2% | $508,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 6.77K | +40.3% | $490,684 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Mariner, LLC | 5.62K | 新增 | $407,499 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 3.21K | 新增 | $232,713 | 0.0% | New | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 273 | 新增 | $19,784 | 0.0% | New | 1 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 100 | 新增 | $7,247 | 0.0% | New | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 63 | 0.0% | $4,549 | 0.0% | Held | 4 | SEC ↗ |
| 22 | Citigroup Inc | 2 | 0.0% | $145 | 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
| Ameriprise Financial Inc | $6.79M | 0.0% |
| Jane Street Group, Llc | $576,209 | 0.0% |
| Mariner, LLC | $407,499 | 0.0% |
| Mml Investors Services, Llc | $232,713 | 0.0% |
| Northwestern Mutual Wealth… | $19,784 | 0.0% |
| UBS AM, a distinct business… | $7,247 | 0.0% |
已清仓
| Citadel Advisors | $1.05M | 曾为 0.0% |
| Envestnet Asset Management Inc | $328,471 | 曾为 0.0% |
| Pnc Financial Services Group… | $42,098 | 曾为 0.0% |
| Barclays Plc | $10,825 | 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): 62 持有人, 2.83M 股份, $172.38M 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