证券记录
HEEM
名称等待档案录入
23被追踪持有人
+1Δ持有人
2.24M持有股份
$100.25M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +4.5% ·
股份流向 +4.5% ·
净新建仓位 0.0%
— 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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 518.56K | +15.7% | $23.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 410.26K | +13.6% | $18.35M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 389.93K | -5.4% | $17.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Pictet Asset Management Holding SA | 252.30K | -5.0% | $11.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 135.16K | +0.6% | $6.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 118.23K | +1.6% | $5.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 108.39K | +2.6% | $4.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 77.72K | -19.3% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 73.83K | +9.1% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 40.46K | -1.1% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 31.56K | +17.4% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 30.23K | +232.2% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 15.26K | +52.8% | $682,356 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 12.25K | 新增 | $547,751 | 0.0% | New | 1 | SEC ↗ |
| 15 | Blair William & Co/Il | 11.51K | +67.2% | $514,663 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 4.72K | 新增 | $211,126 | 0.0% | New | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 4.31K | -5.2% | $193,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 3.00K | 0.0% | $134,190 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 1.64K | +198.4% | $73,402 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 1.12K | -10.0% | $50,137 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Assetmark, Inc | 303 | 0.0% | $13,553 | 0.0% | Held | 3 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 212 | 0.0% | $9,483 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 128 | 0.0% | $5,618 | 0.0% | Held | 3 | 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
| Mml Investors Services, Llc | $547,751 | 0.0% |
| Citadel Advisors | $211,126 | 0.0% |
已清仓
| Susquehanna International… | $1.20M | 曾为 0.0% |
| HighTower Advisors, LLC | $329,105 | 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): 45 持有人, 3.78M 股份, $139.05M 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