证券记录
HEGD
名称等待档案录入
19被追踪持有人
+4Δ持有人
3.42M持有股份
$91.27M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 +26.7% ·
股份流向 +8.2% ·
净新建仓位 +20.0%
— 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +4 | 3.42M | $91.27M | +5 | −1 |
| Q1 2026 | 16 | -1 | 7.75M | $191.47M | +2 | −3 |
| Q4 2025 | 17 | -1 | 6.61M | $166.64M | — | −1 |
| Q3 2025 | 2 | +1 | 16.66K | $415,216 | +1 | — |
| Q2 2024 | 1 | — | 20.76K | $441,501 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.52M | +7.5% | $40.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 845.27K | -1.3% | $22.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 488.13K | +6.8% | $13.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 488.13K | +6.8% | $13.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Stifel Financial Corp | 152.25K | +12.9% | $4.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 134.80K | 新增 | $3.59M | 0.0% | New | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 85.69K | -3.0% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 41.69K | -45.2% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 29.14K | +11.7% | $776,773 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 28.30K | +103.5% | $754,568 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 28.30K | +103.5% | $754,568 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 26.02K | -26.3% | $693,550 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 16.08K | +12.9% | $428,719 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 14.33K | -1.9% | $381,950 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 13.15K | -2.4% | $353,260 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 11.80K | 新增 | $314,535 | 0.0% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 7.58K | 新增 | $202,056 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 5.63K | +1071.5% | $149,553 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 2.76K | 新增 | $72,666 | 0.0% | New | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 1.88K | 0.0% | $49,988 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1 | 新增 | $34 | 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
| AQR Capital Management | $3.59M | 0.0% |
| Jane Street Group, Llc | $314,535 | 0.0% |
| UBS Group AG | $202,056 | 0.0% |
| Jones Financial Companies Lllp | $72,666 | 0.0% |
| Morgan Stanley | $34 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $483,428 | 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): 78 持有人, 21.53M 股份, $511.69M 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