证券记录
HEWJ
名称等待档案录入
40被追踪持有人
+4Δ持有人
5.23M持有股份
$337.12M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 +11.1% ·
股份流向 +12.9% ·
净新建仓位 +10.0%
— 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 | 40 | +4 | 5.23M | $337.12M | +5 | −1 |
| Q1 2026 | 37 | +3 | 4.63M | $259.81M | +5 | −2 |
| Q4 2025 | 34 | +1 | 5.32M | $280.12M | +1 | — |
| Q3 2025 | 5 | 0 | 2.85M | $140.27M | — | — |
| Q2 2025 | 2 | -1 | 2.37M | $106.24M | — | −1 |
| Q1 2025 | 1 | 0 | 38.49K | $1.61M | — | — |
| Q4 2024 | 1 | +1 | 72.80K | $3.10M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.89M | +13.5% | $122.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.89M | +13.5% | $122.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.89M | +13.5% | $122.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (被动) | 881.35K | +0.1% | $56.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 881.35K | +0.1% | $56.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Deutsche Bank Ag\ | 730.49K | -0.9% | $47.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Deutsche Bank Ag\ | 730.49K | -0.9% | $47.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Deutsche Bank Ag\ | 730.49K | -0.9% | $47.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Deutsche Bank Ag\ | 730.49K | -0.9% | $47.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Deutsche Bank Ag\ | 730.49K | -0.9% | $47.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 468.05K | -10.9% | $30.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 468.05K | -10.9% | $30.03M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 445.36K | +112.5% | $28.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 445.36K | +112.5% | $28.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 445.36K | +112.5% | $28.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | UBS Group AG | 139.06K | +137.2% | $8.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 139.06K | +137.2% | $8.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 139.06K | +137.2% | $8.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | TD Waterhouse Canada Inc. | 125.35K | 新增 | $8.09M | 0.0% | New | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 95.80K | -6.3% | $6.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 91.58K | -0.2% | $5.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | LPL Financial LLC | 43.04K | +2.6% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 36.28K | +18.2% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 36.28K | +18.2% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 34.19K | -5.2% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 31.21K | 新增 | $2.01M | 0.0% | New | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 28.43K | +2.7% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Us Bancorp \De\ | 28.43K | +2.7% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Lido Advisors, LLC | 20.70K | 新增 | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 18.42K | 0.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 18.42K | 0.0% | $1.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 15.76K | -81.5% | $1.02M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Cetera Investment Advisers | 14.02K | 新增 | $904,635 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cibc World Market Inc. | 12.07K | 0.0% | $778,627 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 11.63K | 0.0% | $750,432 | 0.0% | Held | 3 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 11.34K | -6.0% | $731,528 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 10.59K | 0.0% | $683,188 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 10.59K | 0.0% | $683,188 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 10.16K | +20.9% | $655,846 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 9.14K | +159.4% | $589,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 8.31K | -0.6% | $536,092 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Quantinno Capital Management LP | 7.42K | 0.0% | $478,674 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 6.66K | -43.1% | $429,911 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 5.01K | -33.9% | $323,181 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Raymond James Financial Inc | 4.67K | +11.4% | $301,431 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Raymond James Financial Inc | 4.67K | +11.4% | $301,431 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 4.31K | +5.9% | $278,115 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 3.02K | -14.1% | $194,724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Royal Bank Of Canada | 2.32K | -3.9% | $150,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Royal Bank Of Canada | 2.32K | -3.9% | $150,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Franklin Resources Inc | 2.20K | 0.0% | $141,944 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 2.20K | +468.0% | $141,815 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 2.00K | +0.3% | $128,884 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 1.82K | 0.0% | $117,500 | 0.0% | Held | 5 | SEC ↗ |
| 55 | Mirae Asset Global Investments Co.… | 1.70K | 新增 | $109,490 | 0.0% | New | 1 | SEC ↗ |
| 56 | Barclays Plc | 681 | 0.0% | $43,938 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 637 | 0.0% | $41,099 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 637 | 0.0% | $41,099 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Blair William & Co/Il | 200 | 0.0% | $12,904 | 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
| TD Waterhouse Canada Inc. | $8.09M | 0.0% |
| Citadel Advisors | $2.01M | 0.0% |
| Lido Advisors, LLC | $1.34M | 0.0% |
| Cetera Investment Advisers | $904,635 | 0.0% |
| Mirae Asset Global… | $109,490 | 0.0% |
已清仓
| Hrt Financial Lp | $304,000 | 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): 82 持有人, 5.87M 股份, $327.91M 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