证券记录 · 已归档季度
HEZU
名称等待档案录入
33被追踪持有人
+2Δ持有人
6.19M持有股份
$270.06M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +6.5% ·
股份流向 -10.7% ·
净新建仓位 +6.1%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 | Charles Schwab Investment… | 3.59M | -25.5% | $156.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 522.37K | 新增 | $22.83M | 0.0% | New | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 310.86K | +0.7% | $13.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 240.94K | +9.3% | $10.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 238.53K | -14.5% | $10.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | JPMorgan Chase ✦ | 219.72K | -9.6% | $9.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | UBS Group AG | 203.16K | -9.1% | $8.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | Morgan Stanley ✦ | 168.98K | +8.9% | $7.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Northwestern Mutual Wealth… | 142.70K | -2.9% | $6.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 137.03K | -1.9% | $5.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Allianz Asset Management GmbH | 79.68K | -3.6% | $3.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 56.99K | +24.9% | $2.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Royal Bank Of Canada | 56.16K | -1.9% | $2.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Jane Street Group, Llc | 41.02K | +19.8% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 35.94K | -13.3% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Osaic Holdings, Inc. | 29.74K | -6.3% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Us Bancorp \De\ | 21.51K | +2.1% | $939,943 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Citigroup Inc | 20.74K | -2.7% | $906,387 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 13.44K | +99.6% | $587,503 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Ameriprise Financial Inc | 13.05K | +5.1% | $570,377 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 6.77K | +50.0% | $286,066 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Marshall Wace ✦ | 6.05K | 新增 | $264,428 | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Deutsche Bank Ag\ | 5.30K | +14.0% | $231,610 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 5.08K | 0.0% | $222,215 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Mariner, LLC | 5.01K | -24.6% | $218,981 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 4.95K | 0.0% | $216,462 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 27 | Envestnet Asset Management Inc | 4.67K | 新增 | $203,853 | 0.0% | New | 1 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 3.90K | +1.8% | $170,561 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Fidelity (FMR) ✦ | 3.63K | +31.7% | $158,782 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Cwm, Llc | 1.22K | -1.6% | $53,183 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Franklin Resources Inc | 145 | 0.0% | $6,337 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Blair William & Co/Il | 79 | 0.0% | $3,452 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 22 | -75.0% | $961 | 0.0% | ▼ Trim | 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
| BlackRock | $22.83M | 0.0% |
| Marshall Wace | $264,428 | 0.0% |
| Envestnet Asset Management Inc | $203,853 | 0.0% |
已清仓
| Captrust Financial Advisors | $253,677 | 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): 92 持有人, 7.24M 股份, $313.40M 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