证券记录
HEZU
名称等待档案录入
30被追踪持有人
-2Δ持有人
4.49M持有股份
$224.42M报告持仓市值
+3新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -6.2% ·
股份流向 -27.4% ·
净新建仓位 -6.7%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 30 | -2 | 4.49M | $224.42M | +3 | −5 |
| Q1 2026 | 33 | +2 | 6.19M | $270.06M | +3 | −1 |
| Q4 2025 | 31 | 0 | 6.93M | $303.09M | — | — |
| Q3 2025 | 5 | 0 | 963.57K | $40.63M | — | — |
| Q2 2025 | 2 | +1 | 19.63K | $805,441 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 2.53M | -29.6% | $126.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 310.65K | -0.1% | $15.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 233.58K | -3.0% | $11.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 226.41K | +34.0% | $11.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 226.41K | +34.0% | $11.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 226.41K | +34.0% | $11.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | UBS Group AG | 196.07K | -3.5% | $9.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 189.27K | -20.6% | $9.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 189.27K | -20.6% | $9.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 189.27K | -20.6% | $9.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 180.37K | -17.9% | $8.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 180.37K | -17.9% | $8.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 180.37K | -17.9% | $8.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 180.37K | -17.9% | $8.94M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 137.14K | +0.1% | $6.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 136.23K | -4.5% | $6.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Allianz Asset Management GmbH | 79.68K | 0.0% | $3.48M | 0.0% | Held | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 56.08K | -0.1% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 56.08K | -0.1% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 56.08K | -0.1% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 35.64K | 新增 | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 32.66K | -9.1% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 32.66K | -9.1% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 29.38K | -1.2% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 29.38K | -1.2% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 22.63K | +5.2% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 22.63K | +5.2% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Citigroup Inc | 18.84K | -9.2% | $945,037 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 15.04K | +15.2% | $754,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 15.04K | +15.2% | $754,356 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Raymond James Financial Inc | 14.49K | +7.8% | $726,766 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Raymond James Financial Inc | 14.49K | +7.8% | $726,766 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Hrt Financial Lp | 8.62K | 新增 | $432,000 | 0.0% | New | 1 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 6.45K | -4.6% | $316,698 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Mariner, LLC | 5.20K | +3.7% | $260,695 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 5.08K | 0.0% | $255,028 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 4.95K | 0.0% | $248,412 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 4.95K | 0.0% | $248,412 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 4.62K | -1.0% | $231,573 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Captrust Financial Advisors | 4.12K | 新增 | $206,641 | 0.0% | New | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 3.73K | -4.5% | $186,920 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 2.86K | -21.3% | $143,427 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 1.35K | -74.5% | $67,703 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Assetmark, Inc | 480 | +2081.8% | $24,073 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Blair William & Co/Il | 79 | 0.0% | $3,962 | 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
| Susquehanna International… | $1.79M | 0.0% |
| Hrt Financial Lp | $432,000 | 0.0% |
| Captrust Financial Advisors | $206,641 | 0.0% |
已清仓
| BlackRock | $22.83M | 曾为 0.0% |
| Citadel Advisors | $2.49M | 曾为 0.0% |
| Jane Street Group, Llc | $1.79M | 曾为 0.0% |
| Marshall Wace | $264,428 | 曾为 0.0% |
| Franklin Resources Inc | $6,337 | 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
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