证券记录 · 已归档季度
HNDL
名称等待档案录入
23被追踪持有人
-2Δ持有人
1.33M持有股份
$29.04M报告持仓市值
+2新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -8.0% ·
股份流向 -10.7% ·
净新建仓位 -8.7%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 12 | $259 | n/a | n/a |
| Q2 2026 | 24 | +2 | 1.32M | $30.13M | +4 | −2 |
| Q1 2026 | 23 | -2 | 1.33M | $29.04M | +2 | −4 |
| Q4 2025 | 25 | +1 | 1.49M | $32.81M | +1 | n/a |
| Q3 2025 | 3 | -1 | 85.93K | $1.91M | n/a | −1 |
| Q2 2025 | 2 | +1 | 14.62K | $316,593 | +1 | n/a |
| Q4 2024 | 1 | 0 | 9.99K | $213,151 | n/a | n/a |
| Q3 2024 | 1 | 0 | 3.96K | $88,177 | n/a | n/a |
| Q2 2024 | 1 | n/a | 7.40K | $156,288 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 699.74K | -8.8% | $15.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 187.83K | -9.0% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 106.10K | +0.3% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Creative Planning | 71.10K | +2.4% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 47.95K | -20.5% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 45.33K | +28.8% | $978,645 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 35.37K | -22.5% | $772,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 32.45K | -4.2% | $708,636 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 21.84K | +0.1% | $476,889 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 18.77K | -60.6% | $409,915 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Mercer Global Advisors Inc /Adv | 16.70K | -13.6% | $364,811 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 11.84K | +29.0% | $258,593 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Truist Financial Corp | 10.25K | 新增 | $223,838 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 10.08K | -0.2% | $220,199 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Cwm, Llc | 9.36K | -36.7% | $204,340 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 2.35K | 新增 | $50,759 | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.59K | 0.0% | $34,726 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 1.05K | +44.5% | $22,886 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 510 | 0.0% | $11,158 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 130 | +9.2% | $2,839 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 24 | -96.2% | $524 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Assetmark, Inc | 12 | -90.6% | $262 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1 | 0.0% | $23 | 0.0% | Held | 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
| Truist Financial Corp | $223,838 | 0.0% |
| Jones Financial Companies Lllp | $50,759 | 0.0% |
已清仓
| Jane Street Group, Llc | $400,280 | 曾为 0.0% |
| Hrt Financial Lp | $248,000 | 曾为 0.0% |
| Citadel Advisors | $213,396 | 曾为 0.0% |
| Royal Bank Of Canada | $9,000 | 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): 97 持有人, 3.09M 股份, $58.05M 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
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