证券记录
HNDL
名称等待档案录入
24被追踪持有人
+2Δ持有人
1.32M持有股份
$30.13M报告持仓市值
+4新建仓位
−2清仓
动量输入(同类管理人):
持有人广度 +9.1% ·
股份流向 -0.2% ·
净新建仓位 +8.3%
— 公式
持股分散化 — 持有人增多,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 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 | 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 | — |
| Q3 2025 | 3 | -1 | 85.93K | $1.91M | — | −1 |
| Q2 2025 | 2 | +1 | 14.62K | $316,593 | +1 | — |
| Q4 2024 | 1 | 0 | 9.99K | $213,151 | — | — |
| Q3 2024 | 1 | 0 | 3.96K | $88,177 | — | — |
| Q2 2024 | 1 | — | 7.40K | $156,288 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 617.64K | -11.7% | $14.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 209.35K | +11.5% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 209.35K | +11.5% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 209.35K | +11.5% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 105.47K | -0.6% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Creative Planning | 72.25K | +1.6% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 67.72K | +41.2% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 57.18K | +26.1% | $1.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 57.18K | +26.1% | $1.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 35.09K | -0.8% | $801,650 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 30.39K | -6.3% | $694,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 20.20K | -7.5% | $461,498 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 15.09K | 新增 | $344,692 | 0.0% | New | 1 | SEC ↗ |
| 14 | Lido Advisors, LLC | 15.00K | 新增 | $342,636 | 0.0% | New | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 14.33K | -14.2% | $327,244 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Truist Financial Corp | 11.75K | +14.6% | $268,353 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 11.66K | -1.5% | $266,362 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 11.66K | -1.5% | $266,362 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 9.36K | -7.2% | $213,819 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 9.36K | -7.2% | $213,819 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 8.85K | 新增 | $202,087 | 0.0% | New | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 7.50K | +218.6% | $171,233 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 5.11K | +387.4% | $116,690 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 2.71K | +270400.0% | $61,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 2.71K | +270400.0% | $61,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 1.59K | 0.0% | $36,319 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 510 | 0.0% | $11,670 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 18 | 新增 | $411 | 0.0% | New | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 12 | 0.0% | $274 | 0.0% | Held | 3 | SEC ↗ |
| 30 | UBS Group AG | 5 | -79.2% | $114 | 0.0% | ▼ Trim | 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
| Jane Street Group, Llc | $344,692 | 0.0% |
| Lido Advisors, LLC | $342,636 | 0.0% |
| Citadel Advisors | $202,087 | 0.0% |
| Russell Investments Group… | $411 | 0.0% |
已清仓
| Susquehanna International… | $409,915 | 曾为 0.0% |
| Northwestern Mutual Wealth… | $2,839 | 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
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