证券记录
HYXF
名称等待档案录入
23被追踪持有人
0Δ持有人
918.36K持有股份
$42.90M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +8.9% · 净新建仓位 0.0% — 公式
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 | 23 | 0 | 918.36K | $42.90M | +2 | −2 |
| Q1 2026 | 24 | +1 | 846.39K | $39.19M | +3 | −2 |
| Q4 2025 | 23 | 0 | 719.84K | $34.02M | — | — |
| Q3 2025 | 3 | 0 | 6.77K | $321,380 | — | — |
| Q2 2025 | 1 | — | 6.16K | $292,744 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 139.97K | +14.7% | $6.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of Montreal /Can/ | 91.28K | +22.6% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 82.74K | +1.9% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 77.94K | +106.7% | $3.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 77.94K | +106.7% | $3.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 77.94K | +106.7% | $3.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 77.60K | -13.1% | $3.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 72.60K | -11.8% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 72.60K | -11.8% | $3.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Assetmark, Inc | 61.88K | +1.8% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 54.43K | +7.1% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 54.43K | +7.1% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 52.28K | +218.2% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 52.28K | +218.2% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 52.28K | +218.2% | $2.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 45.39K | +51.4% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 30.76K | +1.8% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 26.25K | 0.0% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 26.25K | 0.0% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 26.25K | 0.0% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 26.25K | 0.0% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Hsbc Holdings Plc | 24.00K | 0.0% | $1.12M | 0.0% | Held | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 22.67K | +7.0% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 15.54K | +78.2% | $725,236 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 15.01K | +11.1% | $701,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 15.01K | +11.1% | $701,383 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 7.64K | +7.3% | $357,007 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 5.80K | -3.0% | $271,028 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 5.80K | -3.0% | $271,028 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 5.54K | +4.2% | $258,857 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Stifel Financial Corp | 5.16K | 新增 | $241,146 | 0.0% | New | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 3.47K | 0.0% | $162,150 | 0.0% | Held | 3 | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 393 | 0.0% | $18,267 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1 | 新增 | $89 | 0.0% | New | 1 | 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
| Stifel Financial Corp | $241,146 | 0.0% |
| Morgan Stanley | $89 | 0.0% |
已清仓
| Jane Street Group, Llc | $1.90M | 曾为 0.0% |
| Citadel Advisors | $523,555 | 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, 1.53M 股份, $60.44M 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