证券记录
HYZD
名称等待档案录入
21被追踪持有人
-1Δ持有人
5.50M持有股份
$123.70M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -4.5% ·
股份流向 +5.4% ·
净新建仓位 -4.8%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 21 | -1 | 5.50M | $123.70M | +1 | −2 |
| Q1 2026 | 23 | +2 | 5.23M | $115.03M | +3 | −1 |
| Q4 2025 | 21 | +2 | 4.86M | $109.51M | +2 | — |
| Q3 2025 | 2 | 0 | 722.47K | $16.24M | — | — |
| Q2 2025 | 1 | — | 369 | $8,258 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.74M | +10.0% | $39.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.73M | +5.5% | $38.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 698.23K | +1.2% | $15.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 698.23K | +1.2% | $15.71M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 338.74K | +1.1% | $7.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 320.75K | +46.2% | $7.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 188.41K | -1.6% | $4.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 107.33K | +64.1% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 107.33K | +64.1% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 78.89K | +6.1% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 78.89K | +6.1% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Stifel Financial Corp | 71.48K | +17.4% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Jane Street Group, Llc | 61.25K | -64.3% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 60.33K | +34.4% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 47.35K | +139.5% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 23.46K | +747.4% | $526,939 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 19.82K | +57.2% | $447,659 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 8.39K | +1.3% | $188,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 4.35K | +214.1% | $98,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 933 | 0.0% | $20,974 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 887 | 0.0% | $19,964 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 150 | 0.0% | $3,374 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 107 | -78.0% | $2,398 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 107 | -78.0% | $2,398 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 16 | 新增 | $360 | 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
| Northwestern Mutual Wealth… | $360 | 0.0% |
已清仓
| Bank of New York Mellon Corp | $2.13M | 曾为 0.0% |
| UBS AM, a distinct business… | $25,223 | 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): 57 持有人, 7.17M 股份, $155.58M 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