证券记录
IBD
名称等待档案录入
17被追踪持有人
0Δ持有人
1.86M持有股份
$44.10M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -4.4% · 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 | 17 | 0 | 1.86M | $44.10M | +1 | −1 |
| Q1 2026 | 18 | +1 | 1.96M | $46.78M | +2 | −1 |
| Q4 2025 | 17 | 0 | 1.87M | $45.13M | — | — |
| Q3 2025 | 4 | +1 | 80.58K | $1.95M | +1 | — |
| Q2 2025 | 1 | 0 | 53.30K | $1.28M | — | — |
| Q1 2025 | 1 | 0 | 50.30K | $1.19M | — | — |
| Q4 2024 | 1 | +1 | 173.99K | $4.08M | +1 | — |
| Q2 2024 | 1 | — | 76.62K | $1.79M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 823.29K | +33.8% | $19.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Assetmark, Inc | 222.97K | +5.1% | $5.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 180.13K | +15.4% | $4.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 126.12K | +36.5% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 114.73K | -42.6% | $2.73M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 97.89K | -57.2% | $2.33M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 7 | Raymond James Financial Inc | 95.15K | +19.2% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 95.15K | +19.2% | $2.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 79.05K | -55.8% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 29.22K | +12.3% | $694,480 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 24.13K | +62.8% | $573,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 18.78K | -57.3% | $446,329 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 16.04K | +79.3% | $381,168 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 11.30K | -38.4% | $268,070 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 10.23K | +4.8% | $243,094 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 6.08K | — | $144,481 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 6.08K | — | $144,481 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 73 | +78.0% | $1,744 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | UBS Group AG | 46 | 新增 | $1,093 | 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
| UBS Group AG | $1,093 | 0.0% |
已清仓
| Jane Street Group, Llc | $1.32M | 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): 104 持有人, 16.34M 股份, $388.13M 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