证券记录
IJAN
名称等待档案录入
17被追踪持有人
-1Δ持有人
1.18M持有股份
$44.80M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 -5.6% ·
股份流向 -9.2% ·
净新建仓位 -11.8%
· 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 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Blair William & Co/Il | 311.57K | -8.2% | $11.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 188.09K | +3.0% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 157.15K | +15.7% | $5.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Us Bancorp \De\ | 115.51K | -36.1% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 105.81K | -4.8% | $4.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 73.94K | +11.6% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 71.54K | -34.1% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 36.26K | -1.2% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Creative Planning | 33.18K | +20.1% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 31.38K | +26.1% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 29.57K | +0.7% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Focus Partners Wealth | 10.48K | +20.1% | $399,192 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 5.55K | 新增 | $211,229 | 0.0% | New | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 4.29K | 0.0% | $163,211 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 1.60K | 0.0% | $60,928 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 290 | 0.0% | $11,043 | 0.0% | Held | 4 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 82 | 新增 | $3,123 | 0.0% | New | 1 | 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
| Mml Investors Services, Llc | $211,229 | 0.0% |
| Northwestern Mutual Wealth… | $3,123 | 0.0% |
已清仓
| HighTower Advisors, LLC | $3.67M | 曾为 0.0% |
| Goldman Sachs Group | $696,177 | 曾为 0.0% |
| Cerity Partners LLC | $647,598 | 曾为 0.0% |
| JPMorgan Chase | $16,929 | 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): 110 持有人, 5.08M 股份, $183.13M 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
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: Q2 2026 ·
方法论 ·
通过API获取此数据