证券记录
IJUL
名称等待档案录入
19被追踪持有人
0Δ持有人
1.30M持有股份
$46.24M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 -2.9% · 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 | 19 | 0 | 1.30M | $46.24M | +1 | −1 |
| Q1 2026 | 20 | 0 | 1.36M | $45.69M | +3 | −3 |
| Q4 2025 | 20 | 0 | 1.48M | $49.77M | +1 | −1 |
| Q3 2025 | 1 | +1 | 11.06K | $361,636 | +1 | — |
| Q1 2025 | 1 | +1 | 10.46K | $304,479 | +1 | — |
| Q2 2024 | 1 | — | 9.29K | $261,094 | — | — |
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 | 314.07K | -7.9% | $11.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 214.20K | +10.3% | $7.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 214.20K | +10.3% | $7.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 156.21K | -2.3% | $5.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 117.67K | -3.7% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 89.07K | +2.3% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 88.83K | +2.0% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 88.83K | +2.0% | $3.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 78.53K | +60.4% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 59.15K | -10.0% | $2.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 43.00K | +0.7% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Captrust Financial Advisors | 34.08K | 0.0% | $1.23M | 0.0% | Held | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 30.89K | -0.4% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 33.70K | +11.8% | $860,524 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 16.72K | -67.7% | $601,275 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 8.51K | 0.0% | $306,000 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 8.51K | 0.0% | $306,000 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 8.51K | 0.0% | $306,000 | 0.0% | Held | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 5.38K | -72.9% | $193,447 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 4.61K | +53.0% | $165,822 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 300 | 新增 | $10,791 | 0.0% | New | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 165 | 0.0% | $5,935 | 0.0% | Held | 3 | SEC ↗ |
| 23 | UBS Group AG | 101 | -91.3% | $3,633 | 0.0% | ▼ Trim | 2 | 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… | $10,791 | 0.0% |
已清仓
| Hrt Financial Lp | $200,000 | 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): 107 持有人, 3.79M 股份, $125.32M 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