证券记录 · 已归档季度
ISMD
名称等待档案录入
23被追踪持有人
+2Δ持有人
708.92K持有股份
$35.38M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +9.5% ·
股份流向 +11.0% ·
净新建仓位 +8.7%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | +2 | 708.92K | $35.38M | +4 | −2 |
| Q1 2026 | 22 | -1 | 657.28K | $26.30M | +2 | −3 |
| Q4 2025 | 23 | +2 | 598.96K | $23.32M | +2 | — |
| Q3 2025 | 4 | +1 | 110.95K | $4.31M | +1 | — |
| Q2 2025 | 1 | -2 | 156 | $5,531 | — | −2 |
| Q1 2025 | 2 | 0 | 50.04K | $1.71M | — | — |
| Q4 2024 | 2 | +2 | 52.27K | $1.96M | +2 | — |
| Q2 2024 | 1 | — | 14.50K | $502,170 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 262.37K | +22.4% | $13.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 67.42K | +18.9% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 64.47K | -32.0% | $3.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 42.80K | +37.6% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 41.62K | +0.2% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Cetera Investment Advisers | 37.04K | +4.7% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 32.91K | 新增 | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 8 | Chevy Chase Trust Holdings, LLC | 31.33K | -8.6% | $1.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 20.43K | +21.7% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 18.58K | +8.1% | $928,890 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 14.21K | +24.7% | $710,579 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 14.21K | +24.7% | $710,579 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 13.90K | +18.2% | $694,820 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 11.11K | +6.8% | $555,973 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 11.11K | +6.8% | $555,973 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 9.94K | +35.8% | $496,988 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 9.90K | 新增 | $495,070 | 0.0% | New | 1 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 9.24K | +32.3% | $462,185 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 7.75K | +1.9% | $388,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 6.48K | 新增 | $324,144 | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 4.41K | 新增 | $220,287 | 0.0% | New | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.60K | +0.5% | $129,761 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.60K | +0.5% | $129,761 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.60K | +0.5% | $129,761 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 210 | +20900.0% | $10,500 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 210 | +20900.0% | $10,500 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 189 | +27.7% | $9,462 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 0 | — | $11 | 0.0% | Held | 3 | 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
| Citadel Advisors | $1.65M | 0.0% |
| Susquehanna International… | $495,070 | 0.0% |
| Mml Investors Services, Llc | $324,144 | 0.0% |
| AQR Capital Management | $220,287 | 0.0% |
已清仓
| Jane Street Group, Llc | $1.53M | 曾为 0.0% |
| Citigroup Inc | $400 | 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): 93 持有人, 4.70M 股份, $187.64M 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