证券记录
JBBB
名称等待档案录入
33被追踪持有人
+4Δ持有人
3.09M持有股份
$146.48M报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +13.8% ·
股份流向 +19.8% ·
净新建仓位 +12.1%
— 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 | 33 | +4 | 3.09M | $146.48M | +6 | −2 |
| Q1 2026 | 30 | -5 | 2.58M | $120.48M | +1 | −6 |
| Q4 2025 | 35 | -1 | 3.62M | $172.60M | — | −1 |
| Q3 2025 | 5 | 0 | 1.24M | $59.53M | — | — |
| Q2 2025 | 2 | 0 | 202.20K | $9.75M | — | — |
| Q1 2025 | 2 | 0 | 297.73K | $14.49M | — | — |
| Q4 2024 | 2 | +1 | 621.47K | $30.55M | +1 | — |
| Q3 2024 | 1 | 0 | 288.30K | $14.11M | — | — |
| Q2 2024 | 1 | — | 29.40K | $1.45M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 716.66K | +12.5% | $33.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 490.12K | +15.1% | $23.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 490.12K | +15.1% | $23.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 490.12K | +15.1% | $23.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 490.12K | +15.1% | $23.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 479.93K | +666.9% | $22.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 387.82K | +1464.6% | $18.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 387.82K | +1464.6% | $18.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 387.82K | +1464.6% | $18.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 387.82K | +1464.6% | $18.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 136.09K | +35619.2% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 136.09K | +35619.2% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 136.09K | +35619.2% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 136.09K | +35619.2% | $6.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 111.21K | 新增 | $5.27M | 0.0% | New | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 111.21K | 新增 | $5.27M | 0.0% | New | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 104.41K | -2.9% | $4.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 104.41K | -2.9% | $4.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Us Bancorp \De\ | 82.83K | +0.1% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Us Bancorp \De\ | 82.83K | +0.1% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 78.45K | +57.7% | $3.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 65.18K | -58.6% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 65.18K | -58.6% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 62.13K | +179.8% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 39.75K | +3.5% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 38.19K | 新增 | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 37.81K | -36.4% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 33.58K | +258207.7% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 33.58K | +258207.7% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 31.10K | +10.7% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Focus Partners Wealth | 25.84K | +26.5% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Hrt Financial Lp | 24.47K | 新增 | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 22.83K | 新增 | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 21.05K | +98.4% | $996,481 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 20.19K | -61.8% | $955,997 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 19.44K | -3.7% | $920,472 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Jane Street Group, Llc | 13.08K | -53.2% | $619,243 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 12.33K | -43.1% | $583,670 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 10.81K | +6.0% | $511,757 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 9.99K | 新增 | $473,074 | 0.0% | New | 1 | SEC ↗ |
| 41 | Mariner, LLC | 8.68K | +35.1% | $411,118 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Cerity Partners LLC | 4.84K | -17.3% | $229,221 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 3.59K | -98.2% | $169,816 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 3.59K | -98.2% | $169,816 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Fifth Third Bancorp | 793 | +98.2% | $37,549 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Simplex Trading, Llc | 140 | -97.5% | $6,629 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Assetmark, Inc | 48 | 新增 | $2,273 | 0.0% | New | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 3 | -88.5% | $143 | 0.0% | ▼ Trim | 4 | 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
| Raymond James Financial Inc | $5.27M | 0.0% |
| Raymond James Financial Inc | $5.27M | 0.0% |
| Pnc Financial Services Group… | $1.81M | 0.0% |
| Hrt Financial Lp | $1.16M | 0.0% |
| Bank Of Montreal /Can/ | $1.08M | 0.0% |
| Citadel Advisors | $473,074 | 0.0% |
| Assetmark, Inc | $2,273 | 0.0% |
已清仓
| Bank Of America Corp /De/ | $23.31M | 曾为 0.0% |
| National Bank Of Canada /Fi/ | $1,676 | 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): 173 持有人, 9.29M 股份, $413.93M 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