证券记录 · 已归档季度
JCE
名称等待档案录入
18被追踪持有人
0Δ持有人
2.36M持有股份
$38.69M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 +1.8% · 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 | 18 | 0 | 2.36M | $38.69M | +1 | −1 |
| Q1 2026 | 19 | +1 | 2.33M | $34.41M | +2 | −1 |
| Q4 2025 | 18 | 0 | 2.41M | $38.45M | — | — |
| Q3 2025 | 1 | — | 394.11K | $6.20M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 577.91K | +0.9% | $9.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 577.91K | +0.9% | $9.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 577.91K | +0.9% | $9.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Baird Financial Group, Inc. | 531.97K | +10.4% | $8.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 389.11K | +4.0% | $6.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 389.11K | +4.0% | $6.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Invesco Ltd. | 236.53K | -9.6% | $3.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 180.61K | +1.0% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 107.70K | -1.1% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 107.70K | -1.1% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 92.83K | +3.1% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 45.74K | -0.8% | $748,372 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 44.53K | +8.3% | $728,576 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 33.35K | +1.7% | $546,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 33.35K | -6.8% | $545,581 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 29.48K | -15.8% | $482,310 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 27.59K | -9.6% | $451,283 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 18.92K | 0.0% | $309,548 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 9.36K | 0.0% | $153,179 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Fifth Third Bancorp | 3.97K | 0.0% | $64,933 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 948 | 0.0% | $15,509 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 978 | 新增 | $15,413 | 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
| Jones Financial Companies Lllp | $15,413 | 0.0% |
已清仓
| Northwestern Mutual Wealth… | $4,523 | 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): 50 持有人, 4.70M 股份, $68.04M 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