证券记录
JPUS
名称等待档案录入
33被追踪持有人
+5Δ持有人
970.47K持有股份
$136.15M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +17.9% ·
股份流向 -7.8% ·
净新建仓位 +15.2%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | +5 | 970.47K | $136.15M | +5 | — |
| Q1 2026 | 29 | +2 | 1.05M | $137.11M | +4 | −2 |
| Q4 2025 | 27 | +1 | 1.14M | $141.48M | +1 | — |
| Q3 2025 | 4 | 0 | 164.84K | $20.43M | — | — |
| Q2 2025 | 2 | -1 | 16.24K | $1.92M | — | −1 |
| Q1 2025 | 2 | +1 | 33.02K | $3.80M | +1 | — |
| Q4 2024 | 1 | 0 | 10.31K | $1.18M | — | — |
| Q3 2024 | 1 | -1 | 8.30K | $993,191 | — | −1 |
| Q2 2024 | 2 | — | 12.53K | $1.37M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 234.67K | +2.9% | $32.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 133.86K | +1.6% | $18.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 76.91K | -0.2% | $10.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 73.33K | -0.7% | $10.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 64.22K | +23.9% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 63.64K | +1674.3% | $8.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 52.99K | +1.0% | $7.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 52.99K | +1.0% | $7.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 52.99K | +1.0% | $7.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 52.99K | +1.0% | $7.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Raymond James Financial Inc | 49.07K | +8.3% | $6.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 49.07K | +8.3% | $6.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 43.80K | +7.4% | $6.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 43.80K | +7.4% | $6.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 43.80K | +7.4% | $6.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 35.54K | -84.6% | $4.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 35.54K | -84.6% | $4.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 27.94K | -13.6% | $3.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 27.94K | -13.6% | $3.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 23.56K | +1.2% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 22.29K | -0.3% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 22.29K | -0.3% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 16.80K | 新增 | $2.36M | 0.0% | New | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 11.19K | 0.0% | $1.57M | 0.0% | Held | 9 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 6.82K | +81.4% | $955,805 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 6.82K | +81.4% | $955,805 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 5.62K | +58.3% | $788,659 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Citigroup Inc | 4.56K | +1.9% | $639,307 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 3.53K | -1.8% | $494,586 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 3.43K | +0.8% | $481,504 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 3.27K | +32.0% | $458,411 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 2.26K | 新增 | $316,519 | 0.0% | New | 1 | SEC ↗ |
| 33 | Two Sigma Investments ✦ | 2.20K | 新增 | $308,505 | 0.0% | New | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 2.00K | 0.0% | $280,459 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 1.69K | +0.5% | $236,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 1.52K | 新增 | $213,710 | 0.0% | New | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 1.10K | 0.0% | $154,000 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 948 | 0.0% | $132,938 | 0.0% | Held | 3 | SEC ↗ |
| 39 | BlackRock ✦ (被动) | 880 | 新增 | $123,402 | 0.0% | New | 1 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 565 | -53.2% | $79,230 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Assetmark, Inc | 140 | 0.0% | $19,632 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 121 | 0.0% | $16,968 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 1 | -98.5% | $140 | 0.0% | ▼ Trim | 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 | $2.36M | 0.0% |
| Mml Investors Services, Llc | $316,519 | 0.0% |
| Two Sigma Investments | $308,505 | 0.0% |
| Mercer Global Advisors Inc… | $213,710 | 0.0% |
| BlackRock | $123,402 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 90 持有人, 2.07M 股份, $264.08M 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