证券记录
JSCP
名称等待档案录入
23被追踪持有人
-1Δ持有人
4.71M持有股份
$221.88M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -4.2% ·
股份流向 +1.3% ·
净新建仓位 -4.3%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | -1 | 4.71M | $221.88M | — | −1 |
| Q1 2026 | 25 | +2 | 5.57M | $263.37M | +3 | −1 |
| Q4 2025 | 23 | -1 | 4.74M | $225.70M | — | −1 |
| Q3 2025 | 4 | +1 | 3.73M | $177.37M | +1 | — |
| Q1 2025 | 1 | 0 | 21.79K | $1.03M | — | — |
| Q4 2024 | 1 | 0 | 25.45K | $1.19M | — | — |
| Q3 2024 | 1 | +1 | 12.94K | $614,766 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 2.66M | +3.4% | $125.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 2.66M | +3.4% | $125.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 2.66M | +3.4% | $125.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 2.66M | +3.4% | $125.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 373.55K | -3.5% | $17.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 278.88K | -6.5% | $13.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 278.88K | -6.5% | $13.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Focus Partners Wealth | 256.77K | +0.5% | $12.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 186.87K | +1.8% | $8.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 186.87K | +1.8% | $8.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 173.53K | -48.4% | $8.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 173.53K | -48.4% | $8.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 145.67K | +14.1% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 127.95K | +13.8% | $6.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 120.11K | +10.9% | $5.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | LPL Financial LLC | 97.38K | +228.7% | $4.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Captrust Financial Advisors | 74.69K | -0.1% | $3.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 65.62K | +154.2% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 65.62K | +154.2% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 29.40K | +65.1% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 28.26K | +23.9% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 23.27K | -19.4% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 17.83K | +8.7% | $840,422 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 15.82K | +14.5% | $745,887 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 12.36K | +138.9% | $582,806 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 6.69K | -24.8% | $315,606 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 4.46K | +4.3% | $210,502 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.90K | 0.0% | $136,790 | 0.0% | Held | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 2.90K | 0.0% | $136,790 | 0.0% | Held | 4 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 2.27K | +275.2% | $107,019 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 1.25K | +150.0% | $59,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 1.25K | +150.0% | $59,000 | 0.0% | ▲ Add | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Goldman Sachs Group | $577,817 | 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): 121 持有人, 13.42M 股份, $630.42M 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