证券记录 · 已归档季度
JVAL
名称等待档案录入
28被追踪持有人
-1Δ持有人
5.81M持有股份
$283.27M报告持仓市值
+3新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -3.4% ·
股份流向 +10.0% ·
净新建仓位 -3.6%
— 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 Q1 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 | 29 | +2 | 5.03M | $294.90M | +4 | −2 |
| Q1 2026 | 28 | -1 | 5.81M | $283.27M | +3 | −4 |
| Q4 2025 | 28 | -1 | 5.26M | $258.46M | — | −1 |
| Q3 2025 | 5 | 0 | 960.83K | $45.64M | — | — |
| Q2 2025 | 2 | 0 | 19.37K | $856,611 | — | — |
| Q1 2025 | 1 | 0 | 52.28K | $2.17M | — | — |
| Q4 2024 | 1 | 0 | 4.90K | $211,550 | — | — |
| Q3 2024 | 1 | 0 | 30.58K | $1.33M | — | — |
| Q2 2024 | 1 | — | 9.77K | $399,341 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cwm, Llc | 1.49M | +87.3% | $72.96M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Captrust Financial Advisors | 1.20M | +1.2% | $58.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 644.06K | -1.4% | $31.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 559.16K | +4.0% | $27.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 559.16K | +4.0% | $27.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 573.27K | +48.0% | $27.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 573.27K | +48.0% | $27.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 573.27K | +48.0% | $27.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 573.27K | +48.0% | $27.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cerity Partners LLC | 175.95K | -64.9% | $8.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 175.00K | -0.1% | $8.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 154.44K | -8.9% | $7.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mariner, LLC | 147.21K | -2.4% | $7.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mariner, LLC | 147.21K | -2.4% | $7.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mariner, LLC | 147.21K | -2.4% | $7.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 134.58K | -6.7% | $6.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 134.58K | -6.7% | $6.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 128.60K | +22.7% | $6.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 117.86K | -8.0% | $5.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 117.86K | -8.0% | $5.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 101.86K | +5.3% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 101.86K | +5.3% | $4.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 38.80K | -0.8% | $1.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 31.69K | +71.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 31.69K | +71.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 27.01K | 新增 | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 21.56K | -46.5% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | CIBC Bancorp USA Inc. | 21.14K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | CIBC Bancorp USA Inc. | 21.14K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 20.53K | 0.0% | $1.00M | 0.0% | Held | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 16.68K | +94.8% | $815,022 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 10.68K | -0.5% | $521,993 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 10.68K | -0.5% | $521,993 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 10.25K | -87.7% | $500,766 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 4.73K | +14.4% | $231,241 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Fifth Third Bancorp | 2.87K | 新增 | $140,033 | 0.0% | New | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 1.04K | -12.2% | $50,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 961 | 0.0% | $46,954 | 0.0% | Held | 2 | SEC ↗ |
| 39 | UBS Group AG | 301 | -67.7% | $14,707 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Simplex Trading, Llc | 35 | 新增 | $1,710 | 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
| Citadel Advisors | $1.32M | 0.0% |
| Fifth Third Bancorp | $140,033 | 0.0% |
| Simplex Trading, Llc | $1,710 | 0.0% |
已清仓
| Mml Investors Services, Llc | $256,501 | 曾为 0.0% |
| Wells Fargo & Company/Mn | $19,976 | 曾为 0.0% |
| Russell Investments Group… | $883 | 曾为 0.0% |
| Citigroup Inc | $49 | 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): 152 持有人, 10.32M 股份, $481.51M 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: Q1 2026 ·
方法论 ·
通过API获取此数据