证券记录
LCTD
名称等待档案录入
27被追踪持有人
+3Δ持有人
2.38M持有股份
$136.87M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +12.5% ·
股份流向 +30.0% ·
净新建仓位 +11.1%
— 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 | 27 | +3 | 2.38M | $136.87M | +4 | −1 |
| Q1 2026 | 25 | 0 | 1.62M | $89.38M | +3 | −3 |
| Q4 2025 | 25 | 0 | 1.61M | $87.75M | — | — |
| Q3 2025 | 5 | 0 | 381.37K | $20.32M | — | — |
| Q2 2025 | 2 | 0 | 18.91K | $961,953 | — | — |
| Q1 2025 | 1 | 0 | 9.16K | $423,239 | — | — |
| Q4 2024 | 1 | +1 | 46.15K | $2.01M | +1 | — |
| Q2 2024 | 1 | — | 6.20K | $277,742 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 973.65K | +662.2% | $55.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 973.65K | +662.2% | $55.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 973.65K | +662.2% | $55.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 973.65K | +662.2% | $55.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 973.65K | +662.2% | $55.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 973.65K | +662.2% | $55.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 973.65K | +662.2% | $55.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 823.08K | -6.7% | $47.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 257.50K | +0.7% | $14.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 56.45K | -9.1% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 44.55K | +10.1% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 35.41K | +16.3% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 35.41K | +16.3% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 35.41K | +16.3% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Cerity Partners LLC | 35.00K | +14.6% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 31.89K | 新增 | $1.84M | 0.0% | New | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 29.48K | +9.1% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 29.48K | +9.1% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Assetmark, Inc | 24.52K | -0.9% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 12.83K | -8.0% | $740,138 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 12.83K | -8.0% | $740,138 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 12.83K | -8.0% | $740,138 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 10.61K | +17.5% | $611,473 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 10.31K | -4.6% | $594,531 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 10.31K | -4.6% | $594,531 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 9.32K | -59.3% | $537,131 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 9.32K | -59.3% | $537,131 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 6.74K | +9.6% | $388,770 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 6.37K | 新增 | $369,346 | 0.0% | New | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 4.94K | 新增 | $284,767 | 0.0% | New | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 1.99K | -21.9% | $114,852 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | UBS Group AG | 1.31K | -9.8% | $75,588 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 587 | -21.0% | $33,845 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | BlackRock ✦ (被动) | 347 | -3.9% | $20,007 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 236 | -18.9% | $13,626 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 187 | +14.0% | $10,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 167 | -50.3% | $9,629 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 104 | +4.0% | $5,984 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 104 | +4.0% | $5,984 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 36 | 新增 | $2,054 | 0.0% | New | 1 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 6 | 0.0% | $346 | 0.0% | Held | 2 | 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
| Goldman Sachs Group | $1.84M | 0.0% |
| Wealth Enhancement Advisory… | $369,346 | 0.0% |
| Jane Street Group, Llc | $284,767 | 0.0% |
| Jones Financial Companies Lllp | $2,054 | 0.0% |
已清仓
| Citadel Advisors | $2.04M | 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): 96 持有人, 2.26M 股份, $112.07M 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