证券记录 · 已归档季度
NJUL
名称等待档案录入
17被追踪持有人
-2Δ持有人
706.60K持有股份
$54.70M报告持仓市值
+1新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -10.5% ·
股份流向 -0.4% ·
净新建仓位 -17.6%
— 公式
广泛派发 — 持股数量下降且持有人减少
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
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 213.57K | +3.4% | $16.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Commonwealth Equity Services, Llc | 129.79K | +1.6% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Truist Financial Corp | 79.12K | -2.1% | $6.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 74.53K | +11.4% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 72.25K | +36.8% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 51.09K | -6.3% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Wealth Enhancement Advisory… | 26.63K | 0.0% | $2.05M | 0.0% | Held | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 18.80K | +6.4% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 14.86K | +3.8% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Blair William & Co/Il | 7.63K | 0.0% | $590,636 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 7.39K | -44.1% | $572,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Focus Partners Wealth | 5.64K | 0.0% | $436,705 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Creative Planning | 4.42K | +1.5% | $342,277 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 355 | -16.3% | $27,472 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 212 | 0.0% | $16,415 | 0.0% | Held | 4 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 199 | 新增 | $15,409 | 0.0% | New | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 120 | 0.0% | $9,292 | 0.0% | Held | 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
| Northwestern Mutual Wealth… | $15,409 | 0.0% |
已清仓
| HighTower Advisors, LLC | $6.34M | 曾为 0.0% |
| Susquehanna International… | $1.47M | 曾为 0.0% |
| Citadel Advisors | $641,804 | 曾为 0.0% |
| UBS Group AG | $6,856 | 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): 114 持有人, 1.86M 股份, $121.70M 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