证券记录
OCCI
名称等待档案录入
13被追踪持有人
0Δ持有人
556.50K持有股份
$1.42M报告持仓市值
+3新建仓位
−3清仓
动量输入(同类管理人): 持有人广度 0.0% · 股份流向 -9.9% · 净新建仓位 0.0% — 公式
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 | 13 | 0 | 556.50K | $1.42M | +3 | −3 |
| Q1 2026 | 13 | +3 | 617.32K | $1.78M | +5 | −2 |
| Q4 2025 | 10 | +1 | 566.97K | $2.74M | +1 | — |
| Q3 2025 | 1 | -2 | 243.38K | $1.32M | — | −2 |
| Q2 2025 | 2 | +1 | 12.00K | $74,760 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 343.45K | -10.4% | $879,236 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 343.45K | -10.4% | $879,236 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 343.45K | -10.4% | $879,236 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 343.45K | -10.4% | $879,236 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Jane Street Group, Llc | 62.34K | -32.8% | $159,582 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Jane Street Group, Llc | 62.34K | -32.8% | $159,582 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 50.98K | +11.4% | $130,504 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 41.80K | 新增 | $107,011 | 0.0% | New | 1 | SEC ↗ |
| 9 | Hrt Financial Lp | 23.72K | 新增 | $60,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 19.69K | 新增 | $50,401 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 6.07K | -90.0% | $15,526 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 3.95K | +49.5% | $10,106 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bnp Paribas Financial Markets | 2.43K | +21.8% | $6,211 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 2.02K | -55.4% | $5,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fifth Third Bancorp | 51 | +24.4% | $131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 10 | 0.0% | $25 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | 0.0% | $3 | 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
| Citadel Advisors | $107,011 | 0.0% |
| Hrt Financial Lp | $60,000 | 0.0% |
| Cetera Investment Advisers | $50,401 | 0.0% |
已清仓
| Susquehanna International… | $37,593 | 曾为 0.0% |
| Commonwealth Equity Services… | $37,120 | 曾为 0.0% |
| JPMorgan Chase | $122 | 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): 26 持有人, 1.37M 股份, $3.94M 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