证券记录
ONEY
名称等待档案录入
29被追踪持有人
+1Δ持有人
2.25M持有股份
$288.17M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +3.6% ·
股份流向 +3.7% ·
净新建仓位 +3.4%
— 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 | 29 | +1 | 2.25M | $288.17M | +2 | −1 |
| Q1 2026 | 29 | 0 | 2.17M | $260.41M | +3 | −3 |
| Q4 2025 | 29 | +1 | 2.22M | $251.74M | +1 | — |
| Q3 2025 | 3 | 0 | 3.78K | $428,218 | — | — |
| Q2 2025 | 1 | — | 233 | $25,204 | — | — |
| Q2 2024 | 1 | — | 3.05K | $316,611 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 593.00K | -1.2% | $75.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 586.98K | -0.2% | $75.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 586.98K | -0.2% | $75.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Creative Planning | 254.98K | +5.0% | $32.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Creative Planning | 254.98K | +5.0% | $32.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mariner, LLC | 226.54K | +4.6% | $29.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 171.32K | -1.3% | $21.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 171.32K | -1.3% | $21.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 104.73K | +10.4% | $13.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 68.23K | +15.7% | $8.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 60.00K | +9.8% | $7.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 46.05K | +329.3% | $5.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 32.36K | +5.5% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 32.36K | +5.5% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 32.36K | +5.5% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 32.36K | +5.5% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 32.28K | +3.0% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 32.28K | +3.0% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 28.10K | +61.6% | $3.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 6.86K | +4.9% | $878,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 6.86K | +4.9% | $878,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 6.19K | -41.9% | $792,554 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 6.19K | -41.9% | $792,554 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 5.93K | -9.3% | $759,435 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 5.86K | -8.0% | $749,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 4.60K | +0.2% | $589,644 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.78K | +11.0% | $356,634 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.78K | +11.0% | $356,634 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Jane Street Group, Llc | 2.36K | 新增 | $302,060 | 0.0% | New | 1 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 2.24K | +26.7% | $291,114 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | IMC-Chicago, LLC | 2.23K | 0.0% | $285,022 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 1.76K | 新增 | $225,409 | 0.0% | New | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 1.47K | -2.0% | $189,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | BlackRock ✦ (被动) | 1.45K | 0.0% | $186,041 | 0.0% | Held | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 634 | -9.7% | $81,765 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 634 | -9.7% | $81,765 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 534 | -11.6% | $68,380 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | Assetmark, Inc | 134 | 0.0% | $17,165 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 70 | 0.0% | $8,967 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 30 | 0.0% | $3,813 | 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
| Jane Street Group, Llc | $302,060 | 0.0% |
| Mml Investors Services, Llc | $225,409 | 0.0% |
已清仓
| Citadel Advisors | $399,406 | 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): 110 持有人, 5.32M 股份, $604.34M 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