证券记录 · 已归档季度
QDEC
名称等待档案录入
18被追踪持有人
+3Δ持有人
2.06M持有股份
$73.40M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +20.0% ·
股份流向 -4.5% ·
净新建仓位 +11.1%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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 | 18 | +3 | 2.06M | $73.40M | +4 | −2 |
| Q1 2026 | 17 | -2 | 2.24M | $70.55M | +2 | −4 |
| Q4 2025 | 19 | 0 | 2.31M | $75.18M | n/a | n/a |
| Q3 2025 | 3 | 0 | 27.54K | $856,836 | n/a | n/a |
| Q2 2025 | 1 | 0 | 76.56K | $2.25M | n/a | n/a |
| Q1 2025 | 1 | 0 | 58.72K | $1.54M | n/a | n/a |
| Q4 2024 | 1 | 0 | 18.59K | $511,941 | n/a | n/a |
| Q3 2024 | 1 | 0 | 24.31K | $648,321 | n/a | n/a |
| Q2 2024 | 1 | n/a | 18.96K | $493,977 | n/a | n/a |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 461.81K | -3.3% | $16.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 360.36K | -0.1% | $12.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 357.99K | -2.5% | $12.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 319.09K | -17.7% | $11.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 203.92K | +0.4% | $7.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 117.69K | 0.0% | $4.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 102.03K | -22.7% | $3.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 54.26K | +50.5% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 32.51K | +5.6% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Mariner, LLC | 23.65K | -16.5% | $842,177 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 12.68K | +6.2% | $452,197 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 9.84K | 新增 | $350,331 | 0.0% | New | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 3.03K | 0.0% | $107,756 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Fifth Third Bancorp | 1.44K | 0.0% | $51,385 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 274 | 新增 | $9,757 | 0.0% | New | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 234 | 新增 | $8,291 | 0.0% | New | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 210 | 新增 | $7,478 | 0.0% | New | 1 | SEC ↗ |
| 18 | Bank Of Montreal /Can/ | 150 | 0.0% | $5,342 | 0.0% | Held | 3 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $350,331 | 0.0% |
| Wells Fargo & Company/Mn | $9,757 | 0.0% |
| JPMorgan Chase | $8,291 | 0.0% |
| Assetmark, Inc | $7,478 | 0.0% |
已清仓
| HighTower Advisors, LLC | $2.60M | 曾为 0.0% |
| UBS Group AG | $2,045 | 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): 103 持有人, 5.67M 股份, $164.90M 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
持有该证券的受追踪机构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