证券记录 · 已归档季度
QJUN
名称等待档案录入
18被追踪持有人
+2Δ持有人
2.19M持有股份
$68.39M报告持仓市值
+3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 -4.9% ·
净新建仓位 +11.1%
— 公式
持股分散化 — 持有人增多，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 Q1 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 | 16 | -1 | 2.62M | $88.54M | +2 | −3 |
| Q1 2026 | 18 | +2 | 2.19M | $68.39M | +3 | −1 |
| Q4 2025 | 16 | -1 | 2.30M | $73.25M | — | −1 |
| Q3 2025 | 2 | -1 | 1.46K | $45,421 | — | −1 |
| Q2 2025 | 1 | 0 | 10.34K | $305,636 | — | — |
| Q1 2025 | 1 | 0 | 51.72K | $1.37M | — | — |
| Q4 2024 | 1 | +1 | 46.80K | $1.31M | +1 | — |
| Q2 2024 | 1 | — | 16.89K | $447,052 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Truist Financial Corp | 379.83K | -1.6% | $11.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 319.15K | -5.0% | $9.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 318.31K | -0.6% | $9.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 300.00K | -10.7% | $9.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 300.00K | -10.7% | $9.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 257.07K | -0.3% | $8.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 173.08K | -9.2% | $5.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 173.08K | -9.2% | $5.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 173.08K | -9.2% | $5.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 138.71K | -7.0% | $4.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 74.97K | -27.8% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 65.92K | +1.2% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 56.41K | 新增 | $1.76M | 0.0% | New | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 56.41K | 新增 | $1.76M | 0.0% | New | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 40.70K | -59.9% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 24.24K | -1.8% | $757,441 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 16.89K | -13.3% | $527,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 13.26K | 新增 | $405,124 | 0.0% | New | 1 | SEC ↗ |
| 19 | Hrt Financial Lp | 8.37K | 新增 | $261,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cwm, Llc | 1.07K | 0.0% | $33,307 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 444 | 0.0% | $13,873 | 0.0% | Held | 3 | SEC ↗ |
| 22 | UBS Group AG | 5 | -95.2% | $156 | 0.0% | ▼ Trim | 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
| Susquehanna International… | $1.76M | 0.0% |
| Susquehanna International… | $1.76M | 0.0% |
| JPMorgan Chase | $405,124 | 0.0% |
| Hrt Financial Lp | $261,000 | 0.0% |
已清仓
| First Trust Advisors Lp | $255,543 | 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): 105 持有人, 5.92M 股份, $178.34M 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: Q1 2026 ·
方法论 ·
通过API获取此数据