证券记录 · 已归档季度
SCHJ
名称等待档案录入
26被追踪持有人
0Δ持有人
2.16M持有股份
$53.43M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -1.6% · 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 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 388.79K | +0.7% | $9.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 386.21K | -3.7% | $9.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 287.70K | +3.7% | $7.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 195.30K | +5.0% | $4.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 160.87K | +1307.8% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 160.82K | -51.5% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 124.60K | -10.8% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mariner, LLC | 88.78K | +9.6% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Creative Planning | 77.22K | +47.6% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 56.17K | +13.8% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 53.42K | +11.3% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 47.31K | +2.8% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Cerity Partners LLC | 34.47K | 0.0% | $852,172 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 24.79K | -20.1% | $612,924 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 20.85K | -8.9% | $515,744 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Corient Private Wealth LP | 15.29K | -49.7% | $378,123 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 14.56K | +69.9% | $359,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Captrust Financial Advisors | 14.16K | +9.5% | $350,091 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 5.00K | +1283.9% | $123,533 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Fifth Third Bancorp | 2.00K | 新增 | $49,450 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.49K | +0.7% | $36,914 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.10K | -24.4% | $27,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Franklin Resources Inc | 232 | 0.0% | $5,736 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 209 | 新增 | $5,168 | 0.0% | New | 1 | SEC ↗ |
| 25 | Cwm, Llc | 157 | 0.0% | $3,869 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Assetmark, Inc | 76 | +72.7% | $1,879 | 0.0% | ▲ Add | 2 | 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
| Fifth Third Bancorp | $49,450 | 0.0% |
| Wells Fargo & Company/Mn | $5,168 | 0.0% |
已清仓
| Citadel Advisors | $1.05M | 曾为 0.0% |
| Jones Financial Companies Lllp | $2,764 | 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): 125 持有人, 9.08M 股份, $215.30M 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: Q1 2026 ·
方法论 ·
通过API获取此数据