证券记录
SCHJ
名称等待档案录入
32被追踪持有人
+7Δ持有人
4.43M持有股份
$109.15M报告持仓市值
+7新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +28.0% ·
股份流向 +30.0% ·
净新建仓位 +20.0%
— 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 | 32 | +7 | 4.43M | $109.15M | +7 | — |
| Q1 2026 | 26 | 0 | 2.16M | $53.43M | +2 | −2 |
| Q4 2025 | 26 | 0 | 2.20M | $54.69M | — | — |
| Q3 2025 | 4 | 0 | 145.07K | $3.62M | — | — |
| Q2 2025 | 2 | 0 | 19.29K | $478,569 | — | — |
| Q1 2025 | 1 | +1 | 80.88K | $1.99M | +1 | — |
| Q3 2024 | 1 | +1 | 79.00K | $3.92M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.56M | +303.4% | $38.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 456.34K | +17.4% | $11.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 412.88K | +635.0% | $10.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 305.33K | +6.1% | $7.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 305.33K | +6.1% | $7.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 272.85K | 新增 | $6.73M | 0.0% | New | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 186.60K | -4.5% | $4.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 186.05K | +88920.6% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 186.05K | +88920.6% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 167.95K | +214.4% | $4.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 167.95K | +214.4% | $4.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 167.95K | +214.4% | $4.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 167.95K | +214.4% | $4.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 162.49K | 新增 | $4.01M | 0.0% | New | 1 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 154.86K | -3.7% | $3.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 113.22K | -9.1% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Creative Planning | 84.32K | +9.2% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mariner, LLC | 68.66K | -22.7% | $1.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 51.40K | +8.6% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 51.40K | +8.6% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cerity Partners LLC | 34.47K | 0.0% | $849,932 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 26.74K | -83.4% | $659,482 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 24.54K | +17.7% | $605,144 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 24.54K | +17.7% | $605,144 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Raymond James Financial Inc | 22.46K | 新增 | $553,913 | 0.0% | New | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 22.46K | 新增 | $553,913 | 0.0% | New | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 21.66K | +1874.8% | $535,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 21.66K | +1874.8% | $535,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 21.66K | +1874.8% | $535,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 21.53K | +1342.0% | $530,907 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 21.53K | +1342.0% | $530,907 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 21.53K | +1342.0% | $530,907 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 16.44K | -33.7% | $405,374 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 15.67K | +7.6% | $386,390 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Corient Private Wealth LP | 15.43K | +0.9% | $380,475 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Captrust Financial Advisors | 15.19K | +7.3% | $374,584 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 13.58K | 新增 | $334,957 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 7.00K | +250.0% | $172,620 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 6.47K | +29.5% | $159,551 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 3.05K | 新增 | $75,247 | 0.0% | New | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.07K | 新增 | $26,485 | 0.0% | New | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 1.07K | 新增 | $26,485 | 0.0% | New | 1 | SEC ↗ |
| 43 | BlackRock ✦ (被动) | 274 | 新增 | $6,757 | 0.0% | New | 1 | SEC ↗ |
| 44 | Franklin Resources Inc | 232 | 0.0% | $5,721 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Assetmark, Inc | 62 | -18.4% | $1,529 | 0.0% | ▼ Trim | 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
| Mml Investors Services, Llc | $6.73M | 0.0% |
| Goldman Sachs Group | $4.01M | 0.0% |
| Raymond James Financial Inc | $553,913 | 0.0% |
| Raymond James Financial Inc | $553,913 | 0.0% |
| Susquehanna International… | $334,957 | 0.0% |
| Northwestern Mutual Wealth… | $75,247 | 0.0% |
| Pnc Financial Services Group… | $26,485 | 0.0% |
| Pnc Financial Services Group… | $26,485 | 0.0% |
| BlackRock | $6,757 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
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
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