证券记录
SHYL
名称等待档案录入
17被追踪持有人
+1Δ持有人
1.77M持有股份
$79.59M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 +6.2% ·
股份流向 +9.4% ·
净新建仓位 +5.9%
— 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 | 17 | +1 | 1.77M | $79.59M | +2 | −1 |
| Q1 2026 | 17 | 0 | 1.62M | $71.99M | +2 | −2 |
| Q4 2025 | 17 | -1 | 1.54M | $69.43M | +1 | −2 |
| Q3 2025 | 3 | +1 | 137.87K | $6.26M | +1 | — |
| Q2 2024 | 1 | — | 4.97K | $219,387 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 624.52K | +12.4% | $27.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 622.15K | +7.0% | $27.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 622.15K | +7.0% | $27.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 199.88K | -6.3% | $9.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 96.26K | +108.1% | $4.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 96.26K | +108.1% | $4.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 96.26K | +108.1% | $4.28M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 57.75K | +1.2% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 57.75K | +1.2% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 57.75K | +1.2% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 47.66K | -30.1% | $2.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 34.08K | +118.7% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 31.13K | -1.9% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 27.97K | -3.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Assetmark, Inc | 10.89K | +4.3% | $484,065 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 9.09K | 新增 | $404,002 | 0.0% | New | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 6.51K | +6.2% | $289,050 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 5.57K | -15.9% | $247,564 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 29 | 0.0% | $1,287 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 18 | -30.8% | $793 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 7 | 新增 | $310 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1 | — | $23 | 0.0% | ▲ Add | 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
| Citadel Advisors | $404,002 | 0.0% |
| Jones Financial Companies Lllp | $310 | 0.0% |
已清仓
| UBS Group AG | $1,065 | 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): 49 持有人, 2.58M 股份, $112.82M 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