证券记录
SMHX
名称等待档案录入
17被追踪持有人
+2Δ持有人
604.76K持有股份
$38.64M报告持仓市值
+5新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +13.3% ·
股份流向 +0.2% ·
净新建仓位 +11.8%
— 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 | +2 | 604.76K | $38.64M | +5 | −3 |
| Q1 2026 | 15 | 0 | 603.58K | $22.46M | +4 | −4 |
| Q4 2025 | 15 | +2 | 563.68K | $21.44M | +2 | — |
| Q2 2025 | 1 | 0 | 13.96K | $437,335 | — | — |
| Q1 2025 | 1 | 0 | 18.61K | $434,520 | — | — |
| Q4 2024 | 1 | +1 | 11.64K | $340,557 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 371.91K | -1.6% | $23.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 118.34K | +37.9% | $7.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 30.12K | 新增 | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 19.48K | 新增 | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 13.07K | 新增 | $834,851 | 0.0% | New | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 9.55K | +24.7% | $610,150 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 9.31K | +13.0% | $594,625 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 9.11K | +17.7% | $581,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Hrt Financial Lp | 8.44K | -59.0% | $539,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 7.08K | 新增 | $452,086 | 0.0% | New | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 7.08K | 新增 | $452,086 | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 4.28K | -69.0% | $273,321 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 3.01K | +12.9% | $192,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 3.01K | +12.9% | $192,180 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 828 | +43.2% | $53,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 828 | +43.2% | $53,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | TD Waterhouse Canada Inc. | 128 | 0.0% | $7,881 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Us Bancorp \De\ | 52 | 0.0% | $3,322 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 40 | -66.7% | $2,533 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 31 | 新增 | $1,981 | 0.0% | New | 1 | 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
| Bank Of America Corp /De/ | $1.92M | 0.0% |
| D. E. Shaw & Co. | $1.24M | 0.0% |
| AQR Capital Management | $834,851 | 0.0% |
| Raymond James Financial Inc | $452,086 | 0.0% |
| Raymond James Financial Inc | $452,086 | 0.0% |
| Wells Fargo & Company/Mn | $1,981 | 0.0% |
已清仓
| Citadel Advisors | $1.51M | 曾为 0.0% |
| Goldman Sachs Group | $1.23M | 曾为 0.0% |
| UBS Group AG | $171,384 | 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): 40 持有人, 1.18M 股份, $42.63M 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