证券记录
TUA
名称等待档案录入
19被追踪持有人
+7Δ持有人
893.48K持有股份
$18.25M报告持仓市值
+7新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 -13.0% ·
净新建仓位 +20.0%
— 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 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 | 19 | +7 | 893.48K | $18.25M | +7 | −1 |
| Q1 2026 | 13 | -5 | 2.21M | $46.60M | +2 | −7 |
| Q4 2025 | 18 | +1 | 2.00M | $43.78M | +2 | −1 |
| Q3 2025 | 2 | -1 | 118.20K | $2.59M | — | −1 |
| Q2 2025 | 2 | 0 | 838.45K | $18.47M | — | — |
| Q1 2025 | 2 | +1 | 238.58K | $5.24M | +1 | — |
| Q4 2024 | 1 | 0 | 579.26K | $12.29M | — | — |
| Q3 2024 | 1 | 0 | 168.53K | $3.87M | — | — |
| Q2 2024 | 1 | — | 47.77K | $1.02M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 431.94K | -43.5% | $8.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 139.75K | 新增 | $2.85M | 0.0% | New | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 88.57K | 新增 | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 79.47K | 0.0% | $1.62M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 5 | Goldman Sachs Group ✦ | 41.00K | 0.0% | $837,425 | 0.0% | Held | 3 | SEC ↗ |
| 6 | Hrt Financial Lp | 39.01K | +19.7% | $796,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 18.07K | -76.2% | $368,980 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 16.32K | 新增 | $333,346 | 0.0% | New | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 12.73K | -20.7% | $260,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 10.67K | 新增 | $217,935 | 0.0% | New | 1 | SEC ↗ |
| 11 | Group One Trading Llc | 10.14K | +12.2% | $207,089 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Simplex Trading, Llc | 3.04K | -49.7% | $62,051 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Us Bancorp \De\ | 900 | 0.0% | $18,383 | 0.0% | Held | 3 | SEC ↗ |
| 14 | National Bank Of Canada /Fi/ | 634 | 0.0% | $12,946 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 536 | +52.7% | $10,967 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Northwestern Mutual Wealth… | 340 | 新增 | $6,945 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 270 | 新增 | $5,515 | 0.0% | New | 1 | SEC ↗ |
| 18 | UBS Group AG | 97 | 新增 | $1,981 | 0.0% | New | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1 | 0.0% | $14 | 0.0% | Held | 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 | $2.85M | 0.0% |
| Envestnet Asset Management Inc | $1.81M | 0.0% |
| Mml Investors Services, Llc | $333,346 | 0.0% |
| AQR Capital Management | $217,935 | 0.0% |
| Northwestern Mutual Wealth… | $6,945 | 0.0% |
| Fidelity (FMR) | $5,515 | 0.0% |
| UBS Group AG | $1,981 | 0.0% |
已清仓
| HighTower Advisors, LLC | $24.93M | 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): 81 持有人, 23.55M 股份, $495.51M 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