证券记录
UJAN
名称等待档案录入
20被追踪持有人
+4Δ持有人
897.59K持有股份
$40.69M报告持仓市值
+4新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +25.0% ·
股份流向 -8.0% ·
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 | 20 | +4 | 897.59K | $40.69M | +4 | — |
| Q1 2026 | 17 | +1 | 1.09M | $46.34M | +3 | −2 |
| Q4 2025 | 16 | -1 | 853.78K | $36.95M | — | −1 |
| Q3 2025 | 3 | +1 | 21.94K | $924,366 | +1 | — |
| Q1 2025 | 1 | 0 | 15.15K | $578,036 | — | — |
| Q4 2024 | 1 | 0 | 13.52K | $526,604 | — | — |
| Q3 2024 | 1 | 0 | 11.42K | $434,607 | — | — |
| Q2 2024 | 1 | — | 11.18K | $414,737 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 189.69K | +0.2% | $8.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 122.78K | +2.3% | $5.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 122.78K | +2.3% | $5.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Truist Financial Corp | 88.96K | -0.2% | $4.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 83.36K | -6.4% | $3.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 74.18K | -63.4% | $3.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 68.61K | +6.1% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 55.75K | -3.3% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 55.75K | -3.3% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 55.34K | +12.6% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 48.77K | +36.1% | $2.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 27.33K | -0.4% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 23.46K | +16.9% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Focus Partners Wealth | 18.53K | -0.2% | $840,006 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Hrt Financial Lp | 12.03K | 新增 | $545,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 10.42K | +7976.0% | $470,770 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 10.42K | +7976.0% | $470,770 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 10.42K | +7976.0% | $470,770 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Creative Planning | 9.82K | +0.6% | $445,298 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 5.52K | 新增 | $250,143 | 0.0% | New | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.78K | +17.3% | $126,114 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | UBS Group AG | 180 | 新增 | $8,160 | 0.0% | New | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 46 | 0.0% | $2,085 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Barclays Plc | 12 | 新增 | $544 | 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
| Hrt Financial Lp | $545,000 | 0.0% |
| Citadel Advisors | $250,143 | 0.0% |
| UBS Group AG | $8,160 | 0.0% |
| Barclays Plc | $544 | 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): 109 持有人, 5.85M 股份, $248.98M 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