证券记录
UJUL
名称等待档案录入
16被追踪持有人
+1Δ持有人
639.76K持有股份
$26.09M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +6.7% ·
股份流向 -30.0% ·
净新建仓位 +6.2%
— 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 | 16 | +1 | 639.76K | $26.09M | +3 | −2 |
| Q1 2026 | 16 | -1 | 1.06M | $40.62M | — | −1 |
| Q4 2025 | 17 | -1 | 1.19M | $46.17M | — | −1 |
| Q3 2025 | 4 | +1 | 48.15K | $1.84M | +1 | — |
| Q2 2024 | 1 | — | 15.22K | $495,226 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 281.97K | +1.4% | $11.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 281.97K | +1.4% | $11.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 281.97K | +1.4% | $11.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 65.77K | +4.3% | $2.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cerity Partners LLC | 46.96K | +7.7% | $1.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 41.68K | +38.9% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 41.18K | +24.9% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 31.60K | 0.0% | $1.29M | 0.0% | Held | 3 | SEC ↗ |
| 9 | Truist Financial Corp | 24.11K | 0.0% | $983,005 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 23.01K | -52.9% | $938,199 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 14.54K | 新增 | $592,592 | 0.0% | New | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 13.73K | -0.4% | $558,138 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 13.73K | -0.4% | $558,138 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Cetera Investment Advisers | 13.12K | -1.8% | $534,821 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 12.99K | -7.4% | $529,806 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 12.07K | -96.0% | $492,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 12.07K | -96.0% | $492,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Creative Planning | 8.71K | 新增 | $355,107 | 0.0% | New | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 7.92K | -76.7% | $322,817 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 400 | 新增 | $16,308 | 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
| AQR Capital Management | $592,592 | 0.0% |
| Creative Planning | $355,107 | 0.0% |
| Morgan Stanley | $16,308 | 0.0% |
已清仓
| Goldman Sachs Group | $231,237 | 曾为 0.0% |
| Barclays Plc | $77 | 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): 72 持有人, 2.65M 股份, $99.50M 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