证券记录
USCI
名称等待档案录入
25被追踪持有人
0Δ持有人
600.28K持有股份
$55.61M报告持仓市值
+2新建仓位
−2清仓
动量输入(同类管理人): 持有人广度 0.0% · 股份流向 -4.7% · 净新建仓位 0.0% — 公式
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 | 25 | 0 | 600.28K | $55.61M | +2 | −2 |
| Q1 2026 | 26 | +4 | 630.43K | $60.10M | +5 | −1 |
| Q4 2025 | 22 | 0 | 571.07K | $44.34M | — | — |
| Q3 2025 | 3 | +1 | 106.76K | $8.32M | +1 | — |
| Q2 2025 | 1 | — | 38 | $2,785 | — | — |
| Q4 2024 | 1 | 0 | 2.24K | $147,993 | — | — |
| Q3 2024 | 1 | 0 | 15.01K | $936,449 | — | — |
| Q2 2024 | 1 | — | 1.81K | $112,450 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 164.77K | +10.7% | $15.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 164.77K | +10.7% | $15.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 164.77K | +10.7% | $15.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 148.28K | -0.2% | $13.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 148.28K | -0.2% | $13.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 148.28K | -0.2% | $13.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 68.08K | -9.0% | $6.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 56.73K | +17.2% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 56.73K | +17.2% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 34.66K | -12.0% | $3.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 26.98K | +4.6% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 26.98K | +4.6% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 18.37K | +29.1% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 16.69K | -54.4% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 16.69K | -54.4% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 14.95K | -61.4% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 14.95K | -61.4% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Cerity Partners LLC | 8.97K | 0.0% | $830,779 | 0.0% | Held | 3 | SEC ↗ |
| 19 | UBS Group AG | 7.49K | -4.3% | $693,966 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Creative Planning | 7.24K | -12.0% | $670,621 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Hrt Financial Lp | 5.57K | 新增 | $516,000 | 0.0% | New | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 5.37K | -16.2% | $497,106 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 4.11K | -14.9% | $380,380 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Captrust Financial Advisors | 3.56K | 0.0% | $329,706 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Stifel Financial Corp | 2.96K | -13.2% | $274,493 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 2.87K | -13.3% | $266,150 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. | 1.42K | 0.0% | $130,746 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 600 | 0.0% | $55,584 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 215 | 0.0% | $19,700 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Kayne Anderson Rudnick Investment… | 194 | 0.0% | $17,933 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 121 | +142.0% | $11,209 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Assetmark, Inc | 46 | 新增 | $4,261 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 38 | 0.0% | $3,520 | 0.0% | Held | 5 | 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 | $516,000 | 0.0% |
| Assetmark, Inc | $4,261 | 0.0% |
已清仓
| Jane Street Group, Llc | $547,216 | 曾为 0.0% |
| Simplex Trading, Llc | $7,625 | 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, 1.28M 股份, $121.68M 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