证券记录 · 已归档季度
USEP
名称等待档案录入
18被追踪持有人
+3Δ持有人
536.56K持有股份
$20.74M报告持仓市值
+4新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +20.0% ·
股份流向 +8.3% ·
净新建仓位 +16.7%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 8.09K | $342,730 | +1 | n/a |
| Q2 2026 | 15 | -1 | 528.16K | $21.83M | +2 | −4 |
| Q1 2026 | 18 | +3 | 536.56K | $20.74M | +4 | −1 |
| Q4 2025 | 15 | -1 | 495.24K | $19.48M | n/a | −1 |
| Q3 2025 | 2 | 0 | 6.69K | $258,817 | n/a | n/a |
| Q2 2025 | 1 | 0 | 22.47K | $828,208 | n/a | n/a |
| Q1 2025 | 1 | 0 | 12.77K | $439,295 | n/a | n/a |
| Q4 2024 | 1 | 0 | 5.94K | $209,169 | n/a | n/a |
| Q3 2024 | 1 | 0 | 11.42K | $396,835 | n/a | n/a |
| Q2 2024 | 1 | n/a | 13.21K | $446,329 | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 93.58K | -0.1% | $3.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 87.00K | -11.0% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 68.50K | +1.4% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 54.55K | +5.3% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Truist Financial Corp | 48.17K | -2.6% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 36.70K | -8.0% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Creative Planning | 30.23K | 新增 | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 26.00K | 0.0% | $1.01M | 0.0% | Held | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 23.81K | -1.2% | $920,714 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 18.89K | -19.1% | $730,384 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 17.12K | 新增 | $662,171 | 0.0% | New | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 16.40K | +45.1% | $634,291 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 7.96K | 新增 | $303,241 | 0.0% | New | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 5.83K | 新增 | $225,480 | 0.0% | New | 1 | SEC ↗ |
| 15 | Barclays Plc | 1.19K | +3722.6% | $45,823 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 500 | -19.4% | $19,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cwm, Llc | 140 | 0.0% | $5,414 | 0.0% | Held | 2 | SEC ↗ |
| 18 | UBS Group AG | 1 | -99.5% | $39 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Creative Planning | $1.17M | 0.0% |
| Susquehanna International… | $662,171 | 0.0% |
| JPMorgan Chase | $303,241 | 0.0% |
| Goldman Sachs Group | $225,480 | 0.0% |
已清仓
| Wealth Enhancement Advisory… | $369,199 | 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): 77 持有人, 2.92M 股份, $113.01M 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
持有该证券的受追踪机构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: Q1 2026 ·
方法论 ·
通过API获取此数据