证券记录
USSG
名称等待档案录入
31被追踪持有人
+2Δ持有人
2.07M持有股份
$143.58M报告持仓市值
+2新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +6.9% ·
股份流向 -0.6% ·
净新建仓位 +6.5%
— 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 | 31 | +2 | 2.07M | $143.58M | +2 | — |
| Q1 2026 | 29 | +3 | 2.08M | $124.08M | +3 | — |
| Q4 2025 | 26 | 0 | 1.96M | $124.63M | — | — |
| Q3 2025 | 4 | -2 | 100.42K | $6.16M | — | −2 |
| Q2 2025 | 3 | +2 | 13.26K | $754,369 | +2 | — |
| Q3 2024 | 2 | +2 | 48.04K | $2.56M | +2 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 628.69K | -12.8% | $43.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 628.69K | -12.8% | $43.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 322.73K | +0.6% | $22.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 322.73K | +0.6% | $22.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 322.73K | +0.6% | $22.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 146.94K | +1.5% | $10.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Us Bancorp \De\ | 137.02K | -1.4% | $9.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Us Bancorp \De\ | 137.02K | -1.4% | $9.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Financial Engines Advisors L.L.C. | 120.78K | -4.0% | $8.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Daiwa Securities Group Inc. | 102.19K | +3.4% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Fifth Third Bancorp | 86.61K | +0.6% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 73.50K | -3.2% | $5.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Assetmark, Inc | 51.00K | +8.5% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 47.37K | -0.2% | $3.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 42.72K | +10.3% | $2.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 42.72K | +10.3% | $2.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 42.72K | +10.3% | $2.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 39.01K | +9.2% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 35.87K | +4.7% | $2.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 34.53K | +456.2% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 30.00K | +5.8% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 27.85K | +97.2% | $1.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 27.85K | +97.2% | $1.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 27.85K | +97.2% | $1.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 27.85K | +97.2% | $1.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 21.64K | +76.3% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 19.43K | +24.2% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 15.59K | 新增 | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 15.59K | 新增 | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 30 | Mariner, LLC | 11.91K | 0.0% | $827,477 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 10.87K | +35.1% | $755,193 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 10.87K | +35.1% | $755,193 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 10.05K | -10.0% | $703,004 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 8.66K | 0.0% | $601,385 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Raymond James Financial Inc | 7.67K | -0.3% | $532,966 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Raymond James Financial Inc | 7.67K | -0.3% | $532,966 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Corient Private Wealth LP | 7.27K | -0.1% | $504,726 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Jane Street Group, Llc | 5.96K | 新增 | $414,190 | 0.0% | New | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 5.93K | 0.0% | $411,967 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Royal Bank Of Canada | 5.62K | +597.5% | $390,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 4.81K | 0.0% | $333,964 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 3.33K | -83.3% | $231,232 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 1.61K | 0.0% | $112,108 | 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
| Cerity Partners LLC | $1.08M | 0.0% |
| Cerity Partners LLC | $1.08M | 0.0% |
| Jane Street Group, Llc | $414,190 | 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): 76 持有人, 5.45M 股份, $154.21M 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