证券记录
UYG
名称等待档案录入
24被追踪持有人
-1Δ持有人
144.98K持有股份
$12.41M报告持仓市值
+4新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -4.0% ·
股份流向 +16.8% ·
净新建仓位 -4.2%
— 公式
集中积累 — 持股数量上升但持有人减少
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 | 24 | -1 | 144.98K | $12.41M | +4 | −5 |
| Q1 2026 | 26 | +1 | 125.69K | $9.23M | +5 | −4 |
| Q4 2025 | 24 | -1 | 104.05K | $9.66M | — | −1 |
| Q3 2025 | 4 | 0 | 28.36K | $2.82M | — | — |
| Q2 2025 | 1 | 0 | 23.74K | $2.27M | — | — |
| Q1 2025 | 1 | 0 | 17.98K | $1.60M | — | — |
| Q4 2024 | 1 | 0 | 11.26K | $962,536 | — | — |
| Q3 2024 | 1 | 0 | 31.46K | $2.40M | — | — |
| Q2 2024 | 1 | — | 11.74K | $751,115 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Susquehanna International Group, Llp | 28.74K | +227.1% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Focus Partners Wealth | 24.43K | -0.1% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Jane Street Group, Llc | 17.70K | 新增 | $1.51M | 0.0% | New | 1 | SEC ↗ |
| 4 | Quantinno Capital Management LP | 12.70K | -0.2% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Truist Financial Corp | 7.31K | 0.0% | $625,859 | 0.0% | Held | 3 | SEC ↗ |
| 6 | CIBC Bancorp USA Inc. | 6.81K | 0.0% | $582,366 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Blair William & Co/Il | 6.12K | 0.0% | $523,261 | 0.0% | Held | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 5.82K | 0.0% | $498,017 | 0.0% | Held | 3 | SEC ↗ |
| 9 | Creative Planning | 5.59K | +22.2% | $478,219 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cerity Partners LLC | 5.00K | 0.0% | $427,850 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 4.12K | +17.8% | $352,291 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 3.58K | 0.0% | $306,255 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 13 | Lido Advisors, LLC | 3.53K | 0.0% | $302,404 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 3.26K | 0.0% | $279,095 | 0.0% | Held | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 3.06K | 0.0% | $262,050 | 0.0% | Held | 3 | SEC ↗ |
| 16 | LPL Financial LLC | 2.62K | 新增 | $224,232 | 0.0% | New | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 2.54K | 新增 | $217,177 | 0.0% | New | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.50K | 0.0% | $128,355 | 0.0% | Held | 3 | SEC ↗ |
| 19 | Us Bancorp \De\ | 300 | 0.0% | $25,671 | 0.0% | Held | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 216 | 0.0% | $18,546 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Assetmark, Inc | 46 | 新增 | $3,936 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 2 | +100.0% | $191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1 | -50.0% | $127 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Russell Investments Group, Ltd. | 1 | 0.0% | $86 | 0.0% | Held | 2 | 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
| Jane Street Group, Llc | $1.51M | 0.0% |
| LPL Financial LLC | $224,232 | 0.0% |
| Goldman Sachs Group | $217,177 | 0.0% |
| Assetmark, Inc | $3,936 | 0.0% |
已清仓
| Citadel Advisors | $1.42M | 曾为 0.0% |
| Captrust Financial Advisors | $270,883 | 曾为 0.0% |
| Osaic Holdings, Inc. | $37,248 | 曾为 0.0% |
| UBS Group AG | $4,845 | 曾为 0.0% |
| Qube Research & Technologies… | $220 | 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): 61 持有人, 298.74K 股份, $21.99M 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