证券记录
VALQ
名称等待档案录入
16被追踪持有人
-4Δ持有人
3.09M持有股份
$215.20M报告持仓市值
+0新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -20.0% ·
股份流向 +3.1% ·
净新建仓位 -20.0%
— 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 | 16 | -4 | 3.09M | $215.20M | — | −4 |
| Q1 2026 | 20 | +5 | 2.99M | $194.62M | +5 | — |
| Q4 2025 | 15 | -2 | 2.79M | $184.80M | — | −2 |
| Q3 2025 | 4 | +1 | 20.06K | $1.29M | +1 | — |
| Q2 2025 | 2 | +1 | 12.06K | $748,449 | +1 | — |
| Q4 2024 | 1 | 0 | 14.25K | $869,095 | — | — |
| Q3 2024 | 1 | 0 | 11.95K | $742,285 | — | — |
| Q2 2024 | 1 | — | 5.05K | $286,355 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 1.95M | +3.2% | $135.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 924.72K | +5.9% | $64.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 120.99K | +3.8% | $8.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 21.50K | +28.9% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 11.84K | +1.1% | $825,669 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Financial Engines Advisors L.L.C. | 11.19K | 0.0% | $780,072 | 0.0% | Held | 3 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 11.11K | +5.5% | $774,355 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 9.72K | +0.6% | $677,824 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Royal Bank Of Canada | 8.63K | +30.3% | $602,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 6.30K | +529.9% | $437,750 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 5.91K | -18.7% | $411,855 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 5.91K | -18.7% | $411,855 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 3.71K | +5.0% | $259,056 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 1.31K | +35.0% | $91,367 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 1.26K | -80.0% | $87,834 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 162 | 0.0% | $11,335 | 0.0% | Held | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 162 | 0.0% | $11,335 | 0.0% | Held | 4 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | -100.0% | $33 | 0.0% | ▼ Trim | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $890,598 | 曾为 0.0% |
| Cetera Investment Advisers | $574,789 | 曾为 0.0% |
| Susquehanna International… | $324,912 | 曾为 0.0% |
| UBS Group AG | $138,039 | 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): 39 持有人, 4.24M 股份, $278.22M 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