证券记录
VCRM
名称等待档案录入
19被追踪持有人
+2Δ持有人
1.60M持有股份
$121.96M报告持仓市值
+4新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +11.8% ·
股份流向 +30.0% ·
净新建仓位 +10.5%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 19 | +2 | 1.60M | $121.96M | +4 | −2 |
| Q1 2026 | 17 | -1 | 990.04K | $74.31M | +2 | −3 |
| Q4 2025 | 18 | +1 | 686.41K | $51.87M | +1 | — |
| Q3 2025 | 2 | — | 477.44K | $35.93M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 500.18K | +104.1% | $38.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 500.18K | +104.1% | $38.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Focus Partners Wealth | 288.15K | -6.3% | $22.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Truist Financial Corp | 207.39K | +124.0% | $15.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Jane Street Group, Llc | 153.72K | +614.2% | $11.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 99.59K | +78.3% | $7.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 92.27K | +3.7% | $7.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 83.64K | +40897.6% | $6.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 83.64K | +40897.6% | $6.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 65.36K | -39.8% | $4.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 32.53K | +27.7% | $2.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cerity Partners LLC | 26.89K | -0.6% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 19.60K | 新增 | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 12.95K | +208.7% | $989,227 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 5.76K | 新增 | $440,153 | 0.0% | New | 1 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 5.71K | -23.6% | $435,862 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 998 | 0.0% | $76,247 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 886 | 新增 | $67,690 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 526 | 新增 | $40,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 521 | +52000.0% | $39,790 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 521 | +52000.0% | $39,790 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Franklin Resources Inc | 70 | 0.0% | $5,348 | 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
| Citadel Advisors | $1.50M | 0.0% |
| Mml Investors Services, Llc | $440,153 | 0.0% |
| Northwestern Mutual Wealth… | $67,690 | 0.0% |
| Royal Bank Of Canada | $40,000 | 0.0% |
已清仓
| Creative Planning | $300,976 | 曾为 0.0% |
| UBS Group AG | $24,274 | 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): 121 持有人, 10.23M 股份, $745.43M 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