证券记录
XHE
名称等待档案录入
32被追踪持有人
-1Δ持有人
1.04M持有股份
$88.41M报告持仓市值
+3新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -3.0% ·
股份流向 +28.9% ·
净新建仓位 -3.1%
— 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 | 32 | -1 | 1.04M | $88.41M | +3 | −4 |
| Q1 2026 | 34 | +5 | 809.08K | $63.10M | +7 | −2 |
| Q4 2025 | 29 | 0 | 920.06K | $81.18M | — | — |
| Q3 2025 | 5 | 0 | 132.34K | $10.42M | — | — |
| Q2 2025 | 2 | 0 | 23.84K | $1.94M | — | — |
| Q1 2025 | 1 | 0 | 7.36K | $604,992 | — | — |
| Q4 2024 | 1 | 0 | 6.72K | $595,141 | — | — |
| Q3 2024 | 1 | 0 | 11.77K | $1.07M | — | — |
| Q2 2024 | 1 | — | 30.72K | $2.59M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 327.80K | +221.4% | $28.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 327.80K | +221.4% | $28.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 327.80K | +221.4% | $28.19M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 224.94K | +12.2% | $18.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 224.94K | +12.2% | $18.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 224.94K | +12.2% | $18.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 130.22K | -0.6% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Bnp Paribas Financial Markets | 50.00K | +100.0% | $4.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 45.01K | +63.8% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 45.01K | +63.8% | $3.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 40.76K | -53.4% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 40.76K | -53.4% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 40.53K | +12.3% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 40.53K | +12.3% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 40.53K | +12.3% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | LPL Financial LLC | 39.40K | +5.2% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citigroup Inc | 25.58K | +2455.3% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 17.98K | -0.1% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 17.68K | -44.8% | $1.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 11.96K | 新增 | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 10.10K | -20.3% | $850,269 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 10.10K | -20.3% | $850,269 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 9.05K | +53.9% | $762,450 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Corient Private Wealth LP | 8.89K | -7.3% | $748,806 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 7.39K | +16.1% | $622,375 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 7.21K | -20.1% | $607,041 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 6.26K | -5.6% | $527,153 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 6.26K | -5.6% | $527,153 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 4.96K | +12.3% | $417,761 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 3.84K | -80.7% | $323,671 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 3.15K | -27.3% | $265,198 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 3.10K | 新增 | $261,534 | 0.0% | New | 1 | SEC ↗ |
| 33 | Franklin Resources Inc | 1.75K | 0.0% | $147,403 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 1.69K | -21.6% | $141,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 1.69K | -21.6% | $141,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 1.19K | -77.7% | $100,304 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 809 | -22.4% | $69,786 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 563 | -31.6% | $47,441 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | TD Waterhouse Canada Inc. | 428 | -13.2% | $36,620 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 208 | 0.0% | $17,520 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Fifth Third Bancorp | 113 | -2.6% | $9,518 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 105 | -60.7% | $8,844 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | ARK Investment Management ✦ | 21 | 新增 | $1,805 | 0.0% | New | 1 | 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 | $1.01M | 0.0% |
| D. E. Shaw & Co. | $261,534 | 0.0% |
| ARK Investment Management | $1,805 | 0.0% |
已清仓
| Jane Street Group, Llc | $1.30M | 曾为 0.0% |
| Hrt Financial Lp | $243,000 | 曾为 0.0% |
| Simplex Trading, Llc | $16,586 | 曾为 0.0% |
| Belvedere Trading LLC | $7,824 | 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): 72 持有人, 829.56K 股份, $63.63M 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