证券记录
XJH
名称等待档案录入
34被追踪持有人
+1Δ持有人
2.63M持有股份
$137.17M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +3.0% ·
股份流向 +10.6% ·
净新建仓位 +2.9%
— 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 | 34 | +1 | 2.63M | $137.17M | +3 | −2 |
| Q1 2026 | 34 | +2 | 2.39M | $108.20M | +5 | −3 |
| Q4 2025 | 31 | 0 | 2.45M | $109.49M | — | — |
| Q3 2025 | 4 | -1 | 34.36K | $1.51M | — | −1 |
| Q2 2025 | 2 | +1 | 47.71K | $1.98M | +1 | — |
| Q3 2024 | 1 | +1 | 38.07K | $1.61M | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 579.55K | +0.4% | $30.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 579.55K | +0.4% | $30.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 579.55K | +0.4% | $30.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 477.86K | +1.3% | $24.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 477.86K | +1.3% | $24.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 405.29K | +1.5% | $21.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 382.79K | +9.0% | $19.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mariner, LLC | 382.79K | +9.0% | $19.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Franklin Resources Inc | 95.82K | 0.0% | $5.00M | 0.0% | Held | 3 | SEC ↗ |
| 10 | CIBC Bancorp USA Inc. | 95.16K | +612.2% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | CIBC Bancorp USA Inc. | 95.16K | +612.2% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 63.18K | +27.6% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 60.40K | +421.3% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 56.06K | +16.8% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 47.25K | +25.8% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 47.25K | +25.8% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 47.25K | +25.8% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 41.33K | +18.5% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Creative Planning | 41.29K | -0.6% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 34.94K | +1.5% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 34.94K | +1.5% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 32.64K | +3.0% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 32.64K | +3.0% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 28.31K | -7.7% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Corient Private Wealth LP | 27.77K | +6.9% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 24.00K | 新增 | $1.25M | 0.0% | New | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 21.64K | +121.9% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 21.64K | +121.9% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 21.33K | +5.3% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 19.49K | -1.9% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Focus Partners Wealth | 15.66K | -2.5% | $816,949 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 13.86K | -12.6% | $723,008 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Cerity Partners LLC | 8.54K | -6.0% | $445,465 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 8.22K | +30.8% | $428,628 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 8.18K | 新增 | $426,431 | 0.0% | New | 1 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 8.07K | 新增 | $420,746 | 0.0% | New | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 6.23K | -70.9% | $324,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.18K | +7.4% | $112,763 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 2.18K | +7.4% | $112,763 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.62K | -23.2% | $84,433 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.62K | -23.2% | $84,433 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.62K | -23.2% | $84,433 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 999 | +9.9% | $52,099 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Us Bancorp \De\ | 867 | 0.0% | $45,214 | 0.0% | Held | 3 | SEC ↗ |
| 45 | BlackRock ✦ (被动) | 427 | 0.0% | $22,259 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Deutsche Bank Ag\ | 325 | -40.9% | $16,949 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Assetmark, Inc | 30 | +3.5% | $1,565 | 0.0% | ▲ Add | 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
| Susquehanna International… | $1.25M | 0.0% |
| Mercer Global Advisors Inc… | $426,431 | 0.0% |
| Citadel Advisors | $420,746 | 0.0% |
已清仓
| National Bank Of Canada /Fi/ | $6,294 | 曾为 0.0% |
| Wells Fargo & Company/Mn | $6,216 | 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): 177 持有人, 5.46M 股份, $245.49M 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