证券记录
XJR
名称等待档案录入
25被追踪持有人
+1Δ持有人
562.38K持有股份
$29.66M报告持仓市值
+4新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +4.2% ·
股份流向 +27.4% ·
净新建仓位 +4.0%
— 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
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/ | 129.43K | 新增 | $6.83M | 0.0% | New | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 77.49K | -16.2% | $4.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 75.07K | +25.2% | $3.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Franklin Resources Inc | 55.78K | 0.0% | $2.94M | 0.0% | Held | 3 | SEC ↗ |
| 5 | Brown Advisory Inc | 42.46K | +37.1% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 29.14K | +0.3% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Creative Planning | 25.65K | +2.4% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 17.94K | 新增 | $946,263 | 0.0% | New | 1 | SEC ↗ |
| 9 | Quantinno Capital Management LP | 15.83K | 0.0% | $835,075 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 12.75K | -12.9% | $672,511 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Lido Advisors, LLC | 11.66K | +10.2% | $615,141 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Jane Street Group, Llc | 11.44K | 新增 | $603,625 | 0.0% | New | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 11.38K | -0.1% | $600,249 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Cetera Investment Advisers | 10.47K | +5.4% | $552,046 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 8.15K | +10.6% | $429,999 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 7.50K | +29.2% | $395,305 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 6.82K | +30.5% | $359,607 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 5.39K | +2.6% | $284,391 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 3.83K | 0.0% | $201,859 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 20 | Blair William & Co/Il | 2.75K | 0.0% | $145,210 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1.34K | -0.2% | $70,773 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Royal Bank Of Canada | 86 | 0.0% | $5,000 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 8 | 新增 | $422 | 0.0% | New | 1 | SEC ↗ |
| 24 | UBS Group AG | 2 | -99.7% | $105 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1 | -99.7% | $103 | 0.0% | ▼ Trim | 4 | 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
| Bank Of America Corp /De/ | $6.83M | 0.0% |
| Susquehanna International… | $946,263 | 0.0% |
| Jane Street Group, Llc | $603,625 | 0.0% |
| Assetmark, Inc | $422 | 0.0% |
已清仓
| Citadel Advisors | $1.29M | 曾为 0.0% |
| Cerity Partners LLC | $512,132 | 曾为 0.0% |
| Mariner, LLC | $500,093 | 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): 95 持有人, 1.14M 股份, $49.40M 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