证券记录
XSHQ
名称等待档案录入
22被追踪持有人
+2Δ持有人
1.51M持有股份
$73.18M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 +10.0% ·
股份流向 -15.6% ·
净新建仓位 +4.5%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 | LPL Financial LLC | 622.42K | -16.2% | $30.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Northwestern Mutual Wealth… | 154.07K | -63.7% | $7.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Mariner, LLC | 124.60K | +29.5% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 114.97K | +14.4% | $5.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 103.82K | +16.3% | $5.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 79.68K | +8.6% | $3.85M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 78.03K | +0.3% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Jones Financial Companies Lllp | 66.46K | +53.1% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 42.97K | -7.1% | $2.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bnp Paribas Financial Markets | 30.00K | 新增 | $1.45M | 0.0% | New | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 19.58K | -9.2% | $947,295 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 18.98K | -3.8% | $917,837 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 15.48K | -43.1% | $748,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Hrt Financial Lp | 14.64K | 新增 | $708,000 | 0.0% | New | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 10.21K | +37.4% | $493,841 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 7.52K | -26.0% | $363,430 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 5.88K | -0.5% | $284,226 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Focus Partners Wealth | 4.17K | 新增 | $201,701 | 0.0% | New | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 301 | +15.3% | $14,537 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 247 | 0.0% | $11,879 | 0.0% | Held | 4 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 65 | 0.0% | $3,175 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1 | -99.5% | $34 | 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
| Bnp Paribas Financial Markets | $1.45M | 0.0% |
| Hrt Financial Lp | $708,000 | 0.0% |
| Focus Partners Wealth | $201,701 | 0.0% |
已清仓
| HighTower Advisors, LLC | $945,367 | 曾为 0.0% |
| Jane Street Group, Llc | $252,918 | 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): 73 持有人, 3.95M 股份, $165.82M 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