证券记录
YJUN
名称等待档案录入
14被追踪持有人
-1Δ持有人
1.32M持有股份
$34.38M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -6.7% ·
股份流向 -30.0% ·
净新建仓位 -7.1%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 14 | -1 | 1.32M | $34.38M | +1 | −2 |
| Q1 2026 | 16 | 0 | 2.05M | $51.81M | +1 | −1 |
| Q4 2025 | 16 | 0 | 2.27M | $58.29M | +1 | −1 |
| Q3 2025 | 3 | 0 | 66.70K | $1.67M | — | — |
| Q2 2025 | 1 | +1 | 28.38K | $694,767 | +1 | — |
| Q4 2024 | 1 | 0 | 17.60K | $379,962 | — | — |
| Q3 2024 | 1 | +1 | 26.45K | $605,268 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 318.81K | +8.3% | $8.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 286.71K | -53.7% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 286.71K | -53.7% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 169.77K | -70.1% | $4.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Us Bancorp \De\ | 110.94K | -9.5% | $2.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 106.19K | -31.9% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 106.19K | -31.9% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 106.19K | -31.9% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 103.31K | +638.8% | $2.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 64.48K | -3.2% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Financial Engines Advisors L.L.C. | 64.44K | -35.9% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 21.87K | +9.7% | $586,073 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mariner, LLC | 15.70K | -8.9% | $420,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 51.63K | +12.8% | $327,030 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 8.24K | -2.8% | $220,832 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 249 | 0.0% | $6,673 | 0.0% | Held | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 67 | 新增 | $1,794 | 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
| JPMorgan Chase | $1,794 | 0.0% |
已清仓
| Goldman Sachs Group | $249,389 | 曾为 0.0% |
| UBS Group AG | $8,832 | 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): 68 持有人, 3.39M 股份, $81.49M 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