证券记录
YLDE
名称等待档案录入
19被追踪持有人
+5Δ持有人
1.54M持有股份
$85.35M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +30.0% ·
股份流向 +6.8% ·
净新建仓位 +20.0%
— 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +5 | 1.54M | $85.35M | +5 | — |
| Q1 2026 | 15 | +1 | 1.50M | $81.06M | +2 | −1 |
| Q4 2025 | 14 | 0 | 1.07M | $57.85M | — | — |
| Q3 2025 | 1 | — | 1.71K | $93,503 | — | — |
| Q4 2024 | 1 | 0 | 12.67K | $643,507 | — | — |
| Q3 2024 | 1 | +1 | 5.85K | $294,817 | +1 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 944.59K | +3.1% | $52.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 273.29K | +5.5% | $15.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Cetera Investment Advisers | 88.73K | -8.3% | $4.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 57.60K | +46.5% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Royal Bank Of Canada | 45.05K | +18.1% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 45.05K | +18.1% | $2.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 34.77K | -31.8% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 34.77K | -31.8% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 27.37K | +210.4% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 26.34K | +48.6% | $1.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 7.36K | +677.7% | $408,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 6.76K | -10.4% | $375,970 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 6.56K | 新增 | $364,763 | 0.0% | New | 1 | SEC ↗ |
| 14 | Hrt Financial Lp | 5.76K | 新增 | $320,000 | 0.0% | New | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 5.17K | 新增 | $287,394 | 0.0% | New | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 5.17K | 新增 | $287,394 | 0.0% | New | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 4.18K | 新增 | $232,385 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.71K | 0.0% | $95,229 | 0.0% | Held | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.71K | 0.0% | $95,229 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Fifth Third Bancorp | 402 | 0.0% | $22,360 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 88 | 0.0% | $4,895 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 24 | 新增 | $1,334 | 0.0% | New | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 0 | -100.0% | $20 | 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
| Bank Of America Corp /De/ | $364,763 | 0.0% |
| Hrt Financial Lp | $320,000 | 0.0% |
| Raymond James Financial Inc | $287,394 | 0.0% |
| Raymond James Financial Inc | $287,394 | 0.0% |
| Citadel Advisors | $232,385 | 0.0% |
| Jones Financial Companies Lllp | $1,334 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 40 持有人, 1.98M 股份, $106.49M 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