估值与比率 07–12

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？

此比率组尚无数据

基本面数据不足，尚无法计算此比率组。

价值 · 行业中位数 · 相对于中位数的评判

机构持有人 (13F) 266 家申报者 · $806.2M 总计 · 截至 2026年6月30日

17

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

持有人 266
持有价值 $806.2M
新仓位 29
已退出持仓 30
机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
29 (-22 与上一季度对比) 30 (+11 与上一季度对比) 80 (+11 与上一季度对比) 85 (-4 与上一季度对比) +1.2M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
NEOS Investment Management LLC $108206539 2734560 13.42% 股份
Wellspring Financial Advisors, LLC $88069428 2225662 10.92% 股份
LPL Financial LLC $45549432 1151110 5.65% 股份
Heirloom Wealth Management $39768008 1005004 4.93% 股份
Proficio Capital Partners LLC $30056566 759580 3.73% 股份
EXCHANGE TRADED CONCEPTS, LLC $20949466 529428 2.60% 股份
Mirae Asset Global Investments Co., Ltd. $20244012 511600 2.51% 股份
OSAIC HOLDINGS, INC. $19488262 492507 2.42% 股份
AUGUSTINE ASSET MANAGEMENT INC $15048313 380296 1.87% 股份
Sonoma Allocations LLC $12414549 308858 1.54% 股份
COLTON GROOME FINANCIAL ADVISORS, LLC $12289598 310579 1.52% 股份
Kestra Advisory Services, LLC $11170354 282294 1.39% 股份
ALERUS FINANCIAL NA $11139469 281513 1.38% 股份
CLG LLC $10942253 276529 1.36% 股份
Cetera Investment Advisers $10871106 274731 1.35% 股份
RAYMOND JAMES FINANCIAL INC $10112470 255559 1.25% 股份
China Universal Asset Management Co., Ltd. $9575940 242000 1.19% 股份
GoalVest Advisory LLC $8753636 221219 1.09% 股份
AMERICAN NATIONAL BANK & TRUST $8718743 220351 1.08% 股份
ELEVATION POINT WEALTH PARTNERS, LLC $8254341 208601 1.02% 股份
Vestmark Advisory Solutions, Inc. $8241679 208281 1.02% 股份
OARSMAN CAPITAL, INC. $8099742 204694 1.00% 股份
Prospera Financial Services Inc $7835261 198011 0.97% 股份
JPMORGAN CHASE & CO $7791924 196815 0.97% 股份
GOLDMAN SACHS GROUP INC $7648881 193300 0.95% 股份
COMMONWEALTH EQUITY SERVICES, LLC $7214380 182319 0.89% 股份
Fortis Group Advisors, LLC $7172973 181273 0.89% 股份
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC $7042985 177988 0.87% 股份
Cutter & CO Brokerage, Inc. $6911808 223828 0.86% 股份
Marks Group Wealth Management, Inc $6752027 170635 0.84% 股份
World Investment Advisors $6436220 139349 0.80% 股份
Winch Advisory Services, LLC $5742130 145113 0.71% 股份
Rockport Wealth LLC $5616092 141928 0.70% 股份
HighTower Advisors, LLC $5579861 141012 0.69% 股份
OLIVER LAGORE VANVALIN INVESTMENT GROUP $5328286 172548 0.66% 股份
Jump Financial, LLC $5029782 127111 0.62% 股份
Nikulski Financial, Inc. $4882532 123390 0.61% 股份
Procyon Advisors, LLC $4827778 122006 0.60% 股份
Geneos Wealth Management Inc. $4763694 120387 0.59% 股份
JANE STREET GROUP, LLC $4629967 117007 0.57% 股份
MGO ONE SEVEN LLC $4346969 109855 0.54% 股份
Summit Financial, LLC $4328008 109376 0.54% 股份
Stratos Wealth Partners, LTD. $4299914 108666 0.53% 股份
Pinion Investment Advisors, LLC $4106021 103766 0.51% 股份
Cerity Partners LLC $3989051 100810 0.49% 股份
DEBUSSY CAPITAL MANAGEMENT LP $3930261 85089 0.49% 股份
Cambridge Advisors Inc. $3641429 92025 0.45% 股份
WealthTrak Capital Management LLC $3442273 86992 0.43% 股份
OneDigital Investment Advisors LLC $3287284 83075 0.41% 股份
Riverwater Partners LLC $3269511 82626 0.41% 股份
CITADEL ADVISORS LLC $3166194 80015 0.39% 股份
Mutual Advisors, LLC $3120886 78870 0.39% 股份
GENTRY PRIVATE WEALTH, LLC $2886513 72947 0.36% 股份
Tandem Financial, LLC $2811449 71050 0.35% 股份
NewEdge Advisors, LLC $2759889 69747 0.34% 股份
MOULTON WEALTH MANAGEMENT, INC $2748155 68483 0.34% 股份
AXXCESS WEALTH MANAGEMENT, LLC $2738686 69211 0.34% 股份
Capital Asset Advisory Services LLC $2738686 69211 0.34% 股份
ENVESTNET ASSET MANAGEMENT INC $2505770 63325 0.31% 股份
Essex Financial Services, Inc. $2498360 63138 0.31% 股份
Farther Finance Advisors, LLC $2444519 61777 0.30% 股份
Paladin Advisory Group, LLC $2443329 61747 0.30% 股份
Foundations Investment Advisors, LLC $2368660 59860 0.29% 股份
Equitable Holdings, Inc. $2342722 59205 0.29% 股份
Global Retirement Partners, LLC $2285603 57761 0.28% 股份
Merriman Wealth Management, LLC $2183987 84210 0.27% 股份
MML INVESTORS SERVICES, LLC $2041377 51589 0.25% 股份
Creative Planning $1962112 49586 0.24% 股份
KESTRA PRIVATE WEALTH SERVICES, LLC $1869959 47257 0.23% 股份
BOOTHBAY FUND MANAGEMENT, LLC $1847919 46700 0.23% 股份
Mariner, LLC $1814166 45847 0.23% 股份
Private Advisor Group, LLC $1714061 43317 0.21% 股份
RENAISSANCE TECHNOLOGIES LLC $1626327 41100 0.20% 股份
AQR CAPITAL MANAGEMENT LLC $1586678 40098 0.20% 股份
Apollon Wealth Management, LLC $1542478 38981 0.19% 股份
Rockefeller Capital Management L.P. $1531399 38701 0.19% 股份
OPTIMA CAPITAL LLC $1523485 38501 0.19% 股份
Sowell Financial Services LLC $1506707 38077 0.19% 股份
RETIREMENT GUYS FORMULA LLC $1494044 37757 0.19% 股份
SAGESPRING WEALTH PARTNERS, LLC $1463654 36989 0.18% 股份
Generation Capital Management LLC $1442129 36445 0.18% 股份
TUDOR INVESTMENT CORP ET AL $1442089 36444 0.18% 股份
Guidance Point Advisors, LLC $1412372 35693 0.18% 股份
Walser Wealth Management Company, A Ltd Liability Co $1380676 34892 0.17% 股份
NORTHBRIDGE FINANCIAL GROUP, LLC $1359032 34345 0.17% 股份
WESPAC Advisors, LLC $1329433 33597 0.16% 股份
Regal Investment Advisors LLC $1252280 31647 0.16% 股份
FOREFRONT WEALTH MANAGEMENT INC. $1251013 29401 0.16% 股份
Waverly Advisors, LLC $1244120 31441 0.15% 股份
Exit Wealth Advisors, LLC. $1239886 31334 0.15% 股份
Corient Private Wealth LP $1197388 30260 0.15% 股份
MATAURO, LLC $1193258 30156 0.15% 股份
VISTA INVESTMENT PARTNERS II, LLC $1180334 29829 0.15% 股份
TCFG Investment Advisors, LLC $1123590 28395 0.14% 股份
Ipsen Advisor Group LLC $1101380 27834 0.14% 股份
Sequoia Financial Advisors, LLC $1007413 25459 0.12% 股份
BARCLAYS PLC $1001121 25300 0.12% 股份
Haven Private, LLC $954310 24117 0.12% 股份
Intrua Financial, LLC $924355 23360 0.11% 股份
Visionary Wealth Advisors $918539 23213 0.11% 股份
NEUBERGER BERMAN GROUP LLC $870540 22000 0.11% 股份
Allworth Financial LP $853565 21571 0.11% 股份
Mill Creek Capital Advisors, LLC $824445 17849 0.10% 股份
Arete Wealth Advisors, LLC $820800 20743 0.10% 股份
SILVERLAKE WEALTH MANAGEMENT LLC $813322 20554 0.10% 股份
Grey Ledge Advisors, LLC $808771 20439 0.10% 股份
Kovack Advisors, Inc. $806002 20369 0.10% 股份
True North Advisors, LLC $792191 20020 0.10% 股份
StoneX Group Inc. $790114 18750 0.10% 股份
Prostatis Group LLC $789461 19951 0.10% 股份
Strait & Sound Wealth Management LLC $782299 19770 0.10% 股份
TWO SIGMA SECURITIES, LLC $780756 19731 0.10% 股份
WMG Financial Advisors, LLC $779529 19700 0.10% 股份
Simplicity Wealth,LLC $777788 19656 0.10% 股份
Integrated Wealth Concepts LLC $770709 19477 0.10% 股份
CITADEL ADVISORS LLC $767658 19400 0.10% 买入期权
TRUIST FINANCIAL CORP $765482 19345 0.09% 股份
Capital Market Strategies LLC $760071 23258 0.09% 股份
17 CAPITAL PARTNERS, LLC $715980 18094 0.09% 股份
Hilltop National Bank $711271 17975 0.09% 股份
Pathstone Holdings, LLC $706285 17849 0.09% 股份
SAGE RHINO CAPITAL LLC $694928 17562 0.09% 股份
Aveo Capital Partners, LLC $689791 20702 0.09% 股份
Horst & Graben Wealth Management LLC $660336 16597 0.08% 股份
Perigon Wealth Management, LLC $660051 16681 0.08% 股份
Concurrent Investment Advisors, LLC $654619 16543 0.08% 股份
CWA Asset Management Group, LLC $582431 14719 0.07% 股份
JANE STREET GROUP, LLC $565851 14300 0.07% 买入期权
MORGAN STANLEY $541436 13683 0.07% 股份
LANARK FINANCIAL, INC. $538270 13603 0.07% 股份
FOUNDERS FINANCIAL SECURITIES LLC $534512 13508 0.07% 股份
Cresset Asset Management, LLC $530475 13406 0.07% 股份
LEVEL FOUR ADVISORY SERVICES, LLC $519712 13134 0.06% 股份
SLT Holdings LLC $517971 13090 0.06% 股份
B. Riley Wealth Advisors, Inc. $511302 12915 0.06% 股份
Blue Zone Wealth Advisors, LLC $508475 12850 0.06% 股份
First Commonwealth Financial Corp /PA/ $507208 12818 0.06% 股份
MONETA GROUP INVESTMENT ADVISORS LLC $503805 12732 0.06% 股份
Pine Harbor Wealth Management, LLC $498852 10800 0.06% 股份
SECURED RETIREMENT ADVISORS, LLC $494704 12502 0.06% 股份
INSIGNEO ADVISORY SERVICES, LLC $494625 12500 0.06% 股份
CWM, LLC $490076 10610 0.06% 股份
Western Wealth Management, LLC $474762 11998 0.06% 股份
Texas Yale Capital Corp. $467282 11809 0.06% 股份
HORIZON BANCORP INC /IN/ $466000 11785 0.06% 股份
MANNING & NAPIER ADVISORS LLC $457423 11554 0.06% 股份
KANAWHA CAPITAL MANAGEMENT LLC $454857 11495 0.06% 股份
CFO CAPITAL MANAGEMENT LLC $444579 9625 0.06% 股份
Sanctuary Advisors, LLC $435903 11016 0.05% 股份
Snowden Capital Advisors LLC $432738 10936 0.05% 股份
Compound Planning, Inc. $418809 10584 0.05% 股份
FRANKLIN RESOURCES INC $414812 10483 0.05% 股份
OPPENHEIMER & CO INC $406780 10280 0.05% 股份
Clark Capital Management Group, Inc. $398312 10066 0.05% 股份
Pekin Hardy Strauss, Inc. $395700 10000 0.05% 股份
MONECO ADVISORS, LLC $380861 9625 0.05% 股份
LCNB CORP $362619 9164 0.04% 股份
WOLVERINE TRADING, LLC $361917 9572 0.04% 股份
Banco BTG Pactual S.A. $361037 9124 0.04% 股份
Stratos Investment Management, LLC $352331 8904 0.04% 股份
TCFG WEALTH MANAGEMENT, LLC $347580 7525 0.04% 股份
COMERICA BANK $346655 8147 0.04% 股份
Brookstone Capital Management $340342 8601 0.04% 股份
WORLD EQUITY GROUP, INC. $336069 8493 0.04% 股份
PRIMORIS WEALTH ADVISORS, LLC $333575 8430 0.04% 股份
Stratos Wealth Advisors, LLC $329341 8323 0.04% 股份
Focus Partners Advisor Solutions, LLC $327758 8283 0.04% 股份
Sigma Planning Corp $320438 8098 0.04% 股份
S.A. Mason LLC $318143 8040 0.04% 股份
WOLVERINE TRADING, LLC $313823 8300 0.04% 买入期权
First Heartland Consultants, Inc. $310783 7854 0.04% 股份
Vise Technologies, Inc. $304333 7691 0.04% 股份
Hara Capital LLC $296775 7500 0.04% 股份
CROSSPOINT FINANCIAL, LLC $286091 7230 0.04% 股份
PKS Advisory Services, LLC $286085 7230 0.04% 股份
Advisor Resource Council $284736 6938 0.04% 股份
Wealthcare Advisory Partners LLC $283638 7168 0.04% 股份
Spire Wealth Management $275565 6964 0.03% 股份
Friday Financial $270926 6678 0.03% 股份
Aaron Wealth Advisors LLC $265119 6700 0.03% 股份
PFG Advisors $262151 6625 0.03% 股份
UNIQUE WEALTH, LLC $256018 6470 0.03% 股份
FIFTH THIRD BANCORP $253208 6399 0.03% 股份
MAI Capital Management $245849 6213 0.03% 股份
Focus Partners Wealth $243753 6160 0.03% 股份
CITADEL ADVISORS LLC $237420 6000 0.03% 卖出期权
SUSQUEHANNA INTERNATIONAL GROUP, LLP $231761 5857 0.03% 股份
Atlas Brown,Inc. $228744 5781 0.03% 股份
PALO ALTO WEALTH ADVISORS, LLC $228312 5600 0.03% 股份
Platform Technology Partners $222785 5630 0.03% 股份
Essential Partners LLC $221117 5588 0.03% 股份
FLAGSTAR SECURITIES, INC $220444 5571 0.03% 股份
Trek Financial, LLC $219614 5550 0.03% 股份
Gambit Capital Management, LLC $214469 5420 0.03% 股份
CAPTRUST FINANCIAL ADVISORS $210671 5324 0.03% 股份
GG Group Ventures, LLC $208725 8048 0.03% 股份
WOLVERINE TRADING, LLC $207955 5500 0.03% 卖出期权
MARINO, STRAM & ASSOCIATES LLC $207743 5250 0.03% 股份
Centerline Wealth Advisors, LLC $207109 5234 0.03% 股份
W1M Asset Management Ltd $201884 5100 0.03% 股份
STIFEL FINANCIAL CORP $197850 5000 0.02% 股份
Arax Advisory Partners $187827 4747 0.02% 股份
Arlington Trust Co LLC $178540 4512 0.02% 股份
FMR LLC $175367 4432 0.02% 股份
Advisory Services Network, LLC $169280 4278 0.02% 股份
Parallel Advisors, LLC $144628 3655 0.02% 股份
PRIVATE TRUST CO NA $121401 3068 0.02% 股份
HOLLENCREST CAPITAL MANAGEMENT $106839 2700 0.01% 股份
Arkadios Wealth Advisors $97738 2470 0.01% 股份
EverSource Wealth Advisors, LLC $96432 2437 0.01% 股份
Fourth Dimension Wealth, LLC $81395 2057 0.01% 股份
BlackRock, Inc. $81079 2049 0.01% 股份
AE Wealth Management LLC $77241 1952 0.01% 股份
Sunbelt Securities, Inc. $71594 1550 0.01% 股份
Darwin Wealth Management, LLC $58761 1485 0.01% 股份
CoreCap Advisors, LLC $47524 1201 0.01% 股份
Anfield Capital Management, LLC $43881 950 0.01% 股份
IFG Advisory, LLC $40520 1024 0.01% 股份
ROYAL BANK OF CANADA $40000 1000 0.00% 股份
Larson Financial Group LLC $39570 1000 0.00% 股份
US BANCORP \DE\ $39570 1000 0.00% 股份
Pinnacle Wealth Planning Services, Inc. $35692 902 0.00% 股份
PNC Financial Services Group, Inc. $35613 900 0.00% 股份
Steward Partners Investment Advisory, LLC $29836 754 0.00% 股份
JONES FINANCIAL COMPANIES LLLP $26446 659 0.00% 股份
WELLS FARGO & COMPANY/MN $25818 652 0.00% 股份
GGM Financial LLC $23030 582 0.00% 股份
Tower Research Capital LLC (TRC) $21210 536 0.00% 股份
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $20706 520 0.00% 股份
HARBOUR INVESTMENTS, INC. $20458 517 0.00% 股份
MCDONALD PARTNERS LLC $19785 500 0.00% 股份
Spectrum Wealth Counsel, LLC $16984 550 0.00% 股份
MATHER GROUP, LLC. $13731 347 0.00% 股份
Clearstead Advisors, LLC $13058 330 0.00% 股份
TD Waterhouse Canada Inc. $11871 300 0.00% 股份
Cambridge Investment Research Advisors, Inc. $10469 264561 0.00% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $10051 254 0.00% 股份
Kimelman & Baird, LLC $8904 225 0.00% 股份
COURAGE CAPITAL MANAGEMENT LLC $7291 184254 0.00% 股份
Investors Research Corp $7021 152 0.00% 股份
UBS Group AG $6569 166 0.00% 股份
Medallion Wealth Advisors, LLC $5975 151 0.00% 股份
Grove Bank & Trust $5817 147 0.00% 股份
ALBION FINANCIAL GROUP /UT $3957 100 0.00% 股份
Gould Capital, LLC $3878 98 0.00% 股份
Virtu Financial LLC $2988 75509 0.00% 股份
Strive Financial Group ,LLC $2572 65 0.00% 股份
Tradewinds Capital Management, LLC $1781 45 0.00% 股份
Copia Wealth Management $1543 39 0.00% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $1504 38 0.00% 股份
SALEM INVESTMENT COUNSELORS INC $1188 30 0.00% 股份
Janney Montgomery Scott LLC $1175 29702 0.00% 股份
JFS WEALTH ADVISORS, LLC $970 21 0.00% 股份
CIBC Private Wealth Group LLC $953 25 0.00% 股份
IFP Advisors, Inc $831 21 0.00% 股份
FLOW TRADERS U.S. LLC $754 19057 0.00% 股份
Betterment LLC $683 17273 0.00% 股份
Ball & Co Wealth Management Inc. $333 8429 0.00% 股份
Investor's Fiduciary Advisor Network, LLC $273 6915 0.00% 股份
Imprint Wealth LLC $237 6 0.00% 股份
Wood Tarver Financial Group, LLC $214 5416 0.00% 股份
JTC Employer Solutions Trustee Ltd $198 5000 0.00% 股份
Capital Analysts, LLC $148 3752 0.00% 股份
BESSEMER GROUP INC $127 3215 0.00% 股份
Legacy Investment Solutions, LLC $33 1 0.00% 股份
Guerra Advisors Inc $23 1 0.00% 股份

ETF持仓 由 4 只交易所交易基金持有

20

权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
IAUI · NEOS ETF Trust 24.16% 2734560 NS 2026年6月30日 N-PORT
TDSB · Exchange Listed Funds Trust 12.68% 138255 NS 2026年4月30日 N-PORT
TDSC · Exchange Listed Funds Trust 10.23% 230371 NS 2026年4月30日 N-PORT
CLSM · Exchange Listed Funds Trust 9.08% 185360 NS 2026年4月30日 N-PORT

我的指标 您的个人关注列表 — 来自完整基本面的选定行

26